finance-dashboard/lib/marketdata.js

// ═══════════════════════════════════════════════════════════
//  marketdata.js — server 端抓取歷史股價（給「價格走勢」與「回測」共用）
//  來源：Yahoo v8 chart（免 crumb、公開），含還原股價(adjclose)。
//  只負責抓取＋正規化；快取由 server.js 以 DB 處理（節省 API）。
// ═══════════════════════════════════════════════════════════
const UA = 'Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/124 Safari/537.36';

export const RANGES = ['3mo', '6mo', '1y', '2y', '5y', '10y', 'max'];
export const INTERVALS = ['1d', '1wk', '1mo'];

async function jget(url, ms = 12000) {
  const ctrl = new AbortController();
  const timer = setTimeout(() => ctrl.abort(), ms);
  try {
    const res = await fetch(url, {
      headers: { 'User-Agent': UA, Accept: 'application/json,text/plain,*/*', 'Accept-Language': 'en-US,en;q=0.9' },
      signal: ctrl.signal,
    });
    if (!res.ok) throw new Error(`HTTP ${res.status}`);
    return await res.json();
  } finally { clearTimeout(timer); }
}
async function jgetH(url, headers, ms = 12000) {
  const ctrl = new AbortController();
  const timer = setTimeout(() => ctrl.abort(), ms);
  try {
    const res = await fetch(url, { headers: { 'User-Agent': UA, ...headers }, signal: ctrl.signal });
    if (!res.ok) throw new Error(`HTTP ${res.status}`);
    return await res.json();
  } finally { clearTimeout(timer); }
}

// range → 起始日期門檻
const RANGE_MONTHS = { '3mo': 3, '6mo': 6, '1y': 12, '2y': 24, '5y': 60, '10y': 120, max: null };
function cutoffDate(range) {
  const m = RANGE_MONTHS[range];
  if (m == null) return '1980-01-01';
  const d = new Date(); d.setMonth(d.getMonth() - m);
  return d.toISOString().slice(0, 10);
}

// Nasdaq 免金鑰每日歷史後備（Yahoo 429 時用，美股最完整）。
async function fetchNasdaq(symbol, range, fromISO) {
  const from = fromISO || cutoffDate(range), to = new Date().toISOString().slice(0, 10);
  const H = { Accept: 'application/json', Origin: 'https://www.nasdaq.com', Referer: 'https://www.nasdaq.com/' };
  for (const assetclass of ['stocks', 'etf']) {
    let j;
    try { j = await jgetH(`https://api.nasdaq.com/api/quote/${encodeURIComponent(symbol)}/chart?assetclass=${assetclass}&fromdate=${from}&todate=${to}`, H); }
    catch { continue; }
    const chart = j?.data?.chart;
    if (!Array.isArray(chart) || chart.length < 2) continue;
    const points = chart
      .map(c => ({ date: new Date(c.x).toISOString().slice(0, 10), close: c.y, adjclose: c.y }))
      .filter(p => p.close != null);
    if (points.length >= 2) {
      return { symbol, name: j.data.company || null, currency: 'USD', range, interval: '1d', points, source: 'Nasdaq' };
    }
  }
  return null;
}

function normalizeYahooChart(d, symbol, range, interval) {
  const r = d?.chart?.result?.[0];
  if (!r || !Array.isArray(r.timestamp)) throw new Error('Yahoo 無歷史資料');
  const ts = r.timestamp;
  const close = r.indicators?.quote?.[0]?.close || [];
  const adj = r.indicators?.adjclose?.[0]?.adjclose || [];
  const points = [];
  for (let i = 0; i < ts.length; i++) {
    const c = close[i];
    if (c == null) continue; // 跳過缺值（停牌/未成交）
    const a = (adj[i] != null) ? adj[i] : c;
    points.push({ date: new Date(ts[i] * 1000).toISOString().slice(0, 10), close: c, adjclose: a });
  }
  if (points.length < 1) throw new Error('歷史資料點過少');
  return {
    symbol: r.meta?.symbol || symbol,
    name: r.meta?.shortName || r.meta?.longName || null,
    currency: r.meta?.currency || null,
    range, interval, source: 'Yahoo Finance',
    points,
  };
}

async function fetchYahooHistory(symbol, range, interval, fromISO) {
  let lastErr = null;
  for (const host of ['query1', 'query2']) {
    try {
      let url = `https://${host}.finance.yahoo.com/v8/finance/chart/${encodeURIComponent(symbol)}`;
      if (fromISO) {
        const period1 = Math.floor(new Date(fromISO + 'T00:00:00Z').getTime() / 1000);
        const period2 = Math.floor(Date.now() / 1000);
        url += `?period1=${period1}&period2=${period2}&interval=${interval}&includeAdjustedClose=true`;
      } else {
        url += `?range=${range}&interval=${interval}&includeAdjustedClose=true`;
      }
      return normalizeYahooChart(await jget(url), symbol, range, interval);
    } catch (e) { lastErr = e; }
  }
  throw lastErr || new Error('無法取得 Yahoo 歷史股價');
}

// 回傳 { symbol, name, currency, points:[{date:'YYYY-MM-DD', close, adjclose}] }
export async function getHistory(symbol, range = '5y', interval = '1d') {
  if (!RANGES.includes(range)) range = '5y';
  if (!INTERVALS.includes(interval)) interval = '1d';
  try {
    const hist = await fetchYahooHistory(symbol, range, interval, null);
    if (hist.points.length >= 2) return hist;
  } catch (e) {
    const fallback = await fetchNasdaq(symbol, range).catch(() => null);
    if (fallback) return fallback;
    throw e;
  }
  throw new Error('歷史資料點過少');
}

export async function getHistorySince(symbol, fromISO, range = 'max', interval = '1d') {
  if (!INTERVALS.includes(interval)) interval = '1d';
  const start = new Date(fromISO);
  if (isNaN(start)) throw new Error('起始日期不正確');
  const since = new Date(start.getTime() - 3 * 86400000).toISOString().slice(0, 10);
  try {
    return await fetchYahooHistory(symbol, range, interval, since);
  } catch {
    const fallback = await fetchNasdaq(symbol, range, since).catch(() => null);
    if (fallback) return fallback;
  }
  throw new Error('無法取得增量歷史股價');
}