Ready for first real test

2026-07-02 00:46:34 -05:00
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commit b91c81ebdf
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+"""Analyst report generation.
+
+Turns an agent's picks + research trace into a professional Markdown research note (with any
+charts the agent generated via run_analysis embedded), a combined daily report, and PDF
+exports. Stored under state/reports/<trade_date>/.
+"""
+
+from __future__ import annotations
+
+import re
+import shutil
+from pathlib import Path
+
+from loguru import logger
+
+from langchain_core.messages import HumanMessage, SystemMessage
+
+from agents.schemas import AgentOutput
+from config.settings import get_settings
+from llm.client import build_llm
+
+_CHART_RE = re.compile(r"([^\s,]+\.png)")
+
+REPORT_SYSTEM = (
+    "You are a senior sell-side equity research analyst. Write a clear, professional research "
+    "note in GitHub-flavored Markdown. Be specific and data-driven; cite the tickers, prices, and "
+    "numbers from the research. Do not invent data you weren't given. Output ONLY Markdown."
+)
+
+
+def _reports_day_dir(trade_date: str) -> Path:
+    d = get_settings().reports_dir / trade_date
+    d.mkdir(parents=True, exist_ok=True)
+    return d
+
+
+def _collect_charts(out: AgentOutput, dest_dir: Path) -> list[str]:
+    """Find chart PNGs the agent made via run_analysis (logged in reasoning_trace), copy them
+    next to the report, and return the local filenames to embed."""
+    names: list[str] = []
+    seen: set[str] = set()
+    for line in out.reasoning_trace:
+        if "Artifacts written" not in line:
+            continue
+        for m in _CHART_RE.findall(line):
+            src = Path(m)
+            if src.suffix.lower() == ".png" and src.exists() and str(src) not in seen:
+                seen.add(str(src))
+                fname = f"{out.persona_id}_{len(names) + 1}.png"
+                try:
+                    shutil.copyfile(src, dest_dir / fname)
+                    names.append(fname)
+                except Exception:
+                    pass
+    return names
+
+
+def write_agent_report(out: AgentOutput, trade_date: str) -> Path:
+    """Generate + save one agent's Markdown research note. Returns the .md path."""
+    day_dir = _reports_day_dir(trade_date)
+    charts = _collect_charts(out, day_dir)
+    picks_json = "\n".join(
+        f"- {p.ticker} [{p.instrument.value}/{p.direction.value}] conv={p.conviction} "
+        f"weight={p.requested_weight_pct} stop={p.stop_loss_pct} take={p.take_profit_pct} :: {p.thesis}"
+        for p in out.picks
+    ) or "(no picks)"
+    findings = "\n".join(out.reasoning_trace[-60:])
+    chart_note = (
+        "Embed these charts where relevant using Markdown image syntax "
+        f"(e.g. ![]({charts[0]})): {', '.join(charts)}" if charts else "No charts were generated."
+    )
+    human = (
+        f"Trade date: {trade_date}. Analyst persona: {out.agent_name}.\n"
+        f"Status: {out.status.value}. Market summary: {out.market_summary or '(none)'}\n\n"
+        f"FINAL PICKS:\n{picks_json}\n\n"
+        f"RESEARCH TRACE (tool calls + findings):\n{findings}\n\n"
+        f"{chart_note}\n\n"
+        "Write the note with these sections:\n"
+        "# <Analyst name> — Research Note (<date>)\n"
+        "## Market Overview  (what regime/backdrop framed today's work)\n"
+        "## Picks  — one `###` per pick: direction+conviction, thesis, supporting data/valuation, "
+        "catalysts, key risks, and the entry/stop/take plan.\n"
+        "## Portfolio Notes  (how these fit existing holdings)\n"
+        "## Summary Table  (Markdown table: Ticker | Dir | Conv | Weight | Stop | Take | One-liner)"
+    )
+    try:
+        resp = build_llm(max_tokens=4096).invoke(
+            [SystemMessage(content=REPORT_SYSTEM), HumanMessage(content=human)]
+        )
+        md = resp.content if isinstance(resp.content, str) else str(resp.content)
+        if not md.strip():
+            raise ValueError("empty report content")
+    except Exception as e:
+        logger.warning("report gen failed for {}: {}", out.persona_id, e)
+        md = f"# {out.agent_name} — Research Note ({trade_date})\n\n(Report generation failed: {e})\n\n{picks_json}"
+
+    md_path = day_dir / f"{out.persona_id}.md"
+    md_path.write_text(md)
+    logger.info("wrote report {}", md_path)
+    return md_path
+
+
+def write_daily_report(trade_date: str, outputs: list[AgentOutput], exec_summary: str = "") -> Path:
+    """Combine the agents into one daily report (links their notes + a portfolio-wide summary)."""
+    day_dir = _reports_day_dir(trade_date)
+    lines = [f"# Daily Research — {trade_date}\n"]
+    if exec_summary:
+        lines += ["## Execution Results\n", exec_summary, ""]
+    lines.append("## Agents\n")
+    for out in outputs:
+        tickers = ", ".join(
+            f"{p.ticker}({p.direction.value},{p.conviction:.2f})" for p in out.picks
+        ) or "no picks"
+        lines.append(f"### {out.agent_name}  — *{out.status.value}*")
+        lines.append(f"- Picks: {tickers}")
+        lines.append(f"- Full note: [`{out.persona_id}.md`]({out.persona_id}.md)\n")
+    path = day_dir / "daily.md"
+    path.write_text("\n".join(lines))
+    logger.info("wrote daily report {}", path)
+    return path
+
+
+def to_pdf(md_path: Path) -> Path | None:
+    """Render a Markdown report to PDF (embeds relative-path charts). None on failure."""
+    try:
+        import markdown as md_lib
+        from xhtml2pdf import pisa
+    except Exception as e:
+        logger.warning("PDF deps missing: {}", e)
+        return None
+    md_path = Path(md_path)
+    base = md_path.parent
+    html_body = md_lib.markdown(md_path.read_text(), extensions=["tables", "fenced_code"])
+    html = (
+        "<html><head><style>body{font-family:Helvetica,Arial,sans-serif;font-size:11px;} "
+        "h1{font-size:20px;} h2{font-size:15px;border-bottom:1px solid #ccc;} h3{font-size:13px;} "
+        "table{border-collapse:collapse;} td,th{border:1px solid #999;padding:3px;} "
+        f"img{{max-width:520px;}}</style></head><body>{html_body}</body></html>"
+    )
+
+    def _link_cb(uri: str, rel: str) -> str:
+        p = base / uri
+        return str(p) if p.exists() else uri
+
+    pdf_path = md_path.with_suffix(".pdf")
+    try:
+        with open(pdf_path, "wb") as f:
+            pisa.CreatePDF(html, dest=f, link_callback=_link_cb)
+        return pdf_path
+    except Exception as e:
+        logger.warning("PDF render failed for {}: {}", md_path, e)
+        return None