Add complete automation, reporting, and CI/CD system

Features Added:
==============

📧 EMAIL REPORTING SYSTEM:
- EmailReporter: Send reports via SMTP (Gmail, SendGrid, custom)
- ReportGenerator: Generate daily/weekly summaries with HTML/text formatting
- Configurable via .env (SMTP_HOST, SMTP_PORT, etc.)
- Scripts: send_daily_report.py, send_weekly_report.py

🤖 AUTOMATED RUNS:
- automated_daily_run.sh: Full daily ETL pipeline + reporting
- automated_weekly_run.sh: Weekly pattern analysis + reports
- setup_cron.sh: Interactive cron job setup (5-minute setup)
- Logs saved to ~/logs/ with automatic cleanup

🔍 HEALTH CHECKS:
- health_check.py: System health monitoring
- Checks: DB connection, data freshness, counts, recent alerts
- JSON output for programmatic use
- Exit codes for monitoring integration

🚀 CI/CD PIPELINE:
- .github/workflows/ci.yml: Full CI/CD pipeline
- GitHub Actions / Gitea Actions compatible
- Jobs: lint & test, security scan, dependency scan, Docker build
- PostgreSQL service for integration tests
- 93 tests passing in CI

📚 COMPREHENSIVE DOCUMENTATION:
- AUTOMATION_QUICKSTART.md: 5-minute email setup guide
- docs/12_automation_and_reporting.md: Full automation guide
- Updated README.md with automation links
- Deployment → Production workflow guide

🛠️ IMPROVEMENTS:
- All shell scripts made executable
- Environment variable examples in .env.example
- Report logs saved with timestamps
- 30-day log retention with auto-cleanup
- Health checks can be scheduled via cron

WHAT THIS ENABLES:
==================
After deployment, users can:
1. Set up automated daily/weekly email reports (5 min)
2. Receive HTML+text emails with:
   - New trades, market alerts, suspicious timing
   - Weekly patterns, rankings, repeat offenders
3. Monitor system health automatically
4. Run full CI/CD pipeline on every commit
5. Deploy with confidence (tests + security scans)

USAGE:
======
# One-time setup (on deployed server)
./scripts/setup_cron.sh

# Or manually send reports
python scripts/send_daily_report.py --to user@example.com
python scripts/send_weekly_report.py --to user@example.com

# Check system health
python scripts/health_check.py

See AUTOMATION_QUICKSTART.md for full instructions.

93 tests passing | Full CI/CD | Email reports ready

scripts/add_custom_trades.py

@@ -145,3 +145,4 @@ def main():
 if __name__ == "__main__":
     main()
 
+

scripts/analyze_disclosure_timing.py

@@ -217,3 +217,4 @@ def format_ticker_report(result):
 if __name__ == "__main__":
     main()
 
+

scripts/analyze_official.py

@@ -138,3 +138,4 @@ def main():
 if __name__ == "__main__":
     main()
 
+

scripts/automated_daily_run.sh

@@ -0,0 +1,109 @@
+#!/bin/bash
+# POTE Automated Daily Run
+# This script should be run by cron daily (e.g., at 6 AM after market close)
+#
+# Example crontab entry:
+# 0 6 * * * /home/poteapp/pote/scripts/automated_daily_run.sh >> /home/poteapp/logs/daily_run.log 2>&1
+
+set -e
+
+# Configuration
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_ROOT="$(dirname "$SCRIPT_DIR")"
+LOG_DIR="${LOG_DIR:-$HOME/logs}"
+VENV_PATH="${VENV_PATH:-$PROJECT_ROOT/venv}"
+REPORT_RECIPIENTS="${REPORT_RECIPIENTS:-admin@localhost}"
+
+# Create log directory if it doesn't exist
+mkdir -p "$LOG_DIR"
+
+# Timestamp for logging
+TIMESTAMP=$(date '+%Y-%m-%d %H:%M:%S')
+echo "==============================================="
+echo "POTE Automated Daily Run - $TIMESTAMP"
+echo "==============================================="
+
+# Activate virtual environment
+if [ -d "$VENV_PATH" ]; then
+    echo "Activating virtual environment..."
+    source "$VENV_PATH/bin/activate"
+else
+    echo "WARNING: Virtual environment not found at $VENV_PATH"
+    echo "Attempting to use system Python..."
+fi
+
+# Change to project directory
+cd "$PROJECT_ROOT"
+
+# Load environment variables
+if [ -f ".env" ]; then
+    echo "Loading environment variables from .env..."
+    export $(grep -v '^#' .env | xargs)
+fi
+
+# Step 1: Fetch new congressional trades
+echo ""
+echo "[1/6] Fetching congressional trades..."
+if python scripts/fetch_congressional_trades.py; then
+    echo "✓ Congressional trades fetched successfully"
+else
+    echo "⚠ Warning: Failed to fetch congressional trades (may be API issue)"
+fi
+
+# Step 2: Enrich securities (get company names, sectors)
+echo ""
+echo "[2/6] Enriching security data..."
+if python scripts/enrich_securities.py; then
+    echo "✓ Securities enriched successfully"
+else
+    echo "⚠ Warning: Failed to enrich securities"
+fi
+
+# Step 3: Fetch latest price data
+echo ""
+echo "[3/6] Fetching price data..."
+if python scripts/fetch_sample_prices.py; then
+    echo "✓ Price data fetched successfully"
+else
+    echo "⚠ Warning: Failed to fetch price data"
+fi
+
+# Step 4: Run market monitoring
+echo ""
+echo "[4/6] Running market monitoring..."
+if python scripts/monitor_market.py --scan; then
+    echo "✓ Market monitoring completed"
+else
+    echo "⚠ Warning: Market monitoring failed"
+fi
+
+# Step 5: Analyze disclosure timing
+echo ""
+echo "[5/6] Analyzing disclosure timing..."
+if python scripts/analyze_disclosure_timing.py --recent 7 --save /tmp/pote_timing_analysis.txt; then
+    echo "✓ Disclosure timing analysis completed"
+else
+    echo "⚠ Warning: Disclosure timing analysis failed"
+fi
+
+# Step 6: Send daily report
+echo ""
+echo "[6/6] Sending daily report..."
+if python scripts/send_daily_report.py --to "$REPORT_RECIPIENTS" --save-to-file "$LOG_DIR/daily_report_$(date +%Y%m%d).txt"; then
+    echo "✓ Daily report sent successfully"
+else
+    echo "✗ ERROR: Failed to send daily report"
+    exit 1
+fi
+
+# Final summary
+echo ""
+echo "==============================================="
+echo "Daily run completed successfully at $(date '+%Y-%m-%d %H:%M:%S')"
+echo "==============================================="
+
+# Clean up old log files (keep last 30 days)
+find "$LOG_DIR" -name "daily_report_*.txt" -mtime +30 -delete 2>/dev/null || true
+
+exit 0
+

scripts/automated_weekly_run.sh

@@ -0,0 +1,73 @@
+#!/bin/bash
+# POTE Automated Weekly Run
+# This script should be run by cron weekly (e.g., Sunday at 8 AM)
+#
+# Example crontab entry:
+# 0 8 * * 0 /home/poteapp/pote/scripts/automated_weekly_run.sh >> /home/poteapp/logs/weekly_run.log 2>&1
+
+set -e
+
+# Configuration
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_ROOT="$(dirname "$SCRIPT_DIR")"
+LOG_DIR="${LOG_DIR:-$HOME/logs}"
+VENV_PATH="${VENV_PATH:-$PROJECT_ROOT/venv}"
+REPORT_RECIPIENTS="${REPORT_RECIPIENTS:-admin@localhost}"
+
+# Create log directory if it doesn't exist
+mkdir -p "$LOG_DIR"
+
+# Timestamp for logging
+TIMESTAMP=$(date '+%Y-%m-%d %H:%M:%S')
+echo "==============================================="
+echo "POTE Automated Weekly Run - $TIMESTAMP"
+echo "==============================================="
+
+# Activate virtual environment
+if [ -d "$VENV_PATH" ]; then
+    echo "Activating virtual environment..."
+    source "$VENV_PATH/bin/activate"
+else
+    echo "WARNING: Virtual environment not found at $VENV_PATH"
+fi
+
+# Change to project directory
+cd "$PROJECT_ROOT"
+
+# Load environment variables
+if [ -f ".env" ]; then
+    echo "Loading environment variables from .env..."
+    export $(grep -v '^#' .env | xargs)
+fi
+
+# Generate pattern report
+echo ""
+echo "[1/2] Generating pattern detection report..."
+if python scripts/generate_pattern_report.py --days 365 --min-score 40 --save "$LOG_DIR/pattern_report_$(date +%Y%m%d).txt"; then
+    echo "✓ Pattern report generated"
+else
+    echo "⚠ Warning: Pattern report generation failed"
+fi
+
+# Send weekly report
+echo ""
+echo "[2/2] Sending weekly summary report..."
+if python scripts/send_weekly_report.py --to "$REPORT_RECIPIENTS" --save-to-file "$LOG_DIR/weekly_report_$(date +%Y%m%d).txt"; then
+    echo "✓ Weekly report sent successfully"
+else
+    echo "✗ ERROR: Failed to send weekly report"
+    exit 1
+fi
+
+# Final summary
+echo ""
+echo "==============================================="
+echo "Weekly run completed successfully at $(date '+%Y-%m-%d %H:%M:%S')"
+echo "==============================================="
+
+# Clean up old weekly reports (keep last 90 days)
+find "$LOG_DIR" -name "weekly_report_*.txt" -mtime +90 -delete 2>/dev/null || true
+find "$LOG_DIR" -name "pattern_report_*.txt" -mtime +90 -delete 2>/dev/null || true
+
+exit 0
+

scripts/calculate_all_returns.py

@@ -114,3 +114,4 @@ def main():
 if __name__ == "__main__":
     main()
 
+

scripts/daily_fetch.sh

@@ -116,3 +116,4 @@ PYEOF
 # Exit with success (even if some steps warned)
 exit 0
 
+

scripts/daily_update.sh

@@ -74,3 +74,4 @@ echo "" | tee -a "$LOG_FILE"
 # Keep only last 30 days of logs
 find "$LOG_DIR" -name "daily_update_*.log" -mtime +30 -delete
 
+

scripts/fetch_congress_members.py

@@ -177,3 +177,4 @@ if __name__ == "__main__":
         print("\n💡 To create watchlist file: python scripts/fetch_congress_members.py --create")
         print("💡 To view saved watchlist: python scripts/fetch_congress_members.py --list")
 
+

scripts/generate_pattern_report.py

@@ -231,3 +231,4 @@ def format_pattern_report(data):
 if __name__ == "__main__":
     main()
 
+

scripts/generate_trading_report.py

@@ -304,3 +304,4 @@ def main(days, watchlist_only, format, output):
 if __name__ == "__main__":
     main()
 
+

scripts/health_check.py

@@ -0,0 +1,182 @@
+#!/usr/bin/env python3
+"""
+POTE Health Check Script
+
+Checks the health of the POTE system and reports status.
+
+Usage:
+    python scripts/health_check.py
+    python scripts/health_check.py --json
+"""
+
+import argparse
+import json
+import logging
+import sys
+from datetime import date, datetime, timedelta
+from pathlib import Path
+
+# Add project root to path
+sys.path.insert(0, str(Path(__file__).parent.parent))
+
+from sqlalchemy import func
+
+from pote.db import engine, get_session
+from pote.db.models import MarketAlert, Official, Price, Security, Trade
+
+logging.basicConfig(level=logging.WARNING)
+logger = logging.getLogger(__name__)
+
+
+def check_database_connection() -> dict:
+    """Check if database is accessible."""
+    try:
+        with engine.connect() as conn:
+            conn.execute("SELECT 1")
+        return {"status": "ok", "message": "Database connection successful"}
+    except Exception as e:
+        return {"status": "error", "message": f"Database connection failed: {str(e)}"}
+
+
+def check_data_freshness() -> dict:
+    """Check if data has been updated recently."""
+    with get_session() as session:
+        # Check most recent trade filing date
+        latest_trade = (
+            session.query(Trade).order_by(Trade.filing_date.desc()).first()
+        )
+
+        if not latest_trade:
+            return {
+                "status": "warning",
+                "message": "No trades found in database",
+                "latest_trade_date": None,
+                "days_since_update": None,
+            }
+
+        days_since = (date.today() - latest_trade.filing_date).days
+
+        if days_since > 7:
+            status = "warning"
+            message = f"Latest trade is {days_since} days old (may need update)"
+        elif days_since > 14:
+            status = "error"
+            message = f"Latest trade is {days_since} days old (stale data)"
+        else:
+            status = "ok"
+            message = f"Data is fresh ({days_since} days old)"
+
+        return {
+            "status": status,
+            "message": message,
+            "latest_trade_date": str(latest_trade.filing_date),
+            "days_since_update": days_since,
+        }
+
+
+def check_data_counts() -> dict:
+    """Check counts of key entities."""
+    with get_session() as session:
+        counts = {
+            "officials": session.query(Official).count(),
+            "securities": session.query(Security).count(),
+            "trades": session.query(Trade).count(),
+            "prices": session.query(Price).count(),
+            "market_alerts": session.query(MarketAlert).count(),
+        }
+
+        if counts["trades"] == 0:
+            status = "error"
+            message = "No trades in database"
+        elif counts["trades"] < 10:
+            status = "warning"
+            message = "Very few trades in database (< 10)"
+        else:
+            status = "ok"
+            message = f"Database has {counts['trades']} trades"
+
+        return {"status": status, "message": message, "counts": counts}
+
+
+def check_recent_alerts() -> dict:
+    """Check for recent market alerts."""
+    with get_session() as session:
+        yesterday = datetime.now() - timedelta(days=1)
+        recent_alerts = (
+            session.query(MarketAlert).filter(MarketAlert.timestamp >= yesterday).count()
+        )
+
+        return {
+            "status": "ok",
+            "message": f"{recent_alerts} alerts in last 24 hours",
+            "recent_alerts_count": recent_alerts,
+        }
+
+
+def main():
+    parser = argparse.ArgumentParser(description="POTE health check")
+    parser.add_argument(
+        "--json", action="store_true", help="Output results as JSON"
+    )
+    args = parser.parse_args()
+
+    # Run all checks
+    checks = {
+        "database_connection": check_database_connection(),
+        "data_freshness": check_data_freshness(),
+        "data_counts": check_data_counts(),
+        "recent_alerts": check_recent_alerts(),
+    }
+
+    # Determine overall status
+    statuses = [check["status"] for check in checks.values()]
+    if "error" in statuses:
+        overall_status = "error"
+    elif "warning" in statuses:
+        overall_status = "warning"
+    else:
+        overall_status = "ok"
+
+    result = {
+        "timestamp": datetime.now().isoformat(),
+        "overall_status": overall_status,
+        "checks": checks,
+    }
+
+    if args.json:
+        print(json.dumps(result, indent=2))
+    else:
+        # Human-readable output
+        status_emoji = {"ok": "✓", "warning": "⚠", "error": "✗"}
+
+        print("\n" + "=" * 60)
+        print("POTE HEALTH CHECK")
+        print("=" * 60)
+        print(f"Timestamp: {result['timestamp']}")
+        print(f"Overall Status: {status_emoji.get(overall_status, '?')} {overall_status.upper()}")
+        print()
+
+        for check_name, check_result in checks.items():
+            status = check_result["status"]
+            emoji = status_emoji.get(status, "?")
+            print(f"{emoji} {check_name.replace('_', ' ').title()}: {check_result['message']}")
+
+            # Print additional details if present
+            if "counts" in check_result:
+                for key, value in check_result["counts"].items():
+                    print(f"    {key}: {value:,}")
+
+        print("=" * 60 + "\n")
+
+    # Exit with appropriate code
+    if overall_status == "error":
+        sys.exit(2)
+    elif overall_status == "warning":
+        sys.exit(1)
+    else:
+        sys.exit(0)
+
+
+if __name__ == "__main__":
+    main()
+

scripts/monitor_market.py

@@ -114,3 +114,4 @@ def main(tickers, interval, once, min_severity, save_report, lookback):
 if __name__ == "__main__":
     main()
 
+

scripts/pre_market_close_update.sh

@@ -83,3 +83,4 @@ echo "=========================================="
 # Exit successfully even if some steps warned
 exit 0
 
+

scripts/scrape_alternative_sources.py

@@ -130,3 +130,4 @@ def main():
 if __name__ == "__main__":
     main()
 
+

scripts/send_daily_report.py

@@ -0,0 +1,119 @@
+#!/usr/bin/env python3
+"""
+Send Daily Report via Email
+
+Generates and emails the daily POTE summary report.
+
+Usage:
+    python scripts/send_daily_report.py --to user@example.com
+    python scripts/send_daily_report.py --to user1@example.com,user2@example.com --test-smtp
+"""
+
+import argparse
+import logging
+import sys
+from datetime import date
+from pathlib import Path
+
+# Add project root to path
+sys.path.insert(0, str(Path(__file__).parent.parent))
+
+from pote.db import get_session
+from pote.reporting.email_reporter import EmailReporter
+from pote.reporting.report_generator import ReportGenerator
+
+logging.basicConfig(
+    level=logging.INFO, format="%(asctime)s - %(name)s - %(levelname)s - %(message)s"
+)
+logger = logging.getLogger(__name__)
+
+
+def main():
+    parser = argparse.ArgumentParser(description="Send daily POTE report via email")
+    parser.add_argument(
+        "--to", required=True, help="Recipient email addresses (comma-separated)"
+    )
+    parser.add_argument(
+        "--date",
+        help="Report date (YYYY-MM-DD), defaults to today",
+        default=None,
+    )
+    parser.add_argument(
+        "--test-smtp",
+        action="store_true",
+        help="Test SMTP connection before sending",
+    )
+    parser.add_argument(
+        "--save-to-file",
+        help="Also save report to this file path",
+        default=None,
+    )
+
+    args = parser.parse_args()
+
+    # Parse recipients
+    to_emails = [email.strip() for email in args.to.split(",")]
+
+    # Parse date if provided
+    report_date = None
+    if args.date:
+        try:
+            report_date = date.fromisoformat(args.date)
+        except ValueError:
+            logger.error(f"Invalid date format: {args.date}. Use YYYY-MM-DD")
+            sys.exit(1)
+
+    # Initialize email reporter
+    email_reporter = EmailReporter()
+
+    # Test SMTP connection if requested
+    if args.test_smtp:
+        logger.info("Testing SMTP connection...")
+        if not email_reporter.test_connection():
+            logger.error("SMTP connection test failed. Check your SMTP settings in .env")
+            logger.info(
+                "Required settings: SMTP_HOST, SMTP_PORT, SMTP_USER, SMTP_PASSWORD, FROM_EMAIL"
+            )
+            sys.exit(1)
+        logger.info("SMTP connection test successful!")
+
+    # Generate report
+    logger.info(f"Generating daily report for {report_date or date.today()}...")
+    with get_session() as session:
+        generator = ReportGenerator(session)
+        report_data = generator.generate_daily_summary(report_date)
+
+        # Format as text and HTML
+        text_body = generator.format_as_text(report_data, "daily")
+        html_body = generator.format_as_html(report_data, "daily")
+
+    # Save to file if requested
+    if args.save_to_file:
+        with open(args.save_to_file, "w") as f:
+            f.write(text_body)
+        logger.info(f"Report saved to {args.save_to_file}")
+
+    # Send email
+    subject = f"POTE Daily Report - {report_data['date']}"
+    logger.info(f"Sending report to {', '.join(to_emails)}...")
+
+    success = email_reporter.send_report(
+        to_emails=to_emails,
+        subject=subject,
+        body_text=text_body,
+        body_html=html_body,
+    )
+
+    if success:
+        logger.info("Report sent successfully!")
+        # Print summary to stdout
+        print("\n" + text_body + "\n")
+        sys.exit(0)
+    else:
+        logger.error("Failed to send report. Check logs for details.")
+        sys.exit(1)
+
+
+if __name__ == "__main__":
+    main()
+

scripts/send_weekly_report.py

@@ -0,0 +1,100 @@
+#!/usr/bin/env python3
+"""
+Send Weekly Report via Email
+
+Generates and emails the weekly POTE summary report.
+
+Usage:
+    python scripts/send_weekly_report.py --to user@example.com
+"""
+
+import argparse
+import logging
+import sys
+from pathlib import Path
+
+# Add project root to path
+sys.path.insert(0, str(Path(__file__).parent.parent))
+
+from pote.db import get_session
+from pote.reporting.email_reporter import EmailReporter
+from pote.reporting.report_generator import ReportGenerator
+
+logging.basicConfig(
+    level=logging.INFO, format="%(asctime)s - %(name)s - %(levelname)s - %(message)s"
+)
+logger = logging.getLogger(__name__)
+
+
+def main():
+    parser = argparse.ArgumentParser(description="Send weekly POTE report via email")
+    parser.add_argument(
+        "--to", required=True, help="Recipient email addresses (comma-separated)"
+    )
+    parser.add_argument(
+        "--test-smtp",
+        action="store_true",
+        help="Test SMTP connection before sending",
+    )
+    parser.add_argument(
+        "--save-to-file",
+        help="Also save report to this file path",
+        default=None,
+    )
+
+    args = parser.parse_args()
+
+    # Parse recipients
+    to_emails = [email.strip() for email in args.to.split(",")]
+
+    # Initialize email reporter
+    email_reporter = EmailReporter()
+
+    # Test SMTP connection if requested
+    if args.test_smtp:
+        logger.info("Testing SMTP connection...")
+        if not email_reporter.test_connection():
+            logger.error("SMTP connection test failed. Check your SMTP settings in .env")
+            sys.exit(1)
+        logger.info("SMTP connection test successful!")
+
+    # Generate report
+    logger.info("Generating weekly report...")
+    with get_session() as session:
+        generator = ReportGenerator(session)
+        report_data = generator.generate_weekly_summary()
+
+        # Format as text and HTML
+        text_body = generator.format_as_text(report_data, "weekly")
+        html_body = generator.format_as_html(report_data, "weekly")
+
+    # Save to file if requested
+    if args.save_to_file:
+        with open(args.save_to_file, "w") as f:
+            f.write(text_body)
+        logger.info(f"Report saved to {args.save_to_file}")
+
+    # Send email
+    subject = f"POTE Weekly Report - {report_data['period_start']} to {report_data['period_end']}"
+    logger.info(f"Sending report to {', '.join(to_emails)}...")
+
+    success = email_reporter.send_report(
+        to_emails=to_emails,
+        subject=subject,
+        body_text=text_body,
+        body_html=html_body,
+    )
+
+    if success:
+        logger.info("Report sent successfully!")
+        # Print summary to stdout
+        print("\n" + text_body + "\n")
+        sys.exit(0)
+    else:
+        logger.error("Failed to send report. Check logs for details.")
+        sys.exit(1)
+
+
+if __name__ == "__main__":
+    main()
+

scripts/setup_automation.sh

@@ -148,3 +148,4 @@ echo "📚 Documentation:"
 echo "   ${POTE_DIR}/docs/10_automation.md"
 echo ""
 
+

scripts/setup_cron.sh

@@ -0,0 +1,130 @@
+#!/bin/bash
+# Setup Cron Jobs for POTE Automation
+#
+# This script sets up automated daily and weekly runs
+
+set -e
+
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_ROOT="$(dirname "$SCRIPT_DIR")"
+
+echo "==============================================="
+echo "POTE Cron Setup"
+echo "==============================================="
+
+# Ensure scripts are executable
+chmod +x "$SCRIPT_DIR/automated_daily_run.sh"
+chmod +x "$SCRIPT_DIR/automated_weekly_run.sh"
+
+# Create logs directory
+mkdir -p "$HOME/logs"
+
+# Backup existing crontab
+echo "Backing up existing crontab..."
+crontab -l > "$HOME/crontab.backup.$(date +%Y%m%d)" 2>/dev/null || true
+
+# Check if POTE cron jobs already exist
+if crontab -l 2>/dev/null | grep -q "POTE Automated"; then
+    echo ""
+    echo "⚠️  POTE cron jobs already exist!"
+    echo ""
+    echo "Current POTE cron jobs:"
+    crontab -l | grep -A 1 "POTE Automated" || true
+    echo ""
+    read -p "Do you want to replace them? (y/N) " -n 1 -r
+    echo
+    if [[ ! $REPLY =~ ^[Yy]$ ]]; then
+        echo "Cancelled. No changes made."
+        exit 0
+    fi
+    # Remove existing POTE cron jobs
+    crontab -l | grep -v "POTE Automated" | grep -v "automated_daily_run.sh" | grep -v "automated_weekly_run.sh" | crontab -
+fi
+
+# Get user's email for reports
+echo ""
+read -p "Enter email address for daily reports: " REPORT_EMAIL
+if [ -z "$REPORT_EMAIL" ]; then
+    echo "ERROR: Email address is required"
+    exit 1
+fi
+
+# Update .env file with report recipient
+if [ -f "$PROJECT_ROOT/.env" ]; then
+    if grep -q "^REPORT_RECIPIENTS=" "$PROJECT_ROOT/.env"; then
+        # Update existing
+        sed -i "s/^REPORT_RECIPIENTS=.*/REPORT_RECIPIENTS=$REPORT_EMAIL/" "$PROJECT_ROOT/.env"
+    else
+        # Add new
+        echo "REPORT_RECIPIENTS=$REPORT_EMAIL" >> "$PROJECT_ROOT/.env"
+    fi
+else
+    echo "ERROR: .env file not found at $PROJECT_ROOT/.env"
+    echo "Please copy .env.example to .env and configure it first."
+    exit 1
+fi
+
+# Choose schedule
+echo ""
+echo "Daily report schedule options:"
+echo "1) 6:00 AM (after US market close, typical)"
+echo "2) 9:00 AM"
+echo "3) Custom time"
+read -p "Choose option (1-3): " SCHEDULE_OPTION
+
+case $SCHEDULE_OPTION in
+    1)
+        DAILY_CRON="0 6 * * *"
+        ;;
+    2)
+        DAILY_CRON="0 9 * * *"
+        ;;
+    3)
+        read -p "Enter hour (0-23): " HOUR
+        read -p "Enter minute (0-59): " MINUTE
+        DAILY_CRON="$MINUTE $HOUR * * *"
+        ;;
+    *)
+        echo "Invalid option. Using default (6:00 AM)"
+        DAILY_CRON="0 6 * * *"
+        ;;
+esac
+
+WEEKLY_CRON="0 8 * * 0"  # Sunday at 8 AM
+
+# Add new cron jobs
+echo ""
+echo "Adding cron jobs..."
+
+(crontab -l 2>/dev/null; echo "# POTE Automated Daily Run"; echo "$DAILY_CRON $SCRIPT_DIR/automated_daily_run.sh >> $HOME/logs/daily_run.log 2>&1") | crontab -
+(crontab -l 2>/dev/null; echo "# POTE Automated Weekly Run"; echo "$WEEKLY_CRON $SCRIPT_DIR/automated_weekly_run.sh >> $HOME/logs/weekly_run.log 2>&1") | crontab -
+
+echo ""
+echo "✓ Cron jobs added successfully!"
+echo ""
+echo "Current crontab:"
+crontab -l | grep -A 1 "POTE Automated" || true
+
+echo ""
+echo "==============================================="
+echo "Setup Complete!"
+echo "==============================================="
+echo ""
+echo "Daily reports will be sent to: $REPORT_EMAIL"
+echo "Daily run schedule: $DAILY_CRON"
+echo "Weekly run schedule: $WEEKLY_CRON (Sundays at 8 AM)"
+echo ""
+echo "Logs will be stored in: $HOME/logs/"
+echo ""
+echo "To view logs:"
+echo "  tail -f $HOME/logs/daily_run.log"
+echo "  tail -f $HOME/logs/weekly_run.log"
+echo ""
+echo "To remove cron jobs:"
+echo "  crontab -e"
+echo "  (then delete the POTE lines)"
+echo ""
+echo "To test now (dry run):"
+echo "  $SCRIPT_DIR/automated_daily_run.sh"
+echo ""
+