Fix live ingest, email config, and dependencies for homelab deploy.

Switch HouseWatcherClient to public STOCK Act JSON (legacy housestockwatcher.com is down), add httpx/scikit-learn to pyproject, wire SMTP settings through Settings, fix get_session() as a context manager, and use savepoints in TradeLoader so one bad row does not roll back the batch.

EMAIL_SETUP.md

@@ -1,18 +1,18 @@
-# Email Setup for levkin.ca
+# Email Setup for levkine.ca (Mailcow)
 
-Your POTE system is configured to use `test@levkin.ca` for sending reports.
+Homelab POTE sends via Mailcow **`mail.levkine.ca`** using the shared **`alerts@levkine.ca`** mailbox (same as Kuma/Beszel). See ansible `docs/guides/smtp-inventory.md`.
 
 ## ✅ Configuration Done
 
 The `.env` file has been created with these settings:
 
 ```env
-SMTP_HOST=mail.levkin.ca
+SMTP_HOST=10.0.10.132
 SMTP_PORT=587
-SMTP_USER=test@levkin.ca
+SMTP_USER=alerts@levkine.ca
 SMTP_PASSWORD=YOUR_MAILBOX_PASSWORD_HERE
-FROM_EMAIL=test@levkin.ca
-REPORT_RECIPIENTS=test@levkin.ca
+FROM_EMAIL=alerts@levkine.ca
+REPORT_RECIPIENTS=idobkin@gmail.com
 ```
 
 ## 🔑 Next Steps

pyproject.toml

@@ -18,8 +18,10 @@ dependencies = [
     "pydantic-settings>=2.0",
     "python-dotenv>=1.0",
     "requests>=2.31",
+    "httpx>=0.27",
     "pandas>=2.0",
     "numpy>=1.24",
+    "scikit-learn>=1.3",
     "yfinance>=0.2",
     "psycopg2-binary>=2.9",
 ]

scripts/fetch_congressional_trades.py

@@ -28,8 +28,8 @@ def main():
 
     args = parser.parse_args()
 
-    logger.info("=== Fetching Congressional Trades from House Stock Watcher ===")
-    logger.info("Source: https://housestockwatcher.com (free, no API key)")
+    logger.info("=== Fetching Congressional Trades (public STOCK Act data) ===")
+    logger.info("Source: public JSON feeds (see HouseWatcherClient.data_urls)")
 
     try:
         with HouseWatcherClient() as client:

src/pote/config.py

@@ -30,6 +30,16 @@ class Settings(BaseSettings):
     # Logging
     log_level: str = Field(default="INFO", description="Log level (DEBUG, INFO, WARNING, ERROR)")
 
+    # Email (Mailcow @ mail.levkine.ca — use LAN IP from app LXCs if DNS points public)
+    smtp_host: str = Field(default="mail.levkine.ca", description="SMTP server hostname")
+    smtp_port: int = Field(default=587, description="SMTP port (587 STARTTLS)")
+    smtp_user: str = Field(default="", description="SMTP auth username")
+    smtp_password: str = Field(default="", description="SMTP auth password")
+    from_email: str = Field(default="", description="From address for reports")
+    report_recipients: str = Field(
+        default="", description="Default report recipients (comma-separated)"
+    )
+
     # Application
     app_name: str = "POTE"
     app_version: str = "0.1.0"

src/pote/db/__init__.py

@@ -3,6 +3,7 @@ Database layer: engine, session factory, and base model.
 """
 
 from collections.abc import Generator
+from contextlib import contextmanager
 
 from sqlalchemy import create_engine
 from sqlalchemy.orm import DeclarativeBase, Session, sessionmaker
@@ -26,8 +27,9 @@ class Base(DeclarativeBase):
     pass
 
 
+@contextmanager
 def get_session() -> Generator[Session, None, None]:
-    """Get a database session (use as a context manager or dependency)."""
+    """Get a database session (context manager or FastAPI-style dependency)."""
     session = SessionLocal()
     try:
         yield session

src/pote/ingestion/house_watcher.py

@@ -1,9 +1,12 @@
 """
 House Stock Watcher client for fetching congressional trade data.
-Free, no API key required - scrapes from housestockwatcher.com
+
+Uses public STOCK Act disclosure datasets (no API key). The legacy
+housestockwatcher.com host is often unavailable; we try several mirrors.
 """
 
 import logging
+import os
 from datetime import date, datetime
 from typing import Any
 
@@ -11,16 +14,69 @@ import httpx
 
 logger = logging.getLogger(__name__)
 
+def _default_data_urls() -> tuple[str, ...]:
+    override = os.environ.get("POTE_HOUSE_DATA_URL", "").strip()
+    if override:
+        return (override,)
+    return (
+        "https://raw.githubusercontent.com/kadoa-org/congress-trading-monitor/main/public/data/trades.json",
+        "https://housestockwatcher.com/api/all_transactions",
+        "https://house-stock-watcher-data.s3-us-west-2.amazonaws.com/data/all_transactions.json",
+    )
+
+
+DEFAULT_DATA_URLS: tuple[str, ...] = _default_data_urls()
+
+
+def _ascii_safe(text: str | None) -> str:
+    """Normalize text for DB fields that may use ASCII-only client encoding."""
+    if not text:
+        return ""
+    return text.replace("\u00b7", "-").replace("·", "-").strip()
+
+
+def _party_label(code: str | None) -> str:
+    if not code:
+        return ""
+    mapping = {"D": "Democrat", "R": "Republican", "I": "Independent"}
+    return mapping.get(code.strip().upper(), code.strip())
+
+
+def normalize_transaction_record(raw: dict[str, Any]) -> dict[str, Any]:
+    """
+    Map a raw disclosure record to the House Stock Watcher field names
+    expected by TradeLoader.
+    """
+    if "representative" in raw and "disclosure_date" in raw:
+        return raw
+
+    # Kadoa congress-trading-monitor export
+    if "filer_name" in raw:
+        chamber = (raw.get("chamber") or "").strip().lower()
+        house = "Senate" if chamber == "senate" else "House"
+        return {
+            "representative": raw.get("filer_name", "").strip(),
+            "ticker": (raw.get("ticker") or "").strip(),
+            "transaction_date": raw.get("transaction_date", ""),
+            "disclosure_date": raw.get("filing_date", ""),
+            "transaction": raw.get("transaction_type", ""),
+            "amount": raw.get("amount_range_label", ""),
+            "house": house,
+            "district": _ascii_safe(raw.get("office")),
+            "party": _party_label(raw.get("party")),
+        }
+
+    return raw
+
 
 class HouseWatcherClient:
     """
-    Client for House Stock Watcher API (free, community-maintained).
+    Client for congressional trade JSON feeds (free, community-maintained).
 
-    Data source: https://housestockwatcher.com/
-    No authentication required.
+    Primary source: congress-trading-monitor public dataset on GitHub.
     """
 
-    BASE_URL = "https://housestockwatcher.com/api"
+    data_urls: tuple[str, ...] = DEFAULT_DATA_URLS
 
     def __init__(self, timeout: float = 30.0):
         """
@@ -65,30 +121,31 @@ class HouseWatcherClient:
         Raises:
             httpx.HTTPError: If request fails
         """
-        url = f"{self.BASE_URL}/all_transactions"
-        logger.info(f"Fetching transactions from {url}")
+        last_error: Exception | None = None
+        for url in self.data_urls:
+            if not url:
+                continue
+            logger.info(f"Fetching transactions from {url}")
+            try:
+                response = self._client.get(url)
+                response.raise_for_status()
+                data = response.json()
+                if not isinstance(data, list):
+                    raise ValueError(f"Expected list response, got {type(data)}")
+                data = [normalize_transaction_record(item) for item in data]
+                logger.info(f"Fetched {len(data)} transactions from {url}")
+                if limit:
+                    data = data[:limit]
+                return data
+            except Exception as e:
+                last_error = e
+                logger.warning(f"Failed to fetch from {url}: {e}")
+                continue
 
-        try:
-            response = self._client.get(url)
-            response.raise_for_status()
-            data = response.json()
-
-            if not isinstance(data, list):
-                raise ValueError(f"Expected list response, got {type(data)}")
-
-            logger.info(f"Fetched {len(data)} transactions from House Stock Watcher")
-
-            if limit:
-                data = data[:limit]
-
-            return data
-
-        except httpx.HTTPError as e:
-            logger.error(f"Failed to fetch from House Stock Watcher: {e}")
-            raise
-        except Exception as e:
-            logger.error(f"Unexpected error fetching transactions: {e}")
-            raise
+        logger.error("Failed to fetch congressional trades from all configured URLs")
+        if last_error:
+            raise last_error
+        raise RuntimeError("No data URLs configured")
 
     def fetch_recent_transactions(self, days: int = 30) -> list[dict[str, Any]]:
         """

src/pote/ingestion/trade_loader.py

@@ -45,27 +45,25 @@ class TradeLoader:
 
         for txn in transactions:
             try:
-                # Get or create official
-                official, is_new_official = self._get_or_create_official(txn)
-                if is_new_official:
-                    officials_created += 1
+                with self.session.begin_nested():
+                    official, is_new_official = self._get_or_create_official(txn)
+                    if is_new_official:
+                        officials_created += 1
 
-                # Get or create security
-                ticker = txn.get("ticker", "").strip().upper()
-                if not ticker or ticker in ("N/A", "--", ""):
-                    logger.debug(
-                        f"Skipping transaction with no ticker: {txn.get('representative')}"
-                    )
-                    continue
+                    ticker = txn.get("ticker", "").strip().upper()
+                    if not ticker or ticker in ("N/A", "--", ""):
+                        logger.debug(
+                            f"Skipping transaction with no ticker: {txn.get('representative')}"
+                        )
+                        continue
 
-                security, is_new_security = self._get_or_create_security(ticker)
-                if is_new_security:
-                    securities_created += 1
+                    security, is_new_security = self._get_or_create_security(ticker)
+                    if is_new_security:
+                        securities_created += 1
 
-                # Create trade (upsert)
-                trade_created = self._upsert_trade(txn, official.id, security.id, source)
-                if trade_created:
-                    trades_created += 1
+                    trade_created = self._upsert_trade(txn, official.id, security.id, source)
+                    if trade_created:
+                        trades_created += 1
 
             except Exception as e:
                 logger.error(f"Failed to ingest transaction {txn}: {e}")