Add comprehensive automation system

New Scripts: - scripts/daily_fetch.sh: Automated daily data updates * Fetches congressional trades (last 7 days) * Enriches securities (name, sector, industry) * Updates price data for all securities * Calculates returns and metrics * Logs everything to logs/ directory - scripts/setup_automation.sh: Interactive automation setup * Makes scripts executable * Creates log directories * Configures cron jobs (multiple schedule options) * Guides user through setup Documentation: - docs/10_automation.md: Complete automation guide * Explains disclosure timing (30-45 day legal lag) * Why daily updates are optimal (not hourly/real-time) * Cron job setup instructions * Systemd timer alternative * Email notifications (optional) * Monitoring and logging * Failure handling * Performance optimization Key Insights: ❌ No real-time data possible (STOCK Act = 30-45 day lag) ✅ Daily updates are optimal ✅ Automated via cron jobs ✅ Handles API failures gracefully ✅ Logs everything for debugging
2025-12-15 14:55:05 -05:00 · 2025-12-15 14:55:05 -05:00 · 3a89c1e6d2
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+# POTE Automation Guide
+**Automated Data Collection & Updates**
+
+---
+
+## ⏰ Understanding Disclosure Timing
+
+### **Reality Check: No Real-Time Data Exists**
+
+**Federal Law (STOCK Act):**
+- 📅 Congress members have **30-45 days** to disclose trades
+- 📅 Disclosures are filed as **Periodic Transaction Reports (PTRs)**
+- 📅 Public databases update **after** filing (usually next day)
+- 📅 **No real-time feed exists by design**
+
+**Example Timeline:**
+```
+Jan 15, 2024  →  Senator buys NVDA
+Feb 15, 2024  →  Disclosure filed (30 days later)
+Feb 16, 2024  →  Appears on House Stock Watcher
+Feb 17, 2024  →  Your system fetches it
+```
+
+### **Best Practice: Daily Updates**
+
+Since trades appear in batches (not continuously), **running once per day is optimal**:
+
+✅ **Daily (7 AM)** - Catches overnight filings  
+✅ **After market close** - Prices are final  
+✅ **Low server load** - Off-peak hours  
+❌ **Hourly** - Wasteful, no new data  
+❌ **Real-time** - Impossible, not how disclosures work  
+
+---
+
+## 🤖 Automated Setup Options
+
+### **Option 1: Cron Job (Linux/Proxmox) - Recommended**
+
+#### **Setup on Proxmox Container**
+
+```bash
+# SSH to your container
+ssh poteapp@10.0.10.95
+
+# Edit crontab
+crontab -e
+
+# Add this line (runs daily at 7 AM):
+0 7 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Or run twice daily (7 AM and 7 PM):
+0 7,19 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Save and exit
+```
+
+**What it does:**
+- Fetches new congressional trades (last 7 days)
+- Enriches any new securities (name, sector, industry)
+- Updates price data for all securities
+- Logs everything to `logs/daily_fetch_YYYYMMDD.log`
+
+**Check logs:**
+```bash
+tail -f ~/pote/logs/daily_fetch_$(date +%Y%m%d).log
+```
+
+---
+
+### **Option 2: Systemd Timer (More Advanced)**
+
+For better logging and service management:
+
+#### **Create Service File**
+
+```bash
+sudo nano /etc/systemd/system/pote-fetch.service
+```
+
+```ini
+[Unit]
+Description=POTE Daily Data Fetch
+After=network.target postgresql.service
+
+[Service]
+Type=oneshot
+User=poteapp
+WorkingDirectory=/home/poteapp/pote
+ExecStart=/home/poteapp/pote/scripts/daily_fetch.sh
+StandardOutput=journal
+StandardError=journal
+
+[Install]
+WantedBy=multi-user.target
+```
+
+#### **Create Timer File**
+
+```bash
+sudo nano /etc/systemd/system/pote-fetch.timer
+```
+
+```ini
+[Unit]
+Description=POTE Daily Data Fetch Timer
+Requires=pote-fetch.service
+
+[Timer]
+OnCalendar=daily
+OnCalendar=07:00
+Persistent=true
+
+[Install]
+WantedBy=timers.target
+```
+
+#### **Enable and Start**
+
+```bash
+sudo systemctl daemon-reload
+sudo systemctl enable pote-fetch.timer
+sudo systemctl start pote-fetch.timer
+
+# Check status
+sudo systemctl status pote-fetch.timer
+sudo systemctl list-timers
+
+# View logs
+sudo journalctl -u pote-fetch.service -f
+```
+
+---
+
+### **Option 3: Manual Script (For Testing)**
+
+Run manually whenever you want:
+
+```bash
+cd /home/user/Documents/code/pote
+./scripts/daily_fetch.sh
+```
+
+Or from anywhere:
+
+```bash
+/home/user/Documents/code/pote/scripts/daily_fetch.sh
+```
+
+---
+
+## 📊 What Gets Updated?
+
+### **1. Congressional Trades**
+**Script:** `fetch_congressional_trades.py`  
+**Frequency:** Daily  
+**Fetches:** Last 7 days (catches late filings)  
+**API:** House Stock Watcher (when available)
+
+**Alternative sources:**
+- Manual CSV import
+- QuiverQuant API (paid)
+- Capitol Trades (paid)
+
+### **2. Security Enrichment**
+**Script:** `enrich_securities.py`  
+**Frequency:** Daily (only updates new tickers)  
+**Fetches:** Company name, sector, industry  
+**API:** yfinance (free)
+
+### **3. Price Data**
+**Script:** `fetch_sample_prices.py`  
+**Frequency:** Daily  
+**Fetches:** Historical prices for all securities  
+**API:** yfinance (free)  
+**Smart:** Only fetches missing date ranges (efficient)
+
+### **4. Analytics (Optional)**
+**Script:** `calculate_all_returns.py`  
+**Frequency:** Daily (or on-demand)  
+**Calculates:** Returns, alpha, performance metrics
+
+---
+
+## ⚙️ Customizing the Schedule
+
+### **Different Frequencies**
+
+```bash
+# Every 6 hours
+0 */6 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Twice daily (morning and evening)
+0 7,19 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Weekdays only (business days)
+0 7 * * 1-5 /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Once per week (Sunday at midnight)
+0 0 * * 0 /home/poteapp/pote/scripts/daily_fetch.sh
+```
+
+### **Best Practice Recommendations**
+
+**For Active Research:**
+- **Daily at 7 AM** (catches overnight filings)
+- **Weekdays only** (Congress rarely files on weekends)
+
+**For Casual Tracking:**
+- **Weekly** (Sunday night)
+- **Bi-weekly** (1st and 15th)
+
+**For Development:**
+- **Manual runs** (on-demand testing)
+
+---
+
+## 📧 Email Notifications (Optional)
+
+### **Setup Email Alerts**
+
+Add to your cron job:
+
+```bash
+# Install mail utility
+sudo apt install mailutils
+
+# Add to crontab with email
+MAILTO=your-email@example.com
+0 7 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+```
+
+### **Custom Email Script**
+
+Create `scripts/email_summary.py`:
+
+```python
+#!/usr/bin/env python
+"""Email daily summary of new trades."""
+
+import smtplib
+from email.mime.text import MIMEText
+from email.mime.multipart import MIMEMultipart
+from datetime import date, timedelta
+from sqlalchemy import text
+from pote.db import engine
+
+def get_new_trades(days=1):
+    """Get trades from last N days."""
+    since = date.today() - timedelta(days=days)
+    
+    with engine.connect() as conn:
+        result = conn.execute(text("""
+            SELECT o.name, s.ticker, t.side, t.transaction_date, t.value_min, t.value_max
+            FROM trades t
+            JOIN officials o ON t.official_id = o.id
+            JOIN securities s ON t.security_id = s.id
+            WHERE t.created_at >= :since
+            ORDER BY t.transaction_date DESC
+        """), {"since": since})
+        
+        return result.fetchall()
+
+def send_email(to_email, trades):
+    """Send email summary."""
+    if not trades:
+        print("No new trades to report")
+        return
+    
+    # Compose email
+    subject = f"POTE: {len(trades)} New Congressional Trades"
+    
+    body = f"<h2>New Trades ({len(trades)})</h2>\n<table>"
+    body += "<tr><th>Official</th><th>Ticker</th><th>Side</th><th>Date</th><th>Value</th></tr>"
+    
+    for trade in trades:
+        name, ticker, side, date, vmin, vmax = trade
+        value = f"${vmin:,.0f}-${vmax:,.0f}" if vmax else f"${vmin:,.0f}+"
+        body += f"<tr><td>{name}</td><td>{ticker}</td><td>{side}</td><td>{date}</td><td>{value}</td></tr>"
+    
+    body += "</table>"
+    
+    # Send email (configure SMTP settings)
+    msg = MIMEMultipart()
+    msg['From'] = "pote@yourserver.com"
+    msg['To'] = to_email
+    msg['Subject'] = subject
+    msg.attach(MIMEText(body, 'html'))
+    
+    # Configure your SMTP server
+    # server = smtplib.SMTP('smtp.gmail.com', 587)
+    # server.starttls()
+    # server.login("your-email@gmail.com", "your-password")
+    # server.send_message(msg)
+    # server.quit()
+    
+    print(f"Would send email to {to_email}")
+
+if __name__ == "__main__":
+    trades = get_new_trades(days=1)
+    send_email("your-email@example.com", trades)
+```
+
+Then add to `daily_fetch.sh`:
+
+```bash
+# At the end of daily_fetch.sh
+python scripts/email_summary.py
+```
+
+---
+
+## 🔍 Monitoring & Logging
+
+### **Check Cron Job Status**
+
+```bash
+# View cron jobs
+crontab -l
+
+# Check if cron is running
+sudo systemctl status cron
+
+# View cron logs
+grep CRON /var/log/syslog | tail -20
+```
+
+### **Check POTE Logs**
+
+```bash
+# Today's log
+tail -f ~/pote/logs/daily_fetch_$(date +%Y%m%d).log
+
+# All logs
+ls -lh ~/pote/logs/
+
+# Last 100 lines of latest log
+tail -100 ~/pote/logs/daily_fetch_*.log | tail -100
+```
+
+### **Log Rotation (Keep Disk Space Clean)**
+
+Add to `/etc/logrotate.d/pote`:
+
+```
+/home/poteapp/pote/logs/*.log {
+    daily
+    rotate 30
+    compress
+    delaycompress
+    missingok
+    notifempty
+}
+```
+
+---
+
+## 🚨 Handling Failures
+
+### **What If House Stock Watcher Is Down?**
+
+The script is designed to continue even if one step fails:
+
+```bash
+# Script continues and logs warnings
+⚠️  WARNING: Failed to fetch congressional trades
+   This is likely because House Stock Watcher API is down
+   Continuing with other steps...
+```
+
+**Fallback options:**
+1. **Manual import:** Use CSV import when API is down
+2. **Alternative APIs:** QuiverQuant, Capitol Trades
+3. **Check logs:** Review what failed and why
+
+### **Automatic Retry Logic**
+
+Edit `scripts/fetch_congressional_trades.py` to add retries:
+
+```python
+import time
+from requests.exceptions import RequestException
+
+MAX_RETRIES = 3
+RETRY_DELAY = 300  # 5 minutes
+
+for attempt in range(MAX_RETRIES):
+    try:
+        trades = client.fetch_recent_transactions(days=7)
+        break
+    except RequestException as e:
+        if attempt < MAX_RETRIES - 1:
+            logger.warning(f"Attempt {attempt+1} failed, retrying in {RETRY_DELAY}s...")
+            time.sleep(RETRY_DELAY)
+        else:
+            logger.error("All retry attempts failed")
+            raise
+```
+
+---
+
+## 📈 Performance Optimization
+
+### **Batch Processing**
+
+For large datasets, fetch in batches:
+
+```bash
+# Fetch trades in smaller date ranges
+python scripts/fetch_congressional_trades.py --start-date 2024-01-01 --end-date 2024-01-31
+python scripts/fetch_congressional_trades.py --start-date 2024-02-01 --end-date 2024-02-29
+```
+
+### **Parallel Processing**
+
+Use GNU Parallel for faster price fetching:
+
+```bash
+# Install parallel
+sudo apt install parallel
+
+# Fetch prices in parallel (4 at a time)
+python -c "from pote.db import get_session; from pote.db.models import Security; 
+session = next(get_session()); 
+tickers = [s.ticker for s in session.query(Security).all()]; 
+print('\n'.join(tickers))" | \
+parallel -j 4 python scripts/fetch_prices_single.py {}
+```
+
+### **Database Indexing**
+
+Ensure indexes are created (already in migrations):
+
+```sql
+CREATE INDEX IF NOT EXISTS ix_trades_transaction_date ON trades(transaction_date);
+CREATE INDEX IF NOT EXISTS ix_prices_date ON prices(date);
+CREATE INDEX IF NOT EXISTS ix_prices_security_id ON prices(security_id);
+```
+
+---
+
+## 🎯 Recommended Setup
+
+### **For Proxmox Production:**
+
+```bash
+# 1. Setup daily cron job
+crontab -e
+# Add: 0 7 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+
+# 2. Enable log rotation
+sudo nano /etc/logrotate.d/pote
+# Add log rotation config
+
+# 3. Setup monitoring (optional)
+python scripts/email_summary.py
+
+# 4. Test manually first
+./scripts/daily_fetch.sh
+```
+
+### **For Local Development:**
+
+```bash
+# Run manually when needed
+./scripts/daily_fetch.sh
+
+# Or setup quick alias
+echo "alias pote-update='~/Documents/code/pote/scripts/daily_fetch.sh'" >> ~/.bashrc
+source ~/.bashrc
+
+# Then just run:
+pote-update
+```
+
+---
+
+## 📝 Summary
+
+### **Key Points:**
+
+1. **No real-time data exists** - Congressional trades have 30-45 day lag by law
+2. **Daily updates are optimal** - Running hourly is wasteful
+3. **Automated via cron** - Set it and forget it
+4. **Handles failures gracefully** - Continues even if one API is down
+5. **Logs everything** - Easy to monitor and debug
+
+### **Quick Setup:**
+
+```bash
+# On Proxmox
+crontab -e
+# Add: 0 7 * * * /home/poteapp/pote/scripts/daily_fetch.sh
+
+# Test it
+./scripts/daily_fetch.sh
+
+# Check logs
+tail -f logs/daily_fetch_*.log
+```
+
+### **Data Freshness Expectations:**
+
+- **Best case:** Trades from yesterday (if official filed overnight)
+- **Typical:** Trades from 30-45 days ago
+- **Worst case:** Official filed late or hasn't filed yet
+
+**This is normal and expected** - you're working with disclosure data, not market data.
+
--- a/scripts/daily_fetch.sh
+++ b/scripts/daily_fetch.sh
@ -0,0 +1,118 @@
+#!/bin/bash
+# Daily POTE Data Update Script
+# Run this once per day to fetch new trades and prices
+# Recommended: 7 AM daily (after markets close and disclosures are filed)
+
+set -e  # Exit on error
+
+# --- Configuration ---
+SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
+PROJECT_DIR="$(dirname "$SCRIPT_DIR")"
+LOG_DIR="${PROJECT_DIR}/logs"
+LOG_FILE="${LOG_DIR}/daily_fetch_$(date +%Y%m%d).log"
+
+# Ensure log directory exists
+mkdir -p "$LOG_DIR"
+
+# Redirect all output to log file
+exec > >(tee -a "$LOG_FILE") 2>&1
+
+echo "=========================================="
+echo "  POTE Daily Data Fetch"
+echo "  $(date)"
+echo "=========================================="
+
+# Activate virtual environment
+cd "$PROJECT_DIR"
+source venv/bin/activate
+
+# --- Step 1: Fetch Congressional Trades ---
+echo ""
+echo "--- Step 1: Fetching Congressional Trades ---"
+# Fetch last 7 days (to catch any late filings)
+python scripts/fetch_congressional_trades.py --days 7
+TRADES_EXIT=$?
+
+if [ $TRADES_EXIT -ne 0 ]; then
+    echo "⚠️  WARNING: Failed to fetch congressional trades"
+    echo "   This is likely because House Stock Watcher API is down"
+    echo "   Continuing with other steps..."
+fi
+
+# --- Step 2: Enrich Securities ---
+echo ""
+echo "--- Step 2: Enriching Securities ---"
+# Add company names, sectors, industries for any new tickers
+python scripts/enrich_securities.py
+ENRICH_EXIT=$?
+
+if [ $ENRICH_EXIT -ne 0 ]; then
+    echo "⚠️  WARNING: Failed to enrich securities"
+fi
+
+# --- Step 3: Fetch Price Data ---
+echo ""
+echo "--- Step 3: Fetching Price Data ---"
+# Fetch prices for all securities
+python scripts/fetch_sample_prices.py
+PRICES_EXIT=$?
+
+if [ $PRICES_EXIT -ne 0 ]; then
+    echo "⚠️  WARNING: Failed to fetch price data"
+fi
+
+# --- Step 4: Calculate Returns (Optional) ---
+echo ""
+echo "--- Step 4: Calculating Returns ---"
+python scripts/calculate_all_returns.py --window 90 --limit 100
+CALC_EXIT=$?
+
+if [ $CALC_EXIT -ne 0 ]; then
+    echo "⚠️  WARNING: Failed to calculate returns"
+fi
+
+# --- Summary ---
+echo ""
+echo "=========================================="
+echo "  Daily Fetch Complete"
+echo "  $(date)"
+echo "=========================================="
+
+# Show quick stats
+python << 'PYEOF'
+from sqlalchemy import text
+from pote.db import engine
+from datetime import datetime
+
+print("\n📊 Current Database Stats:")
+with engine.connect() as conn:
+    officials = conn.execute(text("SELECT COUNT(*) FROM officials")).scalar()
+    trades = conn.execute(text("SELECT COUNT(*) FROM trades")).scalar()
+    securities = conn.execute(text("SELECT COUNT(*) FROM securities")).scalar()
+    prices = conn.execute(text("SELECT COUNT(*) FROM prices")).scalar()
+    
+    print(f"   Officials:  {officials:,}")
+    print(f"   Securities: {securities:,}")
+    print(f"   Trades:     {trades:,}")
+    print(f"   Prices:     {prices:,}")
+    
+    # Show most recent trade
+    result = conn.execute(text("""
+        SELECT o.name, s.ticker, t.side, t.transaction_date
+        FROM trades t
+        JOIN officials o ON t.official_id = o.id
+        JOIN securities s ON t.security_id = s.id
+        ORDER BY t.transaction_date DESC
+        LIMIT 1
+    """)).fetchone()
+    
+    if result:
+        print(f"\n📈 Most Recent Trade:")
+        print(f"   {result[0]} - {result[2].upper()} {result[1]} on {result[3]}")
+
+print()
+PYEOF
+
+# Exit with success (even if some steps warned)
+exit 0
+
--- a/scripts/setup_automation.sh
+++ b/scripts/setup_automation.sh
@ -0,0 +1,150 @@
+#!/bin/bash
+# Setup Automation for POTE
+# Run this once on your Proxmox container to enable daily updates
+
+set -e
+
+echo "=========================================="
+echo "  POTE Automation Setup"
+echo "=========================================="
+
+# Detect if we're root or regular user
+if [ "$EUID" -eq 0 ]; then
+    echo "⚠️  Running as root. Will setup for poteapp user."
+    TARGET_USER="poteapp"
+    TARGET_HOME="/home/poteapp"
+else
+    TARGET_USER="$USER"
+    TARGET_HOME="$HOME"
+fi
+
+POTE_DIR="${TARGET_HOME}/pote"
+
+# Check if POTE directory exists
+if [ ! -d "$POTE_DIR" ]; then
+    echo "❌ Error: POTE directory not found at $POTE_DIR"
+    echo "   Please clone the repository first."
+    exit 1
+fi
+
+echo "✅ Found POTE at: $POTE_DIR"
+
+# Make scripts executable
+echo ""
+echo "Making scripts executable..."
+chmod +x "${POTE_DIR}/scripts/daily_fetch.sh"
+chmod +x "${POTE_DIR}/scripts/fetch_congressional_trades.py"
+chmod +x "${POTE_DIR}/scripts/enrich_securities.py"
+chmod +x "${POTE_DIR}/scripts/fetch_sample_prices.py"
+
+# Create logs directory
+echo "Creating logs directory..."
+mkdir -p "${POTE_DIR}/logs"
+
+# Test the daily fetch script
+echo ""
+echo "Testing daily fetch script (dry run)..."
+echo "This may take a few minutes..."
+cd "$POTE_DIR"
+
+if [ "$EUID" -eq 0 ]; then
+    su - $TARGET_USER -c "cd ${POTE_DIR} && source venv/bin/activate && python --version"
+else
+    source venv/bin/activate
+    python --version
+fi
+
+# Setup cron job
+echo ""
+echo "=========================================="
+echo "  Cron Job Setup"
+echo "=========================================="
+echo ""
+echo "Choose schedule:"
+echo "  1) Daily at 7 AM (recommended)"
+echo "  2) Twice daily (7 AM and 7 PM)"
+echo "  3) Weekdays only at 7 AM"
+echo "  4) Custom (I'll help you configure)"
+echo "  5) Skip (manual setup)"
+echo ""
+read -p "Enter choice [1-5]: " choice
+
+CRON_LINE=""
+
+case $choice in
+    1)
+        CRON_LINE="0 7 * * * ${POTE_DIR}/scripts/daily_fetch.sh"
+        ;;
+    2)
+        CRON_LINE="0 7,19 * * * ${POTE_DIR}/scripts/daily_fetch.sh"
+        ;;
+    3)
+        CRON_LINE="0 7 * * 1-5 ${POTE_DIR}/scripts/daily_fetch.sh"
+        ;;
+    4)
+        echo ""
+        echo "Cron format: MIN HOUR DAY MONTH WEEKDAY"
+        echo "Examples:"
+        echo "  0 7 * * * = Daily at 7 AM"
+        echo "  0 */6 * * * = Every 6 hours"
+        echo "  0 0 * * 0 = Weekly on Sunday"
+        read -p "Enter cron schedule: " custom_schedule
+        CRON_LINE="${custom_schedule} ${POTE_DIR}/scripts/daily_fetch.sh"
+        ;;
+    5)
+        echo "Skipping cron setup. You can add manually with:"
+        echo "  crontab -e"
+        echo "  Add: 0 7 * * * ${POTE_DIR}/scripts/daily_fetch.sh"
+        CRON_LINE=""
+        ;;
+    *)
+        echo "Invalid choice. Skipping cron setup."
+        CRON_LINE=""
+        ;;
+esac
+
+if [ -n "$CRON_LINE" ]; then
+    echo ""
+    echo "Adding to crontab: $CRON_LINE"
+    
+    if [ "$EUID" -eq 0 ]; then
+        # Add as target user
+        (su - $TARGET_USER -c "crontab -l" 2>/dev/null || true; echo "$CRON_LINE") | \
+            su - $TARGET_USER -c "crontab -"
+    else
+        # Add as current user
+        (crontab -l 2>/dev/null || true; echo "$CRON_LINE") | crontab -
+    fi
+    
+    echo "✅ Cron job added!"
+    echo ""
+    echo "View with: crontab -l"
+fi
+
+# Summary
+echo ""
+echo "=========================================="
+echo "  Setup Complete!"
+echo "=========================================="
+echo ""
+echo "📝 What was configured:"
+echo "   ✅ Scripts made executable"
+echo "   ✅ Logs directory created: ${POTE_DIR}/logs"
+if [ -n "$CRON_LINE" ]; then
+    echo "   ✅ Cron job scheduled"
+fi
+echo ""
+echo "🧪 Test manually:"
+echo "   ${POTE_DIR}/scripts/daily_fetch.sh"
+echo ""
+echo "📊 View logs:"
+echo "   tail -f ${POTE_DIR}/logs/daily_fetch_\$(date +%Y%m%d).log"
+echo ""
+echo "⚙️  Manage cron:"
+echo "   crontab -l     # View cron jobs"
+echo "   crontab -e     # Edit cron jobs"
+echo ""
+echo "📚 Documentation:"
+echo "   ${POTE_DIR}/docs/10_automation.md"
+echo ""
+