Refresh handoff and harden daily report (#3)

2026-07-12 10:26:17 -05:00
parent 5c0385e27c
commit 5d1fc601ea
4 changed files with 203 additions and 6 deletions
@@ -27,13 +27,15 @@ class ReportGenerator:
        self.detector = PatternDetector(session)

    def generate_daily_summary(
-        self, report_date: Optional[date] = None
+        self, report_date: Optional[date] = None, *, lookback_days: int = 1
    ) -> Dict[str, Any]:
        """
        Generate a daily summary report.

        Args:
            report_date: Date to generate report for (defaults to today)
+            lookback_days: Include trades filed in the last N days ending on report_date
+                (defaults to 1, meaning only filings on report_date).

        Returns:
            Dictionary containing report data
@@ -41,12 +43,19 @@ class ReportGenerator:
        if report_date is None:
            report_date = date.today()

+        if lookback_days < 1:
+            raise ValueError("lookback_days must be >= 1")
+
        start_of_day = datetime.combine(report_date, datetime.min.time())
        end_of_day = datetime.combine(report_date, datetime.max.time())

-        # Count new trades filed today
+        filing_start_date = report_date - timedelta(days=lookback_days - 1)
+
+        # Trades filed within the lookback window (inclusive)
        new_trades = (
-            self.session.query(Trade).filter(Trade.filing_date == report_date).all()
+            self.session.query(Trade)
+            .filter(Trade.filing_date >= filing_start_date, Trade.filing_date <= report_date)
+            .all()
        )

        # Count market alerts today
@@ -71,6 +80,8 @@ class ReportGenerator:

        return {
            "date": report_date,
+            "filing_start_date": filing_start_date,
+            "lookback_days": lookback_days,
            "new_trades_count": len(new_trades),
            "new_trades": [
                {
@@ -173,13 +184,20 @@ class ReportGenerator:

    def _format_daily_text(self, data: Dict[str, Any]) -> str:
        """Format daily report as plain text."""
+        if data.get("lookback_days", 1) > 1:
+            trades_label = (
+                f"  • Trades Filed (last {data['lookback_days']} days): {data['new_trades_count']}"
+            )
+        else:
+            trades_label = f"  • New Trades Filed: {data['new_trades_count']}"
+
        lines = [
            "=" * 70,
            f"POTE DAILY REPORT - {data['date']}",
            "=" * 70,
            "",
            "📊 SUMMARY",
-            f"  • New Trades Filed: {data['new_trades_count']}",
+            trades_label,
            f"  • Market Alerts: {data['market_alerts_count']}",
            f"  • Critical Alerts (≥7 severity): {data['critical_alerts_count']}",
            f"  • Suspicious Timing Trades: {data['suspicious_trades_count']}",
@@ -287,6 +305,11 @@ class ReportGenerator:

    def _format_daily_html(self, data: Dict[str, Any]) -> str:
        """Format daily report as HTML."""
+        if data.get("lookback_days", 1) > 1:
+            new_trades_label = f"Trades Filed (last {data['lookback_days']} days):"
+        else:
+            new_trades_label = "New Trades:"
+
        html = f"""
        <html>
        <head>
@@ -307,7 +330,7 @@ class ReportGenerator:
            
            <div class="summary">
                <h2>📊 Summary</h2>
-                <div class="stat"><strong>New Trades:</strong> {data['new_trades_count']}</div>
+                <div class="stat"><strong>{new_trades_label}</strong> {data['new_trades_count']}</div>
                <div class="stat"><strong>Market Alerts:</strong> {data['market_alerts_count']}</div>
                <div class="stat"><strong>Critical Alerts:</strong> {data['critical_alerts_count']}</div>
                <div class="stat"><strong>Suspicious Trades:</strong> {data['suspicious_trades_count']}</div>