Refresh handoff next-steps and harden daily report delivery.

docs/HANDOFF-2026-05-27.md

@@ -111,24 +111,22 @@ make beszel-install-agents BESZEL_ONLY=pote-236   # if agent not yet installed
 
 ---
 
-## Next steps (priority order)
+**Vikunja:** [todo.levkin.ca → Business → POTE](https://todo.levkin.ca) (`POTE`)
 
-### Soon
+## Open tasks (source of truth)
 
-- [ ] **Sync server to `main`** — `make deploy-pote` from laptop (server was rsync’d pre-merge; safe to refresh).
-- [ ] **Confirm first cron email** — tomorrow 07:00 server time; fix via `crontab -e` / `.env` `REPORT_RECIPIENTS` if needed.
-- [ ] **Beszel agent** — `make beszel-install-agents BESZEL_ONLY=pote-236` if not done.
-- [ ] **Proxmox backup** — schedule backup for LXC 236 on pve10.
-- [ ] **Merge ansible branch** — homelab inventory/deploy scripts if still on `feature/outline-setup-api`.
+| P | Task | Owner | Status |
+|---|------|-------|--------|
+| **P1** | `make deploy-pote` — sync server to `main` | @agent | ⏳ |
+| **P1** | Confirm 07:00 cron email delivered | @agent | ⏳ |
+| **P1** | Proxmox backup schedule for LXC **236** on pve10 | @you | ⏳ |
+| **P3** | Dedicated `pote@levkine.ca` mailbox (vs shared `alerts@`) | @you | optional / low |
+| **P3** | Git deploy on LXC (replace rsync-only) | @agent | optional / low |
+| **P3** | Kuma LAN health monitor | @agent | optional / low |
+| **P3** | Mattermost / webhook alerts (email only today) | @agent | optional / low |
+| **P3** | Full history ingest (second data source beyond kadoa cap) | @agent | optional / low |
 
-### Optional enhancements
-
-- [ ] **Dedicated mailbox** — e.g. `pote@levkine.ca` in Mailcow instead of shared `alerts@` ([smtp-inventory.md](https://git.levkin.ca/ilia/ansible/src/branch/master/docs/guides/smtp-inventory.md) in ansible repo).
-- [ ] **Git deploy on LXC** — clone `gitea@git.levkin.ca:ilia/POTE.git` + deploy key; replace rsync-only workflow.
-- [ ] **UniFi DNS** — `mail.levkine.ca` → `10.0.10.132` so `.env` can use hostname instead of raw IP ([unifi-static-dhcp.md](https://git.levkin.ca/ilia/ansible/src/branch/master/docs/guides/unifi-static-dhcp.md)).
-- [ ] **Full history ingest** — kadoa JSON is capped; add second source (capitol-api, Clerk scrape) for backfill.
-- [ ] **Kuma monitor** — LAN HTTP health script or SSH check (no public URL).
-- [ ] **Mattermost / webhook alerts** — not implemented; email only today.
+**Closed 2026-07-11:** Beszel agent on pote-236 (`beszel-agent` active).
 
 ### Not planned (unless you want them)
 

scripts/send_daily_report.py

@@ -43,6 +43,12 @@ def main():
         action="store_true",
         help="Test SMTP connection before sending",
     )
+    parser.add_argument(
+        "--lookback-days",
+        type=int,
+        default=1,
+        help="Include trades filed in the last N days ending on the report date (default: 1)",
+    )
     parser.add_argument(
         "--save-to-file",
         help="Also save report to this file path",
@@ -81,7 +87,9 @@ def main():
     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)
+        report_data = generator.generate_daily_summary(
+            report_date, lookback_days=args.lookback_days
+        )
 
         # Format as text and HTML
         text_body = generator.format_as_text(report_data, "daily")

src/pote/reporting/report_generator.py

@@ -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>