ci: add local pre-commit gitleaks hook

.gitleaks.toml

@@ -1,6 +1,15 @@
 # Homelab bootstrap — gitleaks allowlist (tests, examples, placeholders)
+#
+# IMPORTANT: `useDefault = true` is required — without it gitleaks loads ONLY
+# this file (title + allowlist) with ZERO detection rules, so it would never
+# flag a real secret. Fixed 2026-07 (security-hardening track); if you're
+# re-pushing this template to a repo that already had the old version, that
+# repo's secret scanning was a no-op until this lands.
 title = "homelab gitea bootstrap"
 
+[extend]
+useDefault = true
+
 [allowlist]
 description = "Test fixtures and example configs are not production secrets"
 paths = [
@@ -11,9 +20,11 @@ paths = [
   '''(?i).*\.example\.(yml|yaml|env|json|toml)$''',
   '''(?i).*vault\.example\.(yml|yaml)$''',
   '''(?i).*\.env\.example$''',
+  '''(?i)CUSTOMIZATION_CHECKLIST\.md$''',
 ]
 regexes = [
   '''(?i)(invalid|fake|dummy|placeholder|example|changeme|change_me|not-a-real)''',
   '''(?i)sk-or-invalid''',
   '''(?i)msk-or-invalid''',
+  '''(?i)your_ssh_private_key_here''',
 ]

README.md

@@ -30,6 +30,8 @@ POTE tracks stock trading activity of government officials (starting with U.S. C
 
 **📧 Want automated reports?** See **[AUTOMATION_QUICKSTART.md](AUTOMATION_QUICKSTART.md)** for email reporting setup!
 
+**🏠 Homelab deploy (LXC 236)?** See **[docs/HANDOFF-2026-05-27.md](docs/HANDOFF-2026-05-27.md)** for ops handoff and next steps.
+
 ### Local Development
 ```bash
 # Install

docs/HANDOFF-2026-05-27.md

@@ -0,0 +1,163 @@
+# POTE homelab handoff — 2026-05-27
+
+**Status:** Production LXC running; PR #1 merged to `main`; CI green on Gitea Actions.  
+**Research only — not investment advice.**
+
+---
+
+## What’s live
+
+| Item | Value |
+|------|--------|
+| Host | LXC **236** `pote` @ **10.0.10.48** (pve10) |
+| App | `/home/poteapp/pote` (venv, **no git clone** — deploy via rsync) |
+| DB | PostgreSQL `pote` / `poteuser` (password rotated; in Ansible vault) |
+| Data | ~55 officials, ~329 trades (30-day live ingest, May 2026) |
+| SMTP | `10.0.10.132` (Mailcow), send as **`alerts@levkine.ca`** |
+| Reports | **`idobkin@gmail.com`** daily 07:00, weekly Sun 08:00 |
+
+### Cron (`crontab -u poteapp -l`)
+
+| Time | Script |
+|------|--------|
+| 06:00 | `fetch_congressional_trades.py --days 7` |
+| 06:15 | `enrich_securities.py` |
+| 06:30 | `monitor_market.py --scan` |
+| 07:00 | `send_daily_report.py --to idobkin@gmail.com` |
+| Sun 08:00 | `send_weekly_report.py --to idobkin@gmail.com` |
+
+### Data source (important)
+
+Legacy **housestockwatcher.com** and S3 buckets are dead/blocked. Ingest uses public JSON from [congress-trading-monitor](https://github.com/kadoa-org/congress-trading-monitor) (~5000 rows cap). Override with env `POTE_HOUSE_DATA_URL` if you add another feed.
+
+---
+
+## Repos & branches
+
+| Repo | Branch | Notes |
+|------|--------|--------|
+| **POTE** | `main` @ `git.levkin.ca/ilia/POTE` | Merged PR #1 — ingest, email, CI, deps |
+| **ansible** | `feature/outline-setup-api` (or `master`) | Inventory, `deploy-pote.sh`, vault — may need merge to homelab default branch |
+
+Local:
+
+```bash
+cd ~/Documents/code/POTE && git checkout main && git pull
+```
+
+---
+
+## Quick access
+
+```bash
+ssh root@10.0.10.48
+su - poteapp
+cd pote && source venv/bin/activate
+
+# Logs
+tail -f ~/logs/daily_report.log
+tail -f ~/logs/trades.log
+
+# Manual run
+python scripts/fetch_congressional_trades.py --days 30
+python scripts/send_daily_report.py --to idobkin@gmail.com --test-smtp
+```
+
+Deploy code from laptop (preserves server `.env`):
+
+```bash
+cd ~/Documents/code/ansible
+make deploy-pote
+# or: RUN_FETCH=1 make deploy-pote
+```
+
+---
+
+## Ansible / homelab inventory
+
+Already wired (ansible repo):
+
+- `inventories/production/hosts` — `pote` @ `.48`, VMID 236
+- `docs/guides/host-list.md` — LXC 236 row
+- `scripts/beszel-install-agents.sh` — `pote-236`
+- `scripts/deploy-pote.sh`, `make deploy-pote`
+- `scripts/vault-update-pote.py`, `make vault-update-pote`
+- `docs/guides/smtp-inventory.md` — POTE uses `alerts@levkine.ca`
+- Vault: `vault_pote_db_password_prod`, `vault_pote_smtp_password`
+
+```bash
+make vault-export-env
+make beszel-install-agents BESZEL_ONLY=pote-236   # if agent not yet installed
+```
+
+---
+
+## Verify after first automated day
+
+1. **07:00+** — Email in Gmail (From: `alerts@levkine.ca`, subject `POTE Daily Report - YYYY-MM-DD`). Check spam once.
+2. **Logs** — `~/logs/daily_report.log`, `trades.log` — no tracebacks.
+3. **DB growth** — trade count should tick up on weekdays:
+
+   ```bash
+   su - poteapp -c 'cd pote && source venv/bin/activate && python -c "
+   from sqlalchemy import func, select
+   from pote.db import SessionLocal
+   from pote.db.models import Trade, Official
+   with SessionLocal() as s:
+       print(\"trades\", s.scalar(select(func.count(Trade.id))))
+       print(\"officials\", s.scalar(select(func.count(Official.id))))
+   "'
+   ```
+
+---
+
+**Vikunja:** [todo.levkin.ca → Business → POTE](https://todo.levkin.ca) (`POTE`)
+
+## Open tasks (source of truth)
+
+| P | Task | Owner | Status |
+|---|------|-------|--------|
+| **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 |
+
+**Closed 2026-07-11:** Beszel agent on pote-236 (`beszel-agent` active).  
+**Closed 2026-07-12:** `make deploy-pote` synced to LXC 236; 07:00 cron email delivered (`idobkin@gmail.com`, log OK). DB ~1129 trades / 80 officials.
+
+### Not planned (unless you want them)
+
+- Public URL / Caddy vhost (LAN-only by design)
+- Investment signals exposed as advice (research descriptors only)
+
+---
+
+## Known issues / caveats
+
+| Topic | Detail |
+|-------|--------|
+| **Disclosure lag** | STOCK Act filings appear weeks after trades; reports are descriptive, not timely trading signals. |
+| **Amount ranges** | Disclosure buckets only ($1k–$15k, etc.), not exact sizes. |
+| **Empty tickers** | Some filings skipped when ticker missing. |
+| **CI vs prod** | CI uses venv + Postgres service; prod uses host Postgres — both should pass after merge. |
+| **Gitea deploy workflow** | `.github/workflows/deploy.yml` still references `git pull` on Proxmox; prod uses **rsync** via ansible `deploy-pote.sh`. |
+
+---
+
+## Related docs
+
+| Doc | Purpose |
+|-----|---------|
+| [EMAIL_SETUP.md](../EMAIL_SETUP.md) | SMTP / Mailcow / levkine.ca |
+| [AUTOMATION_QUICKSTART.md](../AUTOMATION_QUICKSTART.md) | Cron + reports |
+| [PROXMOX_QUICKSTART.md](../PROXMOX_QUICKSTART.md) | Original LXC provisioning |
+| Ansible `docs/guides/projects-handoff-2026-05-26.md` | Multi-project homelab context |
+| Ansible `docs/guides/smtp-inventory.md` | Mailboxes |
+
+---
+
+## One-line summary
+
+**POTE on 10.0.10.48 ingests public congressional trades daily, emails a research summary to Gmail at 07:00, and is maintained via `main` + `make deploy-pote` — verify tomorrow’s cron email, then Beszel, backups, and optional data-source expansion.**

scripts/git-hooks/install.sh

@@ -0,0 +1,46 @@
+#!/usr/bin/env bash
+# One-time installer for the local pre-commit gitleaks hook.
+# Run once per clone: bash scripts/git-hooks/install.sh
+#
+# Respects `core.hooksPath` if you've set one (local or global) — some setups
+# point git at a hooks dir outside `.git/hooks/` (e.g. a machine-wide
+# `~/.git-hooks/`), and installing to `.git/hooks/` in that case would be a
+# silent no-op. If an existing hook is already at that path, this chains to
+# it so nothing already relying on it breaks.
+set -euo pipefail
+
+REPO_ROOT="$(git rev-parse --show-toplevel)"
+cd "$REPO_ROOT"
+
+HOOKS_DIR="$(git config --get core.hooksPath || true)"
+if [ -z "$HOOKS_DIR" ]; then
+  HOOKS_DIR=".git/hooks"
+elif [[ "$HOOKS_DIR" != /* ]]; then
+  HOOKS_DIR="$REPO_ROOT/$HOOKS_DIR"
+fi
+mkdir -p "$HOOKS_DIR"
+
+TARGET="$HOOKS_DIR/pre-commit"
+if [ -f "$TARGET" ] && ! grep -q "gitleaks" "$TARGET" 2>/dev/null; then
+  echo "⚠️  Existing pre-commit hook found at $TARGET that isn't ours — chaining instead of overwriting."
+  CHAINED="$HOOKS_DIR/pre-commit.d-gitleaks"
+  cp scripts/git-hooks/pre-commit "$CHAINED"
+  chmod +x "$CHAINED"
+  if ! grep -q "pre-commit.d-gitleaks" "$TARGET" 2>/dev/null; then
+    printf '\n# Added by levkinops ansible repo (scripts/git-hooks/install.sh)\n"%s"\n' "$CHAINED" >> "$TARGET"
+  fi
+else
+  cp scripts/git-hooks/pre-commit "$TARGET"
+  chmod +x "$TARGET"
+fi
+
+echo "✓ Installed pre-commit gitleaks hook → $TARGET"
+if [ "$HOOKS_DIR" != ".git/hooks" ] && [ "$HOOKS_DIR" != "$REPO_ROOT/.git/hooks" ]; then
+  echo "  (using core.hooksPath=$HOOKS_DIR — applies to every repo that shares this hooksPath)"
+fi
+if ! command -v gitleaks >/dev/null 2>&1; then
+  echo "  Note: gitleaks isn't installed locally yet. Install it for the hook to actually run:"
+  echo "    macOS:  brew install gitleaks"
+  echo "    Linux:  see https://github.com/gitleaks/gitleaks#installing"
+  echo "  Until then this hook is a no-op locally (CI still scans every push)."
+fi

scripts/git-hooks/pre-commit

@@ -0,0 +1,27 @@
+#!/usr/bin/env bash
+# Local pre-commit secret scan — mirrors the `secret-scanning` CI job (gitleaks)
+# so leaked secrets are caught before they ever leave your machine, not just at
+# CI time. Installed via `make install-git-hooks`.
+#
+# Uses the same .gitleaks.toml allowlist as CI. Only scans staged content.
+set -euo pipefail
+
+REPO_ROOT="$(git rev-parse --show-toplevel)"
+cd "$REPO_ROOT"
+
+if ! command -v gitleaks >/dev/null 2>&1; then
+  echo "⚠️  gitleaks not installed locally — skipping local secret scan."
+  echo "    Install: brew install gitleaks   (CI will still catch it either way)"
+  exit 0
+fi
+
+echo "🔐 Running gitleaks on staged changes..."
+if ! gitleaks protect --staged --config .gitleaks.toml --no-banner --redact; then
+  echo ""
+  echo "❌ gitleaks found a potential secret in your staged changes."
+  echo "   Fix it, or if it's a false positive, add an allowlist entry to .gitleaks.toml."
+  echo "   Bypass (not recommended): git commit --no-verify"
+  exit 1
+fi
+
+echo "✓ gitleaks: no secrets found in staged changes"

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>