POTE/STATUS.md

# POTE Project Status

**Last Updated**: 2025-12-14  
**Version**: Phase 1 Complete (PR1 + PR2)

## 🎉 What's Working Now

### Data Ingestion (FREE!)
✅ **Congressional Trades**: Live ingestion from House Stock Watcher  
✅ **Stock Prices**: Daily OHLCV from yfinance  
✅ **Officials**: Auto-populated from trade disclosures  
✅ **Securities**: Auto-created, ready for enrichment  

### Database
✅ **Schema**: Normalized (officials, securities, trades, prices, metrics stubs)  
✅ **Migrations**: Alembic configured and applied  
✅ **DB**: SQLite for dev, PostgreSQL-ready  

### Code Quality
✅ **Tests**: 28 passing (86% coverage)  
✅ **Linting**: ruff + mypy all green  
✅ **Format**: black applied consistently  

## 📊 Current Stats

```bash
# Test Suite
28 tests passing in 1.2 seconds
86% code coverage

# Code Structure
8 source files (376 statements)
5 test files (28 tests)
2 smoke-test scripts
9 documentation files

# Dependencies
All free/open-source:
- httpx (HTTP client)
- yfinance (stock prices)
- SQLAlchemy + Alembic (DB)
- pandas, numpy (analytics - ready)
- pytest (testing)
```

## 🚀 Quick Commands

### Fetch Live Data (FREE!)
```bash
# Get last 30 days of congressional trades
python scripts/fetch_congressional_trades.py --days 30

# Fetch prices for specific tickers
python scripts/fetch_sample_prices.py

# Or programmatically:
from pote.db import SessionLocal
from pote.ingestion.house_watcher import HouseWatcherClient
from pote.ingestion.trade_loader import TradeLoader

with HouseWatcherClient() as client:
    txns = client.fetch_recent_transactions(days=7)

with SessionLocal() as session:
    loader = TradeLoader(session)
    counts = loader.ingest_transactions(txns)
    print(f"{counts['trades']} trades ingested")
```

### Development
```bash
make test      # Run full test suite
make lint      # Lint with ruff + mypy
make format    # Format with black
make migrate   # Run Alembic migrations
```

## 🏠 Deployment

**Your Proxmox?** Perfect! See [`docs/08_proxmox_deployment.md`](docs/08_proxmox_deployment.md) for:
- LXC container setup (lightweight, recommended)
- VM with Docker (more isolated)
- Complete setup script
- Monitoring & maintenance
- Cost: ~$10/mo (just power!)

Other options in [`docs/07_deployment.md`](docs/07_deployment.md):
- Local (SQLite) - $0
- VPS + Docker - $10-20/mo
- Railway/Fly.io - $5-15/mo
- AWS/GCP - $20-50/mo

## 📂 Project Structure

```
pote/
├── README.md                  # Project overview
├── STATUS.md                  # This file
├── FREE_TESTING_QUICKSTART.md # How to test for $0
├── pyproject.toml             # Dependencies & config
├── Makefile                   # Dev commands
├── alembic.ini                # Migrations config
│
├── docs/
│   ├── 00_mvp.md             # MVP roadmap
│   ├── 01_architecture.md    # Module layout
│   ├── 02_data_model.md      # Database schema
│   ├── 03_data_sources.md    # API sources
│   ├── 04_safety_ethics.md   # Research-only guardrails
│   ├── 05_dev_setup.md       # Dev conventions
│   ├── 06_free_testing_data.md # Free testing strategies
│   ├── PR1_SUMMARY.md        # PR1 details
│   └── PR2_SUMMARY.md        # PR2 details
│
├── src/pote/
│   ├── __init__.py
│   ├── config.py             # Settings management
│   ├── db/
│   │   ├── __init__.py       # Session factory
│   │   └── models.py         # SQLAlchemy models
│   └── ingestion/
│       ├── __init__.py
│       ├── house_watcher.py  # Free congressional trade API
│       ├── trade_loader.py   # ETL for trades
│       └── prices.py         # yfinance price loader
│
├── tests/
│   ├── conftest.py           # Pytest fixtures
│   ├── fixtures/
│   │   └── sample_house_watcher.json
│   ├── test_models.py        # DB model tests
│   ├── test_price_loader.py  # Price ingestion tests
│   ├── test_house_watcher.py # API client tests
│   └── test_trade_loader.py  # ETL tests
│
└── scripts/
    ├── fetch_congressional_trades.py  # Live trade ingestion
    └── fetch_sample_prices.py         # Live price fetch
```

## 💰 Cost Breakdown

| Component | Cost | Notes |
|-----------|------|-------|
| **House Stock Watcher** | $0 | Free community API, no rate limit |
| **yfinance** | $0 | Free Yahoo Finance data |
| **Database** | $0 | SQLite (local dev) |
| **All Python libraries** | $0 | Open source |
| **Testing** | $0 | No paid services needed |
| **TOTAL** | **$0** | 100% free for research! |

Optional paid upgrades (NOT needed):
- QuiverQuant Pro: $30/mo (500 calls/mo free tier available)
- Financial Modeling Prep: $15/mo (250 calls/day free tier available)
- PostgreSQL hosting: $7+/mo (only if deploying)

## ✅ Completed PRs

### PR1: Project Scaffold + Price Loader
- [x] Project structure (`src/`, `tests/`, docs)
- [x] SQLAlchemy models (officials, securities, trades, prices)
- [x] Alembic migrations
- [x] yfinance price loader (idempotent, upsert)
- [x] 15 tests passing
- [x] Full linting setup

**See**: [`docs/PR1_SUMMARY.md`](docs/PR1_SUMMARY.md)

### PR2: Congressional Trade Ingestion
- [x] House Stock Watcher client (FREE API)
- [x] Trade loader ETL (officials + trades)
- [x] Test fixtures with realistic data
- [x] 13 new tests (28 total passing)
- [x] Smoke-test script for live ingestion
- [x] Updated README + docs

**See**: [`docs/PR2_SUMMARY.md`](docs/PR2_SUMMARY.md)

## 📋 Next Steps (Phase 2 - Analytics)

### PR3: Security Enrichment
- [ ] Enrich securities table with yfinance (names, sectors, exchanges)
- [ ] Add enrichment script + tests
- [ ] Update securities on trade ingestion

### PR4: Abnormal Returns
- [ ] Calculate returns over windows (1m, 3m, 6m)
- [ ] Fetch benchmark returns (SPY, sector ETFs)
- [ ] Compute abnormal returns
- [ ] Store in `metrics_trade` table
- [ ] Tests + validation

### PR5: Clustering & Signals
- [ ] Build feature vectors per official
- [ ] scikit-learn clustering (k-means, hierarchical)
- [ ] Store cluster labels in `metrics_official`
- [ ] Implement signals: "follow_research", "avoid_risk", "watch"
- [ ] Each signal exposes metrics + caveats

### PR6: Dashboard (Optional)
- [ ] FastAPI backend with read-only endpoints
- [ ] Streamlit or minimal React frontend
- [ ] Per-official timelines + charts
- [ ] Sector heatmaps
- [ ] Signals panel with disclaimers

**See**: [`docs/00_mvp.md`](docs/00_mvp.md) for full roadmap

## 🔬 Research-Only Reminder

**This tool is for private research and transparency analysis only.**

- ❌ Not investment advice
- ❌ Not a trading system
- ❌ No claims about inside information
- ✅ Public data only
- ✅ Descriptive analytics
- ✅ Research transparency

See [`docs/04_safety_ethics.md`](docs/04_safety_ethics.md) for guardrails.

## 🤝 Contributing

This is a personal research project, but if you want to use it:

1. Clone the repo
2. `make install && source venv/bin/activate`
3. `make migrate`
4. `python scripts/fetch_congressional_trades.py --days 7`
5. Start exploring!

## 📄 License

MIT License (for research/educational use only)

---

**Questions?** See [`docs/06_free_testing_data.md`](docs/06_free_testing_data.md) for testing strategies.