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
119 lines
3.3 KiB
Bash
Executable File
119 lines
3.3 KiB
Bash
Executable File
#!/bin/bash
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# Daily POTE Data Update Script
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# Run this once per day to fetch new trades and prices
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# Recommended: 7 AM daily (after markets close and disclosures are filed)
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set -e # Exit on error
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# --- Configuration ---
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SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
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PROJECT_DIR="$(dirname "$SCRIPT_DIR")"
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LOG_DIR="${PROJECT_DIR}/logs"
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LOG_FILE="${LOG_DIR}/daily_fetch_$(date +%Y%m%d).log"
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# Ensure log directory exists
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mkdir -p "$LOG_DIR"
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# Redirect all output to log file
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exec > >(tee -a "$LOG_FILE") 2>&1
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echo "=========================================="
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echo " POTE Daily Data Fetch"
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echo " $(date)"
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echo "=========================================="
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# Activate virtual environment
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cd "$PROJECT_DIR"
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source venv/bin/activate
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# --- Step 1: Fetch Congressional Trades ---
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echo ""
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echo "--- Step 1: Fetching Congressional Trades ---"
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# Fetch last 7 days (to catch any late filings)
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python scripts/fetch_congressional_trades.py --days 7
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TRADES_EXIT=$?
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if [ $TRADES_EXIT -ne 0 ]; then
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echo "⚠️ WARNING: Failed to fetch congressional trades"
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echo " This is likely because House Stock Watcher API is down"
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echo " Continuing with other steps..."
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fi
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# --- Step 2: Enrich Securities ---
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echo ""
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echo "--- Step 2: Enriching Securities ---"
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# Add company names, sectors, industries for any new tickers
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python scripts/enrich_securities.py
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ENRICH_EXIT=$?
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if [ $ENRICH_EXIT -ne 0 ]; then
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echo "⚠️ WARNING: Failed to enrich securities"
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fi
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# --- Step 3: Fetch Price Data ---
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echo ""
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echo "--- Step 3: Fetching Price Data ---"
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# Fetch prices for all securities
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python scripts/fetch_sample_prices.py
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PRICES_EXIT=$?
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if [ $PRICES_EXIT -ne 0 ]; then
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echo "⚠️ WARNING: Failed to fetch price data"
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fi
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# --- Step 4: Calculate Returns (Optional) ---
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echo ""
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echo "--- Step 4: Calculating Returns ---"
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python scripts/calculate_all_returns.py --window 90 --limit 100
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CALC_EXIT=$?
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if [ $CALC_EXIT -ne 0 ]; then
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echo "⚠️ WARNING: Failed to calculate returns"
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fi
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# --- Summary ---
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echo ""
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echo "=========================================="
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echo " Daily Fetch Complete"
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echo " $(date)"
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echo "=========================================="
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# Show quick stats
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python << 'PYEOF'
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from sqlalchemy import text
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from pote.db import engine
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from datetime import datetime
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print("\n📊 Current Database Stats:")
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with engine.connect() as conn:
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officials = conn.execute(text("SELECT COUNT(*) FROM officials")).scalar()
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trades = conn.execute(text("SELECT COUNT(*) FROM trades")).scalar()
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securities = conn.execute(text("SELECT COUNT(*) FROM securities")).scalar()
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prices = conn.execute(text("SELECT COUNT(*) FROM prices")).scalar()
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print(f" Officials: {officials:,}")
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print(f" Securities: {securities:,}")
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print(f" Trades: {trades:,}")
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print(f" Prices: {prices:,}")
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# Show most recent trade
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result = conn.execute(text("""
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SELECT o.name, s.ticker, t.side, t.transaction_date
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FROM trades t
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JOIN officials o ON t.official_id = o.id
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JOIN securities s ON t.security_id = s.id
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ORDER BY t.transaction_date DESC
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LIMIT 1
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""")).fetchone()
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if result:
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print(f"\n📈 Most Recent Trade:")
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print(f" {result[0]} - {result[2].upper()} {result[1]} on {result[3]}")
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print()
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PYEOF
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# Exit with success (even if some steps warned)
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exit 0
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