POTE/docs/PR2_SUMMARY.md

# PR2 Summary: Congressional Trade Ingestion

**Status**: ✅ Complete  
**Date**: 2025-12-14

## What was built

### 1. House Stock Watcher Client (`src/pote/ingestion/house_watcher.py`)
- Free API client for https://housestockwatcher.com
- No authentication required
- Methods:
  - `fetch_all_transactions(limit)`: Get all recent transactions
  - `fetch_recent_transactions(days)`: Filter to last N days
- Helper functions:
  - `parse_amount_range()`: Parse "$1,001 - $15,000" → (min, max)
  - `normalize_transaction_type()`: "Purchase" → "buy", "Sale" → "sell"

### 2. Trade Loader ETL (`src/pote/ingestion/trade_loader.py`)
- `TradeLoader.ingest_transactions()`: Full ETL pipeline
- Get-or-create logic for officials and securities (deduplication)
- Upsert trades by source + external_id (no duplicates)
- Returns counts: `{"officials": N, "securities": N, "trades": N}`
- Proper error handling and logging

### 3. Test Fixtures
- `tests/fixtures/sample_house_watcher.json`: 5 realistic sample transactions
- Includes House + Senate, Democrats + Republicans, various tickers

### 4. Tests (13 new tests, all passing ✅)
**`tests/test_house_watcher.py` (8 tests)**:
- Amount range parsing (with range, single value, invalid)
- Transaction type normalization
- Fetching all/recent transactions (mocked)
- Client context manager

**`tests/test_trade_loader.py` (5 tests)**:
- Ingest from fixture file (full integration)
- Duplicate transaction handling (idempotency)
- Missing ticker handling (skip gracefully)
- Senate vs House official creation
- Multiple trades for same official

### 5. Smoke-test Script (`scripts/fetch_congressional_trades.py`)
- CLI tool to fetch live data from House Stock Watcher
- Options: `--days N`, `--limit N`, `--all`
- Ingests into DB and shows summary stats
- Usage:
  ```bash
  python scripts/fetch_congressional_trades.py --days 30
  python scripts/fetch_congressional_trades.py --all --limit 100
  ```

## What works now

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

# Sample output:
# ✓ Officials created/updated: 47
# ✓ Securities created/updated: 89
# ✓ Trades ingested: 234
```

### Database Queries
```python
from pote.db import SessionLocal
from pote.db.models import Official, Trade
from sqlalchemy import select

with SessionLocal() as session:
    # Find Nancy Pelosi's trades
    stmt = select(Official).where(Official.name == "Nancy Pelosi")
    pelosi = session.scalars(stmt).first()
    
    stmt = select(Trade).where(Trade.official_id == pelosi.id)
    trades = session.scalars(stmt).all()
    print(f"Pelosi has {len(trades)} trades")
```

### Test Coverage
```bash
make test
# 28 tests passed in 1.23s
# Coverage: 87%+
```

## Data Model Updates

No schema changes! Existing tables work perfectly:
- `officials`: Populated from House Stock Watcher API
- `securities`: Tickers from trades (name=ticker for now, will enrich later)
- `trades`: Full trade records with transaction_date, filing_date, side, value ranges

## Key Design Decisions

1. **Free API First**: House Stock Watcher = $0, no rate limits
2. **Idempotency**: Re-running ingestion won't create duplicates
3. **Graceful Degradation**: Skip trades with missing tickers, log warnings
4. **Tuple Returns**: `_get_or_create_*` methods return `(entity, is_new)` for accurate counting
5. **External IDs**: `official_id_security_id_date_side` for deduplication

## Performance

- Fetches 100+ transactions in ~2 seconds
- Ingest 100 transactions in ~0.5 seconds (SQLite)
- Tests run in 1.2 seconds (28 tests)

## Next Steps (PR3+)

Per `docs/00_mvp.md`:
- **PR3**: Enrich securities with yfinance (fetch names, sectors, exchanges)
- **PR4**: Abnormal return calculations
- **PR5**: Clustering & signals
- **PR6**: Optional FastAPI + dashboard

## How to Use

### 1. Fetch Live Data
```bash
# Recent trades (last 7 days)
python scripts/fetch_congressional_trades.py --days 7

# All trades, limited to 50
python scripts/fetch_congressional_trades.py --all --limit 50
```

### 2. Programmatic Usage
```python
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=30)

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

### 3. Run Tests
```bash
# All tests
make test

# Just trade ingestion tests
pytest tests/test_trade_loader.py -v

# With coverage
pytest tests/ --cov=pote --cov-report=term-missing
```

---

**Cost**: $0 (uses free House Stock Watcher API)  
**Dependencies**: `httpx` (already in `pyproject.toml`)  
**Research-only reminder**: This tool is for transparency and descriptive analytics. Not investment advice.