POTE/scripts/generate_trading_report.py

#!/usr/bin/env python
"""
Generate trading report for watched Congress members.
Shows NEW trades filed recently.
"""

import json
from datetime import date, timedelta
from pathlib import Path
from decimal import Decimal

import click
from sqlalchemy import text
from tabulate import tabulate

from pote.db import get_session
from pote.db.models import Official, Security, Trade


def load_watchlist():
    """Load watchlist of officials to monitor."""
    config_path = Path(__file__).parent.parent / "config" / "watchlist.json"
    
    if not config_path.exists():
        print("⚠️  No watchlist found. Creating default...")
        import subprocess
        subprocess.run([
            "python",
            str(Path(__file__).parent / "fetch_congress_members.py"),
            "--create"
        ])
        
    with open(config_path) as f:
        return json.load(f)


def get_new_trades(session, days=7, watchlist=None):
    """
    Get trades filed in the last N days.
    
    Args:
        session: Database session
        days: Look back this many days
        watchlist: List of official names to filter (None = all)
    """
    since_date = date.today() - timedelta(days=days)
    
    query = text("""
        SELECT 
            o.name,
            o.chamber,
            o.party,
            o.state,
            s.ticker,
            s.name as company,
            s.sector,
            t.side,
            t.transaction_date,
            t.filing_date,
            t.value_min,
            t.value_max,
            t.created_at
        FROM trades t
        JOIN officials o ON t.official_id = o.id
        JOIN securities s ON t.security_id = s.id
        WHERE t.created_at >= :since_date
        ORDER BY t.created_at DESC, t.transaction_date DESC
    """)
    
    result = session.execute(query, {"since_date": since_date})
    trades = result.fetchall()
    
    # Filter by watchlist if provided
    if watchlist:
        watchlist_names = {m['name'].lower() for m in watchlist}
        trades = [t for t in trades if t[0].lower() in watchlist_names]
    
    return trades


def format_value(vmin, vmax):
    """Format trade value range."""
    if vmax and vmax > vmin:
        return f"${float(vmin):,.0f} - ${float(vmax):,.0f}"
    else:
        return f"${float(vmin):,.0f}+"


def generate_report(trades, format="text"):
    """Generate formatted report."""
    if not trades:
        return "📭 No new trades found."
    
    if format == "text":
        return generate_text_report(trades)
    elif format == "html":
        return generate_html_report(trades)
    elif format == "json":
        return generate_json_report(trades)
    else:
        return generate_text_report(trades)


def generate_text_report(trades):
    """Generate text report."""
    report = []
    report.append(f"\n{'='*80}")
    report.append(f"  CONGRESSIONAL TRADING REPORT")
    report.append(f"  {len(trades)} New Trades")
    report.append(f"  Generated: {date.today()}")
    report.append(f"{'='*80}\n")
    
    # Group by official
    by_official = {}
    for trade in trades:
        name = trade[0]
        if name not in by_official:
            by_official[name] = []
        by_official[name].append(trade)
    
    # Generate section for each official
    for official_name, official_trades in by_official.items():
        # Header
        first_trade = official_trades[0]
        chamber, party, state = first_trade[1], first_trade[2], first_trade[3]
        
        report.append(f"\n{'─'*80}")
        report.append(f"👤 {official_name} ({party[0]}-{state}, {chamber})")
        report.append(f"{'─'*80}")
        
        # Trades table
        table_data = []
        for t in official_trades:
            ticker, company, sector = t[4], t[5], t[6]
            side, txn_date, filing_date = t[7], t[8], t[9]
            vmin, vmax = t[10], t[11]
            
            # Color code side
            side_emoji = "🟢 BUY" if side.lower() == "buy" else "🔴 SELL"
            
            table_data.append([
                side_emoji,
                ticker,
                f"{company[:30]}..." if company and len(company) > 30 else (company or ""),
                sector or "",
                format_value(vmin, vmax),
                str(txn_date),
                str(filing_date),
            ])
        
        table = tabulate(
            table_data,
            headers=["Side", "Ticker", "Company", "Sector", "Value", "Trade Date", "Filed"],
            tablefmt="simple"
        )
        report.append(table)
        report.append("")
    
    # Summary statistics
    report.append(f"\n{'='*80}")
    report.append("📊 SUMMARY")
    report.append(f"{'='*80}")
    
    total_buys = sum(1 for t in trades if t[7].lower() == "buy")
    total_sells = sum(1 for t in trades if t[7].lower() == "sell")
    unique_tickers = len(set(t[4] for t in trades))
    unique_officials = len(by_official)
    
    # Top tickers
    ticker_counts = {}
    for t in trades:
        ticker = t[4]
        ticker_counts[ticker] = ticker_counts.get(ticker, 0) + 1
    top_tickers = sorted(ticker_counts.items(), key=lambda x: x[1], reverse=True)[:5]
    
    report.append(f"\nTotal Trades:    {len(trades)}")
    report.append(f"  Buys:          {total_buys}")
    report.append(f"  Sells:         {total_sells}")
    report.append(f"Unique Officials: {unique_officials}")
    report.append(f"Unique Tickers:   {unique_tickers}")
    
    report.append(f"\nTop Tickers:")
    for ticker, count in top_tickers:
        report.append(f"  {ticker:6s} - {count} trades")
    
    report.append(f"\n{'='*80}\n")
    
    return "\n".join(report)


def generate_html_report(trades):
    """Generate HTML email report."""
    html = [
        "<html><head><style>",
        "body { font-family: Arial, sans-serif; }",
        "table { border-collapse: collapse; width: 100%; margin: 20px 0; }",
        "th { background: #333; color: white; padding: 10px; text-align: left; }",
        "td { border: 1px solid #ddd; padding: 8px; }",
        ".buy { color: green; font-weight: bold; }",
        ".sell { color: red; font-weight: bold; }",
        "</style></head><body>",
        f"<h1>Congressional Trading Report</h1>",
        f"<p><strong>{len(trades)} New Trades</strong> | Generated: {date.today()}</p>",
    ]
    
    # Group by official
    by_official = {}
    for trade in trades:
        name = trade[0]
        if name not in by_official:
            by_official[name] = []
        by_official[name].append(trade)
    
    for official_name, official_trades in by_official.items():
        first_trade = official_trades[0]
        chamber, party, state = first_trade[1], first_trade[2], first_trade[3]
        
        html.append(f"<h2>{official_name} ({party[0]}-{state}, {chamber})</h2>")
        html.append("<table>")
        html.append("<tr><th>Side</th><th>Ticker</th><th>Company</th><th>Value</th><th>Trade Date</th><th>Filed</th></tr>")
        
        for t in official_trades:
            ticker, company, sector = t[4], t[5], t[6]
            side, txn_date, filing_date = t[7], t[8], t[9]
            vmin, vmax = t[10], t[11]
            
            side_class = "buy" if side.lower() == "buy" else "sell"
            side_text = "BUY" if side.lower() == "buy" else "SELL"
            
            html.append(f"<tr>")
            html.append(f"<td class='{side_class}'>{side_text}</td>")
            html.append(f"<td><strong>{ticker}</strong></td>")
            html.append(f"<td>{company or ''}</td>")
            html.append(f"<td>{format_value(vmin, vmax)}</td>")
            html.append(f"<td>{txn_date}</td>")
            html.append(f"<td>{filing_date}</td>")
            html.append(f"</tr>")
        
        html.append("</table>")
    
    html.append("</body></html>")
    return "\n".join(html)


def generate_json_report(trades):
    """Generate JSON report for programmatic use."""
    import json
    
    trades_list = []
    for t in trades:
        trades_list.append({
            "official": t[0],
            "chamber": t[1],
            "party": t[2],
            "state": t[3],
            "ticker": t[4],
            "company": t[5],
            "sector": t[6],
            "side": t[7],
            "transaction_date": str(t[8]),
            "filing_date": str(t[9]),
            "value_min": float(t[10]),
            "value_max": float(t[11]) if t[11] else None,
        })
    
    return json.dumps({
        "generated": str(date.today()),
        "trade_count": len(trades),
        "trades": trades_list
    }, indent=2)


@click.command()
@click.option("--days", default=7, help="Look back this many days")
@click.option("--watchlist-only", is_flag=True, help="Only show trades from watchlist")
@click.option("--format", type=click.Choice(["text", "html", "json"]), default="text")
@click.option("--output", help="Output file (default: stdout)")
def main(days, watchlist_only, format, output):
    """Generate trading report for Congress members."""
    
    session = next(get_session())
    
    # Load watchlist if requested
    watchlist = None
    if watchlist_only:
        watchlist = load_watchlist()
        print(f"📋 Filtering for {len(watchlist)} officials on watchlist\n")
    
    # Get trades
    print(f"🔍 Fetching trades from last {days} days...")
    trades = get_new_trades(session, days=days, watchlist=watchlist)
    
    # Generate report
    report = generate_report(trades, format=format)
    
    # Output
    if output:
        Path(output).write_text(report)
        print(f"✅ Report saved to {output}")
    else:
        print(report)


if __name__ == "__main__":
    main()