feat: add post-analysis report saving and fix display truncation
- Add save prompt after analysis with organized subfolder structure - Fix report truncation by using sequential panels instead of Columns - Add optional full report display prompt
This commit is contained in:
Yijia Xiao
parent
93b87d5119
commit
224941d8c2
329
cli/main.py
329
cli/main.py
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@ -613,194 +613,155 @@ def get_analysis_date():
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)
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def save_report_to_disk(final_state, ticker: str, save_path: Path):
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"""Save complete analysis report to disk with organized subfolders."""
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save_path.mkdir(parents=True, exist_ok=True)
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sections = []
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# 1. Analysts
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analysts_dir = save_path / "1_analysts"
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analyst_parts = []
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if final_state.get("market_report"):
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analysts_dir.mkdir(exist_ok=True)
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(analysts_dir / "market.md").write_text(final_state["market_report"])
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analyst_parts.append(("Market Analyst", final_state["market_report"]))
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if final_state.get("sentiment_report"):
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analysts_dir.mkdir(exist_ok=True)
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(analysts_dir / "sentiment.md").write_text(final_state["sentiment_report"])
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analyst_parts.append(("Social Analyst", final_state["sentiment_report"]))
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if final_state.get("news_report"):
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analysts_dir.mkdir(exist_ok=True)
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(analysts_dir / "news.md").write_text(final_state["news_report"])
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analyst_parts.append(("News Analyst", final_state["news_report"]))
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if final_state.get("fundamentals_report"):
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analysts_dir.mkdir(exist_ok=True)
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(analysts_dir / "fundamentals.md").write_text(final_state["fundamentals_report"])
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analyst_parts.append(("Fundamentals Analyst", final_state["fundamentals_report"]))
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if analyst_parts:
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content = "\n\n".join(f"### {name}\n{text}" for name, text in analyst_parts)
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sections.append(f"## I. Analyst Team Reports\n\n{content}")
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# 2. Research
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if final_state.get("investment_debate_state"):
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research_dir = save_path / "2_research"
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debate = final_state["investment_debate_state"]
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research_parts = []
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if debate.get("bull_history"):
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research_dir.mkdir(exist_ok=True)
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(research_dir / "bull.md").write_text(debate["bull_history"])
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research_parts.append(("Bull Researcher", debate["bull_history"]))
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if debate.get("bear_history"):
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research_dir.mkdir(exist_ok=True)
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(research_dir / "bear.md").write_text(debate["bear_history"])
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research_parts.append(("Bear Researcher", debate["bear_history"]))
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if debate.get("judge_decision"):
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research_dir.mkdir(exist_ok=True)
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(research_dir / "manager.md").write_text(debate["judge_decision"])
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research_parts.append(("Research Manager", debate["judge_decision"]))
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if research_parts:
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content = "\n\n".join(f"### {name}\n{text}" for name, text in research_parts)
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sections.append(f"## II. Research Team Decision\n\n{content}")
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# 3. Trading
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if final_state.get("trader_investment_plan"):
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trading_dir = save_path / "3_trading"
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trading_dir.mkdir(exist_ok=True)
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(trading_dir / "trader.md").write_text(final_state["trader_investment_plan"])
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sections.append(f"## III. Trading Team Plan\n\n### Trader\n{final_state['trader_investment_plan']}")
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# 4. Risk Management
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if final_state.get("risk_debate_state"):
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risk_dir = save_path / "4_risk"
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risk = final_state["risk_debate_state"]
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risk_parts = []
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if risk.get("aggressive_history"):
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risk_dir.mkdir(exist_ok=True)
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(risk_dir / "aggressive.md").write_text(risk["aggressive_history"])
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risk_parts.append(("Aggressive Analyst", risk["aggressive_history"]))
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if risk.get("conservative_history"):
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risk_dir.mkdir(exist_ok=True)
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(risk_dir / "conservative.md").write_text(risk["conservative_history"])
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risk_parts.append(("Conservative Analyst", risk["conservative_history"]))
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if risk.get("neutral_history"):
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risk_dir.mkdir(exist_ok=True)
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(risk_dir / "neutral.md").write_text(risk["neutral_history"])
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risk_parts.append(("Neutral Analyst", risk["neutral_history"]))
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if risk_parts:
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content = "\n\n".join(f"### {name}\n{text}" for name, text in risk_parts)
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sections.append(f"## IV. Risk Management Team Decision\n\n{content}")
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# 5. Portfolio Manager
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if risk.get("judge_decision"):
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portfolio_dir = save_path / "5_portfolio"
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portfolio_dir.mkdir(exist_ok=True)
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(portfolio_dir / "decision.md").write_text(risk["judge_decision"])
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sections.append(f"## V. Portfolio Manager Decision\n\n### Portfolio Manager\n{risk['judge_decision']}")
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# Write consolidated report
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header = f"# Trading Analysis Report: {ticker}\n\nGenerated: {datetime.datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
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(save_path / "complete_report.md").write_text(header + "\n\n".join(sections))
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return save_path / "complete_report.md"
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def display_complete_report(final_state):
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"""Display the complete analysis report with team-based panels."""
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console.print("\n[bold green]Complete Analysis Report[/bold green]\n")
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"""Display the complete analysis report sequentially (avoids truncation)."""
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console.print()
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console.print(Rule("Complete Analysis Report", style="bold green"))
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# I. Analyst Team Reports
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analyst_reports = []
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# Market Analyst Report
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analysts = []
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if final_state.get("market_report"):
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analyst_reports.append(
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Panel(
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Markdown(final_state["market_report"]),
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title="Market Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# Social Analyst Report
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analysts.append(("Market Analyst", final_state["market_report"]))
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if final_state.get("sentiment_report"):
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analyst_reports.append(
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Panel(
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Markdown(final_state["sentiment_report"]),
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title="Social Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# News Analyst Report
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analysts.append(("Social Analyst", final_state["sentiment_report"]))
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if final_state.get("news_report"):
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analyst_reports.append(
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Panel(
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Markdown(final_state["news_report"]),
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title="News Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# Fundamentals Analyst Report
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analysts.append(("News Analyst", final_state["news_report"]))
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if final_state.get("fundamentals_report"):
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analyst_reports.append(
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Panel(
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Markdown(final_state["fundamentals_report"]),
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title="Fundamentals Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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if analyst_reports:
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console.print(
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Panel(
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Columns(analyst_reports, equal=True, expand=True),
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title="I. Analyst Team Reports",
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border_style="cyan",
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padding=(1, 2),
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)
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)
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analysts.append(("Fundamentals Analyst", final_state["fundamentals_report"]))
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if analysts:
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console.print(Panel("[bold]I. Analyst Team Reports[/bold]", border_style="cyan"))
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for title, content in analysts:
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console.print(Panel(Markdown(content), title=title, border_style="blue", padding=(1, 2)))
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# II. Research Team Reports
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if final_state.get("investment_debate_state"):
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research_reports = []
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debate_state = final_state["investment_debate_state"]
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debate = final_state["investment_debate_state"]
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research = []
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if debate.get("bull_history"):
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research.append(("Bull Researcher", debate["bull_history"]))
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if debate.get("bear_history"):
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research.append(("Bear Researcher", debate["bear_history"]))
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if debate.get("judge_decision"):
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research.append(("Research Manager", debate["judge_decision"]))
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if research:
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console.print(Panel("[bold]II. Research Team Decision[/bold]", border_style="magenta"))
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for title, content in research:
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console.print(Panel(Markdown(content), title=title, border_style="blue", padding=(1, 2)))
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# Bull Researcher Analysis
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if debate_state.get("bull_history"):
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research_reports.append(
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Panel(
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Markdown(debate_state["bull_history"]),
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title="Bull Researcher",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# Bear Researcher Analysis
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if debate_state.get("bear_history"):
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research_reports.append(
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Panel(
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Markdown(debate_state["bear_history"]),
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title="Bear Researcher",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# Research Manager Decision
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if debate_state.get("judge_decision"):
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research_reports.append(
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Panel(
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Markdown(debate_state["judge_decision"]),
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title="Research Manager",
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border_style="blue",
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padding=(1, 2),
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)
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)
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if research_reports:
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console.print(
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Panel(
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Columns(research_reports, equal=True, expand=True),
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title="II. Research Team Decision",
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border_style="magenta",
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padding=(1, 2),
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)
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)
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# III. Trading Team Reports
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# III. Trading Team
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if final_state.get("trader_investment_plan"):
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console.print(
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Panel(
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Panel(
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Markdown(final_state["trader_investment_plan"]),
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title="Trader",
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border_style="blue",
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padding=(1, 2),
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),
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title="III. Trading Team Plan",
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border_style="yellow",
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padding=(1, 2),
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)
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)
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console.print(Panel("[bold]III. Trading Team Plan[/bold]", border_style="yellow"))
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console.print(Panel(Markdown(final_state["trader_investment_plan"]), title="Trader", border_style="blue", padding=(1, 2)))
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# IV. Risk Management Team Reports
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# IV. Risk Management Team
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if final_state.get("risk_debate_state"):
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risk = final_state["risk_debate_state"]
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risk_reports = []
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risk_state = final_state["risk_debate_state"]
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# Aggressive (Risky) Analyst Analysis
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if risk_state.get("aggressive_history"):
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risk_reports.append(
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Panel(
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Markdown(risk_state["aggressive_history"]),
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title="Aggressive Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# Conservative (Safe) Analyst Analysis
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if risk_state.get("conservative_history"):
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risk_reports.append(
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Panel(
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Markdown(risk_state["conservative_history"]),
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title="Conservative Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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# Neutral Analyst Analysis
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if risk_state.get("neutral_history"):
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risk_reports.append(
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Panel(
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Markdown(risk_state["neutral_history"]),
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title="Neutral Analyst",
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border_style="blue",
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padding=(1, 2),
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)
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)
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if risk.get("aggressive_history"):
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risk_reports.append(("Aggressive Analyst", risk["aggressive_history"]))
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if risk.get("conservative_history"):
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risk_reports.append(("Conservative Analyst", risk["conservative_history"]))
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if risk.get("neutral_history"):
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risk_reports.append(("Neutral Analyst", risk["neutral_history"]))
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if risk_reports:
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console.print(
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Panel(
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Columns(risk_reports, equal=True, expand=True),
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title="IV. Risk Management Team Decision",
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border_style="red",
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padding=(1, 2),
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)
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)
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console.print(Panel("[bold]IV. Risk Management Team Decision[/bold]", border_style="red"))
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for title, content in risk_reports:
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console.print(Panel(Markdown(content), title=title, border_style="blue", padding=(1, 2)))
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# V. Portfolio Manager Decision
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if risk_state.get("judge_decision"):
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console.print(
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Panel(
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Panel(
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Markdown(risk_state["judge_decision"]),
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title="Portfolio Manager",
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border_style="blue",
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padding=(1, 2),
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),
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title="V. Portfolio Manager Decision",
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border_style="green",
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padding=(1, 2),
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)
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)
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if risk.get("judge_decision"):
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console.print(Panel("[bold]V. Portfolio Manager Decision[/bold]", border_style="green"))
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console.print(Panel(Markdown(risk["judge_decision"]), title="Portfolio Manager", border_style="blue", padding=(1, 2)))
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def update_research_team_status(status):
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@ -1178,11 +1139,33 @@ def run_analysis():
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if section in final_state:
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message_buffer.update_report_section(section, final_state[section])
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# Display the complete final report
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display_complete_report(final_state)
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update_display(layout, stats_handler=stats_handler, start_time=start_time)
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# Post-analysis prompts (outside Live context for clean interaction)
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console.print("\n[bold cyan]Analysis Complete![/bold cyan]\n")
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# Prompt to save report
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save_choice = typer.prompt("Save report?", default="Y").strip().upper()
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if save_choice in ("Y", "YES", ""):
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timestamp = datetime.datetime.now().strftime("%Y%m%d_%H%M%S")
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default_path = Path.cwd() / "reports" / f"{selections['ticker']}_{timestamp}"
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save_path_str = typer.prompt(
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"Save path (press Enter for default)",
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default=str(default_path)
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).strip()
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save_path = Path(save_path_str)
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try:
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report_file = save_report_to_disk(final_state, selections["ticker"], save_path)
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console.print(f"\n[green]✓ Report saved to:[/green] {save_path.resolve()}")
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console.print(f" [dim]Complete report:[/dim] {report_file.name}")
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except Exception as e:
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console.print(f"[red]Error saving report: {e}[/red]")
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# Prompt to display full report
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display_choice = typer.prompt("\nDisplay full report on screen?", default="Y").strip().upper()
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if display_choice in ("Y", "YES", ""):
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display_complete_report(final_state)
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@app.command()
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def analyze():
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