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