From ebcab72bfcdf1012a4f9bb4c2103e5017ce94f37 Mon Sep 17 00:00:00 2001 From: Claude Date: Wed, 8 Apr 2026 22:46:14 +0000 Subject: [PATCH] feat: export analysis reports as PDF (closes #138) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Add a third report format alongside Markdown and JSON so users can hand formatted PDF output to stakeholders. - `ReportExporter.save_pdf()` renders a header, query, response body, optional Trade Thesis section, and successful data sources using fpdf2. The import is lazy so `ReportExporter` stays usable when the optional dep isn't installed — callers get a clear ImportError with install instructions instead. - `ConversationEngine.save_last_report(fmt="pdf")` routes to the new method. - REPL gains `save pdf` / `/save pdf` commands with a friendly error when fpdf2 is missing; help text and banner updated. - `fpdf2>=2.7.0` registered as a new `[pdf]` optional extra and added to the dev dependency group so CI exercises the feature. - Tests cover the basic write, Trade Thesis section, data-sources filtering (only successful tools), and general-ticker fallback. Since fpdf2 compresses page streams, a small helper decompresses FlateDecode blocks so assertions can look for literal text without pulling in a PDF parser. Co-authored-by: Claude --- pyproject.toml | 2 + qracer/cli.py | 15 ++- qracer/conversation/engine.py | 4 +- qracer/conversation/report_exporter.py | 100 ++++++++++++++- tests/conversation/test_report_exporter.py | 65 ++++++++++ uv.lock | 141 ++++++++++++++++++++- 6 files changed, 322 insertions(+), 5 deletions(-) diff --git a/pyproject.toml b/pyproject.toml index 446a1d5..652eb9b 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -20,6 +20,7 @@ finnhub = ["finnhub-python>=2.4.0"] fred = ["fredapi>=0.5.0"] all-llm = ["openai>=1.0.0", "google-generativeai>=0.8.0"] web = ["fastapi>=0.104.0", "uvicorn>=0.24.0"] +pdf = ["fpdf2>=2.7.0"] [dependency-groups] dev = [ @@ -29,6 +30,7 @@ dev = [ "pytest-asyncio>=0.24.0", "pytest-cov>=5.0.0", "httpx>=0.27.0", + "fpdf2>=2.7.0", ] [project.scripts] diff --git a/qracer/cli.py b/qracer/cli.py index 3285056..dcd5a6c 100644 --- a/qracer/cli.py +++ b/qracer/cli.py @@ -33,7 +33,7 @@ ║ qracer — conversational alpha engine ║ ╚══════════════════════════════════════════╝ Type your query, or 'quit' to exit. -Commands: save, save json, backtest, help +Commands: save, save json, save pdf, backtest, help """ @@ -350,6 +350,7 @@ def _build_registries() -> tuple[LLMRegistry, DataRegistry, list[str]]: Available commands: save Save last analysis as Markdown save json Save last analysis as JSON + save pdf Save last analysis as PDF (requires qracer[pdf] extra) backtest Backtest the last trade thesis against historical data watchlist Show watchlist with current prices watch TICKER Add ticker to watchlist @@ -500,6 +501,18 @@ async def _repl_loop( click.echo("No analysis to save. Run a query first.\n") continue + if cmd in ("save pdf", "/save pdf"): + try: + path = engine.save_last_report(fmt="pdf") # type: ignore[attr-defined] + except ImportError as exc: + click.echo(f"{exc}\n") + continue + if path: + click.echo(f"Saved to {path}\n") + else: + click.echo("No analysis to save. Run a query first.\n") + continue + # Watchlist commands if cmd in ("watchlist", "wl", "/watchlist"): _show_watchlist(watchlist) # type: ignore[arg-type] diff --git a/qracer/conversation/engine.py b/qracer/conversation/engine.py index 46dc32c..c401c9a 100644 --- a/qracer/conversation/engine.py +++ b/qracer/conversation/engine.py @@ -169,7 +169,7 @@ def save_last_report(self, fmt: str = "md") -> Path | None: """Save the last analysis result as a report file. Args: - fmt: ``"md"`` for Markdown, ``"json"`` for JSON. + fmt: ``"md"`` for Markdown, ``"json"`` for JSON, ``"pdf"`` for PDF. Returns: Path to the saved file, or None if no report exporter is @@ -180,6 +180,8 @@ def save_last_report(self, fmt: str = "md") -> Path | None: resp = self._last_response if fmt == "json": return self._report_exporter.save_json(resp.intent, resp.analysis, resp.text) + if fmt == "pdf": + return self._report_exporter.save_pdf(resp.intent, resp.analysis, resp.text) return self._report_exporter.save_markdown(resp.intent, resp.analysis, resp.text) def _log_turn(self, role: str, content: str, **kwargs: object) -> None: diff --git a/qracer/conversation/report_exporter.py b/qracer/conversation/report_exporter.py index 6dc30d2..1437bec 100644 --- a/qracer/conversation/report_exporter.py +++ b/qracer/conversation/report_exporter.py @@ -1,4 +1,4 @@ -"""ReportExporter — saves analysis results to Markdown and JSON files. +"""ReportExporter — saves analysis results to Markdown, JSON, and PDF files. Reports are stored in ``~/.qracer/reports/`` with filenames based on the primary ticker and date. @@ -18,7 +18,7 @@ class ReportExporter: - """Exports analysis results to Markdown and/or JSON files. + """Exports analysis results to Markdown, JSON, and/or PDF files. Usage:: @@ -155,3 +155,99 @@ def save_json( path.write_text(json.dumps(data, indent=2, default=str), encoding="utf-8") logger.info("Report saved: %s", path) return path + + def save_pdf( + self, + intent: Intent, + analysis: AnalysisResult, + response_text: str, + ) -> Path: + """Save the analysis as a formatted PDF report. + + Requires the optional ``fpdf2`` dependency — install it with + ``pip install qracer[pdf]`` (or ``uv sync --extra pdf``). + + Returns the path to the saved file. + """ + try: + from fpdf import FPDF + except ImportError as exc: # pragma: no cover - import guard + raise ImportError( + "PDF export requires the optional 'fpdf2' dependency. " + "Install it with: pip install 'qracer[pdf]'" + ) from exc + + ticker = intent.tickers[0] if intent.tickers else "general" + today = datetime.now().strftime("%Y-%m-%d") + + pdf = FPDF() + pdf.add_page() + pdf.set_auto_page_break(auto=True, margin=15) + + # Header + pdf.set_font("Helvetica", "B", 16) + pdf.cell(0, 10, f"qracer Analysis: {ticker}", new_x="LMARGIN", new_y="NEXT", align="C") + pdf.set_font("Helvetica", "", 10) + pdf.cell( + 0, + 6, + f"Generated: {today} | Confidence: {analysis.confidence:.2f}", + new_x="LMARGIN", + new_y="NEXT", + align="C", + ) + pdf.ln(6) + + # Query metadata + pdf.set_font("Helvetica", "B", 12) + pdf.cell(0, 8, "Query", new_x="LMARGIN", new_y="NEXT") + pdf.set_font("Helvetica", "", 11) + pdf.multi_cell(0, 6, intent.raw_query) + pdf.ln(2) + + # Response body + pdf.set_font("Helvetica", "B", 12) + pdf.cell(0, 8, "Response", new_x="LMARGIN", new_y="NEXT") + pdf.set_font("Helvetica", "", 11) + pdf.multi_cell(0, 6, response_text) + + # Trade thesis section (if present) + if analysis.trade_thesis is not None: + t = analysis.trade_thesis + pdf.ln(4) + pdf.set_font("Helvetica", "B", 13) + pdf.cell(0, 10, "Trade Thesis", new_x="LMARGIN", new_y="NEXT") + pdf.set_font("Helvetica", "", 11) + thesis_lines = [ + f"Ticker: {t.ticker}", + f"Entry Zone: ${t.entry_zone[0]:.2f} - ${t.entry_zone[1]:.2f}", + f"Target: ${t.target_price:.2f} | Stop: ${t.stop_loss:.2f}", + f"Risk/Reward: {t.risk_reward_ratio:.2f}x", + f"Conviction: {t.conviction}/10", + f"Catalyst: {t.catalyst}", + ] + if t.catalyst_date: + thesis_lines.append(f"Catalyst Date: {t.catalyst_date}") + thesis_lines.extend(["", t.summary]) + pdf.multi_cell(0, 6, "\n".join(thesis_lines)) + + # Data sources (successful tools only, matching Markdown output) + tools_used = [r for r in analysis.results if r.success] + if tools_used: + pdf.ln(4) + pdf.set_font("Helvetica", "B", 13) + pdf.cell(0, 10, "Data Sources", new_x="LMARGIN", new_y="NEXT") + pdf.set_font("Helvetica", "", 10) + for r in tools_used: + pdf.cell( + 0, + 5, + f" - [{r.tool}] {r.source}", + new_x="LMARGIN", + new_y="NEXT", + ) + + path = self._build_filename(intent, ".pdf") + pdf.output(str(path)) + logger.info("Report saved: %s", path) + return path diff --git a/tests/conversation/test_report_exporter.py b/tests/conversation/test_report_exporter.py index b19a6d0..8317a6b 100644 --- a/tests/conversation/test_report_exporter.py +++ b/tests/conversation/test_report_exporter.py @@ -3,6 +3,10 @@ from __future__ import annotations import json +import re +import zlib + +import pytest from qracer.conversation.analysis_loop import AnalysisResult from qracer.conversation.intent import Intent, IntentType @@ -10,6 +14,27 @@ from qracer.models import ToolResult, TradeThesis +def _extract_pdf_text(pdf_bytes: bytes) -> bytes: + """Decompress FlateDecode content streams from a PDF for text assertions. + + fpdf2 zlib-compresses page streams, so raw PDF bytes don't contain the + literal strings. This walks each FlateDecode stream and returns the + concatenated decompressed content, which holds the text operators like + ``(Trade Thesis) Tj``. + """ + pattern = re.compile( + rb"/Filter /FlateDecode.*?stream\n(.*?)\nendstream", + re.DOTALL, + ) + chunks: list[bytes] = [] + for match in pattern.finditer(pdf_bytes): + try: + chunks.append(zlib.decompress(match.group(1))) + except zlib.error: + continue + return b"\n".join(chunks) + + def _intent(tickers: list[str] | None = None) -> Intent: return Intent( intent_type=IntentType.DEEP_DIVE, @@ -104,3 +129,43 @@ def test_no_thesis_key_when_none(self, tmp_path) -> None: path = exporter.save_json(_intent(), _analysis(with_thesis=False), "Response") data = json.loads(path.read_text()) assert "trade_thesis" not in data + + +class TestReportExporterPdf: + def test_save_basic(self, tmp_path) -> None: + pytest.importorskip("fpdf") + exporter = ReportExporter(tmp_path) + path = exporter.save_pdf(_intent(), _analysis(), "Analysis text here.") + assert path.exists() + assert path.suffix == ".pdf" + # Minimum PDF signature check. + assert path.read_bytes().startswith(b"%PDF-") + + def test_save_with_thesis(self, tmp_path) -> None: + pytest.importorskip("fpdf") + exporter = ReportExporter(tmp_path) + path = exporter.save_pdf(_intent(), _analysis(with_thesis=True), "Response") + text = _extract_pdf_text(path.read_bytes()) + assert b"Trade Thesis" in text + assert b"AAPL" in text + assert b"Q2 2026" in text + assert b"8/10" in text + + def test_save_data_sources_only_successful(self, tmp_path) -> None: + pytest.importorskip("fpdf") + exporter = ReportExporter(tmp_path) + path = exporter.save_pdf(_intent(), _analysis(), "Response") + text = _extract_pdf_text(path.read_bytes()) + assert b"Data Sources" in text + assert b"price_event" in text + assert b"news" in text + # Failed tool (macro) should be excluded from the data sources list. + assert b"macro" not in text + + def test_general_ticker_fallback(self, tmp_path) -> None: + 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