105 lines
2.4 KiB
Markdown
105 lines
2.4 KiB
Markdown
# Workflow (Command-First)
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Use this sequence exactly.
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## 0) Choose Execution Mode
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Use `script` mode by default.
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Switch to `compatibility` mode when:
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- `python3` is unavailable, or
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- model capability is low and deterministic minimal output is preferred.
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## 1) Resolve Instrument
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- Resolve `ticker`, `exchange`, `market`, and next valid trading day.
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- If ticker is ambiguous, stop and ask user.
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## 2) Plan Files and History
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Run:
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```bash
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python3 {baseDir}/scripts/report_manager.py plan \
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--workdir <working_directory> \
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--ticker <TICKER> \
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--run-date <YYYY-MM-DD> \
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--versioning auto \
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--history-limit 5
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```
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Use returned JSON fields:
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- `selected_output_file`
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- `requires_user_choice`
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- `history_files`
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- `legacy_files`
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If `requires_user_choice=true`, ask user `overwrite` vs `new_version`.
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Read only `history_files` returned by script (default max 5).
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## 3) Legacy Compatibility (Optional Migration)
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- Read legacy files from `legacy_files` for review history.
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- If user agrees to migrate, run:
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```bash
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python3 {baseDir}/scripts/report_manager.py migrate \
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--workdir <working_directory> \
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--file <ABS_PATH_1> --file <ABS_PATH_2>
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```
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Security: only process files under `working_directory`.
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## 4) Collect New Data
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- Use `references/sources.md` tier priority.
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- Use `references/search_queries.md` templates.
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- For critical values, cross-check with at least 2 sources.
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## 5) Compute Accuracy via Script
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Run:
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```bash
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python3 {baseDir}/scripts/calc_accuracy.py \
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--workdir <working_directory> \
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--ticker <TICKER> \
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--windows 1,3,7,30 \
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--history-limit 60
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```
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Use script output to fill rolling accuracy fields.
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## 6) Generate Report
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- Render with `references/report_template.md`.
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- Keep all required frontmatter keys.
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- Include `improvement_actions`.
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## 7) Persist and Return
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- Save to `selected_output_file` from step 2.
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- Return summary + absolute file path + pending/blocked status.
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## 8) Recommended Operation
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Use recurring weekday schedule to stabilize review windows and success rate.
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## Compatibility Mode (Fallback)
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When scripts cannot run:
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1. Manually locate report files only under `working_directory`.
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2. Read at most 3 recent same-ticker reports.
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3. Collect minimal sources:
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- one official disclosure source
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- one reliable market data source
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4. Produce minimal output:
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- recommendation
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- `pred_close_t1`
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- prior review metrics (if available)
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- one `improvement_action`
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5. Save report in canonical reports directory using standard filename rules.
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