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"""Render the Substack-ready lexical pivots card from curated excerpt rows."""
from __future__ import annotations
import argparse
import json
import sys
from pathlib import Path
from typing import Any
from PIL import Image, ImageDraw, ImageFont
WIDTH = 1500
SCALE = 2
FONT_PATHS = {
"georgia": "/System/Library/Fonts/Supplemental/Georgia.ttf",
"georgia_bold": "/System/Library/Fonts/Supplemental/Georgia Bold.ttf",
"arial": "/System/Library/Fonts/Supplemental/Arial.ttf",
"arial_bold": "/System/Library/Fonts/Supplemental/Arial Bold.ttf",
}
DISPLAY_ROWS = [
{
"rank": "1",
"ticker": "NKE",
"display_name": "Nike",
"rows": [
("Pricing", "pricing_power", "reduced promotional activity", "digital is still too promotional"),
("Inventory", "inventory", "clean marketplace inventory levels", "Markdowns across the marketplace remain elevated"),
("Inventory", "inventory", "clean marketplace inventory levels", "elevated inventory"),
],
},
{
"rank": "2",
"ticker": "IR",
"display_name": "Ingersoll Rand",
"rows": [
("Demand", "demand", "finished the year strong", "longer cycle projects being delayed"),
("Pricing", "pricing_power", "targeted pricing actions", "demand elasticity based on price"),
("Guidance", "guidance_answer_drop", "we expect Q1 organic to be", "order recovery throughout the year"),
],
},
{
"rank": "3",
"ticker": "ALGN",
"display_name": "Align Technology",
"rows": [
("Demand", "demand", "strong growth", "retail channel continued to be mixed"),
("Demand", "demand", "continued strength", "less patient traffic"),
("Guidance", "guidance", "future events and product outlook", "puts and takes as you go through any quarter"),
],
},
]
def load_jsonl(path: Path) -> list[dict[str, Any]]:
rows: list[dict[str, Any]] = []
with path.open("r", encoding="utf-8") as handle:
for line in handle:
line = line.strip()
if line:
rows.append(json.loads(line))
return rows
def find_excerpt(rows: list[dict[str, Any]], ticker: str, finding: str, prior: str, latest: str) -> dict[str, Any]:
for row in rows:
if (
row.get("ticker") == ticker
and row.get("finding") == finding
and row.get("prior_excerpt") == prior
and row.get("latest_excerpt") == latest
):
return row
raise RuntimeError(f"Missing excerpt row for {ticker} {finding}: {prior!r} -> {latest!r}")
def font(name: str, size: int) -> ImageFont.FreeTypeFont:
path = FONT_PATHS[name]
if not Path(path).exists():
raise RuntimeError(f"Required font missing: {path}")
return ImageFont.truetype(path, size * SCALE)
def draw_wrapped(
draw: ImageDraw.ImageDraw,
text: str,
x: int,
y: int,
font_obj: ImageFont.FreeTypeFont,
fill: str,
width: int,
line_gap: int = 5,
max_lines: int = 2,
) -> int:
words = text.split()
lines: list[str] = []
line = ""
for word in words:
test = (line + " " + word).strip()
if draw.textlength(test, font=font_obj) <= width:
line = test
else:
if line:
lines.append(line)
line = word
if line:
lines.append(line)
lines = lines[:max_lines]
yy = y
bbox = draw.textbbox((0, 0), "Ag", font=font_obj)
line_height = bbox[3] - bbox[1] + line_gap * SCALE
for line in lines:
draw.text((x, yy), line, font=font_obj, fill=fill)
yy += line_height
return yy
def render(input_path: Path, output_path: Path) -> None:
excerpts = load_jsonl(input_path)
height = 1800
image = Image.new("RGB", (WIDTH * SCALE, height * SCALE), "#fbfaf7")
draw = ImageDraw.Draw(image)
title_font = font("georgia_bold", 54)
sub_font = font("arial", 23)
company_font = font("georgia_bold", 31)
label_font = font("arial_bold", 16)
theme_font = font("arial_bold", 15)
quote_font = font("georgia", 24)
footer_font = font("arial", 15)
rank_font = font("arial_bold", 19)
colors = {
"bg": "#fbfaf7",
"ink": "#151515",
"muted": "#6a655e",
"line": "#dedbd4",
"prior": "#2f5b72",
"latest": "#9c2f2f",
"prior_bg": "#f1f7fa",
"latest_bg": "#fff2ef",
"card": "#ffffff",
}
def rounded(box: tuple[int, int, int, int], fill: str, outline: str | None = None, radius: int = 18) -> None:
draw.rounded_rectangle(
[int(value) for value in box],
radius=radius * SCALE,
fill=fill,
outline=outline,
width=SCALE if outline else 1,
)
draw.rectangle([0, 0, WIDTH * SCALE, height * SCALE], fill=colors["bg"])
draw.rectangle([0, 0, 14 * SCALE, height * SCALE], fill=colors["latest"])
x0 = 78 * SCALE
y = 58 * SCALE
draw.text((x0, y), "Example lexical pivots from recent calls", font=title_font, fill=colors["ink"])
y += 66 * SCALE
draw.text(
(x0, y),
"Prior-quarter language on the left. Latest-quarter language on the right.",
font=sub_font,
fill=colors["muted"],
)
y += 58 * SCALE
rounded((x0, y, x0 + 138 * SCALE, y + 36 * SCALE), colors["prior_bg"], None, 12)
draw.text((x0 + 18 * SCALE, y + 10 * SCALE), "PRIOR CALL", font=label_font, fill=colors["prior"])
arrow_x = x0 + 160 * SCALE
draw.line((arrow_x, y + 18 * SCALE, arrow_x + 44 * SCALE, y + 18 * SCALE), fill=colors["muted"], width=2 * SCALE)
draw.polygon(
[
(arrow_x + 44 * SCALE, y + 18 * SCALE),
(arrow_x + 34 * SCALE, y + 11 * SCALE),
(arrow_x + 34 * SCALE, y + 25 * SCALE),
],
fill=colors["muted"],
)
rounded((x0 + 226 * SCALE, y, x0 + 390 * SCALE, y + 36 * SCALE), colors["latest_bg"], None, 12)
draw.text((x0 + 244 * SCALE, y + 10 * SCALE), "LATEST CALL", font=label_font, fill=colors["latest"])
y += 64 * SCALE
card_x = x0
card_width = (WIDTH - 156) * SCALE
card_height = 460 * SCALE
for company in DISPLAY_ROWS:
rounded((card_x, y, card_x + card_width, y + card_height), colors["card"], colors["line"], 22)
cx = card_x + 28 * SCALE
cy = y + 26 * SCALE
rounded((cx, cy, cx + 44 * SCALE, cy + 44 * SCALE), colors["ink"], None, 10)
draw.text((cx + 14 * SCALE, cy + 9 * SCALE), str(company["rank"]), font=rank_font, fill="#ffffff")
draw.text(
(cx + 62 * SCALE, cy + 2 * SCALE),
f"{company['ticker']} - {company['display_name']}",
font=company_font,
fill=colors["ink"],
)
cy += 62 * SCALE
draw.line((cx, cy, card_x + card_width - 28 * SCALE, cy), fill=colors["line"], width=SCALE)
cy += 22 * SCALE
theme_width = 126 * SCALE
quote_width = 520 * SCALE
gap = 26 * SCALE
prior_x = cx + theme_width
latest_x = prior_x + quote_width + gap + 40 * SCALE
for theme, finding, prior, latest in company["rows"]:
row = find_excerpt(excerpts, str(company["ticker"]), finding, prior, latest)
row_y = cy
draw.text((cx, row_y + 27 * SCALE), theme.upper(), font=theme_font, fill=colors["muted"])
rounded((prior_x, row_y, prior_x + quote_width, row_y + 84 * SCALE), colors["prior_bg"], None, 14)
rounded((latest_x, row_y, latest_x + quote_width, row_y + 84 * SCALE), colors["latest_bg"], None, 14)
draw_wrapped(
draw,
f"\"{row['prior_excerpt']}\"",
prior_x + 20 * SCALE,
row_y + 20 * SCALE,
quote_font,
colors["prior"],
quote_width - 40 * SCALE,
)
draw_wrapped(
draw,
f"\"{row['latest_excerpt']}\"",
latest_x + 20 * SCALE,
row_y + 20 * SCALE,
quote_font,
colors["latest"],
quote_width - 40 * SCALE,
)
ax = prior_x + quote_width + 12 * SCALE
ay = row_y + 42 * SCALE
draw.line((ax, ay, ax + 28 * SCALE, ay), fill=colors["muted"], width=2 * SCALE)
draw.polygon([(ax + 28 * SCALE, ay), (ax + 19 * SCALE, ay - 7 * SCALE), (ax + 19 * SCALE, ay + 7 * SCALE)], fill=colors["muted"])
cy += 106 * SCALE
y += card_height + 26 * SCALE
draw.line((x0, y + 8 * SCALE, (WIDTH - 78) * SCALE, y + 8 * SCALE), fill=colors["line"], width=SCALE)
draw.text(
(x0, y + 32 * SCALE),
"Source: earnings-call transcripts. Language screen only; not investment advice.",
font=footer_font,
fill=colors["muted"],
)
crop_height = min(height * SCALE, y + 76 * SCALE)
image = image.crop((0, 0, WIDTH * SCALE, int(crop_height)))
image = image.resize((WIDTH, int(crop_height / SCALE)), Image.Resampling.LANCZOS)
output_path.parent.mkdir(parents=True, exist_ok=True)
image.save(output_path, quality=95)
def parse_args() -> argparse.Namespace:
parser = argparse.ArgumentParser()
parser.add_argument("--input", default="out/best_excerpt_comparisons.jsonl")
parser.add_argument("--output", default="out/substack_lexical_pivots_card.png")
return parser.parse_args()
def main() -> int:
args = parse_args()
render(Path(args.input), Path(args.output))
print(args.output)
return 0
if __name__ == "__main__":
sys.exit(main())
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