Upload engine/predict_yearly.py with huggingface_hub

engine/predict_yearly.py

@@ -4562,10 +4562,20 @@ Respond with ONLY this JSON:
   "p_bull": <float>,
   "p_neutral": <float>,
   "conviction": <float: 0.0-1.0, confidence in these weights>,
-  "reasoning": "<3-5 sentences: which specific arguments — across business outlook, moat/competition, risks, management, valuation, and smart-money/news — moved your probabilities and why>",
+  "reasoning": "<ONE-sentence bottom line: which side is better supported and why>",
+  "key_points": [
+    {{"topic": "Business outlook", "point": "<which analyst won here and what moved your weight>"}},
+    {{"topic": "Competitive landscape", "point": "<...>"}},
+    {{"topic": "Business risks", "point": "<...>"}},
+    {{"topic": "Management", "point": "<...>"}},
+    {{"topic": "Valuation", "point": "<...>"}},
+    {{"topic": "Smart money & news", "point": "<...>"}}
+  ],
   "risk_flags": ["<combined key risks from both cases>"],
   "override_ml": <boolean>
-}}"""
+}}
+Include in "key_points" ONLY the dimensions that actually moved your weights (drop the rest);
+each point 1-2 sentences naming which analyst was more convincing and why."""
 
 
 def _emit_role(role, phase, entry, *, ret_key="expected_return"):
@@ -4584,6 +4594,7 @@ def _emit_role(role, phase, entry, *, ret_key="expected_return"):
             "recommendation": entry.get("recommendation"),
             "confidence": entry.get("confidence"),
             "reasoning": entry.get("reasoning", ""),
+            "key_points": entry.get("key_points", []),
         }), flush=True)
     except Exception:
         pass
@@ -5016,6 +5027,7 @@ def analyze_llm_debate_yearly(
         "recommendation": final_rec,
         "confidence": final_confidence,
         "reasoning": pm_reasoning,
+        "key_points": (pm_synthesis or {}).get("key_points", []),
     })
 
     # Display-compatible round dicts
@@ -5026,6 +5038,7 @@ def analyze_llm_debate_yearly(
             "direction": neutral_result["direction"], "confidence": neutral_result["confidence"],
             "recommendation": neutral_result.get("recommendation", "HOLD"),
             "reasoning": neutral_result.get("reasoning", ""),
+            "key_points": neutral_result.get("key_points", []),
         }
     if bear_r1:
         _round1["kimi"] = {
@@ -5033,6 +5046,7 @@ def analyze_llm_debate_yearly(
             "direction": bear_r1.get("direction", "BEARISH"), "confidence": bear_r1["confidence"],
             "recommendation": bear_r1.get("recommendation", "HOLD"),
             "reasoning": bear_r1.get("reasoning", ""),
+            "key_points": bear_r1.get("key_points", []),
         }
     if bull_r1:
         _round1["gpt"] = {
@@ -5040,6 +5054,7 @@ def analyze_llm_debate_yearly(
             "direction": bull_r1.get("direction", "BULLISH"), "confidence": bull_r1["confidence"],
             "recommendation": bull_r1.get("recommendation", "HOLD"),
             "reasoning": bull_r1.get("reasoning", ""),
+            "key_points": bull_r1.get("key_points", []),
         }
 
     _round2 = {}
@@ -5049,6 +5064,7 @@ def analyze_llm_debate_yearly(
             "direction": bear_final.get("direction", "BEARISH"), "confidence": bear_final["confidence"],
             "recommendation": bear_final.get("recommendation", "HOLD"),
             "reasoning": bear_final.get("reasoning", ""),
+            "key_points": bear_final.get("key_points", []),
             "changed": bear_final.get("changed_view", False),
         }
     if bull_final:
@@ -5057,12 +5073,14 @@ def analyze_llm_debate_yearly(
             "direction": bull_final.get("direction", "BULLISH"), "confidence": bull_final["confidence"],
             "recommendation": bull_final.get("recommendation", "HOLD"),
             "reasoning": bull_final.get("reasoning", ""),
+            "key_points": bull_final.get("key_points", []),
             "changed": bull_final.get("changed_view", False),
         }
     _round2["claude"] = {
         "model": "Claude (PM, synthesis)", "return": final_return,
         "direction": final_direction, "confidence": final_confidence,
         "recommendation": final_rec, "reasoning": pm_reasoning,
+        "key_points": (pm_synthesis or {}).get("key_points", []),
         "changed": pm_synthesis is not None,
     }