Upload folder using huggingface_hub

app.py

@@ -148,9 +148,18 @@ def api_report(run_id: str):
     run = _runs.get(run_id)
     if not run or not run.get("result"):
         raise HTTPException(404, "No report for this run.")
-    md = run["result"].get("report_md", "")
-    return PlainTextResponse(md, media_type="text/markdown", headers={
-        "Content-Disposition": f'attachment; filename="portfolio-analysis-{run_id}.md"'})
+    from src.pdf_report import build_pdf
+    try:
+        pdf = build_pdf(run["result"])
+    except Exception:   # PDF layout must never lose the report — fall back to markdown
+        import traceback
+        traceback.print_exc()
+        md = run["result"].get("report_md", "")
+        return PlainTextResponse(md, media_type="text/markdown", headers={
+            "Content-Disposition": f'attachment; filename="conclave-verdict-{run_id}.md"'})
+    from fastapi.responses import Response
+    return Response(pdf, media_type="application/pdf", headers={
+        "Content-Disposition": f'attachment; filename="conclave-verdict-{run_id}.pdf"'})
 
 
 @app.get("/api/sample")

requirements.txt

@@ -7,3 +7,4 @@ yfinance>=1.4
 huggingface_hub>=0.24
 pyarrow>=16.0
 certifi
+reportlab>=4.0

src/pdf_report.py

@@ -0,0 +1,185 @@
+"""Conclave PDF report — typeset with reportlab (crucible's report stack, simplified).
+Built directly from the result payload; tolerates missing sections (no LLM, no target).
+"""
+from __future__ import annotations
+
+import io
+
+from reportlab.lib import colors
+from reportlab.lib.pagesizes import A4
+from reportlab.lib.styles import ParagraphStyle
+from reportlab.lib.units import mm
+from reportlab.platypus import (Paragraph, SimpleDocTemplate, Spacer, Table, TableStyle)
+
+INK = colors.HexColor("#141b18")
+BRASS = colors.HexColor("#8a6d14")
+DIM = colors.HexColor("#5a655e")
+GOOD = colors.HexColor("#1e7a4a")
+WARN = colors.HexColor("#9a6b12")
+BAD = colors.HexColor("#a33a40")
+LINE = colors.HexColor("#d8d4c6")
+
+_ACTION_COLOR = {"Buy More": GOOD, "Keep": DIM, "Trim": WARN, "Sell": BAD}
+_SEV_COLOR = {"good": GOOD, "warn": WARN, "bad": BAD, "OK": GOOD, "WATCH": WARN, "ALERT": BAD}
+
+
+def _sty(name, **kw):
+    base = dict(fontName="Helvetica", fontSize=9.5, leading=13, textColor=INK)
+    base.update(kw)
+    return ParagraphStyle(name, **base)  # type: ignore[arg-type]
+
+
+S_TITLE = _sty("t", fontName="Times-Bold", fontSize=24, leading=28)
+S_TAG = _sty("tag", fontName="Times-Italic", fontSize=11, textColor=BRASS)
+S_H2 = _sty("h2", fontName="Helvetica-Bold", fontSize=11, leading=15, textColor=BRASS,
+            spaceBefore=14, spaceAfter=5)
+S_BODY = _sty("b")
+S_VERDICT = _sty("v", fontName="Times-Roman", fontSize=12.5, leading=17)
+S_DIM = _sty("d", fontSize=8, textColor=DIM)
+S_CELL = _sty("c", fontSize=8.5, leading=11)
+
+
+_UNI = {"—": "-", "–": "-", "→": "->", "←": "<-", "≈": "~", "≥": ">=", "≤": "<=",
+        "↑": "up", "↓": "down", "•": "-", "‘": "'", "’": "'", "“": '"', "”": '"',
+        "₹": "Rs ", "…": "...", "⚠": "!", "✓": "OK", "✗": "x"}
+
+
+def _txt(x) -> str:
+    s = str(x if x is not None else "")
+    for u, a in _UNI.items():
+        s = s.replace(u, a)
+    s = s.replace("&", "&amp;").replace("<", "&lt;").replace(">", "&gt;")
+    return s.encode("latin-1", "replace").decode("latin-1")   # Helvetica-safe
+
+
+def _pct(x, signed=True):
+    if not isinstance(x, (int, float)):
+        return "-"
+    return f"{x * 100:+.1f}%" if signed else f"{x * 100:.1f}%"
+
+
+def _table(data, widths, header=True, aligns=None):
+    t = Table(data, colWidths=widths, repeatRows=1 if header else 0)
+    style = [("VALIGN", (0, 0), (-1, -1), "TOP"),
+             ("LINEBELOW", (0, 0), (-1, -2), 0.4, LINE),
+             ("TOPPADDING", (0, 0), (-1, -1), 4), ("BOTTOMPADDING", (0, 0), (-1, -1), 4)]
+    if header:
+        style += [("FONT", (0, 0), (-1, 0), "Helvetica-Bold", 8),
+                  ("TEXTCOLOR", (0, 0), (-1, 0), DIM),
+                  ("LINEBELOW", (0, 0), (-1, 0), 0.8, BRASS)]
+    for i, a in enumerate(aligns or []):
+        style.append(("ALIGN", (i, 0), (i, -1), a))
+    t.setStyle(TableStyle(style))
+    return t
+
+
+def build_pdf(res: dict) -> bytes:
+    buf = io.BytesIO()
+    doc = SimpleDocTemplate(buf, pagesize=A4, leftMargin=16 * mm, rightMargin=16 * mm,
+                            topMargin=16 * mm, bottomMargin=16 * mm, title="Conclave — Portfolio Verdict")
+    E = []
+    E.append(Paragraph("Conclave", S_TITLE))
+    E.append(Paragraph("Five analysts. One verdict.", S_TAG))
+    meta = f"Generated {_txt(res.get('generated_at'))}"
+    ctx = res.get("context") or {}
+    if ctx:
+        meta += " · Context: " + ", ".join(f"{k}: {v}" for k, v in ctx.items())
+    E.append(Paragraph(_txt(meta), S_DIM))
+    E.append(Spacer(1, 8))
+
+    E.append(Paragraph(f"Portfolio health: <b>{res.get('health_score', '?')}/100</b>",
+                       _sty("hs", fontName="Helvetica-Bold", fontSize=13)))
+    E.append(Spacer(1, 3))
+    E.append(Paragraph(_txt(res.get("verdict", "")), S_VERDICT))
+
+    E.append(Paragraph("KEY FINDINGS", S_H2))
+    for h in res.get("highlights", []):
+        c = _SEV_COLOR.get(str(h.get("severity")), DIM)
+        E.append(Paragraph(
+            f'<font color="#{c.hexval()[2:]}">&#9632;</font>&nbsp; <b>{_txt(h.get("title"))}</b> — '
+            f'{_txt(h.get("detail"))} <font size="7" color="#{DIM.hexval()[2:]}">({_txt(h.get("lens", "portfolio"))} lens)</font>',
+            S_BODY))
+        E.append(Spacer(1, 3))
+
+    E.append(Paragraph("RECOMMENDATIONS", S_H2))
+    rows: list[list] = [["Holding", "Weight", "P/L", "vs intrinsic", "Action", "Why"]]
+    for r in res.get("holdings", []):
+        c = _ACTION_COLOR.get(r.get("action"), DIM)
+        rows.append([
+            Paragraph(f"<b>{_txt(r['ticker'])}</b><br/><font size='7' color='#{DIM.hexval()[2:]}'>{_txt(r.get('name'))}</font>", S_CELL),
+            _pct(r.get("weight"), signed=False), _pct(r.get("pl_pct")), _pct(r.get("upside")),
+            Paragraph(f"<b><font color='#{c.hexval()[2:]}'>{_txt(r.get('action'))}</font></b>", S_CELL),
+            Paragraph(_txt(r.get("rationale")), S_CELL)])
+    E.append(_table(rows, [28 * mm, 15 * mm, 16 * mm, 18 * mm, 16 * mm, 84 * mm],
+                    aligns=["LEFT", "RIGHT", "RIGHT", "RIGHT", "LEFT", "LEFT"]))
+
+    E.append(Paragraph("PORTFOLIO REVIEW", S_H2))
+    st = res.get("strategist") or {}
+    if st.get("strategy_read"):
+        E.append(Paragraph(f"<b>Strategy read:</b> {_txt(st['strategy_read'])}", S_BODY))
+    if st.get("style_tilt"):
+        E.append(Paragraph(f"<b>Style tilt:</b> {_txt(st['style_tilt'])}", S_BODY))
+    if st.get("gaps"):
+        E.append(Paragraph("<b>Missing exposures:</b> " + _txt(", ".join(map(str, st["gaps"]))), S_BODY))
+    E.append(Spacer(1, 5))
+    for c0 in res.get("risk_scorecard", []):
+        c = _SEV_COLOR.get(str(c0.get("status")), DIM)
+        E.append(Paragraph(
+            f"<font color='#{c.hexval()[2:]}'><b>[{_txt(c0.get('status'))}]</b></font> "
+            f"<b>{_txt(c0.get('check'))}</b> — {_txt(c0.get('detail'))}", S_BODY))
+        E.append(Spacer(1, 2))
+    sa = res.get("sector_allocation") or {}
+    if sa:
+        E.append(Spacer(1, 4))
+        E.append(Paragraph("<b>Sector mix:</b> " + _txt(" · ".join(
+            f"{s} {w * 100:.0f}%" for s, w in sa.items())), S_BODY))
+
+    alts = res.get("alternatives") or []
+    if alts:
+        E.append(Paragraph("WORTH A LOOK — GAP FILLERS", S_H2))
+        for a in alts:
+            sig = " · ".join(a.get("signals") or [])
+            E.append(Paragraph(
+                f"<b>{_txt(a.get('ticker'))}</b> — {_txt(a.get('reason'))}"
+                + (f" <font size='7' color='#{DIM.hexval()[2:]}'>[{_txt(sig)}]</font>" if sig else ""),
+                S_BODY))
+            E.append(Spacer(1, 3))
+
+    target = res.get("target_portfolio") or []
+    if target:
+        E.append(Paragraph("RECOMMENDED TARGET PORTFOLIO", S_H2))
+        E.append(Paragraph("Committee conviction sizes positions under risk-profile caps. "
+                           "Educational illustration, not advice.", S_DIM))
+        E.append(Spacer(1, 4))
+        rows = [["Holding", "Sector", "Current", "Target", "Change"]]
+        for r in target:
+            name = r["ticker"] + ("  (new)" if r.get("is_new") else "")
+            rows.append([_txt(name), _txt(r.get("sector")), _pct(r["current_w"], signed=False),
+                         _pct(r["target_w"], signed=False), f"{r['delta'] * 100:+.1f}pp"])
+        E.append(_table(rows, [38 * mm, 55 * mm, 22 * mm, 22 * mm, 22 * mm],
+                        aligns=["LEFT", "LEFT", "RIGHT", "RIGHT", "RIGHT"]))
+
+    if res.get("llm_used"):
+        E.append(Paragraph("APPENDIX — ANALYST COMMITTEE DETAIL", S_H2))
+        for r in res.get("holdings", []):
+            E.append(Paragraph(
+                f"<b>{_txt(r['ticker'])}</b> · {_txt(r.get('action'))} · committee conviction "
+                f"{r.get('conviction')}/100 across {r.get('n_lenses')} lenses"
+                + (f" · intrinsic {_txt(r['intrinsic'])} ({_pct(r.get('upside'))} vs price, {_txt(r.get('lifecycle'))})"
+                   if r.get("intrinsic") else ""), S_BODY))
+            scores = r.get("lens_scores") or {}
+            if scores:
+                E.append(Paragraph("Lens scores: " + _txt(" · ".join(
+                    f"{k} {v:.0f}" for k, v in scores.items())), S_DIM))
+            for lab, key in (("Strengths", "strengths"), ("Risks", "risks")):
+                items = r.get(key) or []
+                if items:
+                    E.append(Paragraph(f"<i>{lab}:</i> " + _txt(" • ".join(items)), S_DIM))
+            if r.get("flags"):
+                E.append(Paragraph("Guards: " + _txt(", ".join(r["flags"])), S_DIM))
+            E.append(Spacer(1, 6))
+
+    E.append(Spacer(1, 10))
+    E.append(Paragraph(_txt(res.get("disclaimer", "")), S_DIM))
+    doc.build(E)
+    return buf.getvalue()

src/personas.py

@@ -132,8 +132,13 @@ _CIO_SYSTEM = (
     "1) verdict: ONE sentence describing the portfolio (its character + its biggest issue).\n"
     "2) highlights: the 3-5 most decision-relevant findings across stock and portfolio level, "
     "each with the number that proves it and which lens surfaced it.\n"
-    "3) rationale: for EACH holding, ONE plain-English sentence justifying its given action, "
-    "reflecting the committee's consensus or naming the dissent.\n"
+    "3) rationale: for EACH holding, ONE short sentence a non-finance friend would instantly "
+    "understand, justifying its given action. NO jargon and NO scores: never mention conviction "
+    "numbers, EV/EBITDA, PEG, beta, percentiles, moving averages or 'the committee' (the detail "
+    "view already shows all that). Translate the data into everyday meaning — e.g. 'Profits fell "
+    "sharply last year and this one stock is nearly half your portfolio' or 'The business keeps "
+    "growing strongly and the price is still reasonable for it'. At most one simple concrete "
+    "fact per sentence.\n"
     "4) alternatives: pick 2-4 tickers ONLY from the provided candidate list that best fill the "
     "strategist's gaps and complement the existing holdings; each candidate carries its backing "
     "signals (quant factor rank and/or smart-money 13F+insider accumulation) — cite the signal in "

src/report.py

@@ -89,10 +89,16 @@ def _row_fallback(dec, dcf) -> str:
     if not dec["scores"]:
         up = dcf.get("upside")
         if isinstance(up, (int, float)):
-            side = "below" if up > 0 else "above"
-            return f"Quant view only (no AI panel): trading {abs(up) * 100:.0f}% {side} estimated intrinsic value."
+            side = "less" if up > 0 else "more"
+            return (f"The market is paying {abs(up) * 100:.0f}% {side} than our estimate of "
+                    f"what the business is worth.")
         return "Quant view only — no AI panel available for this run."
-    return f"Committee conviction {dec['conviction']}/100 across {dec['n_lenses']} lenses."
+    c = dec["conviction"]
+    mood = ("the analysts see serious problems here" if c < 35 else
+            "the analysts found more concerns than positives" if c < 45 else
+            "the analysts' views are balanced on this one" if c <= 62 else
+            "the analysts see clear positives outweighing the risks")
+    return f"On balance, {mood} — open the row for the detail."
 
 
 def _pct(x):

static/index.html

@@ -166,7 +166,7 @@
 
   <footer class="card footer">
     <div class="footer-actions">
-      <a id="download" class="primary" href="#" download>Download full report</a>
+      <a id="download" class="primary" href="#" download>Download full report (PDF)</a>
       <button class="ghost" id="rerun">↺ New analysis</button>
     </div>
     <div id="meta" class="meta"></div>