Monthly Intelligent Advisory Review #4
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| name: Monthly Advisory Review | |
| on: | |
| workflow_dispatch: | |
| inputs: | |
| as_of: | |
| description: "Report date. Defaults to current UTC date when empty." | |
| required: false | |
| type: string | |
| previous_report_path: | |
| description: "Optional previous advisory report JSON path inside advisor repository checkout." | |
| required: false | |
| default: "" | |
| type: string | |
| political_events_path: | |
| description: "Path inside PoliticalEventTrackingResearch." | |
| required: false | |
| default: "data/live/political_events.csv" | |
| type: string | |
| political_watchlist_path: | |
| description: "Path inside PoliticalEventTrackingResearch." | |
| required: false | |
| default: "data/live/political_watchlist.csv" | |
| type: string | |
| ai_signal_path: | |
| description: "Path inside ResearchSignalContextPipelines." | |
| required: false | |
| default: "data/output/latest_signal.json" | |
| type: string | |
| theme_momentum_path: | |
| description: "Optional path inside ResearchSignalContextPipelines. Empty disables theme momentum context." | |
| required: false | |
| default: "data/output/theme_momentum_snapshot.json" | |
| type: string | |
| schedule: | |
| - cron: "20 13 1 * *" | |
| jobs: | |
| build-monthly-review: | |
| runs-on: ubuntu-latest | |
| steps: | |
| - name: Checkout advisor repository | |
| uses: actions/checkout@v6 | |
| with: | |
| path: advisor | |
| - name: Checkout political event repository | |
| uses: actions/checkout@v6 | |
| with: | |
| repository: QuantStrategyLab/PoliticalEventTrackingResearch | |
| path: political-events | |
| - name: Checkout signal context repository | |
| uses: actions/checkout@v6 | |
| with: | |
| repository: QuantStrategyLab/ResearchSignalContextPipelines | |
| path: research-signal-context | |
| - uses: actions/setup-python@v6 | |
| with: | |
| python-version: "3.11" | |
| - name: Install advisor package | |
| working-directory: advisor | |
| run: python -m pip install -e . | |
| - name: Build monthly report and review artifact | |
| working-directory: advisor | |
| env: | |
| INPUT_AS_OF: ${{ github.event.inputs.as_of || '' }} | |
| PREVIOUS_REPORT_PATH: ${{ github.event.inputs.previous_report_path || '' }} | |
| POLITICAL_EVENTS_PATH: ${{ github.event.inputs.political_events_path || 'data/live/political_events.csv' }} | |
| POLITICAL_WATCHLIST_PATH: ${{ github.event.inputs.political_watchlist_path || 'data/live/political_watchlist.csv' }} | |
| AI_SIGNAL_PATH: ${{ github.event.inputs.ai_signal_path || 'data/output/latest_signal.json' }} | |
| THEME_MOMENTUM_PATH: ${{ github.event.inputs.theme_momentum_path || 'data/output/theme_momentum_snapshot.json' }} | |
| run: | | |
| set -euo pipefail | |
| AS_OF="${INPUT_AS_OF:-$(date -u +%F)}" | |
| mkdir -p data/output/monthly_advisory_review | |
| THEME_ARGS=() | |
| if [ -n "${THEME_MOMENTUM_PATH}" ] && [ -f "../research-signal-context/${THEME_MOMENTUM_PATH}" ]; then | |
| THEME_ARGS=(--theme-momentum "../research-signal-context/${THEME_MOMENTUM_PATH}") | |
| fi | |
| python scripts/build_advisory_report.py \ | |
| --as-of "${AS_OF}" \ | |
| --cadence monthly \ | |
| --political-events "../political-events/${POLITICAL_EVENTS_PATH}" \ | |
| --political-watchlist "../political-events/${POLITICAL_WATCHLIST_PATH}" \ | |
| --ai-signal "../research-signal-context/${AI_SIGNAL_PATH}" \ | |
| "${THEME_ARGS[@]}" \ | |
| --output-json "data/output/monthly_advisory_review/advisory_report_${AS_OF}.json" \ | |
| --output-md "data/output/monthly_advisory_review/advisory_report_${AS_OF}.md" | |
| REVIEW_ARGS=( | |
| --current-report "data/output/monthly_advisory_review/advisory_report_${AS_OF}.json" | |
| --output-json "data/output/monthly_advisory_review/monthly_review_${AS_OF}.json" | |
| --output-md "data/output/monthly_advisory_review/monthly_review_${AS_OF}.md" | |
| ) | |
| if [ -n "${PREVIOUS_REPORT_PATH}" ] && [ -f "${PREVIOUS_REPORT_PATH}" ]; then | |
| REVIEW_ARGS+=(--previous-report "${PREVIOUS_REPORT_PATH}") | |
| fi | |
| python scripts/build_monthly_review.py "${REVIEW_ARGS[@]}" | |
| - name: Upload monthly review artifact | |
| uses: actions/upload-artifact@v7 | |
| with: | |
| name: monthly-advisory-review | |
| path: advisor/data/output/monthly_advisory_review/ | |
| if-no-files-found: error |