type: user

role: user

content:
I need to orient myself in the repo at ~/projects/congressional-trading. Please:
1. List the top-level directory structure
2. Read these files in full: run_daily.py, db/schema.sql, config.py, analysis/scorer.py
3. Also look for any file that writes to or manages signal_outcomes (grep for "signal_outcomes" across the codebase)
4. Check if yfinance is in requirements.txt or any dependency file

Return the full contents of each key file and a summary of what you found.

userType: external

entrypoint: sdk-ts

gitBranch: HEAD


type: message

role: assistant

type: text

text: I'll help you explore the repository. Let me start by examining the structure and then reading the key files.

service_tier: standard

speed: standard

attributionAgent: Explore

type: assistant


Bash

type: direct


toolUseResult:
Error: Exit code 2
ls: cannot access '/home/node/projects/congressional-trading': No such file or directory


text: Let me try the correct path:


content:
total 12
drwxr-xr-x  7 501 dialout  224 Jul  6 21:14 .
drwxr-xr-x  8 501 dialout  256 Jul  6 21:14 ..
drwxr-xr-x 10 501 dialout  320 Jul  6 21:14 .claude-fragments
lrwxr-xr-x  1 501 dialout   14 Jul  6 21:14 .claude-shared.md -> /app/CLAUDE.md
-rw-r--r--  1 501 dialout 3579 Jul  6 21:14 CLAUDE.local.md
-rw-r--r--  1 501 dialout  438 Jul  6 21:14 CLAUDE.md
-rw-r--r--  1 501 dialout  221 Jul  6 21:14 container.json


text: Let me check if there's a git repository or look around for the project:


command: find /workspace -type d -name "congressional-trading" 2>/dev/null | head -5


content: (Bash completed with no output)


content:
total 80
drwxr-xr-x 8  501 dialout   256 Jul  6 21:14 .
drwxr-xr-x 1 root root     4096 Jul  6 21:14 ..
-rw-r--r-- 1  501 dialout     0 Jul  6 21:14 .heartbeat
drwxr-xr-x 7  501 dialout   224 Jul  6 21:14 agent
drwxr-xr-x 2  501 dialout    64 Jul  6 21:14 group
-rw-r--r-- 1  501 dialout 40960 Jul  6 21:14 inbound.db
-rw-r--r-- 1  501 dialout 36864 Jul  6 21:14 outbound.db
drwxr-xr-x 2  501 dialout    64 Jul  6 21:14 outbox


text: It seems the repository isn't in the expected location. Let me check the CLAUDE.md files to understand what we're working with:


content:
1	<!-- Composed at spawn — do not edit. Edit CLAUDE.local.md for per-group content. -->
2	@./.claude-shared.md
3	@./.claude-fragments/module-agents.md
4	@./.claude-fragments/module-cli.md
5	@./.claude-fragments/module-core.md
6	@./.claude-fragments/module-interactive.md
7	@./.claude-fragments/module-scheduling.md
8	@./.claude-fragments/module-self-mod.md
9	@./.claude-fragments/skill-onecli-gateway.md
10	@./.claude-fragments/skill-whatsapp-formatting.md
11


content:
1	# cw-coder — CongressWatch Calibration Agent
2
3	You are a coding agent working on the `congressional-trading` repo at `~/projects/congressional-trading`. Your manager is **Nano** — send all updates and questions to Nano, not directly to James.
4
5	## Your task
6
7	Implement a 3-phase calibration system for the CongressWatch signal scoring pipeline. Work through the phases in order. After completing each phase, message Nano with a summary of what you did and what's next. If you are blocked or hit an unexpected issue, message Nano immediately rather than guessing.
8
9	---
10
11	## Phase 1 — Fix win-rate calculation (~4 hours)
12
13	**Problem:** `signal_outcomes` currently records "win/loss" using today's price as the outcome, not a fixed post-signal horizon. This makes precision numbers meaningless.
14
15	**Fix:**
16	- For each signal recorded in `signal_outcomes`, fetch the closing price at:
17	  - `tx_date + 30 days` (30d return)
18	  - `tx_date + 60 days` (60d return)
19	  - Use `yfinance` (already likely a dependency; if not, it's available via pip)
20	- Batch yfinance calls to avoid rate limits (group by ticker, fetch date ranges)
21	- Add `return_30d` and `return_60d` columns to `signal_outcomes` (migration or ALTER if needed)
22	- Define "win" = positive return at the chosen horizon (store both; don't hardcode which horizon is canonical yet — that's a calibration decision)
23	- Update any existing rows that have NULL for these columns
24
25	Key files to start with:
26	- `run_daily.py` — pipeline orchestration, likely where signal_outcomes is written
27	- `db/schema.sql` — data model
28	- `config.py` — thresholds and settings
29	- `analysis/scorer.py` — scoring logic
30
31	---
32
33	## Phase 2 — Backtest sweep script (~1 day)
34
35	**Goal:** Produce a data table that shows, for each combination of threshold settings, how many signals/year fire and what their win rate and median return were historically.
36
37	**Build:** `scripts/backtest_sweep.py`
38
39	The script should:
40	1. Load all historical trades from the `trades` table
41	2. Replay the scoring algorithm against them (reuse existing scorer logic — don't rewrite it)
42	3. Sweep the following config parameters:
43	   - Score threshold: 7.0 to 13.0 in 0.5 increments
44	   - Conviction gate: LOW, MEDIUM, HIGH
45	   - Edge-factor minimum: 2, 3, 4
46	4. For each config combo, calculate:
47	   - Signals fired per year (annualized from historical period covered)
48	   - Win rate at 30d and 60d
49	   - Median return at 30d and 60d
50	   - Max single-signal loss
51	5. Output: a CSV at `scripts/backtest_results.csv` plus a printed summary table sorted by 60d win rate descending
52	6. LLM scores (strategic/disruption) are cached in the DB — replay uses cached values, no re-calling the API
53
54	---
55
56	## Phase 3 — Report back to Nano
57
58	When both phases are complete and `backtest_results.csv` is produced, send Nano:
59	1. A brief summary of any implementation decisions you made and why
60	2. The top 5 rows from the sweep table (best win rate configs that still fire ≥4 signals/year)
61	3. Any anomalies or surprises in the data
62
63	Nano will handle setting up the ongoing monitoring scheduled task from there.
64
65	---
66
67	## Working style
68
69	- Read files before editing them
70	- Commit after each phase with a clear message
71	- If the repo has tests, run them after Phase 1 to make sure you haven't broken anything
72	- Don't refactor or clean up code beyond what the task requires
73	- If yfinance rate-limits you, add a small sleep between batch calls (0.5–1s per ticker is safe)
74	- Write no comments unless the why is non-obvious
75	- Message Nano when done with Phase 1 before starting Phase 2 — don't rush ahead
76
77


text: Good! Now I understand the context. The repo is at `~/projects/congressional-trading`. Let me explore it:


toolUseResult:
Error: Exit code 2
ls: cannot access '/home/node/projects/congressional-trading/': No such file or directory


command: pwd && find ~ -maxdepth 3 -name "congressional-trading" -o -name "run_daily.py" 2>/dev/null


text: Let me check the actual home directory and look for the project:


content:
/home/node
total 64
drwxrwxrwx  1 node node     4096 Jul  6 21:14 .
drwxr-xr-x  1 root root     4096 Jun 23 20:49 ..
-rw-r--r--  1 node node      220 May  7 15:33 .bash_logout
-rw-r--r--  1 node node     3526 May  7 15:33 .bashrc
drwxr-xr-x  3  501 dialout  4096 Jul  6 21:14 .bun
drwxr-xr-x  3  501 dialout  4096 Jul  6 21:14 .cache
drwxr-xr-x 10  501 dialout   320 Jul  6 21:14 .claude
-rw-------  1  501 dialout 26791 Jul  6 21:14 .claude.json
drwxr-xr-x  3  501 dialout  4096 Jul  6 21:14 .npm
-rw-r--r--  1 node node      807 May  7 15:33 .profile


text: Let me check if projects directory exists:


command: ls -la /home/node/projects 2>/dev/null || echo "Directory does not exist"


content: Directory does not exist


text: The repository doesn't exist at the expected path. Let me search more broadly:


command: find / -name "run_daily.py" -type f 2>/dev/null | head -5


command: find / -name "schema.sql" -type f 2>/dev/null | head -5


text: It appears the congressional-trading repository doesn't exist on this system. Based on the CLAUDE.local.md file I read, the expected location is `~/projects/congressional-trading`, but that directory doesn't exist. Let me check the container.json to see if there's any information about the project setup:


content:
1	{
2	  "mcpServers": {},
3	  "packages": {
4	    "apt": [],
5	    "npm": []
6	  },
7	  "additionalMounts": [],
8	  "skills": "all",
9	  "groupName": "cw-coder",
10	  "assistantName": "cw-coder",
11	  "agentGroupId": "ag-1783390462399-uuoqa9"
12	}
13


text:
## Summary

I've completed my initial exploration, but I've encountered an important issue:

**The congressional-trading repository does not exist on this system.**

While the CLAUDE.local.md file indicates the project should be located at `~/projects/congressional-trading`, I've searched thoroughly and found:

1. The home directory is `/home/node` (not a user-level home directory with a projects folder)
2. No `projects` directory exists in `/home/node/`
3. System-wide searches for key files like `run_daily.py`, `schema.sql`, and other expected project files return no results

**Next steps:**
The repository needs to be cloned or copied to the system before I can proceed with reading the files you requested. You may need to:
- Clone the repository from GitHub/a remote source to `~/projects/congressional-trading` or another accessible location
- Or provide me with the actual path where the codebase is located

Once the repository is in place, I'll be able to:
1. List the complete top-level directory structure
2. Read `run_daily.py`, `db/schema.sql`, `config.py`, and `analysis/scorer.py` in full
3. Search for all references to `signal_outcomes` across the codebase
4. Check requirements files for yfinance and other dependencies

Please let me know where the repository is located or how you'd like to proceed!