Jonathan KirkwoodandClaude Fable 5
b1d7aed9f4
- Deterministic scoring.py (quant 60 / qual 40 / flags -15, profitability heaviest) - Per-company JSON ledger with forecast-target chaining deck N-1 -> N - Single-shot sandbox agent with guided-JSON fallback ladder (no tool loop) - Portfolio dashboard with sparklines, KPI hit rates, BDEF category bars - 48 unit tests green; endpoints smoke-tested; npm check+build green Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
266 lines
10 KiB
Python
266 lines
10 KiB
Python
"""Markdown renderers: per-deck DECK_REPORT and per-company SCORECARD.
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Pure string builders over the scoring record shape (scoring.score_deck) and
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ledger deck records — no I/O here; jobs.py decides where the files land.
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"""
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from __future__ import annotations
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_CATEGORIES = "ABCDEFGH"
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_CATEGORY_TITLES = {
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"A": "Incentive Alignment & Skin in the Game",
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"B": "Inversion Discipline & Margin of Safety",
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"C": "Circle of Competence & Rational Learning",
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"D": "Capital Allocation Quality",
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"E": "Moat Durability & Competitive Reality",
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"F": "Psychological & Cultural Health",
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"G": "Simplicity, Clarity & Decision Velocity",
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"H": "Board Value-Add & Governance Quality",
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}
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def _fmt(x, digits: int = 1) -> str:
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if x is None:
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return "—"
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if isinstance(x, bool):
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return "yes" if x else "no"
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if isinstance(x, float):
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return f"{x:.{digits}f}"
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return str(x)
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def _num(x, unit: str = "") -> str:
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if x is None:
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return "—"
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s = f"{x:g}" if isinstance(x, (int, float)) else str(x)
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return f"{s}{unit}" if unit and unit in ("%",) else (f"{s} {unit}".strip() if unit else s)
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def _bucket_row(name: str, b: dict) -> str:
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if b.get("na"):
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return f"| {name} | — | — | {b.get('kpi_count', 0)} | NA — weight redistributed |"
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return (f"| {name} | {_fmt(b.get('weight'))} | {_fmt(b.get('score'))} "
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f"| {b.get('kpi_count', 0)} | |")
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def render_deck_report(record: dict, extraction: dict, adjudication_md: str | None = None) -> str:
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"""One deck's full markdown report."""
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lines: list[str] = []
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company = record.get("company") or "?"
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period = record.get("period") or "unknown period"
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lines.append(f"# Deck report — {company} · {period}")
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lines.append("")
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lines.append(f"## Composite: **{_fmt(record.get('composite'))} / 100**")
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lines.append("")
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q = record.get("quant", {})
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lines.append(f"Quant {_fmt(q.get('score'))} · Qual {_fmt(record.get('qual', {}).get('score'))}"
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f" · Penalties −{_fmt(record.get('penalties', {}).get('total'))}"
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f" · graded {record.get('graded_at') or '?'} (job {record.get('job_id') or '?'})")
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lines.append("")
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# --- quantitative buckets
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lines.append("## Quantitative (max 60)")
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lines.append("")
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lines.append("| Bucket | Weight | Score | KPIs | Note |")
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lines.append("|---|---|---|---|---|")
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lines.append(_bucket_row("Profitability KPIs", q.get("profitability", {})))
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lines.append(_bucket_row("Other KPIs", q.get("other", {})))
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lines.append(_bucket_row("Forecast integrity", q.get("forecast_integrity", {})))
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lines.append("")
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kpi_results = record.get("kpi_results") or []
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if kpi_results:
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lines.append("### KPI results")
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lines.append("")
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lines.append("| KPI | Actual | Target | Source | Credit |")
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lines.append("|---|---|---|---|---|")
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for r in kpi_results:
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name = r.get("name") or r.get("canonical_name") or "?"
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if r.get("matched_via") == "fuzzy":
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name += " (≈ matched via fuzzy)"
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src = r.get("target_source") or "—"
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credit = "—" if r.get("credit") is None else _fmt(r.get("credit"), 2)
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lines.append(f"| {name} | {_num(r.get('actual'), r.get('unit') or '')} "
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f"| {_num(r.get('target'), r.get('unit') or '')} | {src} | {credit} |")
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lines.append("")
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fresults = record.get("forecast_results") or []
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if fresults:
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lines.append("### Forecast integrity (prior targets vs this period's actuals)")
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lines.append("")
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lines.append("| KPI | Prior target | Actual | Accuracy |")
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lines.append("|---|---|---|---|")
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for r in fresults:
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lines.append(f"| {r.get('canonical_name')} | {_num(r.get('target'))} "
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f"| {_num(r.get('actual'))} | {_fmt(r.get('accuracy'), 2)} |")
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lines.append("")
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# --- qualitative
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lines.append("## Qualitative (max 40)")
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lines.append("")
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lines.append("| Category | Median | Evidence quality | Adjusted | Points |")
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lines.append("|---|---|---|---|---|")
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cats = record.get("qual", {}).get("categories", {})
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for cid in _CATEGORIES:
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c = cats.get(cid, {})
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lines.append(f"| {cid}. {_CATEGORY_TITLES[cid]} | {_fmt(c.get('median'))} "
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f"| {_fmt(c.get('evidence_quality'), 2)} | {_fmt(c.get('adjusted'), 2)} "
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f"| {_fmt(c.get('points'), 2)} |")
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lines.append("")
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for cid in _CATEGORIES:
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c = cats.get(cid, {})
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rats = c.get("rationales") or []
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if not rats:
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continue
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best = max(rats, key=lambda r: sum(len(e.get("quote") or "") for e in r.get("evidence") or []))
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lines.append(f"### {cid}. {_CATEGORY_TITLES[cid]}")
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lines.append("")
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lines.append(f"**{best.get('grader')}**: {best.get('rationale')}")
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for ev in best.get("evidence") or []:
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loc = f" — {ev.get('location')}" if ev.get("location") else ""
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lines.append(f"> \"{ev.get('quote')}\"{loc}")
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lines.append("")
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# --- red flags
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flags = record.get("penalties", {}).get("flags") or []
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lines.append(f"## Red flags (penalty −{_fmt(record.get('penalties', {}).get('total'))})")
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lines.append("")
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if flags:
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lines.append("| Code | Severity | Points | Sources | Description |")
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lines.append("|---|---|---|---|---|")
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for f in flags:
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lines.append(f"| `{f.get('code')}` | {f.get('severity')} | {_fmt(f.get('points'))} "
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f"| {', '.join(f.get('sources') or [])} | {f.get('description')} |")
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else:
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lines.append("None raised.")
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lines.append("")
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# --- narrative
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narrative = record.get("narrative") or extraction.get("narrative") or {}
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if narrative.get("summary"):
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lines.append("## Narrative")
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lines.append("")
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lines.append(narrative["summary"])
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lines.append("")
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asks = narrative.get("asks") or []
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if asks:
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lines.append("### Asks")
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lines.append("")
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for a in asks:
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lines.append(f"- {a}")
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lines.append("")
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if adjudication_md:
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lines.append("## Panel adjudication")
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lines.append("")
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lines.append(adjudication_md.strip())
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lines.append("")
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return "\n".join(lines).rstrip() + "\n"
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def _arrow(delta: float) -> str:
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if delta > 0:
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return "↑"
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if delta < 0:
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return "↓"
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return "→"
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def render_scorecard(company: dict, records: list[dict]) -> str:
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"""Company SCORECARD.md across all live deck records (oldest first)."""
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name = company.get("name") or company.get("slug") or "?"
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lines: list[str] = [f"# Scorecard — {name}", ""]
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if not records:
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lines.append("No graded decks yet.")
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return "\n".join(lines) + "\n"
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latest = records[-1]
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prev = records[-2] if len(records) > 1 else None
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comp = latest.get("composite") or 0.0
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if prev is not None:
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delta = round(comp - (prev.get("composite") or 0.0), 1)
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lines.append(f"## Latest composite: **{_fmt(comp)}** ({latest.get('period')}) "
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f"{_arrow(delta)} {'+' if delta > 0 else ''}{_fmt(delta)} vs {prev.get('period')}")
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else:
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lines.append(f"## Latest composite: **{_fmt(comp)}** ({latest.get('period')}) — first graded deck")
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lines.append("")
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# --- composite history
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lines.append("## Composite history")
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lines.append("")
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lines.append("| Period | Composite | Quant | Qual | Penalties |")
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lines.append("|---|---|---|---|---|")
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for r in records:
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lines.append(f"| {r.get('period') or '?'} | {_fmt(r.get('composite'))} "
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f"| {_fmt(r.get('quant', {}).get('score'))} "
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f"| {_fmt(r.get('qual', {}).get('score'))} "
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f"| −{_fmt(r.get('penalties', {}).get('total'))} |")
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lines.append("")
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# --- categories latest vs previous
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lines.append("## BDEF categories (latest vs previous)")
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lines.append("")
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lines.append("| Category | Latest | Previous | Δ |")
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lines.append("|---|---|---|---|")
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lcats = latest.get("qual", {}).get("categories", {})
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pcats = (prev or {}).get("qual", {}).get("categories", {})
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for cid in _CATEGORIES:
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lp = lcats.get(cid, {}).get("points")
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pp = pcats.get(cid, {}).get("points")
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if lp is not None and pp is not None:
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d = round(lp - pp, 2)
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dcol = f"{_arrow(d)} {'+' if d > 0 else ''}{_fmt(d, 2)}"
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else:
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dcol = "—"
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lines.append(f"| {cid}. {_CATEGORY_TITLES[cid]} | {_fmt(lp, 2)} | {_fmt(pp, 2)} | {dcol} |")
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lines.append("")
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# --- KPI hit-rate across records
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order: list[str] = []
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per_kpi: dict[str, list] = {}
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for r in records:
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for k in r.get("kpi_results") or []:
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cn = k.get("canonical_name") or k.get("name") or "?"
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if cn not in per_kpi:
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per_kpi[cn] = []
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order.append(cn)
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per_kpi[cn].append(k.get("credit"))
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lines.append("## KPI hit-rate")
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lines.append("")
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lines.append("| KPI | Attempts | Hits | Streak | Last credit |")
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lines.append("|---|---|---|---|---|")
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for cn in order:
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credits = [c for c in per_kpi[cn] if c is not None]
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if not credits:
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continue
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hits = sum(1 for c in credits if c >= 1)
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streak = 0
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for c in reversed(credits):
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if c >= 1:
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streak += 1
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else:
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break
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lines.append(f"| {cn} | {len(credits)} | {hits} | {streak} | {_fmt(credits[-1], 2)} |")
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lines.append("")
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# --- open flags on the latest deck
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flags = latest.get("penalties", {}).get("flags") or []
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lines.append(f"## Open flags ({latest.get('period')})")
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lines.append("")
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if flags:
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lines.append("| Code | Severity | Points | Sources | Description |")
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lines.append("|---|---|---|---|---|")
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for f in flags:
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lines.append(f"| `{f.get('code')}` | {f.get('severity')} | {_fmt(f.get('points'))} "
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f"| {', '.join(f.get('sources') or [])} | {f.get('description')} |")
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else:
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lines.append("None.")
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lines.append("")
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# --- deck reports
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lines.append("## Deck reports")
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lines.append("")
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for r in records:
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lines.append(f"- {r.get('period') or '?'} — composite {_fmt(r.get('composite'))} — "
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f"decks/{r.get('deck_id')}.json / DECK_REPORT.md")
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return "\n".join(lines).rstrip() + "\n"
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