buy and sell front-end

backend/email/templates/buy.xml

@@ -0,0 +1,28 @@
+<stock>
+
+    <summary>{{ summary }}</summary>
+
+    <name>{{ name }}</name>
+    <ticker>{{ ticker }}</ticker>
+    <industry>{{ industry }}</industry>
+    <price>{{ price }}</price>
+    <action>{{ action }}</action>
+
+    <portfolio>
+        <old>{{ old_portfolio }}</old>
+        <new>{{ new_portfolio }}</new>
+    </portfolio>
+    <value>
+        <old>{{ old_value }}</old>
+        <new>{{ new_value }}</new>
+    </value>
+    <shares>
+        <old>{{ old_shares }}</old>
+        <new>{{ new_shares }}</new>
+    </shares>
+    <date>
+        <old>{{ old_date }}</old>
+        <new>{{ new_date }}</new>
+    </date>
+
+</stock>

backend/prompts/prompt-v2.txt

@@ -0,0 +1,22 @@
+<instructions>
+
+    <role>
+        You are an analyst for stocks, the market, and companies at large.
+        Given context, you will provide detailed and professional insights about holdings data - what a company has bought and sold.
+        Point out specific, key points; use novel intuitions; and be a generalist.
+    </role>
+
+    Using the following holdings data, create insights for "Berkshire Hathaway."
+
+    Highlight potential strategy, what they could be basing their trades off of, and their general market thinking.
+
+    Then, add in your (as) objective (as possible) opinion on what they could be doing right or wrong - and general insights on what should be happening.
+
+    <data>
+        <stock>
+            <name>Apple Inc<name/>
+            <
+        </stock>
+    </data>
+
+</instructions>

backend/routers/filer.py

@@ -234,7 +234,7 @@ def create_historical(cik, company, stamp):
                 database.add_log(
                     cik, "Failed to Update Filer Historical Stocks", company_name, cik
                 )
-                database.edit_status(cik, 0)
+                database.edit_status(cik, 5)
 
         allocation_list = analysis.analyze_allocation(cik)
         aum_list = analysis.analyze_aum(cik)
@@ -252,9 +252,11 @@ def create_historical(cik, company, stamp):
 
     except Exception as e:
         report_error(cik, e)
+        database.edit_status(5)
         database.add_log(
             cik, "Failed to Query Filer Historical Stocks", company_name, cik
         )
+        return
 
     start = stamp["start"]
     stamp = {"time.elapsed": datetime.now().timestamp() - start, "logs": []}
@@ -307,7 +309,7 @@ def update_filer(company, background: BackgroundTasks = BackgroundTasks):
             302, detail="Filer is partially building."
         )
     elif operation["status"] >= 2:
-        raise HTTPException(409, detail="Filer still building.")
+        raise HTTPException(409, detail="Filer still building.")  # @IgnoreException
 
     update, last_report = web.check_new(cik)
     if not update:
@@ -506,7 +508,7 @@ async def logs(cik: str, start: int = 0):
         raise HTTPException(404, detail="CIK not found.")
     except Exception as e:
         logging.error(e)
-        raise HTTPException(500, detail="Error fetching logs.")
+        raise HTTPException(500, detail="Error fetching logs.")  # @IgnoreException
 
 
 @router.get("/estimate", status_code=202)
@@ -538,7 +540,9 @@ async def estimate(cik: str):
         raise HTTPException(404, detail="CIK not found.")
     except Exception as e:
         logging.error(e)
-        raise HTTPException(500, detail="Error fetching time estimation.")
+        raise HTTPException(
+            500, detail="Error fetching time estimation."  # @IgnoreException
+        )  # @IgnoreException
 
 
 @router.get("/info", tags=["filers"], status_code=200)
@@ -951,7 +955,7 @@ async def top_ciks():
         report_error("Top CIKs", e)
         raise HTTPException(500, detail="Error fetching filers.")
 
-    return {"filers": filers_sorted}
+    return BrowserCachedResponse(content={"filers": filers_sorted}, cache_hours=1)
 
 
 popular_ciks_path = f"{cwd}/static/popular.json"
@@ -968,7 +972,7 @@ async def popular_ciks():
         report_error("Popular CIKs", e)
         raise HTTPException(500, detail="Error fetching filers.")
 
-    return {"filers": filers_sorted}
+    return BrowserCachedResponse(content={"filers": filers_sorted}, cache_hours=1)
 
 
 def create_filer_try(cik):