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feat(reporting): share the report-tree writer between the CLI and the API

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The per-section markdown report tree was written only by the CLI, so programmatic
(TradingAgentsGraph) runs produced no saved reports.

- Extract the writer into tradingagents/reporting.write_report_tree.
- The CLI's save_report_to_disk delegates to it (no behavior change).
- Add TradingAgentsGraph.save_reports(final_state, ticker) so headless/API callers
  get the same report tree, defaulting under results_dir.
This commit is contained in:
Yijia-Xiao
2026-06-21 23:22:30 +00:00
parent 0b61effd6c
commit a0120e1805
4 changed files with 170 additions and 87 deletions
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90
cli/main.py
View File

@@ -48,6 +48,7 @@ from tradingagents.graph.analyst_execution import (
sync_analyst_tracker_from_chunk,
)
from tradingagents.graph.trading_graph import TradingAgentsGraph
from tradingagents.reporting import write_report_tree
console = Console()
@@ -747,93 +748,8 @@ def get_analysis_date():
def save_report_to_disk(final_state, ticker: str, save_path: Path):
"""Save complete analysis report to disk with organized subfolders."""
save_path.mkdir(parents=True, exist_ok=True)
sections = []
# 1. Analysts
analysts_dir = save_path / "1_analysts"
analyst_parts = []
if final_state.get("market_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "market.md").write_text(final_state["market_report"], encoding="utf-8")
analyst_parts.append(("Market Analyst", final_state["market_report"]))
if final_state.get("sentiment_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "sentiment.md").write_text(final_state["sentiment_report"], encoding="utf-8")
analyst_parts.append(("Sentiment Analyst", final_state["sentiment_report"]))
if final_state.get("news_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "news.md").write_text(final_state["news_report"], encoding="utf-8")
analyst_parts.append(("News Analyst", final_state["news_report"]))
if final_state.get("fundamentals_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "fundamentals.md").write_text(final_state["fundamentals_report"], encoding="utf-8")
analyst_parts.append(("Fundamentals Analyst", final_state["fundamentals_report"]))
if analyst_parts:
content = "\n\n".join(f"### {name}\n{text}" for name, text in analyst_parts)
sections.append(f"## I. Analyst Team Reports\n\n{content}")
# 2. Research
if final_state.get("investment_debate_state"):
research_dir = save_path / "2_research"
debate = final_state["investment_debate_state"]
research_parts = []
if debate.get("bull_history"):
research_dir.mkdir(exist_ok=True)
(research_dir / "bull.md").write_text(debate["bull_history"], encoding="utf-8")
research_parts.append(("Bull Researcher", debate["bull_history"]))
if debate.get("bear_history"):
research_dir.mkdir(exist_ok=True)
(research_dir / "bear.md").write_text(debate["bear_history"], encoding="utf-8")
research_parts.append(("Bear Researcher", debate["bear_history"]))
if debate.get("judge_decision"):
research_dir.mkdir(exist_ok=True)
(research_dir / "manager.md").write_text(debate["judge_decision"], encoding="utf-8")
research_parts.append(("Research Manager", debate["judge_decision"]))
if research_parts:
content = "\n\n".join(f"### {name}\n{text}" for name, text in research_parts)
sections.append(f"## II. Research Team Decision\n\n{content}")
# 3. Trading
if final_state.get("trader_investment_plan"):
trading_dir = save_path / "3_trading"
trading_dir.mkdir(exist_ok=True)
(trading_dir / "trader.md").write_text(final_state["trader_investment_plan"], encoding="utf-8")
sections.append(f"## III. Trading Team Plan\n\n### Trader\n{final_state['trader_investment_plan']}")
# 4. Risk Management
if final_state.get("risk_debate_state"):
risk_dir = save_path / "4_risk"
risk = final_state["risk_debate_state"]
risk_parts = []
if risk.get("aggressive_history"):
risk_dir.mkdir(exist_ok=True)
(risk_dir / "aggressive.md").write_text(risk["aggressive_history"], encoding="utf-8")
risk_parts.append(("Aggressive Analyst", risk["aggressive_history"]))
if risk.get("conservative_history"):
risk_dir.mkdir(exist_ok=True)
(risk_dir / "conservative.md").write_text(risk["conservative_history"], encoding="utf-8")
risk_parts.append(("Conservative Analyst", risk["conservative_history"]))
if risk.get("neutral_history"):
risk_dir.mkdir(exist_ok=True)
(risk_dir / "neutral.md").write_text(risk["neutral_history"], encoding="utf-8")
risk_parts.append(("Neutral Analyst", risk["neutral_history"]))
if risk_parts:
content = "\n\n".join(f"### {name}\n{text}" for name, text in risk_parts)
sections.append(f"## IV. Risk Management Team Decision\n\n{content}")
# 5. Portfolio Manager
if risk.get("judge_decision"):
portfolio_dir = save_path / "5_portfolio"
portfolio_dir.mkdir(exist_ok=True)
(portfolio_dir / "decision.md").write_text(risk["judge_decision"], encoding="utf-8")
sections.append(f"## V. Portfolio Manager Decision\n\n### Portfolio Manager\n{risk['judge_decision']}")
# Write consolidated report
header = f"# Trading Analysis Report: {ticker}\n\nGenerated: {datetime.datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
(save_path / "complete_report.md").write_text(header + "\n\n".join(sections), encoding="utf-8")
return save_path / "complete_report.md"
"""Save the complete analysis report to disk (shared CLI/API writer)."""
return write_report_tree(final_state, ticker, save_path)
def display_complete_report(final_state):

50
tests/test_reporting.py Normal file
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@@ -0,0 +1,50 @@
"""Report parity: the shared writer produces the report tree for the CLI and the
programmatic API alike (#1037)."""
from types import SimpleNamespace
import pytest
from tradingagents.graph.trading_graph import TradingAgentsGraph
from tradingagents.reporting import write_report_tree
def _state():
return {
"market_report": "MKT",
"news_report": "NEWS",
"investment_debate_state": {"judge_decision": "RM PLAN"},
"trader_investment_plan": "TRADE",
"risk_debate_state": {"judge_decision": "PM DECISION"},
}
@pytest.mark.unit
def test_write_report_tree_creates_files(tmp_path):
out = write_report_tree(_state(), "AAPL", tmp_path)
assert out.name == "complete_report.md"
assert (tmp_path / "1_analysts" / "market.md").read_text() == "MKT"
assert (tmp_path / "1_analysts" / "news.md").read_text() == "NEWS"
assert (tmp_path / "2_research" / "manager.md").read_text() == "RM PLAN"
assert (tmp_path / "3_trading" / "trader.md").read_text() == "TRADE"
assert (tmp_path / "5_portfolio" / "decision.md").read_text() == "PM DECISION"
complete = out.read_text()
assert "Trading Analysis Report: AAPL" in complete
assert "MKT" in complete and "PM DECISION" in complete
@pytest.mark.unit
def test_save_reports_explicit_path(tmp_path):
# Unbound: with an explicit save_path, the method doesn't touch self/config.
out = TradingAgentsGraph.save_reports(None, _state(), "AAPL", save_path=tmp_path)
assert (tmp_path / "complete_report.md").exists()
assert out == tmp_path / "complete_report.md"
@pytest.mark.unit
def test_save_reports_defaults_under_results_dir(tmp_path):
mock_self = SimpleNamespace(config={"results_dir": str(tmp_path)})
out = TradingAgentsGraph.save_reports(mock_self, _state(), "AAPL")
assert out.exists()
assert out.parent.parent.name == "reports" # results_dir/reports/AAPL_<stamp>/...
assert out.parent.name.startswith("AAPL_")

16
tradingagents/graph/trading_graph.py
View File

@@ -32,6 +32,7 @@ from tradingagents.dataflows.config import set_config
from tradingagents.dataflows.utils import safe_ticker_component
from tradingagents.default_config import DEFAULT_CONFIG
from tradingagents.llm_clients import create_llm_client
from tradingagents.reporting import write_report_tree
from .checkpointer import checkpoint_step, clear_checkpoint, get_checkpointer, thread_id
from .conditional_logic import ConditionalLogic
@@ -358,6 +359,21 @@ class TradingAgentsGraph:
self._checkpointer_ctx = None
self.graph = self.workflow.compile()
def save_reports(self, final_state, ticker, save_path=None) -> Path:
"""Write the markdown report tree for a completed run, like the CLI does.
Programmatic callers get the same on-disk reports the CLI produces. Pass
an explicit ``save_path`` or let it default under ``results_dir``.
"""
if save_path is None:
stamp = datetime.now().strftime("%Y%m%d_%H%M%S")
save_path = (
Path(self.config["results_dir"])
/ "reports"
/ f"{safe_ticker_component(ticker)}_{stamp}"
)
return write_report_tree(final_state, ticker, save_path)
def _run_graph(self, company_name, trade_date, asset_type: str = "stock"):
"""Execute the graph and write the resulting state to disk and memory log."""
# Initialize state — inject memory log context for PM and the

101
tradingagents/reporting.py Normal file
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@@ -0,0 +1,101 @@
"""Reusable report-tree writer shared by the CLI and the programmatic API.
Writes a run's per-section markdown (analysts, research, trading, risk,
portfolio) plus a consolidated ``complete_report.md`` under ``save_path``. The
CLI and ``TradingAgentsGraph.save_reports`` both call this, so a headless / API
run produces the same on-disk report tree a CLI run does.
"""
from datetime import datetime
from pathlib import Path
def write_report_tree(final_state: dict, ticker: str, save_path) -> Path:
"""Save a completed run's reports to ``save_path``; return the complete-report path."""
save_path = Path(save_path)
save_path.mkdir(parents=True, exist_ok=True)
sections = []
# 1. Analysts
analysts_dir = save_path / "1_analysts"
analyst_parts = []
if final_state.get("market_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "market.md").write_text(final_state["market_report"], encoding="utf-8")
analyst_parts.append(("Market Analyst", final_state["market_report"]))
if final_state.get("sentiment_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "sentiment.md").write_text(final_state["sentiment_report"], encoding="utf-8")
analyst_parts.append(("Sentiment Analyst", final_state["sentiment_report"]))
if final_state.get("news_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "news.md").write_text(final_state["news_report"], encoding="utf-8")
analyst_parts.append(("News Analyst", final_state["news_report"]))
if final_state.get("fundamentals_report"):
analysts_dir.mkdir(exist_ok=True)
(analysts_dir / "fundamentals.md").write_text(final_state["fundamentals_report"], encoding="utf-8")
analyst_parts.append(("Fundamentals Analyst", final_state["fundamentals_report"]))
if analyst_parts:
content = "\n\n".join(f"### {name}\n{text}" for name, text in analyst_parts)
sections.append(f"## I. Analyst Team Reports\n\n{content}")
# 2. Research
if final_state.get("investment_debate_state"):
research_dir = save_path / "2_research"
debate = final_state["investment_debate_state"]
research_parts = []
if debate.get("bull_history"):
research_dir.mkdir(exist_ok=True)
(research_dir / "bull.md").write_text(debate["bull_history"], encoding="utf-8")
research_parts.append(("Bull Researcher", debate["bull_history"]))
if debate.get("bear_history"):
research_dir.mkdir(exist_ok=True)
(research_dir / "bear.md").write_text(debate["bear_history"], encoding="utf-8")
research_parts.append(("Bear Researcher", debate["bear_history"]))
if debate.get("judge_decision"):
research_dir.mkdir(exist_ok=True)
(research_dir / "manager.md").write_text(debate["judge_decision"], encoding="utf-8")
research_parts.append(("Research Manager", debate["judge_decision"]))
if research_parts:
content = "\n\n".join(f"### {name}\n{text}" for name, text in research_parts)
sections.append(f"## II. Research Team Decision\n\n{content}")
# 3. Trading
if final_state.get("trader_investment_plan"):
trading_dir = save_path / "3_trading"
trading_dir.mkdir(exist_ok=True)
(trading_dir / "trader.md").write_text(final_state["trader_investment_plan"], encoding="utf-8")
sections.append(f"## III. Trading Team Plan\n\n### Trader\n{final_state['trader_investment_plan']}")
# 4. Risk Management
if final_state.get("risk_debate_state"):
risk_dir = save_path / "4_risk"
risk = final_state["risk_debate_state"]
risk_parts = []
if risk.get("aggressive_history"):
risk_dir.mkdir(exist_ok=True)
(risk_dir / "aggressive.md").write_text(risk["aggressive_history"], encoding="utf-8")
risk_parts.append(("Aggressive Analyst", risk["aggressive_history"]))
if risk.get("conservative_history"):
risk_dir.mkdir(exist_ok=True)
(risk_dir / "conservative.md").write_text(risk["conservative_history"], encoding="utf-8")
risk_parts.append(("Conservative Analyst", risk["conservative_history"]))
if risk.get("neutral_history"):
risk_dir.mkdir(exist_ok=True)
(risk_dir / "neutral.md").write_text(risk["neutral_history"], encoding="utf-8")
risk_parts.append(("Neutral Analyst", risk["neutral_history"]))
if risk_parts:
content = "\n\n".join(f"### {name}\n{text}" for name, text in risk_parts)
sections.append(f"## IV. Risk Management Team Decision\n\n{content}")
# 5. Portfolio Manager
if risk.get("judge_decision"):
portfolio_dir = save_path / "5_portfolio"
portfolio_dir.mkdir(exist_ok=True)
(portfolio_dir / "decision.md").write_text(risk["judge_decision"], encoding="utf-8")
sections.append(f"## V. Portfolio Manager Decision\n\n### Portfolio Manager\n{risk['judge_decision']}")
# Write consolidated report
header = f"# Trading Analysis Report: {ticker}\n\nGenerated: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}\n\n"
(save_path / "complete_report.md").write_text(header + "\n\n".join(sections), encoding="utf-8")
return save_path / "complete_report.md"