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Cached Sharesight period returns with background backfill, DATA_DIR, logging - #32
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Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…t to bot.py Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…e only for portfolio comparisons Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…ever called; log tools offered Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
… model never called; log tools offered" This reverts commit 4cea09b. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…sold holdings included Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…aces monthly_returns); day and week limited to recent windows Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…imit counts only uncached windows) Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
… --flush-cache; docs Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…hen the period backfill is on Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…N made every backfill fetch fail) Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
… servers track in-flight calls Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…protocol line Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…sh-cache) Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…ow-ups to the bot's reply keep their tools Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…rottling/outages count; log why fetches fail Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…s; blips don't mark windows as skipped Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
… anyone's days Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…ser's request or a fetch is slow Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…is slow, and a few Sharesight no-data messages Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…s are tagged so only real user calls count Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…sks for one call per portfolio Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
… it, offered only for chart requests Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…stry/...' Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
… the model Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…ndustry of each holding Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…stry/holding itself, so the two fields stay distinct Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…instead of a separate message Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
…40515b Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
A bot without Sharesight warns once, then quietly retries. Co-Authored-By: Claude Sonnet 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
robdevops
enabled auto-merge (squash)
October 12, 2026 02:14
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Summary
period_returnstool: best/worst day, week, month, quarter or year, answered from a local SQLite cache (period_cache) with the holdings behind each result.PERIOD_BACKFILL=all; list names to limit it,offto disable). It yields to user requests, uses 2 concurrent fetches, and stops a pass after 5 failures in a row./flushcache [portfolio] [year|month|day]andpython bot.py --flush-cache ...to drop cached periods.DATA_DIR/ systemdSTATE_DIRECTORYdata location;MCP_CONFIGoverride (defaults to next to the bot)..git; MCP connect log shows the server name; follow-up messages right after the bot's reply keep their tools; names ending insmsfcount as portfolio names.Test plan
make check(ruff + 283 tests, Python 3.13.5)🤖 Generated with Claude Code
https://claude.ai/code/session_014k4kywyN5dAo39izUPvxbw
Generated by Claude Code