performance-report.yml

name: Performance Report

on:
  schedule:
    # Run weekly on Saturday at 12 PM UTC
    - cron: '0 12 * * 6'

  workflow_dispatch:  # Allow manual trigger

concurrency:
  group: performance-report
  cancel-in-progress: true

permissions:
  contents: read
  issues: write

jobs:
  report:
    name: Generate Performance Report
    runs-on: ubuntu-latest
    timeout-minutes: 10

    # Only run on the main branch
    if: github.ref == 'refs/heads/main'

    environment: trading

    steps:
      - name: Checkout
        uses: actions/checkout@v6

      - name: Set up Python
        uses: actions/setup-python@v6
        with:
          python-version: '3.11'
          cache: 'pip'

      - name: Install dependencies
        run: pip install -e .

      - name: Restore persistent data
        uses: actions/cache@v5
        with:
          path: .data
          key: agent-data-${{ github.run_id }}
          restore-keys: |
            agent-data-

      - name: Generate performance report
        env:
          ALPACA_API_KEY: ${{ secrets.ALPACA_API_KEY }}
          ALPACA_SECRET_KEY: ${{ secrets.ALPACA_SECRET_KEY }}
          ANTHROPIC_API_KEY: ${{ secrets.ANTHROPIC_API_KEY }}
          ALPACA_BASE_URL: ${{ vars.ALPACA_BASE_URL || 'https://paper-api.alpaca.markets' }}
          TRADING_DRY_RUN: 'true'
          LOG_LEVEL: ${{ vars.LOG_LEVEL || 'INFO' }}
          GH_TOKEN: ${{ github.token }}
        run: python -m financial_agent.performance_main

      - name: Save persistent data
        if: always()
        uses: actions/cache/save@v5
        with:
          path: .data
          key: agent-data-${{ github.run_id }}

      - name: Post summary
        if: always()
        run: |
          echo "## Performance Report" >> $GITHUB_STEP_SUMMARY
          echo "- **Time:** $(date -u '+%Y-%m-%d %H:%M UTC')" >> $GITHUB_STEP_SUMMARY
          echo "- **Status:** ${{ job.status }}" >> $GITHUB_STEP_SUMMARY

      - name: Create failure issue
        if: failure()
        env:
          GH_TOKEN: ${{ github.token }}
        run: |
          EXISTING=$(gh issue list --label "agent-failure" --state open --limit 1 --json number --jq '.[0].number // empty')
          if [ -n "$EXISTING" ]; then
            gh issue comment "$EXISTING" --body "Performance Report failed at $(date -u '+%Y-%m-%d %H:%M UTC'). Run: ${{ github.server_url }}/${{ github.repository }}/actions/runs/${{ github.run_id }}"
          else
            gh label create agent-failure --color D93F0B --force 2>/dev/null || true
            gh issue create \
              --title "Performance Report workflow failure" \
              --label "agent-failure" \
              --body "## Performance Report Failed

          **Time:** $(date -u '+%Y-%m-%d %H:%M UTC')
          **Run:** ${{ github.server_url }}/${{ github.repository }}/actions/runs/${{ github.run_id }}

          Check the [workflow logs](${{ github.server_url }}/${{ github.repository }}/actions/runs/${{ github.run_id }}) for details.

          _This issue was automatically created by the CI failure alert._"
          fi