feat: add portfolio

internal/analyze/split.go

@@ -8,44 +8,75 @@ import (
 	"gitea.konchin.com/service/stonks/internal/report"
 )
 
-// recommendationsMarker must match the marker text SystemPrompt instructs
-// Claude to emit before the trailing recommendations JSON block.
-const recommendationsMarker = "===RECOMMENDATIONS_JSON==="
+// memoryMarker and recommendationsMarker must match the marker text
+// SystemPrompt instructs Claude to emit: the narrative text, then the
+// memory marker and Claude's freeform notes for next run, then the
+// recommendations marker and its trailing JSON block, in that order.
+const (
+	memoryMarker          = "===MEMORY==="
+	recommendationsMarker = "===RECOMMENDATIONS_JSON==="
+)
 
 type recommendationsPayload struct {
 	Recommendations []report.Recommendation `json:"recommendations"`
 }
 
 // SplitReport separates Claude's raw response into the long-form narrative
-// text and the short buy/sell recommendations list appended after
-// recommendationsMarker (see SystemPrompt).
+// text, Claude's freeform memory notes, and the buy/sell recommendations
+// list.
 //
-// If the marker is missing or the trailing JSON fails to parse, the full raw
-// text is returned as-is with a nil recommendations slice, plus a non-nil
-// error — callers should log it as a warning and still send the text-only
-// report rather than treat this as fatal.
+// If a marker is missing or the trailing JSON fails to parse, the fullest
+// text available is still returned (degrading gracefully section by
+// section) plus a non-nil error — callers should log it as a warning and
+// still send the partial report rather than treat this as fatal.
 func SplitReport(raw string) (report.Report, error) {
-	idx := strings.Index(raw, recommendationsMarker)
-	if idx == -1 {
-		return report.Report{Text: strings.TrimSpace(raw)},
-			fmt.Errorf("recommendations marker not found in response")
+	memIdx := strings.Index(raw, memoryMarker)
+	recIdx := strings.Index(raw, recommendationsMarker)
+
+	textEnd := len(raw)
+	if memIdx != -1 {
+		textEnd = memIdx
+	} else if recIdx != -1 {
+		textEnd = recIdx
+	}
+	text := strings.TrimSpace(raw[:textEnd])
+
+	if memIdx == -1 {
+		if recIdx == -1 {
+			return report.Report{Text: text}, fmt.Errorf("neither memory nor recommendations marker found in response")
+		}
+		rep, err := parseRecommendations(raw[recIdx+len(recommendationsMarker):], text, "")
+		return rep, fmt.Errorf("memory marker not found in response: %w", err)
 	}
 
-	text := strings.TrimSpace(raw[:idx])
-	jsonPart := extractJSONObject(raw[idx+len(recommendationsMarker):])
+	memoryEnd := len(raw)
+	if recIdx != -1 {
+		memoryEnd = recIdx
+	}
+	memoryText := strings.TrimSpace(raw[memIdx+len(memoryMarker) : memoryEnd])
+
+	if recIdx == -1 {
+		return report.Report{Text: text, Memory: memoryText}, fmt.Errorf("recommendations marker not found in response")
+	}
+
+	return parseRecommendations(raw[recIdx+len(recommendationsMarker):], text, memoryText)
+}
+
+func parseRecommendations(jsonSection, text, memoryText string) (report.Report, error) {
+	jsonPart := extractJSONObject(jsonSection)
 
 	var payload recommendationsPayload
 	if err := json.Unmarshal([]byte(jsonPart), &payload); err != nil {
-		return report.Report{Text: text}, fmt.Errorf("parse recommendations json: %w", err)
+		return report.Report{Text: text, Memory: memoryText}, fmt.Errorf("parse recommendations json: %w", err)
 	}
 
 	for _, r := range payload.Recommendations {
 		if r.Action != "buy" && r.Action != "sell" {
-			return report.Report{Text: text}, fmt.Errorf("recommendation for %q has invalid action %q", r.Symbol, r.Action)
+			return report.Report{Text: text, Memory: memoryText}, fmt.Errorf("recommendation for %q has invalid action %q", r.Symbol, r.Action)
 		}
 	}
 
-	return report.Report{Text: text, Recommendations: payload.Recommendations}, nil
+	return report.Report{Text: text, Memory: memoryText, Recommendations: payload.Recommendations}, nil
 }
 
 // extractJSONObject pulls out the substring from the first "{" to the last