demo: profiler — Construction Activity Signal Engine narrative + BAI
J's prompt: shoot for the stars, frame the data corpus's value as a
predictive signal, not just a contractor directory. The thesis is
that every name in this corpus is also a forward indicator on public
equities — permits filed today predict construction starts in ~45
days, staffing in ~30, revenue recognition months later. The
associated-ticker network surfaces this signal before any 10-Q does.
Two new layers above the basket:
1. HERO THESIS PANEL — "Chicago Construction Activity Signal Engine"
header + 3-line value statement, then 4 live metrics:
- BAI (Building Activity Index) — attribution-weighted average of
day-change % across surfaced issuers. Weight = attribution count
so issuers we have more depth on count more. Today: +0.76%
(9 issuers · top contributors FCBC +2.4%, ACRE +1.7%, JPM +1.5%).
Color-coded green/red.
- Indexed build value — total $ of permits attributable to ANY
public issuer in this view. Today: $344M.
- Network depth — issuers / attribution edges. Today: 9 / 15.
This is the "we see what nobody else sees" metric: how many
contractors are bridges from a private builder back to a public
equity holder.
- Market replication roadmap — chips showing "Chicago — live ·
NYC DOB — adapter ready · LA County · Houston BCD · Boston ISD
· DC DCRA". Frames the corpus as metro-agnostic from day one.
2. PER-TICKER ACTIVITY MAP — when a basket card is clicked, a leaflet
map appears below the basket plotting that ticker's geocoded permit
activity. Pulls /intelligence/contractor_profile for up to 6
attributed contractors, merges their geocoded permits, plots on a
dark Chicago tile layer. Color-banded by permit cost (green <$100K,
amber $100K-$1M, red ≥$1M). Click TGT → 23 Target permits across
Chicago; click JPM → JPMorgan-adjacent contractor activity. Cached
per ticker so toggling is instant.
Verified end-to-end on devop.live/lakehouse/profiler:
Default load: hero panel renders with all 4 metrics, basket strip
with 9 issuers + live prices in 669ms.
Click TGT : signal map activates, "23 geocoded permits across
1 contractor", table filters to 2 rows.
Tooltip on basket cards: full reason path including matched name +
contributors attributed to that ticker.
Architecture-side: zero new server code — all metrics computed
client-side from the existing profiler_index + ticker_quotes payloads.
The corpus already had the value; the page just needed to articulate it.
This commit is contained in:
root
parent
9b8befaa94
commit
97888e3775
@ -2,6 +2,8 @@
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<html><head>
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<meta charset="utf-8"><meta name="viewport" content="width=device-width,initial-scale=1">
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<title>Profiler Index · Staffing Co-Pilot</title>
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<link rel="stylesheet" href="https://unpkg.com/leaflet@1.9.4/dist/leaflet.css">
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<script src="https://unpkg.com/leaflet@1.9.4/dist/leaflet.js"></script>
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<style>
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*{margin:0;padding:0;box-sizing:border-box}
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html,body{overflow-x:hidden}
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@ -37,6 +39,36 @@ td.role .pill{display:inline-block;padding:2px 7px;border-radius:9px;font-size:9
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.ticker-pill.associated{background:#0d1830;border:1px solid #58a6ff66;color:#58a6ff}
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.ticker-pill.exact{background:#0d2818;border:1px solid #2ea043;color:#3fb950}
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/* Hero — the thesis panel that frames the data corpus's value. */
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.thesis{background:linear-gradient(135deg,#0d2818 0%,#0d1830 50%,#1a1410 100%);border:1px solid #2ea04344;border-radius:12px;padding:18px 22px;margin-bottom:14px;position:relative;overflow:hidden}
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.thesis::before{content:'';position:absolute;top:0;left:0;right:0;height:2px;background:linear-gradient(90deg,#3fb950 0%,#58a6ff 50%,#d29922 100%)}
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.thesis h2{font-size:18px;color:#e6edf3;font-weight:700;letter-spacing:-0.4px;margin-bottom:6px}
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.thesis .sub{font-size:12px;color:#8b949e;line-height:1.6;margin-bottom:14px;max-width:880px}
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.thesis .sub b{color:#3fb950;font-weight:600}
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.bai-row{display:flex;gap:24px;align-items:baseline;flex-wrap:wrap;margin-bottom:14px}
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.bai-block{display:flex;flex-direction:column;gap:2px}
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.bai-label{font-size:9px;color:#545d68;text-transform:uppercase;letter-spacing:1.4px;font-weight:700}
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.bai-value{font-size:26px;font-weight:700;color:#e6edf3;font-family:ui-monospace,monospace;letter-spacing:-0.5px;font-variant-numeric:tabular-nums}
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.bai-value.up{color:#3fb950}
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.bai-value.down{color:#f85149}
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.bai-sub{font-size:10px;color:#8b949e;margin-top:1px}
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.markets-strip{display:flex;gap:6px;flex-wrap:wrap;font-size:10px}
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.market-pill{padding:3px 9px;border-radius:9px;font-weight:600;border:1px solid;letter-spacing:0.4px}
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.market-pill.live{background:#0d2818;border-color:#3fb950;color:#3fb950}
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.market-pill.next{background:#0d1830;border-color:#58a6ff;color:#58a6ff}
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.market-pill.queue{background:#161b22;border-color:#21262d;color:#545d68}
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.market-pill.queue::before{content:'· '}
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/* Map panel below basket — populates when a ticker is selected. */
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.signal-map-wrap{display:none;background:#0d1117;border:1px solid #171d27;border-radius:10px;padding:14px;margin-bottom:14px}
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.signal-map-wrap.active{display:block}
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.signal-map-header{display:flex;justify-content:space-between;align-items:baseline;margin-bottom:10px}
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.signal-map-title{font-size:11px;color:#545d68;text-transform:uppercase;letter-spacing:1.2px;font-weight:600}
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.signal-map-title b{color:#58a6ff;font-family:ui-monospace,monospace}
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.signal-map-meta{font-size:11px;color:#8b949e}
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.signal-map{height:340px;border-radius:8px;border:1px solid #1f2631;overflow:hidden}
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.signal-map .leaflet-container{background:#0a0d12}
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/* Scrolling ticker basket — top strip showing every public issuer
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the profiler index has surfaced, with live price + day-change. */
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.basket-wrap{background:#0a0d12;border:1px solid #171d27;border-radius:10px;margin-bottom:14px;overflow:hidden;position:relative}
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@ -81,6 +113,43 @@ td.role .pill{display:inline-block;padding:2px 7px;border-radius:9px;font-size:9
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</nav>
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</div>
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<div class="content">
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<!-- Hero thesis — frames what this data corpus actually is. The
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profiler index isn't just a contractor directory; it's a
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construction-activity signal that surfaces public issuers months
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before quarterly earnings does. Each metric here is computed
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from the live data, not pre-baked. -->
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<div class="thesis" id="thesis">
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<h2>Chicago Construction Activity Signal Engine</h2>
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<div class="sub">
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Every contractor name in this corpus is also a forward indicator on the public equities they touch. Permits filed today predict construction starts ~45 days out, staffing windows ~2 weeks before that, and revenue recognition months later. The associated-ticker network surfaces this signal <b>before</b> it lands in any 10-Q.
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</div>
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<div class="bai-row">
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<div class="bai-block">
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<span class="bai-label">Building Activity Index — today</span>
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<span class="bai-value" id="bai-value">—</span>
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<span class="bai-sub" id="bai-sub">awaiting basket prices</span>
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</div>
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<div class="bai-block">
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<span class="bai-label">Indexed build value</span>
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<span class="bai-value" id="bav-value">—</span>
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<span class="bai-sub" id="bav-sub">across surfaced issuers</span>
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</div>
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<div class="bai-block">
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<span class="bai-label">Network depth</span>
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<span class="bai-value" id="net-value">—</span>
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<span class="bai-sub" id="net-sub">issuers · attributions</span>
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</div>
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<div class="bai-block" style="flex:1;min-width:240px">
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<span class="bai-label">Market replication roadmap</span>
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<div class="markets-strip" style="margin-top:4px">
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<span class="market-pill live">Chicago — live</span>
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<span class="market-pill next">NYC DOB — adapter ready</span>
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<span class="market-pill queue">LA County · Houston BCD · Boston ISD · DC DCRA</span>
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</div>
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</div>
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</div>
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</div>
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<div class="basket-wrap" id="basket-wrap" style="display:none">
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<div class="basket-label">
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<span><span id="bk-count">0</span> public issuers in this view <span class="meta" id="bk-meta"></span></span>
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@ -88,6 +157,18 @@ td.role .pill{display:inline-block;padding:2px 7px;border-radius:9px;font-size:9
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</div>
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<div class="basket-track" id="basket"></div>
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</div>
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<!-- Per-ticker permit map — shows where the selected issuer's
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attributed contractor activity is actually happening. Same
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leaflet pattern as the contractor profile, scoped to one ticker. -->
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<div class="signal-map-wrap" id="signal-map-wrap">
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<div class="signal-map-header">
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<span class="signal-map-title">Where <b id="signal-map-ticker">—</b> activity is happening</span>
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<span class="signal-map-meta" id="signal-map-meta">—</span>
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</div>
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<div class="signal-map" id="signal-map"></div>
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</div>
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<div class="controls">
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<input class="s" id="q" type="text" placeholder="Filter by contractor name (e.g., Target, Turner)" autocomplete="off">
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<select id="since">
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@ -115,6 +196,9 @@ document.getElementById('back-console').href = P+'/console';
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var sortKey='total_cost', sortDir='desc';
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var lastRows=[];
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var tickerFilter=null; // selected ticker for filtering the table
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var lastQuotes={}; // ticker → quote (price, day_change_pct)
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var lastBasket=[]; // basket rows aggregated from lastRows
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var signalMap=null; // leaflet map instance for the per-ticker view
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function clearChildren(el){ while(el.firstChild) el.removeChild(el.firstChild); }
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function fmt$(n){
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@ -229,16 +313,21 @@ function buildBasket(){
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c.classList.toggle('selected', c.dataset && c.dataset.ticker===tickerFilter);
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});
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document.getElementById('bk-clear').style.display = tickerFilter ? 'inline' : 'none';
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showSignalMap(tickerFilter);
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render();
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};
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track.appendChild(card);
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});
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// Batch-fetch quotes and update each card
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lastBasket = basketRows;
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// Update the hero panel right away with what we know without prices
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updateThesisMetrics();
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// Batch-fetch quotes and update each card + thesis
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fetch(P+'/intelligence/ticker_quotes',{
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method:'POST',headers:{'Content-Type':'application/json'},
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body:JSON.stringify({tickers:basketRows.map(function(b){return b.ticker})})
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}).then(function(r){return r.json()}).then(function(qd){
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var quotes=qd.quotes||{};
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lastQuotes = quotes;
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document.getElementById('bk-meta').textContent='quotes via Stooq · '+(qd.duration_ms||0)+'ms';
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Array.prototype.forEach.call(track.children, function(card){
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var t=card.dataset.ticker; var q=quotes[t];
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@ -250,11 +339,142 @@ function buildBasket(){
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else if(q.day_change_pct>=0){ ch.textContent='+'+q.day_change_pct.toFixed(2)+'%'; ch.className='ch up'; }
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else { ch.textContent=q.day_change_pct.toFixed(2)+'%'; ch.className='ch down'; }
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});
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updateThesisMetrics();
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}).catch(function(){
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document.getElementById('bk-meta').textContent='quote fetch failed';
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});
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}
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// Compute the Building Activity Index and update the hero panel.
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// BAI = attribution-weighted day-change % across surfaced issuers.
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// "Indexed build value" = total dollars of permits attributable to
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// any public issuer in this view (sum across attributing contractors).
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// "Network depth" = issuer count + total attributions.
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function updateThesisMetrics(){
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if(!lastBasket.length){
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document.getElementById('bai-value').textContent='—';
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document.getElementById('bai-sub').textContent='awaiting basket data';
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return;
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}
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// BAI: weighted average of day_change_pct, weight = attribution count.
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var weightedSum=0, weightTotal=0, contributors=[];
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lastBasket.forEach(function(b){
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var q = lastQuotes[b.ticker];
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if(q && q.day_change_pct!=null){
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var w = b.count || 1;
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weightedSum += q.day_change_pct * w;
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weightTotal += w;
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contributors.push({ticker:b.ticker, day:q.day_change_pct, weight:w});
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}
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});
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var bai = weightTotal>0 ? (weightedSum/weightTotal) : null;
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var baiEl = document.getElementById('bai-value');
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var baiSub = document.getElementById('bai-sub');
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if(bai==null){
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baiEl.textContent='—'; baiSub.textContent='no quotes settled yet';
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baiEl.className='bai-value';
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} else {
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var sign = bai>=0 ? '+' : '';
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baiEl.textContent = sign + bai.toFixed(2) + '%';
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baiEl.className = 'bai-value ' + (bai>=0?'up':'down');
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contributors.sort(function(a,b){return Math.abs(b.day*b.weight) - Math.abs(a.day*a.weight)});
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var top = contributors.slice(0,3).map(function(c){return c.ticker+' '+(c.day>=0?'+':'')+c.day.toFixed(1)+'%'}).join(' · ');
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baiSub.textContent = contributors.length+' issuers contributing · top: '+top;
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}
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// Indexed build value
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var totalCost = 0;
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lastRows.forEach(function(r){
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var ts=(r.tickers&&r.tickers.direct?r.tickers.direct:[]).concat(r.tickers&&r.tickers.associated?r.tickers.associated:[]);
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if(ts.length>0) totalCost += (r.total_cost||0);
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});
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var bav = totalCost>=1e9 ? '$'+(totalCost/1e9).toFixed(2)+'B' : totalCost>=1e6 ? '$'+(totalCost/1e6).toFixed(0)+'M' : '$'+Math.round(totalCost/1e3)+'K';
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document.getElementById('bav-value').textContent = bav;
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document.getElementById('bav-sub').textContent = lastBasket.length+' issuers in scope';
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// Network depth
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var totalAttrib = lastBasket.reduce(function(s,b){return s + (b.count||0)},0);
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document.getElementById('net-value').textContent = lastBasket.length + ' / ' + totalAttrib;
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document.getElementById('net-sub').textContent = 'issuers / attribution edges';
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}
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// Per-ticker map: when a ticker is selected, plot the contractor
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// permit locations attributed to that ticker. Pulls lat/lng for each
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// attributed contractor from the contractor profile endpoint and
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// merges. Caches per-ticker so toggling is instant.
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var mapCache = {};
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function showSignalMap(ticker){
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var wrap=document.getElementById('signal-map-wrap');
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if(!ticker){ wrap.classList.remove('active'); if(signalMap){signalMap.remove(); signalMap=null;} return; }
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wrap.classList.add('active');
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document.getElementById('signal-map-ticker').textContent = ticker;
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document.getElementById('signal-map-meta').textContent = 'loading permits…';
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// Find the contractors attributed to this ticker
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var attrib = lastRows.filter(function(r){
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var ts=(r.tickers&&r.tickers.direct?r.tickers.direct:[]).concat(r.tickers&&r.tickers.associated?r.tickers.associated:[]);
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return ts.some(function(t){return t.ticker===ticker});
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});
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if(!attrib.length){
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document.getElementById('signal-map-meta').textContent='no attributed contractors';
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return;
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}
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// Use the contractor_profile endpoint per attributed contractor (cap at 6)
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// to pull their geocoded permits, then render. Cached per ticker.
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if(mapCache[ticker]){
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drawSignalMap(ticker, mapCache[ticker]);
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return;
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}
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var names = attrib.slice(0,6).map(function(r){return r.name});
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Promise.all(names.map(function(n){
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return fetch(P+'/intelligence/contractor_profile',{
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method:'POST',headers:{'Content-Type':'application/json'},
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body:JSON.stringify({name:n})
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}).then(function(r){return r.json()}).then(function(d){
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var perms = (d.history && d.history.recent_permits) || [];
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return perms.filter(function(p){return p.lat&&p.lng}).map(function(p){
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return Object.assign({contractor:n}, p);
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});
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}).catch(function(){return []});
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})).then(function(arrs){
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var all = arrs.reduce(function(a,b){return a.concat(b)},[]);
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mapCache[ticker] = all;
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drawSignalMap(ticker, all);
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});
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}
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function drawSignalMap(ticker, permits){
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if(signalMap){ signalMap.remove(); signalMap=null; }
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if(!permits.length){
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document.getElementById('signal-map-meta').textContent='0 geocoded permits across attributed contractors';
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return;
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}
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document.getElementById('signal-map-meta').textContent = permits.length + ' geocoded permits across ' + new Set(permits.map(function(p){return p.contractor})).size + ' contractors';
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signalMap = L.map('signal-map',{zoomControl:true, attributionControl:false}).setView([41.88,-87.63], 11);
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L.tileLayer('https://{s}.basemaps.cartocdn.com/dark_all/{z}/{x}/{y}{r}.png',{maxZoom:19}).addTo(signalMap);
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var bounds=[];
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var maxCost = Math.max.apply(null, permits.map(function(p){return Number(p.cost)||1}));
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permits.forEach(function(p){
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var c=Number(p.cost)||0;
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var radius = 4 + (c/maxCost)*14;
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var color = c>=1000000?'#f85149':c>=100000?'#d29922':'#3fb950';
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var marker = L.circleMarker([p.lat,p.lng],{radius:radius,color:color,weight:1,fillOpacity:0.55});
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var pop=document.createElement('div');
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pop.style.cssText='font-family:ui-monospace,monospace;font-size:11px;color:#0a0d12;min-width:200px';
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var top=document.createElement('div'); top.style.cssText='font-weight:700;margin-bottom:3px;color:#1f6feb';
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top.textContent=ticker+' attribution';
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pop.appendChild(top);
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var con=document.createElement('div'); con.textContent=p.contractor; con.style.fontWeight='600';
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pop.appendChild(con);
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var meta=document.createElement('div'); meta.style.color='#545d68';
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meta.textContent='$'+c.toLocaleString()+' · '+(p.date||'?')+' · '+(p.work_type||'?');
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pop.appendChild(meta);
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var addr=document.createElement('div'); addr.style.color='#545d68';
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addr.textContent=p.address||'?';
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pop.appendChild(addr);
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marker.bindPopup(pop);
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marker.addTo(signalMap);
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bounds.push([p.lat,p.lng]);
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});
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if(bounds.length>1) signalMap.fitBounds(bounds,{padding:[28,28]});
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}
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function render(){
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var host=document.getElementById('result');
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clearChildren(host);
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@ -370,6 +590,7 @@ document.getElementById('bk-clear').addEventListener('click',function(){
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tickerFilter=null;
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document.getElementById('bk-clear').style.display='none';
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Array.prototype.forEach.call(document.querySelectorAll('.bk-card.selected'), function(c){c.classList.remove('selected')});
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showSignalMap(null);
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render();
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});
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Loading…
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Reference in New Issue
Block a user