From a78900098262e5ce3c345f82c43e9cf19db1ac5f Mon Sep 17 00:00:00 2001 From: root Date: Mon, 27 Apr 2026 22:23:46 -0500 Subject: [PATCH] =?UTF-8?q?demo:=20profiler=20=E2=80=94=20Construction=20A?= =?UTF-8?q?ctivity=20Signal=20Engine=20narrative=20+=20BAI?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit 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. --- mcp-server/profiler.html | 223 ++++++++++++++++++++++++++++++++++++++- 1 file changed, 222 insertions(+), 1 deletion(-) diff --git a/mcp-server/profiler.html b/mcp-server/profiler.html index 039f718..96ffdc4 100644 --- a/mcp-server/profiler.html +++ b/mcp-server/profiler.html @@ -2,6 +2,8 @@ Profiler Index · Staffing Co-Pilot + +