Add Strategy Pulse: monthly portfolio rebalancing analysis (#525)

[jonschull]

Summary

Implements the Strategy Pulse system from issue #525 — monthly automated analysis that reads ERA's operational data and produces a portfolio health memo aligned to ERA's adaptive strategy framework (Act → Observe → Learn → Rebalance).

• New script: scripts/strategy_pulse.py
• New spec doc: docs/knowledge/ERA_Strategy_Pulse_Spec.md

What it does

1. Collects data from four sources:

   • ERA DB: member count, active projects, attendance trends, recent Town Halls, call volume
   • ERA Landscape Sheet (nodes + edges tabs): 999 network nodes, partnership relationships
   • Town Hall Highlights Doc: speaker history and themes from 100+ events
   • Bio Research Sheet: member competencies (degrades gracefully if not shared)

2. Calls Claude Haiku with a structured analyst prompt covering the four rebalancing inputs (funder interest, core competencies, impact evidence, context shifts)

3. Delivers via append to Pulse Log Google Doc + email to Jon

Validation

Ran --dry-run locally with real data:

• DB stats: 540 members, 286 active projects, 3 recent events, 50 calls/30 days ✓
• Landscape Sheet (nodes/edges tabs): 180 orgs, 999 nodes, partnerships ✓
• Town Hall Highlights Doc: 23K char document read successfully ✓
• Claude analysis: complete 400-600 word memo with actionable recommendations ✓

Sample output snippet from dry-run:

Core Competency strength: world-class field capabilities (USGS Sky Island gabion structures, Cuenca Los Ojos 150K+ acres, 40-year track record). Gap: policy/advocacy layer absent from recent town halls. Town Hall attendance 10% decline (251 vs 280 prior period) — directional signal worth investigating.

Key fixes from initial attempt

The previous timeout was likely due to the Landscape Sheet range fix:

• Script was using 'Sheet1!A1:J50' — wrong tab name → 400 error → collection failed silently
• Fixed to use correct 'nodes!A1:J1000' and 'edges!A1:H100'

Deploy: Render cron setup

After merge, create Render cron era2-strategy-pulse:

• Schedule: 0 9 1 * * (1st of each month, 9am UTC)
• Build: pip install -r requirements.txt
• Start: python3 scripts/strategy_pulse.py
• Env vars: ANTHROPIC_API_KEY, GOOGLE_SERVICE_ACCOUNT_JSON, DATABASE_URL, STRATEGY_PULSE_LOG_DOC_ID

Full spec: docs/knowledge/ERA_Strategy_Pulse_Spec.md

Cost: ~$0.10/month (one Claude Haiku call + free-tier Google APIs)

Closes #525

🤖 Generated with Claude Code