Simplify public disclosure reader

app.py

@@ -240,9 +240,9 @@ def public_filer_cards_html(
         lag = str(row.get("Typical filing lag (days)", "")).strip()
         lag_text = f"{lag} day typical filing lag" if lag else "filing lag not available"
         counts = [
-            f"{fmt_int(row.get('Filings', 0))} filings",
-            f"{fmt_int(row.get('Transactions', 0))} transaction rows",
-            f"{fmt_int(row.get('Forms with wealth info', 0))} forms with wealth info",
+            f"{fmt_int(row.get('Public forms', 0))} public forms",
+            f"{fmt_int(row.get('Trade rows', 0))} trade rows",
+            f"{fmt_int(row.get('Wealth summaries', 0))} wealth summaries",
             lag_text,
         ]
         count_html = "".join(f"<span>{html_escape(item)}</span>" for item in counts)
@@ -252,7 +252,7 @@ def public_filer_cards_html(
         why_html = f"<p>{html_escape(why)}</p>" if why else ""
         cards.append(
             "<article class='filer-match-card'>"
-            f"<div><h3>{html_escape(row.get('Name in records', ''))}</h3>{meta}</div>"
+            f"<div><h3>{html_escape(row.get('Matching record', ''))}</h3>{meta}</div>"
             f"<strong class='filer-status'>{html_escape(status_text)}</strong>"
             f"<div class='filer-counts'>{count_html}</div>"
             f"{why_html}"
@@ -263,8 +263,8 @@ def public_filer_cards_html(
         more = f"<p class='table-note'>Showing {fmt_int(max_rows)} of {fmt_int(len(frame))} matching public records.</p>"
     return (
         "<div class='result-card filer-results-card'>"
-        "<h2>Matching public filer records</h2>"
-        "<p>Pick the record with disclosure rows when a roster name and filing name split apart.</p>"
+        "<h2>Matching records</h2>"
+        "<p>If more than one record appears, use the one that says disclosure rows were found.</p>"
         f"<div class='filer-card-list'>{''.join(cards)}</div>"
         f"{more}"
         "</div>"
@@ -386,12 +386,12 @@ def name_for_id(senator_id: str) -> str:
 
 
 PUBLIC_FILER_COLUMNS = [
-    "Name in records",
+    "Matching record",
     "State",
     "Party",
-    "Filings",
-    "Transactions",
-    "Forms with wealth info",
+    "Public forms",
+    "Trade rows",
+    "Wealth summaries",
     "Typical filing lag (days)",
     "Record status",
     "Why shown",
@@ -500,15 +500,20 @@ def empty_state_figure(message: str):
 def hero_html() -> str:
     return """
     <section class="hero-panel">
-      <div class="eyebrow">Official Senate disclosure records</div>
-      <h1>Search a senator's public filings</h1>
+      <div class="eyebrow">Official Senate disclosure forms</div>
+      <h1>See what senators reported</h1>
       <p class="hero-answer">
-        Type a name. See what Senate financial disclosure forms say: reported trades, a rough wealth range when available, and links to the original filings.
+        Search a name. The app turns public Senate financial disclosure forms into plain answers: reported wealth range, disclosed transaction rows, filing dates, and the source filing.
       </p>
       <p class="hero-why">
-        Why someone might use this: these forms are one of the few public windows into financial interests lawmakers reported, when they reported them, and where the original receipt lives.
+        People might care because lawmakers file public financial disclosures. This makes those official records easier to read without turning them into accusations.
       </p>
-      <div class="not-verdict">Public records only. Not exact net worth. Not an accusation.</div>
+      <div class="reader-model">
+        <span>Forms, not accusations</span>
+        <span>Ranges, not exact net worth</span>
+        <span>Receipts, not guesses</span>
+      </div>
+      <div class="not-verdict">No claim of wrongdoing or market-beating performance.</div>
     </section>
     """
 
@@ -516,20 +521,20 @@ def hero_html() -> str:
 def plain_english_cards_html() -> str:
     cards = [
         (
-            "Wealth is a range",
-            "Senate forms use dollar brackets, so this app shows the rough range the form supports, not exact net worth.",
+            "Start with a person",
+            "Search a senator and read the latest public form summary before opening charts or tables.",
             "#e8f7f3",
             "#0f766e",
         ),
         (
-            "Transactions are disclosures",
-            "Rows come from public forms. They do not include exact execution prices or private profit.",
+            "Read money as a range",
+            "Forms report dollar ranges. A result like 'at least $363K' is a disclosure floor, not a precise fortune.",
             "#eef4ff",
             "#3155b7",
         ),
         (
-            "The math lives in Advanced",
-            "Benchmark charts are context only, so they stay out of the simple reading path.",
+            "Open the receipt",
+            "Every useful row points back to the public filing so readers can check the source record.",
             "#fff7e8",
             "#8a4b00",
         ),
@@ -574,11 +579,11 @@ def overview_intro_html() -> str:
     return """
     <div class="simple-start">
       <h2>Understand it in five seconds</h2>
-      <p>Use this like a reader for public Senate forms.</p>
+      <p>Use this like a receipt-backed reader for public Senate financial forms.</p>
       <div class="question-grid">
-        <div><strong>1. Type a name</strong><span>Start with a senator or disclosure filer.</span></div>
-        <div><strong>2. Read the range</strong><span>The wealth number is rough because the form uses brackets.</span></div>
-        <div><strong>3. Open the filing</strong><span>Use the source link when you need the receipt.</span></div>
+        <div><strong>1. Who?</strong><span>Search the senator or filer name.</span></div>
+        <div><strong>2. What was reported?</strong><span>Read the latest wealth range and disclosed transaction rows.</span></div>
+        <div><strong>3. Where is the proof?</strong><span>Open the Senate filing linked beside the result.</span></div>
       </div>
     </div>
     """
@@ -835,12 +840,12 @@ def filer_search(query: str, max_rows: int = 12) -> pd.DataFrame:
     display["record_status"] = frame.apply(data_status, axis=1).values
     return display.rename(
         columns={
-            "display_name": "Name in records",
+            "display_name": "Matching record",
             "state": "State",
             "party": "Party",
-            "filings": "Filings",
-            "transactions": "Transactions",
-            "wealth_ranges": "Forms with wealth info",
+            "filings": "Public forms",
+            "transactions": "Trade rows",
+            "wealth_ranges": "Wealth summaries",
             "median_filing_lag_days": "Typical filing lag (days)",
             "record_status": "Record status",
             "why_shown": "Why shown",
@@ -869,7 +874,7 @@ def filer_search_html(query: str) -> str:
             )
     return note + public_filer_cards_html(
         results,
-        "No matching public filer records found",
+        "No matching public records found",
         "Try a last name, state abbreviation, party, filer ID, or common/legal-name variant.",
         max_rows=12,
     )
@@ -910,9 +915,9 @@ def filer_profile_html(query: str) -> str:
       <h2>{name_for_id(senator_id)}</h2>
       {status_note}
       <div class='profile-grid'>
-        <span><strong>{fmt_int(row.get('filings', 0))}</strong> filings</span>
-        <span><strong>{fmt_int(row.get('transactions', 0))}</strong> transaction rows</span>
-        <span><strong>{fmt_int(row.get('wealth_ranges', 0))}</strong> forms with wealth info</span>
+        <span><strong>{fmt_int(row.get('filings', 0))}</strong> public forms</span>
+        <span><strong>{fmt_int(row.get('transactions', 0))}</strong> trade rows</span>
+        <span><strong>{fmt_int(row.get('wealth_ranges', 0))}</strong> wealth summaries</span>
         <span><strong>{lag_text}</strong> typical filing lag</span>
       </div>
     </div>
@@ -957,7 +962,7 @@ def floor_money_text(value: float) -> str:
 
 
 def disclosure_math_plain_text() -> str:
-    return "reported assets minus reported debts, using the dollar ranges on the public form"
+    return "subtracting debts from assets reported on the public form"
 
 
 def wealth_plain_result(row) -> dict[str, str]:
@@ -966,20 +971,20 @@ def wealth_plain_result(row) -> dict[str, str]:
     year = present_text(row.get("report_year", "latest"), "latest")
     if low_num is not None and high_num is not None:
         short = f"{fmt_money(low_num)} to {fmt_money(high_num)}"
-        sentence = f"The {year} public form points to a rough {disclosure_math_plain_text()} range of {short}."
+        sentence = f"For {year}, the public form puts {disclosure_math_plain_text()} between {short}."
         missing = "Exact net worth is not reported."
-        note = "The form gives both a low and high number, but still not an exact private valuation."
+        note = "That is a reported range, not an exact private valuation."
     elif low_num is not None:
         short = floor_money_text(low_num)
         sentence_value = short[:1].lower() + short[1:]
-        sentence = f"The {year} public form shows {sentence_value} after {disclosure_math_plain_text()}."
-        missing = "No maximum can be calculated."
-        note = "The exact amount is not public here, and the actual number may be higher."
+        sentence = f"For {year}, the public form shows {sentence_value} after {disclosure_math_plain_text()}."
+        missing = "No calculable maximum from this filing."
+        note = "The exact amount is not public here, and the real number may be higher."
     elif high_num is not None:
         short = f"No more than {fmt_money(high_num)}"
-        sentence = f"The {year} public form shows no more than {fmt_money(high_num)} after {disclosure_math_plain_text()}."
-        missing = "No minimum can be calculated."
-        note = "The exact amount is not public here, and the actual number may be lower."
+        sentence = f"For {year}, the public form shows no more than {fmt_money(high_num)} after {disclosure_math_plain_text()}."
+        missing = "No calculable minimum from this filing."
+        note = "The exact amount is not public here, and the real number may be lower."
     else:
         short = "Not enough dollar detail"
         sentence = f"The {year} public form does not give enough dollar detail for a wealth summary."
@@ -1005,26 +1010,25 @@ def wealth_year_explanation(row) -> str:
     year = present_text(row.get("report_year", "this year"), "this year")
     low_num = numeric_or_none(row.get("net_worth_min"))
     high_num = numeric_or_none(row.get("net_worth_max"))
-    math_text = disclosure_math_plain_text()
     if low_num is not None and high_num is not None:
         return (
-            f"For {year}, this means the form supports a rough range from {fmt_money(low_num)} to {fmt_money(high_num)} "
-            f"after {math_text}. It is still not exact net worth."
+            f"For {year}, the reported assets-minus-debts number lands somewhere from {fmt_money(low_num)} to {fmt_money(high_num)}. "
+            "It is a public disclosure range, not an appraisal or exact net worth."
         )
     if low_num is not None:
         sentence = (
-            f"For {year}, this is the lowest number the form supports after {math_text}. "
-            "No maximum can be calculated from the public form, so the actual number may be higher."
+            f"For {year}, the public form supports at least {fmt_money(low_num)}. "
+            "This bundle cannot calculate a top end from that filing, so the real number could be higher."
         )
         if low_num < 0:
-            sentence += " A negative low end can happen when debts may exceed assets inside the broad reporting ranges."
+            sentence += " A negative floor can happen when reported debt ranges can exceed reported asset ranges."
         return sentence
     if high_num is not None:
         return (
-            f"For {year}, this is the highest number the form supports after {math_text}. "
-            "No minimum can be calculated from the public form, so the actual number may be lower."
+            f"For {year}, the public form supports no more than {fmt_money(high_num)}. "
+            "This bundle cannot calculate a bottom end from that filing, so the real number could be lower."
         )
-    return f"For {year}, this row does not have enough dollar detail to summarize assets minus debts."
+    return f"For {year}, the filing rows do not have enough dollar detail here to summarize assets minus debts."
 
 
 def wealth_movement_sentence(ordered: pd.DataFrame) -> str:
@@ -1037,7 +1041,7 @@ def wealth_movement_sentence(ordered: pd.DataFrame) -> str:
     previous_low = numeric_or_none(previous.get("net_worth_min"))
     previous_high = numeric_or_none(previous.get("net_worth_max"))
     if None in {latest_low, latest_high, previous_low, previous_high}:
-        return "The earlier form is not precise enough for a clean year-to-year comparison."
+        return "The forms are too broad for a clean year-to-year comparison."
     latest_year = present_text(latest.get("report_year", "latest"))
     previous_year = present_text(previous.get("report_year", "previous"))
     if latest_low > previous_high:
@@ -1045,17 +1049,17 @@ def wealth_movement_sentence(ordered: pd.DataFrame) -> str:
     elif latest_high < previous_low:
         direction = "is below"
     else:
-        return f"Compared with {previous_year}, the {latest_year} rough range overlaps the earlier one, so the forms do not show a clear move."
-    return f"Compared with {previous_year}, the {latest_year} rough range {direction} the earlier rough range."
+        return f"Compared with {previous_year}, the {latest_year} reported range overlaps the earlier one, so the forms do not show a clear move."
+    return f"Compared with {previous_year}, the {latest_year} reported range {direction} the earlier reported range."
 
 
 def wealth_missing_number_text(row) -> str:
     low_num = numeric_or_none(row.get("net_worth_min"))
     high_num = numeric_or_none(row.get("net_worth_max"))
     if low_num is not None and high_num is None:
-        return "No maximum can be calculated."
+        return "No calculable maximum from this filing."
     if low_num is None and high_num is not None:
-        return "No minimum can be calculated."
+        return "No calculable minimum from this filing."
     if low_num is None and high_num is None:
         return "Low and high numbers not available."
     return "Low and high numbers available."
@@ -1092,11 +1096,14 @@ def filer_wealth_summary_html(query: str) -> str:
         else "<span class='source-missing'>Source link not available in this row</span>"
     )
     latest_plain = wealth_plain_result(latest)
+    index_match = FILER_INDEX[FILER_INDEX["senator_id"] == senator_id]
+    index_row = index_match.iloc[0] if not index_match.empty else {}
+    filing_count = int(index_row.get("filings", 0) or 0) if hasattr(index_row, "get") else 0
+    transaction_count = int(index_row.get("transactions", 0) or 0) if hasattr(index_row, "get") else 0
     summary_cards = [
-        ("What the number is", "Assets minus debts from the public form"),
-        ("What it says", latest_plain["short"]),
-        ("What it cannot say", latest_plain["missing"]),
-        ("Receipt", f"Filed {latest_filing_date}"),
+        ("Year covered", latest_year),
+        ("Filed with Senate", latest_filing_date),
+        ("Records found", f"{fmt_int(filing_count)} public forms; {fmt_int(transaction_count)} trade rows"),
     ]
     card_html = "".join(
         f"<div><strong>{html_escape(label)}</strong><span>{html_escape(value)}</span></div>"
@@ -1126,27 +1133,25 @@ def filer_wealth_summary_html(query: str) -> str:
         more_note = f"<p class='table-note'>Showing 6 of {fmt_int(len(ordered))} past filing summaries. Download files and technical rows live in Advanced.</p>"
     return (
         "<div class='result-card wealth-result wealth-reader'>"
-        f"<div class='profile-kicker'>Public form summary</div>"
-        f"<h2>{html_escape(name_for_id(senator_id))}: what the public form says</h2>"
-        f"<div class='wealth-answer-card'><span>Latest public form</span><strong>{html_escape(latest_plain['short'])}</strong><p>{html_escape(latest_plain['sentence'])} {html_escape(latest_plain['note'])}</p></div>"
+        f"<div class='profile-kicker'>Latest filing in plain English</div>"
+        f"<h2>{html_escape(name_for_id(senator_id))}</h2>"
+        "<p class='profile-lens'>This is a summary of public Senate disclosure forms, not a judgment about the person.</p>"
+        f"<div class='wealth-answer-card'><span>What the latest financial form says</span><strong>{html_escape(latest_plain['short'])}</strong><p>{html_escape(latest_plain['sentence'])} {html_escape(latest_plain['note'])}</p><p class='why-care-line'>Why someone might care: it shows the financial picture this official publicly reported for that year, and lets readers compare filings over time with source receipts.</p></div>"
         f"<div class='wealth-plain-grid'>{card_html}</div>"
-        "<div class='why-matter-card'>"
-        "<strong>Why this might matter</strong>"
-        "<p>These records let readers see broad patterns in reported assets, debts, transactions, filing dates, and source receipts over time. They help people ask better questions; they do not show exact wealth, private intent, wrongdoing, or whether any trade was profitable.</p>"
-        "</div>"
-        "<div class='wealth-explain'>"
-        "<strong>Why not exact?</strong> Senate forms use broad dollar ranges, not exact account balances. This is not a bank balance, taxable income, trading profit, or proof of gains."
-        f"<span>{html_escape(latest_plain['missing'])}</span>"
-        "</div>"
+        "<details class='reader-details'>"
+        "<summary>How to read this number</summary>"
+        "<p>Senate forms report assets and debts in dollar ranges. This app reads those ranges and summarizes the public form as a low-to-high range, or as a floor when the top end cannot be calculated.</p>"
+        f"<p>{html_escape(latest_plain['missing'])} The number cannot show exact net worth, taxable income, trading profit, intent, wrongdoing, or whether any trade made money.</p>"
+        "</details>"
         f"<p class='wealth-movement'>{html_escape(wealth_movement_sentence(ordered))}</p>"
         f"<div class='receipt-strip'><span>Latest filing date: <strong>{html_escape(latest_filing_date)}</strong></span>{source_link}</div>"
         "</div>"
-        "<div class='result-card wealth-years-card'>"
-        "<h2>Year-by-year public disclosure ranges</h2>"
-        "<div class='wealth-year-guide'><strong>How to read each year:</strong> the report year is the year named in the filing. The dollar phrase is the assets-minus-debts range the public form supports for that year. Floors are not rankings, and year-to-year changes may reflect the form's dollar ranges, purchases, sales, debts, filing differences, or what this public bundle could read.</div>"
+        "<details class='result-card wealth-years-card history-drawer'>"
+        "<summary>Show year-by-year filings</summary>"
+        "<div class='wealth-year-guide'><strong>What each year means</strong><span>The year is the report year named by the public filing. The dollar phrase is what that filing supports for reported assets minus reported debts. A floor is not a ranking, and changes over time can reflect broad form ranges, purchases, sales, debts, filing differences, or parser limits.</span></div>"
         f"<ul class='wealth-year-list'>{''.join(year_items)}</ul>"
         f"{more_note}"
-        "</div>"
+        "</details>"
     )
 
 
@@ -1421,6 +1426,20 @@ body,
   margin: 10px 0 0 !important;
   font-weight: 700 !important;
 }
+.reader-model {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+  margin-top: 14px;
+}
+.reader-model span {
+  background: #eef8f6 !important;
+  border: 1px solid #99d4cb !important;
+  border-radius: 999px;
+  color: #073d38 !important;
+  font-weight: 800 !important;
+  padding: 8px 11px;
+}
 .not-verdict {
   display: inline-block;
   margin-top: 14px;
@@ -1707,7 +1726,7 @@ body,
 .wealth-answer-card strong {
   display: block;
   color: #061a18 !important;
-  font-size: clamp(1.6rem, 2.8vw, 2.25rem) !important;
+  font-size: 2rem !important;
   line-height: 1.08 !important;
   font-weight: 800 !important;
   margin-bottom: 8px;
@@ -1718,9 +1737,13 @@ body,
   line-height: 1.55 !important;
   margin: 0 !important;
 }
+.wealth-answer-card .why-care-line {
+  margin-top: 10px !important;
+  font-weight: 800 !important;
+}
 .wealth-plain-grid {
   display: grid;
-  grid-template-columns: repeat(4, minmax(0, 1fr));
+  grid-template-columns: repeat(3, minmax(0, 1fr));
   gap: 10px;
   margin-top: 12px;
 }
@@ -1763,9 +1786,20 @@ body,
   color: #2b1700 !important;
   margin: 0 !important;
 }
+.wealth-year-guide span {
+  color: #2b1700 !important;
+  display: block;
+  font-weight: 700 !important;
+  line-height: 1.45 !important;
+}
 .wealth-reader h2 {
   max-width: 860px;
 }
+.profile-lens {
+  color: #334155 !important;
+  font-weight: 800 !important;
+  margin: 0 0 10px !important;
+}
 .wealth-lede {
   font-size: 1.12rem !important;
   line-height: 1.5 !important;
@@ -1862,6 +1896,29 @@ body,
   color: #334155 !important;
   font-weight: 700 !important;
 }
+.reader-details,
+.history-drawer {
+  color: #111827 !important;
+}
+.reader-details {
+  background: #f8fafc !important;
+  border: 1px solid #d7dee8 !important;
+  border-radius: 10px;
+  padding: 12px;
+  margin-top: 12px;
+}
+.reader-details summary,
+.history-drawer summary {
+  color: #0f172a !important;
+  cursor: pointer;
+  font-size: 1.05rem !important;
+  font-weight: 800 !important;
+  list-style-position: inside;
+}
+.reader-details p {
+  color: #111827 !important;
+  margin: 8px 0 0 !important;
+}
 .wealth-movement {
   margin-top: 12px !important;
   font-weight: 700 !important;
@@ -2142,7 +2199,7 @@ with gr.Blocks(title="Senate Disclosure Reader") as demo:
 
     with gr.Tabs():
         with gr.Tab("Search Senator"):
-            gr.HTML("<div class='section-intro'><strong>Search a senator.</strong> The first result says what the latest public form can and cannot show. Exact net worth is not public from these forms.</div>")
+            gr.HTML("<div class='section-intro'><strong>Search a senator.</strong> The first result gives the latest filing in plain English. If this bundle has no usable rows for that exact record, it says that directly.</div>")
             filer_query = gr.Textbox(
                 label="Name, state, or filer ID",
                 value="",

space_bundle_manifest.json

@@ -8,8 +8,8 @@
   "files": [
     {
       "path": "app.py",
-      "sha256": "71753950346a3ee4c449cc092e1752406b613285c8254f4be6b064a1e78df73a",
-      "byte_count": 79376
+      "sha256": "019bf360828c2c49427393ec612e0f39ed360ca87edb543431f47c9a6a3ed007",
+      "byte_count": 81117
     },
     {
       "path": "data/audit/claim_boundary.json",
@@ -107,5 +107,5 @@
       "byte_count": 47
     }
   ],
-  "manifest_hash": "b98badb79a9cfb9e357f530af42affe26f415ef1c50807543b74853fcfb2ea7c"
+  "manifest_hash": "36f44dce48fedfbbf0a99d93baeb2dd2c8a1d9b3625bd53c5e5c418eec76a953"
 }