117b693b19a44d3d8b7996bcc33265f368012b51
55
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Celes Renata
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117b693b19 |
feat: add remote vLLM support with provider abstraction layer
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- LLMClient Protocol for provider-agnostic inference - VLLMClient for OpenAI-compatible /v1/chat/completions API - LLM client factory with provider routing (ollama/vllm) - VLLMConfig with VLLM_* environment variable loading - Updated extractor worker with health check and provider switching - Updated event classifier to use LLMClient protocol - Helm values for vLLM configuration - 18 unit tests + 6 property-based tests - Full backward compatibility preserved |
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Celes Renata
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5dcbd286e8 |
fix: update beta Alpaca broker credentials
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Celes Renata
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d407888caa |
feat: set beta Ollama model to qwen3.6
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Celes Renata
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abdf639925 |
feat: isolate beta on stonks_beta database, stop sharing stonks_paper
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Celes Renata
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a99aaa29ca |
feat: point beta Ollama to 192.168.42.254:11434
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Celes Renata
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08b93ad119 |
fix: add beta Alpaca broker credentials for separate paper account
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Celes Renata
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19f39301d3 |
fix: skip superset/trino ingress when hostname is empty (fixes Kargo beta promotion)
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Celes Renata
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9275351279 |
fix: beta stage uses paper DB to resolve permission denied errors
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Beta was pointing at stonks_beta DB where tables were owned by postgres superuser, causing permission denied for the stonks app user. Switch to sharing stonks_paper DB/user (already has proper grants). DEPLOY_STAGE=beta still isolates Redis keys and MinIO buckets. Added market data API key so beta can test ingestion when pipeline is toggled ON. |
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Celes Renata
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5d0635a291 |
feat: beta deploys all services with pipeline toggle defaulting to OFF
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- pipelineEnabled: true in beta so all pods run (Kargo happy) - PIPELINE_DEFAULT_OFF=true in beta config — scheduler initializes the Redis toggle to OFF on first boot - Shared Ollama (10.1.1.12:2701) between beta and paper - Flip pipeline ON from the UI when testing, OFF when done - Optimistic UI update for the toggle button |
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Celes Renata
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be526ae614 |
feat: pipeline on/off toggle with per-stage Helm control
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- Added pipelineEnabled flag to Helm values (default: true) - Worker services (scheduler, ingestion, parser, extractor, aggregation, recommendation, broker-adapter, lake-publisher) scale to 0 when disabled - API services always run regardless of toggle - Redis-based runtime toggle: POST /api/ops/pipeline/toggle - Scheduler checks the flag before each cycle - Frontend: green/red Pipeline ON/OFF button on the pipeline page - Beta defaults to pipelineEnabled: false - Base values.yaml: blanked external URLs (Ollama, Polygon, Alpaca) so stages only connect to what they explicitly configure |
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Celes Renata
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a19ed086fe |
fix: blank external URLs in base values, set only in stage overrides
Base values.yaml now has empty OLLAMA_BASE_URL, MARKET_DATA_BASE_URL, and BROKER_PROVIDER. Only paper (and eventually live) set the real URLs. Beta inherits empty defaults so it can't reach external services. |
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Celes Renata
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d8fce71178 |
fix: disable pipeline workers and blank API keys in beta stage
Beta is for API testing only. Scale scheduler, ingestion, parser, extractor, aggregation, recommendation, broker-adapter, and lake-publisher to 0 replicas. Blank out Polygon and Alpaca keys. Infra secrets (postgres, redis, minio) kept so API services work. |
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Celes Renata
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7eab50fda9 |
fix: disable all external connections and pipeline workers in beta
Beta is for API testing only. Blanked out Polygon/Alpaca/Ollama credentials, set OLLAMA_BASE_URL to localhost:99999, and scaled scheduler/ingestion/parser/extractor/aggregation/recommendation/ broker-adapter/lake-publisher to 0 replicas. |
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Celes Renata
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20faa8e20d |
fix: bake secrets into values-paper.yaml and auto-seed on empty DB
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- All paper stage credentials now in values-paper.yaml so ArgoCD renders them correctly on every sync (no more empty secrets) - Added seed-if-empty init container to scheduler: runs the seed script if the companies table is empty after migrations |
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Celes Renata
|
740ddc1c54 |
fix: revert extractor to 1 replica (single GPU bottleneck)
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Celes Renata
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f1f0b7e34c |
fix: scale extractor to 3 replicas in paper stage
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The extraction queue had 3000+ SEC filings backed up with a single extractor pod processing them at 10-115s each. Ollama handles concurrent requests so multiple extractor pods can share the GPU. |
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Celes Renata
|
f3aac0ac3d |
fix: superset config uses POSTGRES_DB and REDIS_DB env vars for stage isolation
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Celes Renata
|
0f2f0460a6 |
fix: dedicated scheduler Dockerfile with psql for migrations, remove Python splitter
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Celes Renata
|
48fed18078 |
feat: per-stage PostgreSQL users for database isolation (stonks_beta, stonks_paper)
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Celes Renata
|
47f10cd3cf |
fix: use Python asyncpg migration runner instead of psql, remove postgresql-client from image
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Celes Renata
|
021efba294 |
feat: auto-run migrations via psql init container on scheduler startup
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Celes Renata
|
5c63264393 |
feat: stage-isolated infrastructure — separate Postgres DBs, Redis DBs, and MinIO bucket prefixes per stage
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Celes Renata
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2621b3c5c5 |
feat: add stage-specific ingress hostnames for beta and paper
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Celes Renata
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827be709df |
fix: use Recreate strategy for hive-metastore and superset (RWO PVC)
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Celes Renata
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a9be904afe |
fix: guard ghcr-secret template against nil ghcrAuth values
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Celes Renata
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5f6d23888a |
ci: fix lint errors across project, update ruff.toml per-file ignores
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Celes Renata
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c85c0068a2 |
fix: clean up utcnow deprecation warnings, fix 12 failing tests, add CI/CD pipeline manifests
- Replace all datetime.utcnow() with datetime.now(tz=timezone.utc) across 8 files - Fix 12 failing tests to match current implementation behavior - Fix pytest_plugins in non-top-level conftest (moved to root conftest.py) - Auto-fix 189 lint issues (import sorting, unused imports) - Add CI/CD pipeline infrastructure (ARC, ArgoCD, Kargo manifests) - Add values-beta.yaml and values-paper.yaml for staged deployments - Update GitHub Actions workflow to use self-hosted-gremlin runners - Add integration-test job to CI pipeline Result: 1596 passed, 0 failed, 0 warnings |
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Celes Renata
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3a856cf6ff | fix: reduce Ollama timeout from 300s to 240s (4 min) | ||
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Celes Renata
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540d54c3f7 | feat: scale aggregation to 4 replicas across cluster nodes | ||
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Celes Renata
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a3b2e97c2c |
fix: allow SMTP port 587 egress for Gmail notifications
The trading engine network policy only allowed egress on ports 443 (HTTPS) and 53 (DNS). Gmail SMTP uses port 587 (STARTTLS), causing 'Network is unreachable' when sending notifications. |
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Celes Renata
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c4666c071b |
feat: wire Gmail SMTP notifications with app password
Replaced the Gmail API (OAuth2) notification delivery with plain SMTP using a Gmail app password. Much simpler setup — no Google Cloud project, no OAuth2 flow, no extra dependencies. - Rewrote _send_gmail() to use smtplib with smtp.gmail.com:587 TLS - Added stonks-gmail-secrets to Helm chart (GMAIL_SENDER, GMAIL_RECIPIENT, GMAIL_APP_PASSWORD) - Added gmail secret to trading-engine deployment - Updated runmefirst.sh to read gmail.app from kube dir - Sender/recipient: celes@celestium.life |
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Celes Renata
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00ea917fc0 |
fix: add broker secrets to ingestion worker deployment
The ingestion worker creates an AlpacaBrokerAdapter but the pod didn't have BROKER_API_KEY/BROKER_API_SECRET env vars, causing 401 Unauthorized on every broker source fetch. Added stonks-broker-secrets to the ingestion service's secrets list. |
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Celes Renata
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88c2bc84a1 |
feat: upgrade paper trading to $100k moderate tier
Paper money has no downside — bigger capital exposes more model behavior: position sizing, diversification, sector exposure, correlation checks, circuit breakers, reserve pool siphoning, and risk tier auto-adjustment all become meaningful. - risk_tier: conservative → moderate (min_confidence 0.55) - absolute_position_cap: $25 → $10,000 - max_open_positions: 5 → 10 - initial portfolio value: $500 → $100,000 - Updated migration 019, Helm values, and engine default |
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Celes Renata
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70bad7709a |
feat: wire live decision loop and enable paper trading
Phase 2 of the autonomous trading engine: - Replace start()/stop() stubs with real async implementations - Decision loop: polls recommendations from PostgreSQL, deduplicates via Redis, evaluates through the full pipeline, submits orders to stonks:queue:broker_orders - Stop-loss monitor: fetches prices from Polygon API, checks crossings, submits immediate sell orders, safety sell after 15 min without data - Performance loop: computes metrics every 5 min during market hours, persists daily snapshots at market close - Risk tier scheduler: evaluates daily at 16:00 ET, persists tier changes - Rebalance scheduler: evaluates Monday 09:45 ET, respects circuit breaker - Notification dispatch: SNS + Gmail with rate limiting and retry - Backtest replay: fetches historical data, simulates decisions, persists - Real asyncpg/redis connections in FastAPI lifespan (graceful degradation) - Migration 019: enable paper trading with conservative tier, 5 cap - Added max_open_positions to TradingConfig with env var loading - Phase 2 tasks added to autonomous-trading-engine spec |
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Celes Renata
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4ffde8cc06 |
feat: autonomous trading engine — full implementation
- Database migration 018 with 13 tables for trading engine state - Trading engine service (services/trading/) with 12 pure computation modules: position sizer, stop-loss manager, reserve pool, circuit breaker, risk tier controller, correlation matrix, tax lots, trading window, gradual entry, notifications, micro-trading, backtester - Core TradingEngine with pre-trade evaluation pipeline and integration wiring - FastAPI HTTP service with 14 endpoints (health, config, decisions, metrics, backtest) - Performance tracker with Sharpe ratio, drawdown, profit factor computation - 194 Python tests (165 property-based + 29 integration) - Frontend: 13 TanStack Query hooks, 7 dashboard panels, tabbed Trading Engine page - Helm chart entry, network policy, nginx proxy, ingress for trading-engine - Shared infrastructure: enums, Redis keys, TradingConfig in AppConfig |
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Celes Renata
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fd35e12d5e | phase 17: switch Ollama to external proxy at 10.1.1.12:2701 | ||
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Celes Renata
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80e0f0976f | phase 17: switch back to qwen3.5:9b-fast (Ollama restarted, model available again) | ||
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Celes Renata
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a3e8009fa9 | phase 17: revert to qwen3.5:9b (9b-fast was removed from Ollama), add retry script | ||
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Celes Renata
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109a2485cf | phase 17: increase Ollama timeout to 300s for qwen3.5:9b-fast 32k context | ||
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Celes Renata
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7ee1d0f050 | phase 17: switch to qwen3.5:9b-fast (32k context), add queue management scripts | ||
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Celes Renata
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608ccc8b68 | phase 17: revert to qwen3.5:9b, keep improved prompt style | ||
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Celes Renata
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66ed38bf18 | phase 17: switch to gemma4:e4b, rewrite prompts for fill-the-fields style with forced ticker inclusion | ||
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Celes Renata
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34787ad825 | phase 17: fix Trino hive catalog — use native S3 filesystem, remove defunct hive.s3 props | ||
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Celes Renata
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999648d90b | phase 17: add s3.region to Trino catalog config for MinIO (fixes AWS SDK region error) | ||
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Celes Renata
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226cc3ff44 | phase 17: switch Ollama model to qwen3.5:9b (available on cluster) | ||
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Celes Renata
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f2b9d6c00a | phase 17: fix scheduler config parsing, worker entry points, and seed data for Polygon sources | ||
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Celes Renata
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6f5b2231a2 | phase 16: add registry/risk nginx proxies, add company form, network policies | ||
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Celes Renata
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4cd8961db6 | phase 16: add dashboard network policy, allow query-api from dashboard | ||
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Celes Renata
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cc7014e33d | phase 16: fix superset - trino driver in venv, psycopg2 metadata db, core secrets | ||
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Celes Renata
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5f87cbe464 | phase 16: custom superset image with trino driver, fix security context |