bc077bfcc8
feat: trading feedback engine — periodic performance reports with AI summarization
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- Migration 038: trading_reports table + report-summarizer agent seed
- 6 reporting modules: models, collector, sections, validator, summarizer, generator
- API endpoints: GET /api/reports (paginated, filterable), GET /api/reports/{id}
- Frontend hooks: useReports, useReport with TanStack Query
- Scheduler: daily (after 16:30 ET) and weekly (Saturday) report triggers
- Redis queue consumer for async report generation with retry/dedup
- 5 property-based tests (chunking, serialization, validation, accuracy, deltas)
- 109 unit/integration tests across all modules
- 6 frontend hook tests with MSW mocks
2026-05-01 22:13:09 +00:00
7fcc8a6c07
feat: model validation, calibration, and signal quality layer
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- Migration 035: prediction_snapshots, prediction_outcomes, signal_evidence_links, model_metric_snapshots tables + SQL views
- Prediction snapshot writer with canonical evidence keys, duplicate detection, contribution scores
- Outcome evaluator across 5 horizons (1h, 6h, 1d, 7d, 30d)
- Metrics engine: ECE, Brier score, IC, Rank IC, benchmark comparison
- Attribution engine: per-source, per-catalyst, per-layer performance
- Calibration engine: Bayesian shrinkage source reliability
- Quality gate for live trading eligibility with configurable thresholds
- 7 new /api/validation/* endpoints
- Upgraded OpsModel dashboard with validation tab
- Enhanced recommendation display with calibration context
- Backtest replay validation mode
- 86 Python tests (unit + property-based), 179 frontend tests passing
2026-05-01 03:04:58 +00:00
2f2ea65fb4
fix: keep Alpaca price as primary (includes after-hours), add polygon_price field
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Alpaca's current_price reflects extended hours trading which is more
current than Polygon's regular session close. Keep it as the display
price. Add polygon_price as a reference field in the API response.
2026-04-30 22:35:22 +00:00
bddaf44ffc
feat: 90-day price range Y-axis scaling with breakthrough annotations
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Backend:
- GET /api/market/prices/{ticker} now returns { bars, range_90d }
with 90-day low/high computed from market_snapshots
- POST /api/market/backfill/{ticker} fetches 90 days of daily bars
from Polygon and inserts missing bars into market_snapshots
- POST /api/market/backfill-all does the same for all active tickers
Frontend:
- Right Y-axis domain scaled to 90-day min/max (with 3% padding)
- Green dashed reference line at 90-day high
- Red dashed reference line at 90-day low
- Labels show exact price on each reference line
- Default limit bumped to 200 bars
2026-04-30 06:09:05 +00:00
5209cc522e
feat: enhanced paper trading reset with capital and reserve controls
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- Add initial capital input (toggle between broker balance or custom amount)
- Add reserve/active pool split slider (0-50%, default 20%)
- Backend accepts reserve_pct in reset request body
- Note in UI that Alpaca balance reset requires Alpaca dashboard
- Confirmation dialog shows exact capital and split being applied
2026-04-30 05:49:38 +00:00
97fe2249fe
fix: extract competitive_signals array from API response wrapper
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The /api/patterns/{ticker}/competitive-signals endpoint returns
{competitive_signals: [...], count: N} but the hook was typed as
returning a raw array. The component called .map() on the object,
causing 'e.map is not a function'. Now extracts the array from the
response wrapper.
2026-04-29 17:20:03 +00:00
7e8d518946
feat: add max open positions and position cap controls to trading dashboard
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2026-04-28 19:16:50 +00:00
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
2026-04-21 03:54:00 +00:00
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
2026-04-21 00:21:53 +00:00
de35279269
feat: retry failed extractions button on pipeline page
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- POST /api/ops/pipeline/retry-failed endpoint resets extraction_failed
docs to parsed, deletes failed intelligence rows, and re-enqueues
them (batch of 200)
- Scheduler now auto-retries extraction_failed docs every ~10 minutes
(100 per cycle, 60-min cooldown per doc)
- Pipeline page shows 'Retry Failed (N)' button when extraction_failed
count > 0, with pending/success/error states
2026-04-20 08:09:29 +00:00
913fe8b0b3
feat: override trade tab — manual order entry with auto-registration
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Backend:
- OverrideOrderRequest/Response Pydantic models with ticker, quantity, price validators
- POST /api/trading/override/order endpoint (enqueue to Redis broker queue)
- auto_register_symbol() module for untracked ticker registration via Symbol Registry
- Unit tests (17) and property-based tests (3 x 100 examples)
Frontend:
- OverrideTradePanel component (order form + positions display)
- Override tab in TradingEngine page with URL search param navigation
- Override Trade button on Trading Controls page
- useSubmitOverrideOrder mutation hook
- MSW handler and 13 component/integration tests
Steering:
- Updated steering docs for Ubuntu dev machine with nvm/Node 24
2026-04-17 07:02:30 +00:00
b149f70507
fix: operator approval workflow — add approval toggle, lockout CRUD, and PBT tests
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- Add GET/PUT /api/admin/trading/approval-config endpoints
- Add POST/DELETE /api/admin/trading/lockouts endpoints
- Add useApprovalConfig, useUpdateApprovalConfig, useCreateLockout, useDeleteLockout hooks
- Add Paper Order Approval toggle card with confirmation dialog
- Add lockout creation form and delete button to Active Lockouts card
- Add MSW handlers for all new endpoints
- Add property-based tests for bug condition exploration and preservation
2026-04-17 06:14:46 +00:00
734bf001a7
feat: risk tier selector on Trading page + confidence filter on Recommendations
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- Trading page: added conservative/moderate/aggressive selector that
updates the trading engine config via PUT /api/trading/config
- Recommendations page: added risk tier dropdown that defaults to the
engine's current tier and filters recs by the tier's min_confidence
- Backend: added min_confidence query param to GET /api/recommendations
- Risk tier thresholds: conservative ≥0.75, moderate ≥0.55, aggressive ≥0.40
2026-04-17 05:08:54 +00:00
fd862da29e
fix: remove broken capital controls, reset now queries broker for real balance
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- Removed PUT /api/trading/capital (set capital) — only touched in-memory state
- Removed POST /api/trading/capital/adjust (add/withdraw) — same problem
- Reset endpoint now: liquidates Alpaca positions, cancels orders, clears DB,
then queries Alpaca for real portfolio_value to set engine capital
- Frontend: replaced CapitalCard with simple ResetCard (one button)
- Removed useSetTradingCapital and useAdjustCapital hooks
2026-04-17 04:24:10 +00:00
90614dd7bb
feat: paper trading capital controls — add, withdraw, and full reset
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Three distinct capital operations on the Trading Controls page:
- Set Capital: overwrites pool balances to a new amount (existing)
- Add/Withdraw: adjusts active pool by a delta without touching
positions, orders, or history. Validates sufficient balance for
withdrawals. Logged to reserve_pool_ledger as manual_adjustment.
- Reset Everything: nuclear option — deletes all positions, orders,
trading decisions, stop levels, snapshots, backtests, notifications,
and circuit breaker events, then resets capital fresh. Red button
with double-confirmation dialog.
Backend: POST /api/trading/capital/adjust and POST /api/trading/reset
Frontend: CapitalCard rebuilt with three sections and confirmation UIs
2026-04-17 02:23:26 +00:00
c4206b3f4c
feat: overlay stock price on trend charts with right Y axis
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- New GET /api/market/prices/{ticker} endpoint serving OHLCV data from
market_snapshots, deduped by bar_timestamp
- New useMarketPrices hook in frontend
- Trend chart now shows price (purple line) on a right Y axis ($)
alongside trend metrics (%) on the left Y axis
- Custom tooltip formats price as dollars, metrics as percentages
- Price line uses connectNulls for days with missing bar data
2026-04-17 01:09:36 +00:00
5593ee6d92
fix: company detail crash — patterns API returns object not array
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/api/patterns/{ticker} returns {ticker, patterns, count} but
useHistoricalPatterns typed its response as HistoricalPattern[].
The .map() call on the object caused 'e.map is not a function'.
Fixed by unwrapping resp.patterns in the hook's queryFn.
2026-04-17 00:50:51 +00:00
7c589353f8
fix: blank company charts + competitor GUIDs instead of tickers
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Trend charts blank:
- trend_windows uses upsert (1 row per ticker/window), so charts had
at most 1 data point. Added trend_history table (migration 024) that
appends every snapshot. New /api/trends/history endpoint serves the
time series. Frontend now uses useTrendHistory for charts and
useTrends for the latest summary card.
Competitor GUIDs:
- list_competitors query returned raw company_b_id UUIDs without
joining companies table. Added LEFT JOIN with CASE to resolve the
other company's ticker and legal_name. Updated Pydantic model to
include enriched fields. Frontend fallback changed from truncated
UUID to ticker/legal_name/Unknown.
2026-04-17 00:42:55 +00:00
f2d8744a4f
fix: backtest submission shows no results — 4 bugs fixed
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- ID mismatch: API generated a throwaway UUID while BacktestReplay
generated its own internally. Frontend polled with wrong ID and
never found the DB row. Now pre-generate ID in endpoint and pass
it to BacktestReplay.
- Field name: API returned 'backtest_id' but frontend read 'data.id'.
Unified to 'id' everywhere.
- No polling: useBacktestResult fired once and never refreshed.
Added refetchInterval that polls every 2s while status is running.
- Response shape: GET endpoint nested results under 'result' object
but frontend expected flat fields. Flattened response to match
BacktestResult type.
- Added running/failed/completed status indicators in BacktestPanel.
2026-04-17 00:31:17 +00:00
58a8726306
feat: add paper trading capital controls — API endpoint + UI with presets, fix status/metrics to read real state, fix migration duplicates
2026-04-16 14:06:30 +00:00
0ee7f26633
feat: raise market_api rate to 20/min, add global Polygon cap at 45/min, add rate-limit API + watchlist warning
2026-04-16 07:26:10 +00:00
e652a62dbc
fix: Trading Controls page field mapping for macro/competitive status
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The API returns macro_enabled/competitive_enabled but the TypeScript
interfaces expected 'enabled'. The toggles always showed disabled.
Now handles both field names with fallback.
2026-04-16 01:46:13 +00:00
4ffde8cc06
feat: autonomous trading engine — full implementation
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- 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
2026-04-15 16:12:22 +00:00
f7a11d14ea
feat: competitive intelligence & historical pattern matching layer
2026-04-14 19:42:48 +00:00
99e17be282
phase 16: fix env var fallback - use || instead of ?? for empty string
2026-04-11 20:06:13 -07:00
6f5b2231a2
phase 16: add registry/risk nginx proxies, add company form, network policies
2026-04-11 19:12:07 -07:00
faccb0b8db
phase 16: React dashboard with full platform control and analytics
2026-04-11 16:19:46 -07:00
Celes Renata