Commit Graph

19 Commits

Author SHA1 Message Date
Celes Renata 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
Celes Renata 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
Celes Renata 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
Celes Renata 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
Celes Renata 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
Celes Renata 5d0635a291 feat: beta deploys all services with pipeline toggle defaulting to OFF
- 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
Celes Renata be526ae614 feat: pipeline on/off toggle with per-stage Helm control
- 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
Celes Renata de35279269 feat: retry failed extractions button on pipeline page
- 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
Celes Renata b149f70507 fix: operator approval workflow — add approval toggle, lockout CRUD, and PBT tests
- 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
Celes Renata 734bf001a7 feat: risk tier selector on Trading page + confidence filter on Recommendations
- 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
Celes Renata fd862da29e fix: remove broken capital controls, reset now queries broker for real balance
- 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
Celes Renata c4206b3f4c feat: overlay stock price on trend charts with right Y axis
- 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
Celes Renata 5593ee6d92 fix: company detail crash — patterns API returns object not array
/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
Celes Renata 7c589353f8 fix: blank company charts + competitor GUIDs instead of tickers
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
Celes Renata 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
Celes Renata 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
Celes Renata e652a62dbc fix: Trading Controls page field mapping for macro/competitive status
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
Celes Renata f7a11d14ea feat: competitive intelligence & historical pattern matching layer 2026-04-14 19:42:48 +00:00
Celes Renata faccb0b8db phase 16: React dashboard with full platform control and analytics 2026-04-11 16:19:46 -07:00