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
2026-04-15 20:52:28 +00:00
c4b90a5224
fix: sidebar nav highlights both Trading Controls and Trading Engine
...
When on /trading/engine, the /trading nav item also matched via
startsWith. Now checks if a more specific child route matches
first and uses exact match in that case.
2026-04-15 20:07:31 +00:00
78aee4c9e6
fix: add trading-engine to CI build matrix
...
The service was added to the Helm chart but not to the GitHub Actions
build matrix, causing ImagePullBackOff on deploy.
2026-04-15 19:55:34 +00:00
3ff910433f
fix: reject empty LLM classifications for global events
...
When the LLM returns empty summary and no key facts, raise ValueError
so the retry logic kicks in instead of persisting an empty event.
Also strip whitespace from summary and filter empty key_facts entries.
Cleaned up 17 empty events from the database.
2026-04-15 19:46:31 +00:00
326c409d63
fix: use _global fallback for empty ticker in MinIO storage paths
...
Macro news documents have no ticker, causing upload_normalized_text
and upload_parser_output to produce paths like parsed//2026/...
which MinIO rejects as XMinioInvalidObjectName. Use '_global' as
the path segment when ticker is empty, matching the existing
macro prefix pattern in upload_raw_document.
2026-04-15 19:25:23 +00:00
cdf1cd06bc
fix: bump GitHub Actions to Node 24 versions
...
- actions/checkout v4 → v5
- actions/setup-python v5 → v6
- actions/setup-node v4 → v5
- docker/login-action v3 → v4
- docker/setup-buildx-action v3 → v4
- docker/build-push-action v6 → v7
Silences Node.js 20 deprecation warnings ahead of the
June 2026 forced migration deadline.
2026-04-15 16:24:50 +00:00
516731e69a
fix: remove explicit type annotations on Recharts formatter callbacks
...
TypeScript strict mode in CI rejects explicit parameter types on
Recharts formatter/tickFormatter callbacks. Use inference with
'as number' casts on the value instead. Also fix unsafe cast in
PortfolioComposition and handle possibly-undefined percent.
2026-04-15 16:17:00 +00:00
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
2026-04-15 16:12:22 +00:00
da86132f0c
fix: add num_predict=16384 to prevent output truncation on large articles
2026-04-15 03:11:13 +00:00
b8a2cdc52a
fix: fill default values for missing fields in truncated LLM output
2026-04-15 03:08:10 +00:00
00044af993
fix: switch to think=false with json-repair — 20x faster extraction
2026-04-15 02:54:39 +00:00
4f2ae23d42
fix: set num_predict=16384 so model has token budget for thinking + content
2026-04-15 01:47:00 +00:00
46b069a748
fix: switch to non-streaming Ollama calls — streaming breaks thinking mode
2026-04-15 01:19:17 +00:00
ffe19eb23a
fix: handle empty ticker in MinIO storage paths, clean up debug log
2026-04-15 00:39:53 +00:00
8b5b692d3c
fix: update stall timer during thinking phase to prevent premature stream abort
2026-04-15 00:06:49 +00:00
01726af360
fix: remove think=false (Ollama bug #14645 ), bump max_tokens to 32k
2026-04-14 23:50:28 +00:00
b0fc207c1a
docs: update steering docs with competitive layer, 50 companies, deployment lessons
2026-04-14 23:27:52 +00:00
8d0526470d
feat: expand seed to 50 companies with competitor relationships and macro source
2026-04-14 21:00:19 +00:00
86808465de
fix: remove explicit type annotations on Recharts callbacks for v3 compat
2026-04-14 20:40:31 +00:00
916aaff9f3
feat: add trend history chart with strength/confidence/contradiction time series
2026-04-14 20:37:25 +00:00
e1792e06b9
fix: skip non-UUID pattern signal IDs in evidence persistence
2026-04-14 20:18:50 +00:00
d37a5732d0
fix: use timedelta instead of string for interval query params
2026-04-14 20:10:38 +00:00
c438d0d60a
fix: competitor lookup uses ticker join instead of UUID comparison
2026-04-14 20:04:56 +00:00
2a96c8338b
fix: remove unused StatusBadge import in GlobalEvents.tsx
2026-04-14 19:53:40 +00:00
4e191957b4
fix: remove duplicate closing tag in CompanyDetail.tsx
2026-04-14 19:50:53 +00:00
d8ea58104c
fix: lint errors (import sorting, unused vars)
2026-04-14 19:48:19 +00:00
f7a11d14ea
feat: competitive intelligence & historical pattern matching layer
2026-04-14 19:42:48 +00:00
b478022ba3
fix: data quality query and suppression fallback in recommendation worker
...
- Fix _DATA_QUALITY_QUERY: remove nonexistent d.source_id/s.source_class,
use d.source_type directly
- Fix LIMIT 1 applied after jsonb expansion by restructuring as CTE
- Fix fallback build_quality_context_from_summary returning empty
source_types which always triggered LOW_SOURCE_DIVERSITY suppression
- Update test to reflect corrected fallback behavior
2026-04-14 06:57:46 +00:00
4fbddc307a
fix(extractor): fallback for any unrecognized impact_horizon value
2026-04-12 16:27:37 -07:00
6ae8aa779e
fix(extractor): add underscore variants to impact_horizon normalizer
...
Model returns long_term/short_term/medium_term instead of hyphenated versions
2026-04-12 16:08:25 -07:00
cd782d1552
fix(extractor): streaming with guardrails + catalyst_type normalization
...
- Switch Ollama calls from non-streaming to streaming with early termination
- Add loop detection, max token limit, and stall timeout guards
- Add catalyst_type alias normalizer to handle model hallucinations
- Add explicit enum values in extraction prompt for catalyst_type
- Add streaming config knobs to OllamaConfig
2026-04-12 15:28:20 -07:00
527be42f82
phase 17: restore script — per-bucket size reporting, full DB row count verification
2026-04-12 14:53:19 -07:00
85e0ef7580
phase 17: backup script now reports per-bucket sizes and file counts
2026-04-12 14:46:47 -07:00
dd13045ca6
phase 17: fix backup/restore scripts — use postgres:18-alpine for pg_dump version match
2026-04-12 14:41:08 -07:00
3f5b4adcec
phase 17: add backup/restore scripts — PostgreSQL + MinIO → NFS
2026-04-12 14:21:59 -07:00
6e2f174b19
phase 17: disable qwen3.5 thinking mode (think:false) to reduce latency and improve structured output
2026-04-12 12:35:24 -07:00
45f0c03639
phase 17: add request-level URL logging to OllamaClient for proxy debugging
2026-04-12 12:32:44 -07:00
fd35e12d5e
phase 17: switch Ollama to external proxy at 10.1.1.12:2701
2026-04-12 11:37:23 -07:00
80e0f0976f
phase 17: switch back to qwen3.5:9b-fast (Ollama restarted, model available again)
2026-04-12 11:05:42 -07:00
a3e8009fa9
phase 17: revert to qwen3.5:9b (9b-fast was removed from Ollama), add retry script
2026-04-12 10:58:53 -07:00
109a2485cf
phase 17: increase Ollama timeout to 300s for qwen3.5:9b-fast 32k context
2026-04-12 10:32:13 -07:00
7ee1d0f050
phase 17: switch to qwen3.5:9b-fast (32k context), add queue management scripts
2026-04-12 10:19:28 -07:00
1993bfdf3e
phase 17: add extraction output normalization — clamp scores to 0-1, map impact_horizon alternatives
2026-04-12 10:15:38 -07:00
608ccc8b68
phase 17: revert to qwen3.5:9b, keep improved prompt style
2026-04-12 10:06:13 -07:00
66ed38bf18
phase 17: switch to gemma4:e4b, rewrite prompts for fill-the-fields style with forced ticker inclusion
2026-04-12 10:05:31 -07:00
2e42310f07
phase 17: fix SEC EDGAR 403 — use descriptive User-Agent with contact email per fair access policy
2026-04-12 09:50:29 -07:00
311d76dc0b
phase 17: enrich SEC EDGAR filings with URLs, titles, dedupe by accession number, skip XML fragments
2026-04-12 09:42:12 -07:00
28b3361833
phase 17: remove embedded JSON schema from user prompt (4.7KB saved), Ollama format param handles it
2026-04-12 09:28:28 -07:00
57d0fc7d33
phase 17: pass all tracked tickers to extractor, soften prompt for macro-to-company relevance
2026-04-12 09:18:08 -07:00
59f89d03d2
phase 17: enrich short parsed articles with Polygon description/keywords from raw payload
2026-04-12 08:52:46 -07:00
Celes Renata