414f476620
fix: auto-backfill market data on startup + fix trading dedup bug
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1. Add backfill-market-data init container to scheduler deployment.
On vanilla start (< 50 bars in market_snapshots), fetches 90 days
of daily OHLCV from Polygon directly via asyncpg + httpx.
2. Fix trading engine dedup key placement. Previously the Redis dedup
key was set BEFORE evaluate_recommendation(), so recs skipped as
outside_trading_window were permanently deduped and never retried
when the market opened. Now the dedup key is only set AFTER the
decision for non-retryable outcomes (act, confidence_too_low, etc).
outside_trading_window skips are retryable.
2026-04-30 14:08:54 +00:00
a5f2bcde55
fix: set MARKET_DATA_BASE_URL to polygon in base values.yaml
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2026-04-30 07:20:13 +00:00
601b85764b
fix: mount stonks-market-secrets on query-api for backfill endpoint
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2026-04-30 06:33:26 +00:00
fa18b1a7c2
fix: populate broker and market API secrets in base values.yaml
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ArgoCD was syncing empty secrets back over manual patches.
Credentials now match stonks-paper (same Alpaca paper + Polygon keys).
2026-04-30 05:05:43 +00:00
4b254adad2
fix: scale ingestion and extractor to 1 replica in prod
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2026-04-30 05:04:20 +00:00
af2e554edd
fix: switch ai_agents seed from vllm to ollama qwen3.5:9b-fast
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Live DB already updated via direct SQL. This ensures future
DB rebuilds and new deployments use ollama as the default provider.
2026-04-30 04:46:04 +00:00
0665cef7e3
fix: set TZ=America/Los_Angeles in Helm config for all pods
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Containers default to UTC. The host is PDT but pods don't inherit
the host timezone. Adding TZ to the ConfigMap ensures all services
log and compute timestamps in Pacific time.
2026-04-29 17:53:38 +00:00
4e010bc048
feat: signal math upgrade — probabilistic, regime-aware scoring pipeline
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Implement full probabilistic signal processing pipeline gated behind
probabilistic_scoring_enabled feature flag in risk_configs:
- Bayesian log-likelihood accumulator with Beta posterior and entropy
- Regime detector (trend-following, panic, mean-reversion, uncertainty)
- Source accuracy tracker with per-source historical prediction accuracy
- Sigmoid confidence gate replacing binary gate
- Information gain surprise weighting for rare events
- Adaptive recency decay with event-specific half-lives
- Regime multiplier replacing market context multiplier
- Weighted disagreement entropy for contradiction detection
- Multiplicative macro exposure with conditional integration
- Graph-distance attenuated competitive signal propagation
- Exponentially weighted momentum with volatility scaling
- Expected value recommendation gate
All changes backward-compatible: flag=false preserves exact current behavior.
New outputs stored in existing JSONB columns (no schema changes except
source_accuracy table via migration 034).
Tests: 26 property-based tests (14 correctness properties), 99 unit tests,
1789 total tests passing with zero regressions.
2026-04-29 11:41:48 +00:00
cfcfd655e7
fix: reduce max_tokens to 2048 to fit 8192 context window
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2026-04-29 06:18:26 +00:00
aaf8cee927
feat: scale extractor to 8 replicas
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2026-04-29 05:54:00 +00:00
f264e924f0
fix: thesis rewriter now routes to vLLM when provider is vllm
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- thesis_llm.py: add _call_vllm_thesis() using /v1/chat/completions
- thesis_llm.py: check resolved model_provider and route accordingly
- values.yaml: set OLLAMA_BASE_URL to http://10.1.1.12:2701
2026-04-29 05:42:10 +00:00
a36702e5f3
fix: restore REDIS_PASSWORD and MINIO credentials
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2026-04-28 22:02:50 -07:00
01d77c153d
fix: set POSTGRES_PASSWORD in core secrets
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2026-04-28 21:59:30 -07:00
8d227b62f6
scale extractor to 4 replicas
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2026-04-28 21:54:38 -07:00
b38fb24f14
fix: ensure production uses DB-configured model/provider from UI
...
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- Migration 026: update seed defaults from ollama to vllm/AxionML
- Migration 031: fix existing rows still on old ollama defaults
- Helm values: set OLLAMA_BASE_URL to cluster ollama endpoint (was empty)
- Extractor: guard against switching to ollama when base_url is empty
- OllamaClient: validate base_url on construction to fail fast
2026-04-29 04:33:21 +00:00
23f2134754
fix: stop migrations from resetting ai_agents model_name, default to vllm/AxionML/Qwen3.5-9B-NVFP4
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2026-04-28 18:58:13 +00:00
3b22f5e1fc
feat: seed default risk_configs with macro and competitive layers enabled
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2026-04-28 16:34:40 +00:00
e360b66c3e
fix: beta trading pipeline — max_tokens default, approval re-enqueue, credentials
...
- Migration 031: change ai_agents/agent_variants max_tokens default
from 32768 to 4096 (32768 exceeds vLLM context window, causing
HTTP 400 on every extraction)
- API: re-enqueue approved orders to broker queue — previously
approved orders sat in DB with nothing to execute them
- values-beta: enable TRADING_ENABLED, update Alpaca paper keys
2026-04-28 14:13:58 +00:00
4bee7a7874
fix: update vLLM model to AxionML/Qwen3.5-9B-NVFP4
2026-04-23 19:30:22 +00:00
6909ac5e50
feat: add vLLM config to beta values overlay
2026-04-23 08:19:03 +00:00
117b693b19
feat: add remote vLLM support with provider abstraction layer
...
- 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
2026-04-23 08:17:23 +00:00
5dcbd286e8
fix: update beta Alpaca broker credentials
2026-04-21 16:43:54 +00:00
d407888caa
feat: set beta Ollama model to qwen3.6
2026-04-21 09:55:52 +00:00
abdf639925
feat: isolate beta on stonks_beta database, stop sharing stonks_paper
2026-04-21 09:50:22 +00:00
a99aaa29ca
feat: point beta Ollama to 192.168.42.254:11434
2026-04-21 09:36:03 +00:00
08b93ad119
fix: add beta Alpaca broker credentials for separate paper account
2026-04-21 05:32:13 +00:00
19f39301d3
fix: skip superset/trino ingress when hostname is empty (fixes Kargo beta promotion)
2026-04-21 05:09:08 +00:00
9275351279
fix: beta stage uses paper DB to resolve permission denied errors
...
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.
2026-04-21 04:57:29 +00:00
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
6703b20b59
fix: wait for infra pods to exist before checking readiness
...
kubectl wait fails immediately with 'no matching resources found' if
pods haven't been created yet. Added a poll loop to wait for all 3
infra pods (postgres, redis, minio) to exist before running wait.
2026-04-21 02:42:20 +00:00
c166aafc40
fix: reduce integration test timeout to 5 minutes
...
Tests complete in ~7s. The 10-minute timeout was causing unnecessary
wait time on failures. Reduced Job activeDeadlineSeconds and kubectl
wait timeout to 300s.
2026-04-21 01:52:11 +00:00
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
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.
2026-04-21 00:15:22 +00:00
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.
2026-04-21 00:14:02 +00:00
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.
2026-04-21 00:13:42 +00:00
20faa8e20d
fix: bake secrets into values-paper.yaml and auto-seed on empty DB
...
- 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
2026-04-20 17:40:41 +00:00
740ddc1c54
fix: revert extractor to 1 replica (single GPU bottleneck)
2026-04-20 12:16:51 +00:00
f1f0b7e34c
fix: scale extractor to 3 replicas in paper stage
...
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.
2026-04-20 10:59:05 +00:00
5289f0f195
fix: use kubectl wait for job completion detection in inttest pipeline
...
The polling loop checked conditions[0].type which missed the Complete
condition when it wasn't at index 0. Switch to kubectl wait
--for=condition=complete which handles condition matching reliably.
2026-04-20 07:47:10 +00:00
422326bf83
fix: inttest pipeline timeout and busybox grep compatibility
...
- Poll job status instead of kubectl wait (catches Failed condition
immediately instead of waiting 600s for Complete that never comes)
- Replace grep -oP (Perl regex) with POSIX grep -o (BusyBox compat)
2026-04-20 04:23:19 +00:00
f3aac0ac3d
fix: superset config uses POSTGRES_DB and REDIS_DB env vars for stage isolation
2026-04-19 23:49:11 +00:00
0f2f0460a6
fix: dedicated scheduler Dockerfile with psql for migrations, remove Python splitter
2026-04-19 23:35:00 +00:00
48fed18078
feat: per-stage PostgreSQL users for database isolation (stonks_beta, stonks_paper)
2026-04-19 23:17:22 +00:00
47f10cd3cf
fix: use Python asyncpg migration runner instead of psql, remove postgresql-client from image
2026-04-19 22:54:01 +00:00
021efba294
feat: auto-run migrations via psql init container on scheduler startup
2026-04-19 22:37:50 +00:00
5c63264393
feat: stage-isolated infrastructure — separate Postgres DBs, Redis DBs, and MinIO bucket prefixes per stage
2026-04-19 22:20:03 +00:00
2621b3c5c5
feat: add stage-specific ingress hostnames for beta and paper
2026-04-19 22:00:47 +00:00
827be709df
fix: use Recreate strategy for hive-metastore and superset (RWO PVC)
2026-04-19 20:41:22 +00:00
a9be904afe
fix: guard ghcr-secret template against nil ghcrAuth values
2026-04-19 19:51:29 +00:00
1f69a27e3b
fix: replace mktemp with PID-based temp path for BusyBox compat
...
BusyBox mktemp in alpine/k8s doesn't support .json suffix in template.
The mktemp failure triggered set -e, causing pipeline to report failure
despite all 93 tests passing.
2026-04-19 19:35:02 +00:00
Celes Renata