Commit Graph

485 Commits

Author SHA1 Message Date
Celes Renata 99b7dcee98 fix: widen chart time windows for intraday (24h) and 1d (48h)
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Intraday was showing only 12h of data (9 sparse points). Widened to
24h to show a full day of intraday trend history. Also widened 1d
from 24h to 48h for better context.
2026-04-29 18:15:54 +00:00
Celes Renata 4f7358f4e3 feat: show current position on company detail trends tab
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Displays an 'Open Position' card above the trend charts when we hold
a position in that ticker. Shows shares, avg entry price, current
price, market value, and unrealized P&L with green/red coloring.
Card is hidden when no position exists for the ticker.
2026-04-29 18:06:37 +00:00
Celes Renata 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
Celes Renata 48eca672a9 docs: add TZ environment variable to Helm and Docker docs
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Document the TZ config option in both docker-deployment.md and
helm-reference.md. Default is America/Los_Angeles. Frontend uses
the browser's local timezone for display.
2026-04-29 17:50:59 +00:00
Celes Renata f159b20c87 feat: show document title and link in competitive signals panel
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Replace raw UUID with a linked document title in both the collapsed
row (using the empty space on the right) and the expanded detail view.
Uses useDocument hook to fetch the title, falls back to truncated UUID
while loading. Clicking the link navigates to the document detail page.
2026-04-29 17:29:26 +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 951b733ac3 fix: move cutoffTs declaration before its use in filtered
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Variable was used before declaration (temporal dead zone error).
Moved windowHours/hoursBack/cutoffTs above the filtered const that
references cutoffTs.
2026-04-29 17:08:36 +00:00
Celes Renata 531e33b0ce fix: company charts X-axis now adjusts to selected window time range
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The trend history chart was showing all historical data regardless of
which window was selected — only filtering by window name but not by
time range. Now filters both trend data and price data to the time
range matching the selected window (e.g., 7d shows last 7 days only,
30d shows last 30 days).
2026-04-29 16:59:23 +00:00
Celes Renata 24c753f6e6 fix: debounce ticker search on Trends page to preserve input focus
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The TickerFilter triggered a query on every keystroke, causing re-renders
that stole focus from the input. Now uses a local input state with a
300ms debounce before updating the query, keeping focus on the text box
while typing.
2026-04-29 16:54:19 +00:00
Celes Renata 6880f11c26 fix: add /no_think inline tag to disable Qwen3 thinking mode
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chat_template_kwargs isn't being respected by the vLLM deployment.
Qwen3 models support /no_think as an inline suffix in the user message
to disable thinking mode. This is the most reliable method across all
serving backends (vLLM, Ollama, SGLang).
2026-04-29 16:11:44 +00:00
Celes Renata eead4f1381 fix: disable thinking mode on vLLM path with chat_template_kwargs
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The thesis rewriter uses vLLM (not Ollama) in production. The previous
fix only added think=False to the Ollama payload. For vLLM's
OpenAI-compatible API with Qwen3 models, thinking mode is disabled via
chat_template_kwargs: {enable_thinking: false} in the request body.
2026-04-29 16:04:04 +00:00
Celes Renata 007189c0a5 fix: handle plain-text thinking blocks and disable think mode
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The model outputs 'Thinking Process:' as plain text (not in <think> tags).
Updated _strip_thinking_block to handle both XML tags and plain-text
reasoning patterns. Also:
- Added rule 7 to system prompt: 'Do NOT show your thinking process'
- Set think=False in Ollama payload to disable Qwen3 thinking mode
- Added fallback regex to extract thesis from after thinking blocks
2026-04-29 15:50:49 +00:00
Celes Renata f9ee1532dc fix: strip <think> reasoning blocks from thesis LLM output
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Qwen3.5 in thinking mode emits <think>...</think> chain-of-thought
before the actual response. The thesis rewriter was returning the raw
output including the entire reasoning block. Now strips thinking tags
from both Ollama and vLLM response paths.
2026-04-29 15:25:04 +00:00
Celes Renata ac29e62033 docs: update equations.md with probabilistic pipeline formulas
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Add sections 1B, 2B, 3B, 4B, 5B, 7B covering all new probabilistic
formulas: sigmoid gate, info gain, adaptive decay, regime multiplier,
source accuracy, Bayesian posterior, entropy direction, weighted
disagreement entropy, multiplicative macro exposure, conditional macro
integration, graph-distance attenuation, EW momentum, and EV gate.
Updated constants summary with all new parameters.
2026-04-29 15:12:47 +00:00
Celes Renata 7eecd71a0d ci: retry build (proxy timeout on previous run)
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2026-04-29 12:08:15 +00:00
Celes Renata bb40a3cb8e fix: position sync now reconciles — removes positions broker no longer holds
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The sync_positions loop only upserted positions from Alpaca but never
deleted DB rows for positions that were closed/liquidated on the broker
side. After a paper reset, the next sync would not remove the stale
positions because they simply weren't in Alpaca's response anymore.

Now performs full reconciliation: after upserting what Alpaca reports,
deletes any DB positions for the account that Alpaca no longer holds.
2026-04-29 12:02:57 +00:00
Celes Renata 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
Celes Renata 8c3c1aab43 fix: pipeline stop now halts all workers and flushes queues
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Workers (ingestion, parser, extractor, aggregation, recommendation,
broker, lake-publisher) now check the pipeline:enabled Redis flag on
each loop iteration and sleep when disabled.

The toggle endpoint flushes all pipeline queues on disable so queued
jobs don't resume when workers eventually check. Broker/trading queues
are excluded from flush to avoid dropping in-flight orders.
2026-04-29 07:59:35 +00:00
Celes Renata cfcfd655e7 fix: reduce max_tokens to 2048 to fit 8192 context window
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2026-04-29 06:18:26 +00:00
Celes Renata aaf8cee927 feat: scale extractor to 8 replicas
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2026-04-29 05:54:00 +00:00
Celes Renata 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
Celes Renata a36702e5f3 fix: restore REDIS_PASSWORD and MINIO credentials
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2026-04-28 22:02:50 -07:00
Celes Renata 01d77c153d fix: set POSTGRES_PASSWORD in core secrets
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2026-04-28 21:59:30 -07:00
Celes Renata 8d227b62f6 scale extractor to 4 replicas
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2026-04-28 21:54:38 -07:00
Celes Renata 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
Celes Renata 5c64043892 feat: add Rocky 9.7 prerequisites and GPU passthrough for ollama container
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2026-04-29 04:16:44 +00:00
Celes Renata 11c6457559 docs: add LLM provider config (Ollama/vLLM/mixed), fix risk network alias in compose
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2026-04-29 03:08:54 +00:00
Celes Renata f151747d56 feat: add deploy-docker.sh with auto-detect Ollama, configurable model/URL
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2026-04-29 03:03:57 +00:00
Celes Renata 49bff9de50 fix: delete stale trend_evidence before inserting to prevent duplicate accumulation
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2026-04-28 19:45:15 +00:00
Celes Renata 27b84fcd2e fix: return open_position_count in trading status for dashboard display
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2026-04-28 19:27:40 +00:00
Celes Renata 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
Celes Renata 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
Celes Renata 4954318f7b docs: add comprehensive mathematical reference for all pipeline equations
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2026-04-28 17:01:03 +00:00
Celes Renata 3b22f5e1fc feat: seed default risk_configs with macro and competitive layers enabled
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2026-04-28 16:34:40 +00:00
Celes Renata c188677330 fix: route macro_news documents as macro_event so global event classification runs
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2026-04-28 16:18:02 +00:00
Celes Renata 58613955e4 ci: trigger build with secrets configured
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2026-04-28 15:21:15 +00:00
Celes Renata b1770f37df ci: trigger build after fixing pipeline config path
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2026-04-28 15:18:16 +00:00
Celes Renata 2e4a9b1e08 feat: move Woodpecker server storage to NFS, update OAuth credentials
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2026-04-28 15:09:31 +00:00
Celes Renata 416206e37b ci: trigger Woodpecker build 2026-04-28 15:05:19 +00:00
Celes Renata 0a009cdc99 ci: trigger Woodpecker build
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2026-04-28 14:49:15 +00:00
Celes Renata 2ab52afc73 ci: trigger Woodpecker build
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2026-04-28 14:43:40 +00:00
Celes Renata 1aae36382c fix: point WOODPECKER_GITEA_URL to external https://git.celestium.life
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2026-04-28 14:36:48 +00:00
Celes Renata 98bbec9b8d fix: set Gitea ROOT_URL to external domain, update Woodpecker OAuth2 credentials
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2026-04-28 14:34:43 +00:00
Celes Renata 24db0e97f6 feat: add Gitea NFS PV, declarative deployment, and wire into runmefirst.sh
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2026-04-28 14:29:58 +00:00
Celes Renata 226d799eb2 feat: auto-clamp buy orders to fit within position limits instead of hard-rejecting 2026-04-28 14:20:44 +00:00
Celes Renata 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
Celes Renata 0437943863 fix: reduce vLLM default max_tokens to 4096, update model to AxionML/Qwen3.5-9B-NVFP4
The model's max_model_len is 16384 — requesting 32768 output tokens
caused HTTP 400 from vLLM. 4096 is a safe default for extraction output.
2026-04-23 19:49:34 +00:00
Celes Renata f7ae34ef3b fix: add extract() method to VLLMClient for extraction pipeline compatibility 2026-04-23 19:32:33 +00:00
Celes Renata 4bee7a7874 fix: update vLLM model to AxionML/Qwen3.5-9B-NVFP4 2026-04-23 19:30:22 +00:00
Celes Renata 5cf60be76d fix: remove Docker Hub login from CI builds
Harbor dockerhub-cache proxy handles Docker Hub pulls without
needing direct Docker Hub authentication. Removes the failing
index.docker.io login blocks from all build pipeline steps.
2026-04-23 12:08:37 +00:00