Commit Graph

18 Commits

Author SHA1 Message Date
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 913fe8b0b3 feat: override trade tab — manual order entry with auto-registration
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
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 90614dd7bb feat: paper trading capital controls — add, withdraw, and full reset
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
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 f2d8744a4f fix: backtest submission shows no results — 4 bugs fixed
- 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
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 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
Celes Renata f7a11d14ea feat: competitive intelligence & historical pattern matching layer 2026-04-14 19:42:48 +00:00
Celes Renata 99e17be282 phase 16: fix env var fallback - use || instead of ?? for empty string 2026-04-11 20:06:13 -07:00
Celes Renata 6f5b2231a2 phase 16: add registry/risk nginx proxies, add company form, network policies 2026-04-11 19:12:07 -07:00
Celes Renata faccb0b8db phase 16: React dashboard with full platform control and analytics 2026-04-11 16:19:46 -07:00