a5f2bcde557d8bfc894d97dd63414ea36deac1d7
69
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Celes Renata
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a5f2bcde55 | fix: set MARKET_DATA_BASE_URL to polygon in base values.yaml | ||
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Celes Renata
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601b85764b | fix: mount stonks-market-secrets on query-api for backfill endpoint | ||
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Celes Renata
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fa18b1a7c2 |
fix: populate broker and market API secrets in base values.yaml
ArgoCD was syncing empty secrets back over manual patches. Credentials now match stonks-paper (same Alpaca paper + Polygon keys). |
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Celes Renata
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4b254adad2 | fix: scale ingestion and extractor to 1 replica in prod | ||
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Celes Renata
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0665cef7e3 |
fix: set TZ=America/Los_Angeles in Helm config for all pods
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. |
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Celes Renata
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aaf8cee927 | feat: scale extractor to 8 replicas | ||
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Celes Renata
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f264e924f0 |
fix: thesis rewriter now routes to vLLM when provider is vllm
- 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 |
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Celes Renata
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a36702e5f3 | fix: restore REDIS_PASSWORD and MINIO credentials | ||
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Celes Renata
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01d77c153d | fix: set POSTGRES_PASSWORD in core secrets | ||
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Celes Renata
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8d227b62f6 | scale extractor to 4 replicas | ||
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Celes Renata
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b38fb24f14 |
fix: ensure production uses DB-configured model/provider from UI
- 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 |
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Celes Renata
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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 |
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Celes Renata
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4bee7a7874 |
fix: update vLLM model to AxionML/Qwen3.5-9B-NVFP4
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Celes Renata
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6909ac5e50 |
feat: add vLLM config to beta values overlay
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Celes Renata
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117b693b19 |
feat: add remote vLLM support with provider abstraction layer
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- 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 |
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Celes Renata
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5dcbd286e8 |
fix: update beta Alpaca broker credentials
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Celes Renata
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d407888caa |
feat: set beta Ollama model to qwen3.6
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Celes Renata
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abdf639925 |
feat: isolate beta on stonks_beta database, stop sharing stonks_paper
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Celes Renata
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a99aaa29ca |
feat: point beta Ollama to 192.168.42.254:11434
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Celes Renata
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08b93ad119 |
fix: add beta Alpaca broker credentials for separate paper account
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Celes Renata
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19f39301d3 |
fix: skip superset/trino ingress when hostname is empty (fixes Kargo beta promotion)
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Celes Renata
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9275351279 |
fix: beta stage uses paper DB to resolve permission denied errors
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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. |
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Celes Renata
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5d0635a291 |
feat: beta deploys all services with pipeline toggle defaulting to OFF
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- 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 |
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Celes Renata
|
be526ae614 |
feat: pipeline on/off toggle with per-stage Helm control
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- 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 |
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Celes Renata
|
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. |
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Celes Renata
|
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. |
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Celes Renata
|
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. |
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Celes Renata
|
20faa8e20d |
fix: bake secrets into values-paper.yaml and auto-seed on empty DB
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- 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 |
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Celes Renata
|
740ddc1c54 |
fix: revert extractor to 1 replica (single GPU bottleneck)
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Celes Renata
|
f1f0b7e34c |
fix: scale extractor to 3 replicas in paper stage
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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. |
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Celes Renata
|
f3aac0ac3d |
fix: superset config uses POSTGRES_DB and REDIS_DB env vars for stage isolation
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Celes Renata
|
0f2f0460a6 |
fix: dedicated scheduler Dockerfile with psql for migrations, remove Python splitter
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Celes Renata
|
48fed18078 |
feat: per-stage PostgreSQL users for database isolation (stonks_beta, stonks_paper)
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Celes Renata
|
47f10cd3cf |
fix: use Python asyncpg migration runner instead of psql, remove postgresql-client from image
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Celes Renata
|
021efba294 |
feat: auto-run migrations via psql init container on scheduler startup
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Celes Renata
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5c63264393 |
feat: stage-isolated infrastructure — separate Postgres DBs, Redis DBs, and MinIO bucket prefixes per stage
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Celes Renata
|
2621b3c5c5 |
feat: add stage-specific ingress hostnames for beta and paper
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Celes Renata
|
827be709df |
fix: use Recreate strategy for hive-metastore and superset (RWO PVC)
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Celes Renata
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a9be904afe |
fix: guard ghcr-secret template against nil ghcrAuth values
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Celes Renata
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5f6d23888a |
ci: fix lint errors across project, update ruff.toml per-file ignores
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Celes Renata
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c85c0068a2 |
fix: clean up utcnow deprecation warnings, fix 12 failing tests, add CI/CD pipeline manifests
- Replace all datetime.utcnow() with datetime.now(tz=timezone.utc) across 8 files - Fix 12 failing tests to match current implementation behavior - Fix pytest_plugins in non-top-level conftest (moved to root conftest.py) - Auto-fix 189 lint issues (import sorting, unused imports) - Add CI/CD pipeline infrastructure (ARC, ArgoCD, Kargo manifests) - Add values-beta.yaml and values-paper.yaml for staged deployments - Update GitHub Actions workflow to use self-hosted-gremlin runners - Add integration-test job to CI pipeline Result: 1596 passed, 0 failed, 0 warnings |
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Celes Renata
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3a856cf6ff | fix: reduce Ollama timeout from 300s to 240s (4 min) | ||
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Celes Renata
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540d54c3f7 | feat: scale aggregation to 4 replicas across cluster nodes | ||
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Celes Renata
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a3b2e97c2c |
fix: allow SMTP port 587 egress for Gmail notifications
The trading engine network policy only allowed egress on ports 443 (HTTPS) and 53 (DNS). Gmail SMTP uses port 587 (STARTTLS), causing 'Network is unreachable' when sending notifications. |
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Celes Renata
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c4666c071b |
feat: wire Gmail SMTP notifications with app password
Replaced the Gmail API (OAuth2) notification delivery with plain SMTP using a Gmail app password. Much simpler setup — no Google Cloud project, no OAuth2 flow, no extra dependencies. - Rewrote _send_gmail() to use smtplib with smtp.gmail.com:587 TLS - Added stonks-gmail-secrets to Helm chart (GMAIL_SENDER, GMAIL_RECIPIENT, GMAIL_APP_PASSWORD) - Added gmail secret to trading-engine deployment - Updated runmefirst.sh to read gmail.app from kube dir - Sender/recipient: celes@celestium.life |
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Celes Renata
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00ea917fc0 |
fix: add broker secrets to ingestion worker deployment
The ingestion worker creates an AlpacaBrokerAdapter but the pod didn't have BROKER_API_KEY/BROKER_API_SECRET env vars, causing 401 Unauthorized on every broker source fetch. Added stonks-broker-secrets to the ingestion service's secrets list. |
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Celes Renata
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88c2bc84a1 |
feat: upgrade paper trading to $100k moderate tier
Paper money has no downside — bigger capital exposes more model behavior: position sizing, diversification, sector exposure, correlation checks, circuit breakers, reserve pool siphoning, and risk tier auto-adjustment all become meaningful. - risk_tier: conservative → moderate (min_confidence 0.55) - absolute_position_cap: $25 → $10,000 - max_open_positions: 5 → 10 - initial portfolio value: $500 → $100,000 - Updated migration 019, Helm values, and engine default |
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Celes Renata
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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 |
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Celes Renata
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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 |
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Celes Renata
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fd35e12d5e | phase 17: switch Ollama to external proxy at 10.1.1.12:2701 |