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69 Commits

Author SHA1 Message Date
Celes Renata 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
Celes Renata 601b85764b fix: mount stonks-market-secrets on query-api for backfill endpoint
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2026-04-30 06:33:26 +00:00
Celes Renata 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
Celes Renata 4b254adad2 fix: scale ingestion and extractor to 1 replica in prod
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2026-04-30 05:04:20 +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 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 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 4bee7a7874 fix: update vLLM model to AxionML/Qwen3.5-9B-NVFP4 2026-04-23 19:30:22 +00:00
Celes Renata 6909ac5e50 feat: add vLLM config to beta values overlay 2026-04-23 08:19:03 +00:00
Celes Renata 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
Celes Renata 5dcbd286e8 fix: update beta Alpaca broker credentials 2026-04-21 16:43:54 +00:00
Celes Renata d407888caa feat: set beta Ollama model to qwen3.6 2026-04-21 09:55:52 +00:00
Celes Renata abdf639925 feat: isolate beta on stonks_beta database, stop sharing stonks_paper 2026-04-21 09:50:22 +00:00
Celes Renata a99aaa29ca feat: point beta Ollama to 192.168.42.254:11434 2026-04-21 09:36:03 +00:00
Celes Renata 08b93ad119 fix: add beta Alpaca broker credentials for separate paper account 2026-04-21 05:32:13 +00:00
Celes Renata 19f39301d3 fix: skip superset/trino ingress when hostname is empty (fixes Kargo beta promotion) 2026-04-21 05:09:08 +00:00
Celes Renata 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
Celes Renata 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
Celes Renata 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
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.
2026-04-21 00:15:22 +00:00
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.
2026-04-21 00:14:02 +00:00
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.
2026-04-21 00:13:42 +00:00
Celes Renata 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
Celes Renata 740ddc1c54 fix: revert extractor to 1 replica (single GPU bottleneck) 2026-04-20 12:16:51 +00:00
Celes Renata 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
Celes Renata f3aac0ac3d fix: superset config uses POSTGRES_DB and REDIS_DB env vars for stage isolation 2026-04-19 23:49:11 +00:00
Celes Renata 0f2f0460a6 fix: dedicated scheduler Dockerfile with psql for migrations, remove Python splitter 2026-04-19 23:35:00 +00:00
Celes Renata 48fed18078 feat: per-stage PostgreSQL users for database isolation (stonks_beta, stonks_paper) 2026-04-19 23:17:22 +00:00
Celes Renata 47f10cd3cf fix: use Python asyncpg migration runner instead of psql, remove postgresql-client from image 2026-04-19 22:54:01 +00:00
Celes Renata 021efba294 feat: auto-run migrations via psql init container on scheduler startup 2026-04-19 22:37:50 +00:00
Celes Renata 5c63264393 feat: stage-isolated infrastructure — separate Postgres DBs, Redis DBs, and MinIO bucket prefixes per stage 2026-04-19 22:20:03 +00:00
Celes Renata 2621b3c5c5 feat: add stage-specific ingress hostnames for beta and paper 2026-04-19 22:00:47 +00:00
Celes Renata 827be709df fix: use Recreate strategy for hive-metastore and superset (RWO PVC) 2026-04-19 20:41:22 +00:00
Celes Renata a9be904afe fix: guard ghcr-secret template against nil ghcrAuth values 2026-04-19 19:51:29 +00:00
Celes Renata 5f6d23888a ci: fix lint errors across project, update ruff.toml per-file ignores 2026-04-18 21:02:28 +00:00
Celes Renata 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
2026-04-18 03:59:28 +00:00
Celes Renata 3a856cf6ff fix: reduce Ollama timeout from 300s to 240s (4 min) 2026-04-16 18:43:50 +00:00
Celes Renata 540d54c3f7 feat: scale aggregation to 4 replicas across cluster nodes 2026-04-16 09:26:22 +00:00
Celes Renata 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.
2026-04-16 05:04:08 +00:00
Celes Renata 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
2026-04-16 02:37:40 +00:00
Celes Renata 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.
2026-04-16 01:25:54 +00:00
Celes Renata 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
2026-04-16 00:37:35 +00:00
Celes Renata 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
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 fd35e12d5e phase 17: switch Ollama to external proxy at 10.1.1.12:2701 2026-04-12 11:37:23 -07:00