Commit Graph

473 Commits

Author SHA1 Message Date
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
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 63e4fb96ea fix: increase waitFor timeout for CI environments 2026-04-22 03:36:36 +00:00
Celes Renata e517cea081 ci: retrigger pipeline 2026-04-22 03:23:14 +00:00
Celes Renata 88ad1e8d99 feat: comprehensive docs, unit tests, docker-compose app services
- Add scheduler and ingestion unit tests (test_scheduler_unit.py, test_ingestion_unit.py)
- Add all 13 app services + dashboard to docker-compose.yml
- Add full documentation suite: API reference, Helm reference, Docker deployment guide,
  3 architecture diagrams (K8s, Docker Compose, data pipeline), AI agent guide,
  backup/restore guide, observability/metrics reference, per-service docs
- Add intelligence pipeline deep-dive docs with Mermaid diagrams
- Update README with documentation index and links
- Add specs for comprehensive-quality-docs, intelligence-pipeline-deep-dive,
  sanitized-pipeline-docs
2026-04-22 02:56:41 +00:00
Celes Renata f251c53f92 fix: risk engine blocking sell orders on over-concentrated positions
Two bugs: (1) trading engine omitted estimated_value from sell order
jobs, causing risk engine to compute 0 reduction; (2) risk engine
applied position size limits to sells, trapping users in positions
they couldn't exit. Sells now always pass position value/pct checks.
2026-04-22 02:07:24 +00:00
Celes Renata 3b49aa2fa2 fix: risk engine now allows sells on over-concentrated positions 2026-04-21 20:25:02 +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 db752c86a0 ci: retrigger build after CoreDNS fix for registry.celestium.life 2026-04-21 08:35:45 +00:00