Commit Graph

151 Commits

Author SHA1 Message Date
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 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 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 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 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 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 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 7071bba92d fix: increase stale threshold to 4h to prevent duplicate enqueuing
The 30-minute threshold was shorter than the queue drain time, causing
the recovery sweep to re-enqueue docs that were already queued but not
yet processed. Bumped to 4 hours with matching marker TTL.
2026-04-20 18:05:30 +00:00
Celes Renata 46c24aefab fix: prevent duplicate queue entries with Redis SET markers
Recovery sweeps and the retry endpoint now check a per-document Redis
key (SET NX, 1h TTL) before pushing to the queue. If the marker exists,
the doc is already enqueued and gets skipped. This prevents the
scheduler from re-enqueuing the same parsed docs every 5 minutes.
2026-04-20 17:24:53 +00:00
Celes Renata 288c5333b5 fix: use queue_key() for stage-prefixed Redis queue names in pipeline endpoints
The pipeline health, SSE stream, and retry endpoints were hardcoding
'stonks:queue:{name}' but services use DEPLOY_STAGE prefix
('stonks:paper:queue:{name}'). Now uses queue_key() from redis_keys.py.
2026-04-20 13:16:11 +00:00
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 950ff03f7e fix: join through document_intelligence in patterns endpoint
The inline catalyst_type query in GET /api/patterns/{ticker} referenced
dir.document_id which does not exist on document_impact_records. The
table links to documents via intelligence_id -> document_intelligence ->
document_id. Added the missing JOIN to match the pattern used in
_SELF_PATTERN_QUERY.
2026-04-20 07:12:13 +00:00
Celes Renata 5acb2fb43e fix: resolve 6 integration test failures
1. patterns endpoint: fix query referencing non-existent column
   di.catalyst_type → dir.catalyst_type (column is on document_impact_records)
2. lockouts seed: use relative timestamps (now + 7d) so active lockout
   is always in the future regardless of when tests run
3. create_agent: make slug optional with auto-generation from name
4. create_source: json.dumps(config) + ::jsonb cast for asyncpg JSONB compat
5. approval_expiry: return count as int (len(expired)) not the list itself
6. metrics_consistency: fix test assertion to match API contract
   (total >= active + reserve, not total == active + reserve + unrealized)
2026-04-20 04:30:13 +00:00
Celes Renata 8f67d326c9 feat: derive POSTGRES_DB and Redis prefix from DEPLOY_STAGE for pipeline isolation 2026-04-20 01:33:14 +00:00
Celes Renata d64ce82649 fix: scheduler timezone-aware datetime subtraction in is_source_due 2026-04-20 00:47:26 +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 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 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 ee5fd30398 fix: backtest force-closes open positions at end + uses real market prices for exits 2026-04-18 00:03:51 +00:00
Celes Renata 82da8af02b fix: dedup recommendation queue at aggregation level — prevent duplicate ticker+window flooding 2026-04-17 22:11:59 +00:00
Celes Renata a6189fce6b fix: skip LLM thesis rewrite for informational/suppressed recs to prevent queue buildup 2026-04-17 19:29:41 +00:00
Celes Renata 7736554988 fix: recommendation worker now respects thesis-rewriter active=false toggle 2026-04-17 19:22:31 +00:00
Celes Renata d8f1b615c8 fix: add order status sync loop to broker adapter — pending orders now update to filled/cancelled 2026-04-17 17:38:10 +00:00
Celes Renata aa67523acd fix: ensure JSON output instruction in system prompt override + retry on ValueError 2026-04-17 17:03:58 +00:00
Celes Renata 523d3ea749 fix: catch ValueError in classification retry loop + add debug logging for raw output 2026-04-17 17:00:32 +00:00
Celes Renata f054e97b5b fix: event classifier unwraps single-element list from model output
Model sometimes returns [{...}] instead of {...}. Now unwraps
single-element lists before parsing the event fields.
2026-04-17 16:44:57 +00:00
Celes Renata 76ff7ae00a fix: ruff import sort order 2026-04-17 16:37:30 +00:00
Celes Renata 1394e6168b fix: event classifier now strips markdown fences and repairs JSON
_parse_classification_response receives raw model output (with thinking
tags, markdown fences, etc.) but was calling json.loads directly.
Now uses _strip_markdown_fences + _repair_json from the client module
before parsing, matching what _call_ollama does for extractions.
2026-04-17 16:35:13 +00:00
Celes Renata 759d868e3b fix: event classifier was blocked by extraction schema validation
_call_ollama validates against the document extraction schema, which
doesn't match event classification output. The event classifier was
checking 'if attempt.error is None' before trying its own parsing,
so it never got to parse the valid event JSON — 956 consecutive
failures.

Now tries _parse_classification_response whenever raw_output exists,
regardless of the extraction validation error.
2026-04-17 16:28:39 +00:00
Celes Renata 5efccb1e03 fix: deduplicate evidence refs in trend summaries
Backend: assemble_trend_with_evidence now deduplicates document IDs
via dict.fromkeys() (the rollup code already did this, but the base
assembly didn't — same doc could appear multiple times from different
intelligence extractions).

Frontend: Trends.tsx deduplicates via Set before rendering as a safety
net for existing data already stored with duplicates.
2026-04-17 07:25:32 +00:00
Celes Renata 419cf7558a fix: evidence articles missing on recommendations + Lucide title prop CI failure
- recommendation worker: filter out non-UUID document IDs (synthetic
  pattern:* IDs from competitive signals) before inserting into
  recommendation_evidence table — the uuid cast was failing and
  silently dropping all evidence rows
- wrap executemany in try/except so partial failures don't lose all evidence
- SqlExplorer: wrap Lucide icons in <span title=...> instead of passing
  title prop directly (not supported by lucide-react, broke CI build)
2026-04-17 07:10:21 +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 cbe3fbe8b4 feat: enrich SQL explorer schema browser with PK/FK, row counts, search, collapsible tables 2026-04-17 06:22:04 +00:00
Celes Renata bbf7a6ee7b fix: sort imports in api/app.py to fix ruff lint 2026-04-17 06:19:03 +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 3b7ded37cc fix: global event detail returns 'impacts' field to match frontend type
API was returning 'affected_companies' but frontend GlobalEventDetail
type expects 'impacts'. Renamed the response field.
2026-04-17 05:30:36 +00:00
Celes Renata 62769c9b7e fix: macro impacts API returns {exposure_profile, impacts} to match frontend type
API was returning a flat array but frontend expects CompanyMacroImpacts
wrapper with exposure_profile and impacts fields. Also queries the
exposure_profiles table for the company's active profile.
2026-04-17 05:26:08 +00:00
Celes Renata 7c23c044d7 feat: agent variants — migration, API, service integration, frontend, tests
- Migration 027: agent_variants table with single-active enforcement,
  variant_id column on agent_performance_log
- API: full CRUD, clone from agent/variant, activate/deactivate,
  per-variant performance metrics and history endpoints
- Services: extractor, event classifier, thesis rewriter all wired
  to AgentConfigResolver with variant override support
- Frontend: variant list, comparison view, create/edit/clone forms,
  activate/delete actions on Agents page
- Tests: API tests + 5 property-based tests (single-active invariant,
  clone preservation, config resolution, slug determinism, update idempotence)
- Spec files for agent-variants feature
2026-04-17 05:15:42 +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 49e3955fab fix: add missing agent_config.py — was untracked, causing extractor crash in cluster 2026-04-17 04:41:58 +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 5fb59b379c feat: reset endpoint now liquidates Alpaca positions and cancels orders
- Added cancel_all_orders() and close_all_positions() to AlpacaBrokerAdapter
- Reset endpoint creates a temporary adapter to call Alpaca DELETE /v2/orders
  and DELETE /v2/positions before clearing DB and engine state
- Also clears positions table and processed_recommendation_ids on reset
- Broker reset is best-effort — DB/engine reset proceeds even if Alpaca fails
2026-04-17 04:03:31 +00:00
Celes Renata e21f162e48 fix: dampen agreement factor by sample size in trend confidence to prevent low-evidence inflation
Agreement of 1-2 signals was inflating confidence to paper-eligible
levels (0.575) even with low credibility sources. Added log2-based
dampener that scales agreement contribution by unique source count,
saturating at n=7. Single signals now cap at 0.39 confidence,
2 signals at 0.49 — both correctly below paper threshold (0.50).
2026-04-17 03:41:39 +00:00