86 Commits

Author	SHA1	Message	Date
Celes Renata	7e2343ec2c	feat: add Reports page and detail view to frontend ... - Reports list page with type filter (daily/weekly) - Report detail page with all sections: P&L, recommendation accuracy, position performance table, risk metrics, model quality windows - Executive summary card, validation warnings display - Nav item under Trading group - Routes: /reports and /reports/:id	2026-05-02 00:27:34 +00:00
Celes Renata	bc077bfcc8	feat: trading feedback engine — periodic performance reports with AI summarization ... - Migration 038: trading_reports table + report-summarizer agent seed - 6 reporting modules: models, collector, sections, validator, summarizer, generator - API endpoints: GET /api/reports (paginated, filterable), GET /api/reports/{id} - Frontend hooks: useReports, useReport with TanStack Query - Scheduler: daily (after 16:30 ET) and weekly (Saturday) report triggers - Redis queue consumer for async report generation with retry/dedup - 5 property-based tests (chunking, serialization, validation, accuracy, deltas) - 109 unit/integration tests across all modules - 6 frontend hook tests with MSW mocks	2026-05-01 22:13:09 +00:00
Celes Renata	7fcc8a6c07	feat: model validation, calibration, and signal quality layer ... - Migration 035: prediction_snapshots, prediction_outcomes, signal_evidence_links, model_metric_snapshots tables + SQL views - Prediction snapshot writer with canonical evidence keys, duplicate detection, contribution scores - Outcome evaluator across 5 horizons (1h, 6h, 1d, 7d, 30d) - Metrics engine: ECE, Brier score, IC, Rank IC, benchmark comparison - Attribution engine: per-source, per-catalyst, per-layer performance - Calibration engine: Bayesian shrinkage source reliability - Quality gate for live trading eligibility with configurable thresholds - 7 new /api/validation/* endpoints - Upgraded OpsModel dashboard with validation tab - Enhanced recommendation display with calibration context - Backtest replay validation mode - 86 Python tests (unit + property-based), 179 frontend tests passing	2026-05-01 03:04:58 +00:00
Celes Renata	5d2ffd9163	fix: vertical market markers need yAxisId + move legend below date labels ... - Add yAxisId='left' to vertical ReferenceLine (required by Recharts) - Increase bottom margin from 40 to 70 for date label + legend space - Legend uses verticalAlign='bottom' with 24px top padding	2026-04-30 23:31:55 +00:00
Celes Renata	1f08820f11	feat: fullscreen chart expand + market open/close vertical markers ... - Click 'Expand' button to view the trend chart fullscreen - Press Escape or click outside to close - Fullscreen uses full viewport height for better readability - Green dashed vertical lines at 9:30 AM ET (market open) - Red dashed vertical lines at 4:00 PM ET (market close) - Markers only shown on intraday and 1d windows (hidden on 7d+) - Chart content extracted into shared function to avoid duplication	2026-04-30 22:44:00 +00:00
Celes Renata	2f2ea65fb4	fix: keep Alpaca price as primary (includes after-hours), add polygon_price field ... Alpaca's current_price reflects extended hours trading which is more current than Polygon's regular session close. Keep it as the display price. Add polygon_price as a reference field in the API response.	2026-04-30 22:35:22 +00:00
Celes Renata	bddaf44ffc	feat: 90-day price range Y-axis scaling with breakthrough annotations ... Backend: - GET /api/market/prices/{ticker} now returns { bars, range_90d } with 90-day low/high computed from market_snapshots - POST /api/market/backfill/{ticker} fetches 90 days of daily bars from Polygon and inserts missing bars into market_snapshots - POST /api/market/backfill-all does the same for all active tickers Frontend: - Right Y-axis domain scaled to 90-day min/max (with 3% padding) - Green dashed reference line at 90-day high - Red dashed reference line at 90-day low - Labels show exact price on each reference line - Default limit bumped to 200 bars	2026-04-30 06:09:05 +00:00
Celes Renata	5209cc522e	feat: enhanced paper trading reset with capital and reserve controls ... - Add initial capital input (toggle between broker balance or custom amount) - Add reserve/active pool split slider (0-50%, default 20%) - Backend accepts reserve_pct in reset request body - Note in UI that Alpaca balance reset requires Alpaca dashboard - Confirmation dialog shows exact capital and split being applied	2026-04-30 05:49:38 +00:00
Celes Renata	2f2c0d24f6	fix: remove unused columns constant (TS6133)	2026-04-30 03:21:32 +00:00
Celes Renata	861423c1e3	feat: make ticker clickable on positions page — links to company detail ... Ticker column now links to /companies/{id} using a ticker→company ID lookup. Falls back to plain text if company not found.	2026-04-30 03:15:22 +00:00
Celes Renata	fa4ad6b15a	fix: widen price matching tolerance for sparse market data ... Only ~9 price bars per ticker (Polygon returns daily bars, not intraday). Widened gap tolerance to 6h for intraday, 12h for 1d, etc. Also skip time-range filtering when price data is sparse (≤20 bars) to avoid showing no prices at all.	2026-04-29 22:02:23 +00:00
Celes Renata	5109c85a3e	fix: remove unused 'hour' variable (TS6133)	2026-04-29 21:48:18 +00:00
Celes Renata	9975c2098b	fix: limit X-axis to 8 ticks with date bold + time at angle ... Was showing every data point timestamp. Now: - Recharts generates max 8 evenly-spaced ticks - Each tick shows 'Apr 29' in bold white + '2 PM' in gray - All labels at -35° angle to avoid overlap - Simplified tick component (no hour-boundary filtering needed)	2026-04-29 21:43:44 +00:00
Celes Renata	b6e2718007	feat: proper time-based X-axis with angled hour labels and bold dates ... Replaced string-based X-axis with numeric timestamp axis: - Custom ChartXTick component renders hour marks at -35° angle - New day boundaries shown in bold (e.g., 'Apr 29') - Hour marks shown as '9:00 AM', '10:00 AM' etc. - Tooltip shows full date+time on hover - Direction timeline uses formatted timestamps - Bottom margin increased to accommodate angled labels	2026-04-29 21:26:11 +00:00
Celes Renata	cb3eb230d6	fix: fetch trend history per-window and run aggregation 24/7 ... Two fixes for missing intraday data: 1. Frontend: lifted selectedWindow state to page level so useTrendHistory passes window param to the API. Previously fetched all windows with limit=500 which exhausted the limit before reaching recent intraday data. Now fetches only the selected window's data. 2. Scheduler: removed market-hours-only restriction from periodic aggregation. Runs every 15 minutes 24/7 so intraday data is always populated for backtesting regardless of market state.	2026-04-29 21:11:46 +00:00
Celes Renata	963a5c462c	feat: syntax-highlight decision trace JSON on order detail page ... Add lightweight JSON highlighter for the decision trace panel: - Keys: cyan - Strings: green - Numbers: yellow - Booleans: purple - Null: red - Structural chars: gray SQL explorer already uses Monaco with SQL highlighting — no changes needed there.	2026-04-29 19:33:24 +00:00
Celes Renata	99b7dcee98	fix: widen chart time windows for intraday (24h) and 1d (48h) ... Intraday was showing only 12h of data (9 sparse points). Widened to 24h to show a full day of intraday trend history. Also widened 1d from 24h to 48h for better context.	2026-04-29 18:15:54 +00:00
Celes Renata	4f7358f4e3	feat: show current position on company detail trends tab ... Displays an 'Open Position' card above the trend charts when we hold a position in that ticker. Shows shares, avg entry price, current price, market value, and unrealized P&L with green/red coloring. Card is hidden when no position exists for the ticker.	2026-04-29 18:06:37 +00:00
Celes Renata	f159b20c87	feat: show document title and link in competitive signals panel ... Replace raw UUID with a linked document title in both the collapsed row (using the empty space on the right) and the expanded detail view. Uses useDocument hook to fetch the title, falls back to truncated UUID while loading. Clicking the link navigates to the document detail page.	2026-04-29 17:29:26 +00:00
Celes Renata	97fe2249fe	fix: extract competitive_signals array from API response wrapper ... The /api/patterns/{ticker}/competitive-signals endpoint returns {competitive_signals: [...], count: N} but the hook was typed as returning a raw array. The component called .map() on the object, causing 'e.map is not a function'. Now extracts the array from the response wrapper.	2026-04-29 17:20:03 +00:00
Celes Renata	951b733ac3	fix: move cutoffTs declaration before its use in filtered ... Variable was used before declaration (temporal dead zone error). Moved windowHours/hoursBack/cutoffTs above the filtered const that references cutoffTs.	2026-04-29 17:08:36 +00:00
Celes Renata	531e33b0ce	fix: company charts X-axis now adjusts to selected window time range ... The trend history chart was showing all historical data regardless of which window was selected — only filtering by window name but not by time range. Now filters both trend data and price data to the time range matching the selected window (e.g., 7d shows last 7 days only, 30d shows last 30 days).	2026-04-29 16:59:23 +00:00
Celes Renata	24c753f6e6	fix: debounce ticker search on Trends page to preserve input focus ... The TickerFilter triggered a query on every keystroke, causing re-renders that stole focus from the input. Now uses a local input state with a 300ms debounce before updating the query, keeping focus on the text box while typing.	2026-04-29 16:54:19 +00:00
Celes Renata	7e8d518946	feat: add max open positions and position cap controls to trading dashboard	2026-04-28 19:16:50 +00:00
Celes Renata	63e4fb96ea	fix: increase waitFor timeout for CI environments	2026-04-22 03:36:36 +00:00
Celes Renata	a023050223	feat: add detail page tests for Documents, Recommendations, Trends, Events, Companies (176 total)	2026-04-21 07:39:19 +00:00
Celes Renata	58a63408c7	feat: add Ops and Watchlists tests (144 total frontend tests)	2026-04-21 07:20:29 +00:00
Celes Renata	7eff484434	feat: add Documents and Companies interaction tests (121 total)	2026-04-21 07:16:35 +00:00
Celes Renata	34d353bf3f	feat: add 25 tests for Trading Controls and Global Events pages (100 total)	2026-04-21 07:10:30 +00:00
Celes Renata	680e7ab1b8	fix: remove unused within import in orders test (TS strict)	2026-04-21 06:57:26 +00:00
Celes Renata	170db13da9	feat: add 40 interaction tests for Positions, Orders, Trends, Recommendations pages	2026-04-21 06:51:16 +00:00
Celes Renata	3bcb84ed41	fix: positions totals row aligned with DataTable columns, restore $ prefix	2026-04-21 06:11:19 +00:00
Celes Renata	53fa190ec3	feat: add totals row to Positions page	2026-04-21 05:45:44 +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	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	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	d243142705	fix: trend evidence shows document titles instead of truncated UUIDs ... - EvidenceRef component now fetches document details via useDocument() hook and displays the title instead of 'doc:43156423…' - TanStack Query deduplicates and caches lookups for repeated doc IDs - Pattern IDs still render as before (e.g. 'pattern META other (1d)') - Override Trade button changed from brand-600 to red-600	2026-04-17 07:18:41 +00:00
Celes Renata	e53b9fc1bf	fix: macro tab MSW mock returns wrong response shape ... The handler for /api/macro/impacts/:ticker was returning the impacts array directly instead of { exposure_profile, impacts }. The frontend destructures macroData.impacts which was undefined, falling back to an empty array — so the Macro tab always showed 'No active macro impacts' even with mock data present.	2026-04-17 07:14:50 +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	7f67725ec8	fix: mock handler returns 'impacts' to match frontend GlobalEventDetail type	2026-04-17 06:25:05 +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	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	bb3060c3b7	fix: render trend evidence as readable labels instead of raw UUIDs ... - Pattern IDs (pattern:META:other:1d) shown as 'pattern META other (1d)' - Document UUIDs shown as clickable 'doc:43156423…' links to document detail - Unknown formats shown truncated as fallback	2026-04-17 05:29:00 +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	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	45752b9a29	feat: AI Agents management page with per-agent performance tracking ... New Agents tab in the sidebar (Ops group) for viewing, editing, and creating AI agent configurations: Database (migration 026): - ai_agents table: editable configs for each LLM agent (model, prompts, temperature, tokens, retries). source='system' for built-in, source='user' for custom. Seeds 3 system agents (Document Extractor, Event Classifier, Thesis Rewriter) using WHERE NOT EXISTS to never overwrite user edits across reinstalls. - agent_performance_log table: per-invocation metrics (duration, confidence, retries, tokens, errors) linked to agent config. API endpoints: - GET/POST /api/agents — list and create agents - GET/PUT/DELETE /api/agents/{id} — view, edit, delete (system agents can be edited but not deleted) - GET /api/agents/{id}/performance — aggregated metrics (success rate, avg/p95 latency, confidence, token usage) - GET /api/agents/{id}/performance/history — hourly time series Frontend: - AgentsPage with sidebar list + detail panel - Agent detail: config display, system prompt viewer, performance dashboard with metrics cards and time-series chart - Edit form: all config fields editable including system prompt, model, temperature, tokens, retries - Create form: new user-defined agents with auto-slug generation - System agents show blue badge, user agents show green badge	2026-04-17 01:24:35 +00:00