Files
stonks-oracle/services/extractor/main.py
T
Celes Renata 6179382d1e feat: wire all 3 agents to DB config resolver
- Recommendation worker now resolves thesis-rewriter config from DB
  and passes ollama_config to generate_recommendation. Thesis rewriting
  is now active when the thesis-rewriter agent exists in ai_agents.
  Refreshes config every 50 jobs.

- Event classifier now resolves its own config separately from the
  document extractor via 'event-classifier' slug. Uses a separate
  OllamaClient when the model differs from the extractor. Refreshes
  alongside the extractor every 100 jobs.

- Document extractor was already wired (existing code).

- Added 8 unit tests for AgentConfigResolver covering: DB resolution,
  variant override, not-found, DB errors, TTL caching, cache refresh,
  and invalidation.
2026-04-17 02:59:40 +00:00

587 lines
24 KiB
Python

"""Extractor worker entrypoint - polls Redis for extraction jobs."""
from __future__ import annotations
import asyncio
import json
import logging
import asyncpg
import redis.asyncio as aioredis
from minio import Minio
from services.aggregation.interpolation import (
build_default_profile,
compute_macro_impact_with_sector,
filter_low_confidence_events,
persist_macro_impact_records,
)
from services.extractor.client import OllamaClient
from services.extractor.event_classifier import classify_global_event
from services.extractor.worker import persist_extraction
from services.shared.agent_config import AgentConfigResolver, ResolvedAgentConfig
from services.shared.config import OllamaConfig, load_config
from services.shared.logging import inject_trace_context, setup_logging
from services.shared.redis_keys import (
QUEUE_AGGREGATION,
QUEUE_EXTRACTION,
QUEUE_MACRO_CLASSIFICATION,
queue_key,
)
logger = logging.getLogger("extractor_main")
def _build_ollama_config_from_resolved(
resolved: ResolvedAgentConfig,
base_config: OllamaConfig,
) -> OllamaConfig:
"""Build an OllamaConfig from a ResolvedAgentConfig, preserving base retry settings."""
return OllamaConfig(
base_url=base_config.base_url,
model=resolved.model_name,
timeout=resolved.timeout_seconds,
max_retries=resolved.max_retries,
retry_base_delay=base_config.retry_base_delay,
retry_max_delay=base_config.retry_max_delay,
retry_backoff_multiplier=base_config.retry_backoff_multiplier,
max_tokens=resolved.max_tokens,
stall_timeout=base_config.stall_timeout,
loop_window=base_config.loop_window,
loop_threshold=base_config.loop_threshold,
context_window=resolved.context_window,
)
async def _check_token_budget(
pool: asyncpg.Pool,
variant_id: str,
token_budget: int,
) -> bool:
"""Check if a variant has exceeded its hourly token budget.
Returns True if the budget is exceeded and invocation should be skipped.
"""
row = await pool.fetchrow(
"""SELECT COALESCE(SUM(input_tokens + output_tokens), 0) AS total_tokens
FROM agent_performance_log
WHERE variant_id = $1
AND recorded_at >= NOW() - INTERVAL '1 hour'""",
variant_id,
)
used = int(row["total_tokens"]) if row else 0
if used >= token_budget:
logger.warning(
"Token budget exceeded for variant %s: used %d / budget %d — skipping invocation",
variant_id, used, token_budget,
)
return True
return False
async def _log_agent_performance(
pool: asyncpg.Pool,
*,
agent_id: str,
variant_id: str | None = None,
document_id: str = "",
ticker: str = "",
success: bool = False,
duration_ms: int = 0,
confidence: float = 0.0,
retry_count: int = 0,
input_tokens: int = 0,
output_tokens: int = 0,
error_message: str | None = None,
) -> None:
"""Insert a row into agent_performance_log with optional variant attribution."""
try:
await pool.execute(
"""INSERT INTO agent_performance_log
(agent_id, variant_id, document_id, ticker, success, duration_ms,
confidence, retry_count, input_tokens, output_tokens, error_message)
VALUES ($1::uuid, $2::uuid, $3::uuid, $4, $5, $6, $7, $8, $9, $10, $11)""",
agent_id,
variant_id,
document_id if document_id else None,
ticker,
success,
duration_ms,
confidence,
retry_count,
input_tokens,
output_tokens,
error_message,
)
except Exception:
logger.warning("Failed to log agent performance", exc_info=True)
async def _build_company_id_map(pool: asyncpg.Pool) -> dict[str, str]:
"""Build a ticker -> company_id mapping from the companies table."""
rows = await pool.fetch("SELECT id, ticker FROM companies WHERE active = TRUE")
return {row["ticker"]: str(row["id"]) for row in rows}
async def _fetch_document_type(pool: asyncpg.Pool, document_id: str) -> str | None:
"""Fetch the document_type for a document."""
row = await pool.fetchrow(
"SELECT document_type FROM documents WHERE id = $1::uuid",
document_id,
)
return row["document_type"] if row else None
async def _fetch_company_info(pool: asyncpg.Pool) -> list[dict]:
"""Fetch company info needed for exposure profile loading and interpolation."""
rows = await pool.fetch(
"""SELECT id, ticker, sector, industry, market_cap_bucket
FROM companies WHERE active = TRUE"""
)
return [dict(r) for r in rows]
async def _load_exposure_profile(pool: asyncpg.Pool, company_id: str, sector: str, industry: str, market_cap_bucket: str):
"""Load exposure profile for a company: manual > inferred > default.
Requirements: 4.1
"""
from services.shared.schemas import ExposureProfileSchema, MarketPositionTier
# Try manual or inferred profile from DB
row = await pool.fetchrow(
"""SELECT company_id, geographic_revenue_mix, supply_chain_regions,
key_input_commodities, regulatory_jurisdictions, market_position_tier,
export_dependency_pct, source, confidence, version
FROM exposure_profiles
WHERE company_id = $1 AND active = TRUE
ORDER BY version DESC LIMIT 1""",
company_id,
)
if row:
geo_mix = row["geographic_revenue_mix"]
if isinstance(geo_mix, str):
geo_mix = json.loads(geo_mix)
tier_val = row["market_position_tier"]
try:
tier = MarketPositionTier(tier_val)
except ValueError:
tier = MarketPositionTier.REGIONAL
return ExposureProfileSchema(
company_id=str(row["company_id"]),
geographic_revenue_mix=geo_mix or {},
supply_chain_regions=list(row["supply_chain_regions"] or []),
key_input_commodities=list(row["key_input_commodities"] or []),
regulatory_jurisdictions=list(row["regulatory_jurisdictions"] or []),
market_position_tier=tier,
export_dependency_pct=float(row["export_dependency_pct"] or 0.0),
source=row["source"] or "manual",
confidence=float(row["confidence"] or 1.0),
version=row["version"] or 1,
)
# Fall back to default profile
profile = build_default_profile(sector or "", industry or "", market_cap_bucket or "small_cap")
profile.company_id = str(company_id)
return profile
async def _compute_and_persist_macro_impacts(
pool: asyncpg.Pool,
event,
companies: list[dict],
confidence_threshold: float = 0.4,
) -> list[str]:
"""Compute MacroImpactRecords for all tracked companies and persist non-zero ones.
Requirements: 4.1, 4.5
"""
# Filter low-confidence events
filtered = filter_low_confidence_events([event], confidence_threshold)
if not filtered:
logger.info("Event %s excluded: confidence %.3f below threshold %.3f",
event.event_id, event.confidence, confidence_threshold)
return []
records = []
for company in companies:
company_id = str(company["id"])
ticker = company["ticker"]
sector = company.get("sector") or ""
industry = company.get("industry") or ""
market_cap_bucket = company.get("market_cap_bucket") or "small_cap"
profile = await _load_exposure_profile(pool, company_id, sector, industry, market_cap_bucket)
record = compute_macro_impact_with_sector(event, profile, company_sector=sector)
record.ticker = ticker
record.company_id = company_id
if record.macro_impact_score > 0.0:
records.append(record)
if records:
ids = await persist_macro_impact_records(pool, records)
logger.info(
"Persisted %d macro impact records for event %s",
len(ids), event.event_id,
)
return [r.ticker for r in records]
return []
# Track consecutive macro classification failures for alerting (Requirement 10.4)
_macro_consecutive_failures = 0
_MACRO_FAILURE_ALERT_THRESHOLD = 3
async def _process_macro_classification(
*,
pool: asyncpg.Pool,
minio_client: Minio,
ollama: OllamaClient,
redis_client: aioredis.Redis,
document_id: str,
text: str,
company_id_map: dict[str, str],
confidence_threshold: float = 0.4,
) -> None:
"""Route a macro_event document to event classification, compute interpolation,
and trigger aggregation for affected tickers.
Requirements: 2.1, 2.2, 2.3, 4.1, 4.5, 10.4
"""
global _macro_consecutive_failures
agg_queue = queue_key(QUEUE_AGGREGATION)
try:
event = await classify_global_event(
normalized_text=text,
document_id=document_id,
ollama_client=ollama,
pool=pool,
minio_client=minio_client,
)
logger.info(
"Classified macro event %s for doc %s: severity=%s types=%s",
event.event_id, document_id, event.severity, event.event_types,
)
# Reset failure counter on success
_macro_consecutive_failures = 0
# Load all tracked companies and compute macro impacts
companies = await _fetch_company_info(pool)
affected_tickers = await _compute_and_persist_macro_impacts(
pool, event, companies, confidence_threshold,
)
# Trigger aggregation for affected tickers (those with non-zero impact)
enqueued_tickers = set()
for ticker in affected_tickers:
if ticker not in enqueued_tickers:
await redis_client.rpush(
agg_queue,
json.dumps(inject_trace_context({
"ticker": ticker,
"macro_event_id": event.event_id,
})),
)
enqueued_tickers.add(ticker)
logger.info(
"Enqueued aggregation jobs for %d affected tickers after macro event %s",
len(enqueued_tickers), event.event_id,
)
except ValueError as e:
_macro_consecutive_failures += 1
logger.error("Macro event classification failed for doc %s: %s", document_id, e)
if _macro_consecutive_failures >= _MACRO_FAILURE_ALERT_THRESHOLD:
logger.critical(
"ALERT: Sustained macro classification failures (%d consecutive). "
"Continuing with company-only signals. Operator action required.",
_macro_consecutive_failures,
)
except Exception:
_macro_consecutive_failures += 1
logger.exception("Unexpected error classifying macro event for doc %s", document_id)
if _macro_consecutive_failures >= _MACRO_FAILURE_ALERT_THRESHOLD:
logger.critical(
"ALERT: Sustained macro classification failures (%d consecutive). "
"Continuing with company-only signals. Operator action required.",
_macro_consecutive_failures,
)
async def main() -> None:
config = load_config()
setup_logging("extractor", level=config.log_level, json_output=config.json_logs)
pool = await asyncpg.create_pool(dsn=config.postgres.dsn, min_size=2, max_size=8)
minio_client = Minio(
config.minio.endpoint,
access_key=config.minio.access_key,
secret_key=config.minio.secret_key,
secure=config.minio.secure,
)
# Resolve extractor config from DB (active variant override + TTL cache)
resolver = AgentConfigResolver(pool, ttl_seconds=60)
resolved_config: ResolvedAgentConfig | None = None
extractor_ollama_config = config.ollama
try:
resolved_config = await resolver.resolve("document-extractor")
if resolved_config is not None:
extractor_ollama_config = _build_ollama_config_from_resolved(
resolved_config, config.ollama,
)
logger.info(
"Extractor using resolved config: model=%s variant=%s",
resolved_config.model_name, resolved_config.variant_id,
)
else:
logger.info("No DB config for document-extractor — using env defaults")
except Exception:
logger.warning("Failed to resolve extractor config — using env defaults", exc_info=True)
ollama = OllamaClient(extractor_ollama_config)
# Resolve event classifier config separately (may use different model)
classifier_resolved: ResolvedAgentConfig | None = None
classifier_ollama_config = config.ollama
try:
classifier_resolved = await resolver.resolve("event-classifier")
if classifier_resolved is not None:
classifier_ollama_config = _build_ollama_config_from_resolved(
classifier_resolved, config.ollama,
)
logger.info(
"Event classifier using resolved config: model=%s variant=%s",
classifier_resolved.model_name, classifier_resolved.variant_id,
)
else:
logger.info("No DB config for event-classifier — using extractor config")
except Exception:
logger.warning("Failed to resolve event-classifier config — using extractor config", exc_info=True)
# Use a separate OllamaClient for the classifier if it has a different model
classifier_ollama: OllamaClient
if classifier_ollama_config.model != extractor_ollama_config.model:
classifier_ollama = OllamaClient(classifier_ollama_config)
else:
classifier_ollama = ollama
redis_client = aioredis.from_url(config.redis.url)
queue = queue_key(QUEUE_EXTRACTION)
macro_queue = queue_key(QUEUE_MACRO_CLASSIFICATION)
agg_queue = queue_key(QUEUE_AGGREGATION)
confidence_threshold = config.macro.macro_confidence_threshold
logger.info("Extractor worker started, polling %s and %s", queue, macro_queue)
# Pre-load company ID map (refreshed periodically)
company_id_map = await _build_company_id_map(pool)
refresh_counter = 0
# Alternate between queues to prevent starvation: process 1 macro then 2 extractions
macro_turn_counter = 0
try:
while True:
# Alternate: every 3rd job from macro queue, rest from extraction
# This prevents macro events from starving regular extractions
raw = None
is_macro_job = False
if macro_turn_counter % 3 == 0:
# Try macro first
raw = await redis_client.lpop(macro_queue)
is_macro_job = raw is not None
if raw is None:
raw = await redis_client.lpop(queue)
else:
# Try extraction first
raw = await redis_client.lpop(queue)
if raw is None:
raw = await redis_client.lpop(macro_queue)
is_macro_job = raw is not None
macro_turn_counter += 1
if raw is None:
await asyncio.sleep(1)
continue
job = json.loads(raw)
document_id = job.get("document_id", "")
ticker = job.get("ticker", "")
text = job.get("text", "") or job.get("normalized_text", "")
# If no text in job, try to fetch from MinIO via the document's normalized_storage_ref
if not text:
ref_row = await pool.fetchrow(
"SELECT normalized_storage_ref FROM documents WHERE id = $1::uuid",
document_id,
)
if ref_row and ref_row["normalized_storage_ref"]:
try:
ref = ref_row["normalized_storage_ref"]
# ref format: s3://bucket/path
parts = ref.replace("s3://", "").split("/", 1)
if len(parts) == 2:
obj = minio_client.get_object(parts[0], parts[1])
text = obj.read().decode("utf-8")
obj.close()
obj.release_conn()
except Exception as e:
logger.warning("Could not fetch normalized text for doc %s: %s", document_id, e)
# Refresh company map every 100 jobs
refresh_counter += 1
if refresh_counter % 100 == 0:
company_id_map = await _build_company_id_map(pool)
# Re-resolve extractor config (picks up active variant swaps)
try:
resolved_config = await resolver.resolve("document-extractor")
if resolved_config is not None:
new_ollama_cfg = _build_ollama_config_from_resolved(
resolved_config, config.ollama,
)
if new_ollama_cfg.model != ollama._config.model:
logger.info(
"Extractor config changed: model=%s variant=%s",
resolved_config.model_name, resolved_config.variant_id,
)
await ollama.close()
ollama = OllamaClient(new_ollama_cfg)
else:
ollama._config = new_ollama_cfg
except Exception:
logger.warning("Failed to refresh extractor config", exc_info=True)
# Re-resolve event classifier config
try:
classifier_resolved = await resolver.resolve("event-classifier")
if classifier_resolved is not None:
new_cls_cfg = _build_ollama_config_from_resolved(
classifier_resolved, config.ollama,
)
if new_cls_cfg.model != classifier_ollama._config.model:
logger.info(
"Event classifier config changed: model=%s variant=%s",
classifier_resolved.model_name, classifier_resolved.variant_id,
)
if classifier_ollama is not ollama:
await classifier_ollama.close()
classifier_ollama = OllamaClient(new_cls_cfg)
elif classifier_ollama is ollama and new_cls_cfg.model != ollama._config.model:
classifier_ollama = OllamaClient(new_cls_cfg)
except Exception:
logger.warning("Failed to refresh event-classifier config", exc_info=True)
# Route macro_event documents to event classification (Requirement 2.1)
doc_type = None
if is_macro_job:
doc_type = "macro_event"
else:
doc_type = await _fetch_document_type(pool, document_id)
if doc_type == "macro_event":
logger.info("Routing macro_event doc %s to event classifier", document_id)
await _process_macro_classification(
pool=pool,
minio_client=minio_client,
ollama=classifier_ollama,
redis_client=redis_client,
document_id=document_id,
text=text,
company_id_map=company_id_map,
confidence_threshold=confidence_threshold,
)
continue
# Standard extraction pipeline for non-macro documents
logger.info("Processing extraction job for doc %s / %s", document_id, ticker)
try:
# Token budget enforcement (Requirement 10.6)
if (
resolved_config is not None
and resolved_config.token_budget > 0
and resolved_config.variant_id is not None
):
budget_exceeded = await _check_token_budget(
pool, resolved_config.variant_id, resolved_config.token_budget,
)
if budget_exceeded:
continue
# Input token limit truncation (Requirement 10.5)
extraction_text = text
if resolved_config is not None and resolved_config.input_token_limit > 0:
# Rough estimate: ~4 chars per token
max_chars = resolved_config.input_token_limit * 4
if len(extraction_text) > max_chars:
extraction_text = extraction_text[:max_chars]
logger.info(
"Truncated input for doc %s from %d to %d chars (token limit %d)",
document_id, len(text), max_chars, resolved_config.input_token_limit,
)
# Pass all tracked tickers so the model can identify any mentioned companies
all_tickers = list(company_id_map.keys()) if company_id_map else ([ticker] if ticker else None)
extraction_response = await ollama.extract(
extraction_text,
document_id=document_id,
known_tickers=all_tickers,
)
result = await persist_extraction(
pool=pool,
minio_client=minio_client,
document_id=document_id,
ticker=ticker,
extraction_response=extraction_response,
company_id_map=company_id_map,
document_text_length=len(extraction_text),
)
# Log to agent_performance_log with variant attribution
if resolved_config is not None:
output_tokens = 0
if extraction_response.attempts:
final = extraction_response.attempts[-1]
output_tokens = len(final.raw_output) // 4 if final.raw_output else 0
await _log_agent_performance(
pool,
agent_id=resolved_config.agent_id,
variant_id=resolved_config.variant_id,
document_id=document_id,
ticker=ticker,
success=extraction_response.success,
duration_ms=extraction_response.total_duration_ms,
confidence=extraction_response.result.confidence if extraction_response.result else 0.0,
retry_count=max(0, len(extraction_response.attempts) - 1),
input_tokens=len(extraction_text) // 4,
output_tokens=output_tokens,
error_message=(
extraction_response.attempts[-1].error
if extraction_response.attempts and extraction_response.attempts[-1].error
else None
),
)
# Enqueue aggregation job for the ticker on success
if result.success and ticker:
await redis_client.rpush(
agg_queue,
json.dumps(inject_trace_context({"ticker": ticker})),
)
except Exception:
logger.exception("Extraction failed for doc %s", document_id)
finally:
await pool.close()
await redis_client.close()
if __name__ == "__main__":
asyncio.run(main())