Replace supabase-py stubs with working psycopg2 implementation using
Supabase pooler connection string. Implement full business logic in
repository (avg cost basis, cash accounting, trade recording, snapshots).
Add 12 unit tests + 4 integration tests (51 total portfolio tests pass).
Fix cash_pct bug in models.py, update docs for psycopg2 + pooler pattern.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: daily digest consolidation and NotebookLM sync
- Add tradingagents/daily_digest.py: appends timestamped entries from
analyze and scan runs into a single reports/daily/{date}/daily_digest.md
- Add tradingagents/notebook_sync.py: uploads digest to Google NotebookLM
via nlm CLI, deleting the previous version before uploading (opt-in,
skips silently if NOTEBOOK_ID is not set)
- Add get_digest_path() helper to report_paths.py
- Hook both analyze and scan CLI commands to append + sync after each run
- Add NOTEBOOK_ID to .env.example
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* docs: update agent memory for daily digest + NotebookLM sync
Update CURRENT_STATE, ARCHITECTURE, and COMPONENTS context files to
reflect the feat/daily-digest-notebooklm implementation.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* fix: correct nlm CLI commands and env var name for NotebookLM sync
- Use nlm note list/create/update instead of source list/add/delete
- Parse notes from {"notes": [...]} response structure
- Rename NOTEBOOK_ID -> NOTEBOOKLM_ID in both code and .env.example
- Auto-discover nlm at ~/.local/bin/nlm when not in PATH
- Tested: create on first run, update on subsequent runs
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
* gitignore
* feat: unify report paths under reports/daily/{date}/ hierarchy
All generated artifacts now land under a single reports/ tree:
- reports/daily/{date}/market/ for scan results (was results/macro_scan/)
- reports/daily/{date}/{TICKER}/ for per-ticker analysis (was reports/{TICKER}_{timestamp}/)
- reports/daily/{date}/{TICKER}/eval/ for eval logs (was eval_results/{TICKER}/...)
Adds tradingagents/report_paths.py with centralized path helpers used by
CLI commands, trading graph, and pipeline.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: structured observability logging for LLM, tool, and vendor calls
Add RunLogger (tradingagents/observability.py) that emits JSON-lines events
for every LLM call (model, agent, tokens in/out, latency), tool invocation
(tool name, args, success, latency), data vendor call (method, vendor,
success/failure, latency), and report save.
Integration points:
- route_to_vendor: log_vendor_call() on every try/catch
- run_tool_loop: log_tool_call() on every tool invoke
- ScannerGraph: new callbacks param, passes RunLogger.callback to all LLM tiers
- pipeline/macro_bridge: picks up RunLogger from thread-local, passes to TradingAgentsGraph
- cli/main.py: one RunLogger per command (analyze/scan/pipeline), write_log()
at end, summary line printed to console
Log files co-located with reports:
reports/daily/{date}/{TICKER}/run_log.jsonl (analyze)
reports/daily/{date}/market/run_log.jsonl (scan)
reports/daily/{date}/run_log.jsonl (pipeline)
Also fix test_long_response_no_nudge: update "A"*600 → "A"*2100 to match
MIN_REPORT_LENGTH=2000 threshold set in an earlier commit.
Update memory system context files (ARCHITECTURE, COMPONENTS, CONVENTIONS,
GLOSSARY, CURRENT_STATE) to document observability and report path systems.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
* feat: add extract_json() utility for robust LLM JSON parsing
Handles DeepSeek R1 <think> blocks, markdown code fences, and
preamble/postamble text that LLMs wrap around JSON output.
Applied to macro_synthesis, macro_bridge, and CLI scan output.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
* feat: opt-in vendor fallback — fail-fast by default (ADR 011)
Silent cross-vendor fallback corrupts signal quality when data contracts
differ (e.g., AV news has sentiment scores yfinance lacks). Only methods
with fungible data contracts (OHLCV, indices, sector/industry perf,
market movers) now get fallback. All others raise immediately.
- Add FALLBACK_ALLOWED whitelist to interface.py
- Rewrite route_to_vendor() with fail-fast/fallback branching
- Improve error messages with method name, vendors tried, and exception chaining
- Add 11 new tests in test_vendor_failfast.py
- Update ADRs 002 (superseded), 008, 010; create ADR 011
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
Also unblock docs/agent/plans/ from .gitignore — the plans/ rule was
intended for generated scan-result plans, not design documents.
- 011-opt-in-vendor-fallback.md: fail-fast-by-default with FALLBACK_ALLOWED
whitelist for fungible data tools (OHLCV, indices, sector/industry perf,
market movers); 4-phase plan covering interface.py change, new tests,
ADR docs, and verification
- 012-fix-preexisting-test-failures.md: root-cause analysis and exact fixes
for all 12 pre-existing failures across 5 test files (now implemented)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Root causes fixed:
- test_config_wiring.py: `callable()` returns False on LangChain @tool
objects — replaced with `hasattr(x, "invoke")` check
- test_env_override.py: `load_dotenv()` in default_config.py re-reads
.env on importlib.reload(), leaking user's TRADINGAGENTS_* env vars
into isolation tests — mock env vars before reload
- test_scanner_comprehensive.py: LLM-calling test was not marked
@pytest.mark.integration — added marker so offline runs skip it
- test_scanner_fallback.py: assertions used stale `_output_files` list
from a previous run when output dir already existed — clear dir in
setUp; also fixed tool-availability check using hasattr(x, "invoke")
- test_scanner_graph.py: output-file path assertions used hardcoded
date string instead of fixture date; graph node assertions checked
for removed node names
Full offline suite: 388 passed, 70 deselected, 0 failures.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Migrate DECISIONS.md, MISTAKES.md, PROGRESS.md, agents/, plans/, and
tradingagents/llm_clients/TODO.md into a structured docs/agent/ scaffold
with ADR-style decisions, plans, templates, and a live state tracker.
This gives agent workflows a standard memory structure for decisions,
plans, logs, and session continuity via CURRENT_STATE.md.
Agent-Ref: docs/agent/plans/global-macro-scanner.md
State-Updated: Yes
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
copilot-swe-agent[bot]
Ahmet Guzererler