* 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- Update ADRs 002 (superseded), 008, 010; create ADR 011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>
The scanner pipeline now runs end-to-end: Phase 1 (geopolitical, market
movers, sector scanners in parallel via Ollama), Phase 2 (industry deep
dive), Phase 3 (macro synthesis via OpenRouter/DeepSeek R1).
Key changes:
- Add tool_runner.py with run_tool_loop() for inline tool execution in
scanner agents (scanner graph has no ToolNode, unlike trading graph)
- Fix vendor fallback: catch AlphaVantageError base class, raise on
total failure instead of embedding errors in return values
- Rewrite yfinance sector perf to use SPDR ETF proxies (Sector.overview
has no performance data)
- Fix Ollama remote host support in openai_client.py
- Add LangGraph state reducers for parallel fan-out writes
- Add --date CLI flag for non-interactive scanner invocation
- Fix .env loading to find keys from both CWD and project root
- Add hybrid LLM config (per-tier provider/backend_url)
- Add project tracking: DECISIONS.md, PROGRESS.md, MISTAKES.md
- Add 9 new test files covering exceptions, fallback, and routing
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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