Feature 1 - Configurable max_auto_tickers:
- Add max_auto_tickers config key (default 10) with TRADINGAGENTS_MAX_AUTO_TICKERS env override
- Macro synthesis agent accepts max_scan_tickers param, injects exact count into LLM prompt
- ScannerGraph passes config value to create_macro_synthesis()
- Backend engine applies safety cap on scan candidates (portfolio holdings always included)
- Frontend adds Max Tickers number input in params panel, sends max_tickers in auto run body
Feature 2 - Run persistence + phase-level node re-run:
- 2A: ReportStore + MongoReportStore gain save/load_run_meta, save/load_run_events,
list_run_metas methods; runs.py persists to disk in finally block; startup hydration
restores historical runs; lazy event loading on GET /{run_id}
- 2B: Analysts + trader checkpoint save/load methods in both stores; engine saves
checkpoints after pipeline completion alongside complete_report.json
- 2C: GraphSetup gains build_debate_subgraph() and build_risk_subgraph() for partial
re-runs; TradingAgentsGraph exposes debate_graph/risk_graph as lazy properties;
NODE_TO_PHASE mapping + run_pipeline_from_phase() engine method;
POST /api/run/rerun-node endpoint with _append_and_store helper
- 2D: Frontend history popover (loads GET /api/run/, sorts by created_at, click to load);
triggerNodeRerun() calls rerun-node endpoint; handleNodeRerun uses phase-level
re-run when active run is loaded
All 890 existing tests pass (10 skipped).
Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
- ReportStore.clear_portfolio_stage(date, portfolio_id): deletes pm_decision
(.json + .md) and execution_result files for a given date/portfolio
- DELETE /api/run/portfolio-stage endpoint: calls clear_portfolio_stage
and returns list of deleted files
- Dashboard: 'Reset Decision' button calls the endpoint, then user can
run Auto to re-run Phase 3 from scratch while skipping Phase 1 & 2
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Extend run_portfolio to save Holding Reviews, Risk Metrics, PM Decision,
and Execution Result from final state
- Add run_trade_execution method for resuming trade execution from a saved
PM decision without re-running the full portfolio graph
- Update run_auto skip logic to check for execution result (not just decision)
and resume from saved decision when available
- Gitignore uv.lock and untrack it from version control
Co-Authored-By: Oz <oz-agent@warp.dev>
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