* feat: introduce flow_id with timestamp-based report versioning
Replace run_id with flow_id as the primary grouping concept (one flow =
one user analysis intent spanning scan + pipeline + portfolio). Reports
are now written as {timestamp}_{name}.json so load methods always return
the latest version by lexicographic sort, eliminating the latest.json
pointer pattern for new flows.
Key changes:
- report_paths.py: add generate_flow_id(), ts_now() (ms precision),
flow_id kwarg on all path helpers; keep run_id / pointer helpers for
backward compatibility
- ReportStore: dual-mode save/load — flow_id uses timestamped layout,
run_id uses legacy runs/{id}/ layout with latest.json
- MongoReportStore: add flow_id field and index; run_id stays for compat
- DualReportStore: expose flow_id property
- store_factory: accept flow_id as primary param, run_id as alias
- runs.py / langgraph_engine.py: generate and thread flow_id through all
trigger endpoints and run methods
- Tests: add flow_id coverage for all layers; 905 tests pass
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
* feat: finalise storage layout, run history loading & phase-level re-run
Storage / persistence
- flow_id (8-char hex) replaces run_id as the disk storage key; all
sub-phases of one auto run share the same flow_id directory
- Startup hydration: hydrate_runs_from_disk() rebuilds in-memory run
store from run_meta.json on server restart (events lazy-loaded)
WebSocket / run history fixes
- Lazy-load events from run_events.jsonl on first WS connect; fixes
blank terminal when clicking a historical run after restart
- Orphaned "running" runs (server restarted mid-run) auto-detected and
marked "failed" with partial events replayed correctly
Phase re-run fixes
- Analysts checkpoint: use any() instead of all() — Social Analyst is
optional; all() silently blocked checkpoint saves in typical runs
- Checkpoint lookup: pass original flow_id through rerun_params so
_date_root() resolves to the correct flow_id subdirectory
- Selective event filtering on re-run: preserves scan nodes and other
tickers; only removes stale events for the re-run phase+ticker
- Frontend graph now shows full auto-flow context during phase re-runs
Documentation
- ADR 018: canonical reference for storage layout, event schema,
WebSocket streaming flows, checkpoint structure, MongoDB vs local
- ADR 013 updated: reflects background-task + lazy-loading evolution
- ADR 015 marked superseded by ADR 018
- CLAUDE.md: AgentOS storage section + 4 new critical patterns
- CURRENT_STATE.md updated
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
---------
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>
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>
- Added market-wide analysis capabilities (movers, indices, sectors, industries, topic news)
- Implemented yfinance and Alpha Vantage data fetching modules
- Added LangChain tools for scanner functions
- Created scanner state definitions and graph components
- Integrated scan command into CLI
- Added configuration for scanner_data vendor routing
- Included test files for scanner components
This implements a new feature for global macro scanning to identify market-wide trends and opportunities.
ahmet guzererler
copilot-swe-agent[bot]