* 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- ADR 015 marked superseded by ADR 018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>
## Summary
- Adds `smart_money_scanner` as a new Phase 1b node that runs sequentially after `sector_scanner`, surfacing institutional footprints via Finviz screeners
- Introduces the **Golden Overlap** strategy in `macro_synthesis`: stocks confirmed by both top-down macro themes and bottom-up Finviz signals are labelled high-conviction
- Fixes model-name badge overflow in AgentGraph (long model IDs like OpenRouter paths were visually spilling into adjacent nodes)
- Completes all documentation: ADR-014, dataflow, architecture, components, glossary, current-state
## Key Decisions (see ADR-014)
- 3 zero-parameter tools (`get_insider_buying_stocks`, `get_unusual_volume_stocks`, `get_breakout_accumulation_stocks`) instead of 1 parameterised tool — prevents LLM hallucinations on string args
- Sequential after `sector_scanner` (not parallel fan-out) — gives access to `sector_performance_report` context and avoids `MAX_TOOL_ROUNDS=5` truncation in market_movers_scanner
- Graceful fallback: `_run_finviz_screen()` catches all exceptions and returns an error string — pipeline never hard-fails on web-scraper failure
- `breakout_accumulation` (52-wk high + 2x vol = O'Neil CAN SLIM institutional signal) replaces `oversold_bounces` (RSI<30 = retail contrarian, not smart money)
## Test Plan
- [x] 6 new mocked tests in `tests/unit/test_scanner_mocked.py` (happy path, empty DF, exception, sort order)
- [x] Fixed `tests/unit/test_scanner_graph.py` — added `smart_money_scanner` mock to compilation test
- [x] 2 pre-existing test failures excluded (verified baseline before changes)
- [x] AgentGraph badge: visually verified truncation with long OpenRouter model identifiers
🤖 Generated with [Claude Code](https://claude.com/claude-code)
* 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>
---------
Co-authored-by: Claude Opus 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>
ahmet guzererler
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