9c9cc8c0b6
fix: address all PR#106 review findings (ADR 016) ( #106 )
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* Initial plan
* feat: add observability logging - run event persistence and enriched tool events
- Integrate RunLogger into LangGraphEngine for JSONL event persistence
- Add _start_run_logger/_finish_run_logger lifecycle in all run methods
- Enrich tool events with service, status, and error fields
- Add _TOOL_SERVICE_MAP for tool-to-service name resolution
- Frontend: color error events in red, show service badges
- Frontend: display graceful_skip status with orange indicators
- Frontend: add error tab and service info to EventDetail/EventDetailModal
- Add 11 unit tests for new observability features
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* refactor: address code review - extract graceful keywords constant, fix imports
- Move get_daily_dir import to top-level (remove inline aliases)
- Extract _GRACEFUL_SKIP_KEYWORDS as module-level constant
- Update test patches to match top-level import location
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* feat: add run_id to report paths, MongoDB report store, store factory, and reflexion memory
- report_paths.py: All path helpers accept optional run_id for run-scoped dirs
- report_store.py: ReportStore supports run_id + latest.json pointer mechanism
- mongo_report_store.py: MongoDB-backed store with same interface (no overwrites)
- store_factory.py: Factory returns MongoDB or filesystem store based on config
- memory/reflexion.py: Reflexion memory for learning from past decisions
- langgraph_engine.py: Uses store factory + run_id for all run methods
- Fix save_holding_reviews bug (was save_holding_reviews, now save_holding_review)
- default_config.py: Add mongo_uri and mongo_db config keys
- pyproject.toml: Add pymongo>=4.12.1 dependency
- .env.example: Document TRADINGAGENTS_MONGO_URI and TRADINGAGENTS_MONGO_DB
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* fix: clean up reflexion record_outcome (remove broken update_one with sort)
Also update runs.py reset endpoint to use store factory, fix tests,
add ADR 015, update CURRENT_STATE.md
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
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* fix: address all PR#106 review findings (ADR 016)
- Fix save_holding_review: iterate per-ticker instead of passing
portfolio_id as ticker (Finding 13)
- Fix RunLogger context: replace threading.local with contextvars
for asyncio task isolation (Finding 3)
- Fix list_pm_decisions: add _id:0 projection to exclude ObjectId (Finding 6)
- Fix ReflexionMemory: native datetime for MongoDB, ISO string for
local JSON fallback (Finding 7)
- Fix latest pointer: write/read_latest_pointer accept base_dir
parameter, ReportStore passes _base_dir (Finding 12)
- Wire RunLogger callback into all astream_events calls (Finding 1)
- Call ensure_indexes in MongoReportStore.__init__ (Finding 11)
- Create ADR 016 documenting all 13 findings and resolutions
- Add 14 targeted tests covering all 7 fixes
- All 886 tests pass (872 existing + 14 new)
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* chore: remove unused imports in tests, remove redundant ensure_indexes call in factory
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* docs: update ADR 016 — mark Finding 2 resolved, update context docs for contextvars
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Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-25 11:14:23 +01:00
fdf54ae279
feat: include portfolio holdings in auto mode pipeline analysis ( #104 )
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* Initial plan
* feat: include portfolio holdings in auto mode pipeline analysis
In run_auto (both AgentOS and CLI), Phase 2 now loads current portfolio
holdings and merges their tickers with scan candidates before running
the per-ticker pipeline. This ensures the portfolio manager has fresh
analysis for both new opportunities and existing positions.
Key changes:
- macro_bridge.py: add candidates_from_holdings() factory
- langgraph_engine.py run_auto: merge holding tickers with scan tickers
- cli/main.py auto: load holdings, create StockCandidates, pass to run_pipeline
- cli/main.py run_pipeline: accept optional holdings_candidates parameter
- 9 new unit tests covering holdings inclusion, dedup, and graceful fallback
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
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* fix: normalize ticker case in dedup and clarify count display
Address code review feedback:
- Use .upper() for case-insensitive ticker comparison in run_pipeline
- Display accurate filtered scan count instead of raw candidate count
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
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Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-24 18:35:53 +01:00
9c148b208a
Fix: websocket emits "Run completed." on failed runs, masking errors in frontend ( #102 )
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* Initial plan
* Fix websocket sending "Run completed." on failed runs, masking errors from frontend
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
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* Fix 5 failing unit tests (truthy MagicMock skips) + expose ticker_analyses in state + add Finviz live integration tests
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
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* docs: update testing.md with MagicMock explainer, current test counts, full catalogue, and detailed run commands
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Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-24 18:06:48 +01:00
Copilot