TradingAgents/PROGRESS.md

# Scanner Pipeline — Progress Tracker

## Milestone: End-to-End Scanner ✅ COMPLETE

The 3-phase scanner pipeline runs successfully from `python -m cli.main scan --date 2026-03-17`.

### What Works

| Component | Status | Notes |
|-----------|--------|-------|
| Phase 1: Geopolitical Scanner | ✅ | Ollama/qwen3.5:27b, uses `get_topic_news` |
| Phase 1: Market Movers Scanner | ✅ | Ollama/qwen3.5:27b, uses `get_market_movers` + `get_market_indices` |
| Phase 1: Sector Scanner | ✅ | Ollama/qwen3.5:27b, uses `get_sector_performance` (SPDR ETF proxies) |
| Phase 2: Industry Deep Dive | ✅ | Ollama/qwen3.5:27b, uses `get_industry_performance` + `get_topic_news` |
| Phase 3: Macro Synthesis | ✅ | OpenRouter/DeepSeek R1, pure LLM synthesis (no tools) |
| Parallel fan-out (Phase 1) | ✅ | LangGraph with `_last_value` reducers |
| Tool execution loop | ✅ | `run_tool_loop()` in `tool_runner.py` |
| Data vendor fallback | ✅ | AV → yfinance fallback on `AlphaVantageError`, `ConnectionError`, `TimeoutError` |
| CLI `--date` flag | ✅ | `python -m cli.main scan --date YYYY-MM-DD` |
| .env loading | ✅ | `load_dotenv()` at module level in `default_config.py` — import-order-independent |
| Env var config overrides | ✅ | All `DEFAULT_CONFIG` keys overridable via `TRADINGAGENTS_<KEY>` env vars |
| Tests (38 total) | ✅ | 14 original + 9 scanner fallback + 15 env override tests |

### Output Quality (Sample Run 2026-03-17)

| Report | Size | Content |
|--------|------|---------|
| geopolitical_report | 6,295 chars | Iran conflict, energy risks, central bank signals |
| market_movers_report | 6,211 chars | Top gainers/losers, volume anomalies, index trends |
| sector_performance_report | 8,747 chars | Sector rotation analysis with ranked table |
| industry_deep_dive_report | — | Ran but was sparse (Phase 1 reports were the primary context) |
| macro_scan_summary | 10,309 chars | Full synthesis with stock picks and JSON structure |

### Files Created/Modified

**New files:**
- `tradingagents/agents/utils/tool_runner.py` — inline tool execution loop
- `tradingagents/agents/utils/scanner_states.py` — ScannerState with reducers
- `tradingagents/agents/utils/scanner_tools.py` — LangChain tool wrappers for scanner data
- `tradingagents/agents/scanners/` — all 5 scanner agent modules
- `tradingagents/graph/scanner_graph.py` — ScannerGraph orchestrator
- `tradingagents/graph/scanner_setup.py` — LangGraph workflow setup
- `tradingagents/dataflows/yfinance_scanner.py` — yfinance data for scanner
- `tradingagents/dataflows/alpha_vantage_scanner.py` — Alpha Vantage data for scanner
- `tradingagents/pipeline/macro_bridge.py` — scan → filter → per-ticker analysis bridge
- `tests/test_scanner_fallback.py` — 9 fallback tests
- `tests/test_env_override.py` — 15 env override tests

**Modified files:**
- `tradingagents/default_config.py` — env var overrides via `_env()`/`_env_int()` helpers, `load_dotenv()` at module level, restored top-level `llm_provider` and `backend_url` keys
- `tradingagents/llm_clients/openai_client.py` — Ollama remote host support
- `tradingagents/dataflows/interface.py` — broadened fallback catch to `(AlphaVantageError, ConnectionError, TimeoutError)`
- `tradingagents/dataflows/alpha_vantage_common.py` — thread-safe rate limiter (sleep outside lock), broader `RequestException` catch, wrapped `raise_for_status`
- `tradingagents/graph/scanner_graph.py` — debug mode fix (stream for debug, invoke for result)
- `tradingagents/pipeline/macro_bridge.py` — `get_running_loop()` over deprecated `get_event_loop()`
- `cli/main.py` — `scan` command with `--date` flag, `try/except` in `run_pipeline`, `.env` loading fix
- `main.py` — `load_dotenv()` before tradingagents imports
- `pyproject.toml` — `python-dotenv>=1.0.0` dependency declared
- `.env.example` — documented all `TRADINGAGENTS_*` overrides and `ALPHA_VANTAGE_API_KEY`

---

## Milestone: Env Var Config Overrides ✅ COMPLETE (PR #9)

All `DEFAULT_CONFIG` values are now overridable via `TRADINGAGENTS_<KEY>` environment variables without code changes. This resolves the latent bug from Mistake #9 (missing top-level `llm_provider`).

### What Changed

| Component | Detail |
|-----------|--------|
| `default_config.py` | `load_dotenv()` at module level + `_env()`/`_env_int()` helpers |
| Top-level fallback keys | Restored `llm_provider` and `backend_url` (defaults: `"openai"`, `"https://api.openai.com/v1"`) |
| Per-tier overrides | All `None` by default — fall back to top-level when not set via env |
| Integer config keys | `max_debate_rounds`, `max_risk_discuss_rounds`, `max_recur_limit` use `_env_int()` |
| Data vendor keys | `data_vendors.*` overridable via `TRADINGAGENTS_VENDOR_<CATEGORY>` |
| `.env.example` | Complete reference of all overridable settings |
| `python-dotenv` | Added to `pyproject.toml` as explicit dependency |
| Tests | 15 new tests in `tests/test_env_override.py` |

---

## TODOs / Future Work

### High Priority

- [ ] **Industry Deep Dive quality**: Phase 2 report was sparse in test run. The LLM receives Phase 1 reports as context but may not call tools effectively. Consider: pre-fetching industry data and injecting it directly, or tuning the prompt to be more directive about which sectors to drill into.

- [ ] **Macro Synthesis JSON parsing**: The `macro_scan_summary` should be valid JSON but DeepSeek R1 sometimes wraps it in markdown code blocks or adds preamble text. The CLI tries `json.loads(summary)` to build a watchlist table — this may fail. Add robust JSON extraction (strip markdown fences, find first `{`).

- [ ] **`pipeline` command**: `cli/main.py` has a `run_pipeline()` placeholder that chains scan → filter → per-ticker deep dive. Not yet implemented.

### Medium Priority

- [ ] **Scanner report persistence**: Reports are saved to `results/macro_scan/{date}/` as `.md` files. Verify this works and add JSON output option.

- [ ] **Rate limiting for parallel tool calls**: Phase 1 runs 3 agents in parallel, each calling tools. If tools hit the same API (e.g., Google News), they may get rate-limited. Consider adding delays or a shared rate limiter.

- [ ] **Ollama model validation**: Before running the pipeline, validate that the configured model exists on the Ollama server (call `/api/tags` endpoint). Currently a 404 error is only caught at first LLM call.

- [ ] **Test coverage for scanner agents**: Current tests cover data layer (yfinance/AV fallback) but not the agent nodes themselves. Add integration tests that mock the LLM and verify tool loop behavior.

### Low Priority

- [ ] **Configurable MAX_TOOL_ROUNDS**: Currently hardcoded to 5 in `tool_runner.py`. Could be made configurable via `DEFAULT_CONFIG`.

- [ ] **Streaming output**: Scanner currently runs with `Live(Spinner(...))` — no intermediate output. Could stream phase completions to the console.

- [x] ~~**Remove top-level `llm_provider` references**~~: Resolved in PR #9 — `llm_provider` and `backend_url` restored as top-level keys with `"openai"` / `"https://api.openai.com/v1"` defaults. Per-tier providers fall back to these when `None`.