TradingAgents/tradingagents/agents/utils/agent_utils.py

138 lines
4.8 KiB
Python

from typing import Any, Mapping
from langchain_core.messages import HumanMessage, RemoveMessage
# Import tools from separate utility files
from tradingagents.agents.utils.core_stock_tools import (
get_stock_data
)
from tradingagents.agents.utils.technical_indicators_tools import (
get_indicators
)
from tradingagents.agents.utils.fundamental_data_tools import (
get_fundamentals,
get_balance_sheet,
get_cashflow,
get_income_statement
)
from tradingagents.agents.utils.news_data_tools import (
get_news,
get_insider_transactions,
get_global_news
)
def get_language_instruction() -> str:
"""Return a prompt instruction for the configured output language.
Returns empty string when English (default), so no extra tokens are used.
Only applied to user-facing agents (analysts, portfolio manager).
Internal debate agents stay in English for reasoning quality.
"""
from tradingagents.dataflows.config import get_config
lang = get_config().get("output_language", "English")
if lang.strip().lower() == "english":
return ""
return f" Write your entire response in {lang}."
def use_compact_analysis_prompt() -> bool:
"""Return whether analysts should use shorter prompts/reports.
This is helpful for OpenAI-compatible or Anthropic-compatible backends
that support the API surface but struggle with the repository's original,
very verbose analyst instructions.
"""
from tradingagents.dataflows.config import get_config
mode = str(get_config().get("analysis_prompt_style", "standard")).strip().lower()
return mode in {"compact", "fast", "minimax"}
def truncate_prompt_text(text: str, max_chars: int = 1200) -> str:
"""Trim long reports/history before feeding them into compact prompts."""
text = (text or "").strip()
if len(text) <= max_chars:
return text
return text[:max_chars].rstrip() + "\n...[truncated]..."
def build_optional_decision_context(
portfolio_context: str | None,
peer_context: str | None,
*,
peer_context_mode: str = "UNSPECIFIED",
max_chars: int = 700,
) -> str:
sections: list[str] = []
if str(portfolio_context or "").strip():
sections.append(
f"Portfolio context: {truncate_prompt_text(str(portfolio_context), max_chars)}"
)
if str(peer_context or "").strip():
mode = str(peer_context_mode or "UNSPECIFIED").strip().upper()
if mode == "SAME_THEME_NORMALIZED":
sections.append(
"Peer context mode: SAME_THEME_NORMALIZED. "
"You may use this context when deciding SAME_THEME_RANK if the evidence is explicit."
)
sections.append(
f"Peer / same-theme context: {truncate_prompt_text(str(peer_context), max_chars)}"
)
else:
sections.append(
f"Peer context mode: {mode}. This context is not same-theme normalized. "
"Treat SAME_THEME_RANK as UNKNOWN unless the context itself contains explicit same-theme evidence."
)
sections.append(
f"Peer universe context: {truncate_prompt_text(str(peer_context), max_chars)}"
)
return "\n".join(sections)
def summarize_structured_signal(payload: Mapping[str, Any] | None) -> str:
if not payload:
return "rating=UNKNOWN"
parts = [f"rating={payload.get('rating', 'UNKNOWN')}"]
hold_subtype = payload.get("hold_subtype")
if hold_subtype and hold_subtype != "N/A":
parts.append(f"hold_subtype={hold_subtype}")
entry_style = payload.get("entry_style")
if entry_style and entry_style != "UNKNOWN":
parts.append(f"entry_style={entry_style}")
same_theme_rank = payload.get("same_theme_rank")
if same_theme_rank and same_theme_rank != "UNKNOWN":
parts.append(f"same_theme_rank={same_theme_rank}")
account_fit = payload.get("account_fit")
if account_fit and account_fit != "UNKNOWN":
parts.append(f"account_fit={account_fit}")
return ", ".join(parts)
def build_instrument_context(ticker: str) -> str:
"""Describe the exact instrument so agents preserve exchange-qualified tickers."""
return (
f"The instrument to analyze is `{ticker}`. "
"Use this exact ticker in every tool call, report, and recommendation, "
"preserving any exchange suffix (e.g. `.TO`, `.L`, `.HK`, `.T`)."
)
def create_msg_delete():
def delete_messages(state):
"""Clear messages and add placeholder for Anthropic compatibility"""
messages = state["messages"]
# Remove all messages
removal_operations = [RemoveMessage(id=m.id) for m in messages]
# Add a minimal placeholder message
placeholder = HumanMessage(content="Continue")
return {"messages": removal_operations + [placeholder]}
return delete_messages