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TradingAgents/docs/agent/CURRENT_STATE.md

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Current Milestone

Storage finalisation + run history UX. Branch claude/wizardly-poitras (PR pending). All storage, event, checkpoint, and phase re-run logic is now documented in ADR 018.

Recent Progress

  • feat/fe-max-tickers-load-run (merged base):

    • max_auto_tickers config + macro synthesis prompt injection + frontend input
    • Run persistence: run_meta.json + run_events.jsonl per flow_id
    • Phase subgraphs (debate_graph, risk_graph) in LangGraphEngine
    • POST /api/run/rerun-node endpoint + frontend Re-run buttons on graph nodes
    • Run History popover in UI

  • claude/wizardly-poitras (this PR — storage finalisation):

    • flow_id layout replaces run_id namespacing: reports/daily/{date}/{flow_id}/
    • Startup hydration: hydrate_runs_from_disk() rebuilds runs dict from disk on restart
    • WebSocket lazy-loading: events loaded from disk on first WS connect (fixes blank Run History)
    • Orphaned run detection: runs stuck in "running" with disk events → marked "failed"
    • Analysts checkpoint fix: any() instead of all() — Social Analyst is optional
    • flow_id checkpoint lookup: re-run passes original flow_id to store so checkpoints resolve correctly
    • Selective event filtering: phase re-run preserves scan + other tickers; only clears stale nodes for the re-run scope
    • ADR 018: definitive documentation of storage, events, checkpoints, MongoDB vs local

  • PR#108 merged: Per-tier LLM fallback for 404/policy errors (ADR 017)

  • PR#107 merged: save_holding_review per-ticker fix; RunLogger threading.local → contextvars

  • PR#106 merged: MongoDB report store, RunLogger observability, reflexion memory

  • codex/global-search-graph-main-squash (scanner gatekeeper foundation, local):

    • Added live-tested yfinance gatekeeper universe query for US-listed liquid profitable mid-cap+ names
    • Added live-tested Finviz gap-subset path using the bounded gatekeeper-plus-gap filter
    • Narrowed Finviz usage to the gap/event layer instead of the full market-universe layer
    • Added graph wiring: dedicated gatekeeper scanner node, gatekeeper-aware drift context, and deterministic ranking that excludes names outside the gatekeeper universe

In Progress

  • claude/wizardly-poitras PR: storage finalisation + run history UX
  • codex/global-search-graph-main-squash: wire gatekeeper universe into scanner graph and deterministic ranking

Active Blockers

  • None

Key Architectural Decisions Active

ADR Topic Status
013 WebSocket streaming (extended by 018) accepted
015 MongoDB/run-id namespacing superseded by 018 (flow_id replaces run_id)
016 PR#106 review findings accepted
017 LLM policy fallback accepted
018 Storage layout, events, checkpoints, MongoDB vs local accepted — canonical reference