TradingAgents/docs/agent/CURRENT_STATE.md

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# Current Milestone
AgentOS visual observability layer shipped. Portfolio Manager fully implemented (Phases 110). All 725 tests passing (14 skipped). Stop-loss / take-profit fields added to trades.
# Recent Progress
- **Stop-loss & Take-profit on trades**: Added `stop_loss` and `take_profit` optional fields to the `Trade` model, SQL migration, PM agent prompt, trade executor, repository, API route, and frontend Trade History tab.
- **AgentOS (current PR)**: Full-stack visual observability layer for agent execution
- `agent_os/backend/` — FastAPI backend (port 8088) with REST + WebSocket streaming
- `agent_os/frontend/` — React + Vite 8 + Chakra UI + ReactFlow dashboard
- `agent_os/backend/services/langgraph_engine.py` — LangGraph event mapping engine (4 run types: scan, pipeline, portfolio, auto)
- `agent_os/backend/routes/websocket.py` — WebSocket streaming endpoint (`/ws/stream/{run_id}`)
- `agent_os/backend/routes/runs.py` — REST run triggers (`POST /api/run/{type}`)
- `agent_os/backend/routes/portfolios.py` — Portfolio REST API with field mapping (backend models → frontend shape)
- `agent_os/frontend/src/Dashboard.tsx` — 2-page layout (dashboard + portfolio), agent graph + terminal + controls
- `agent_os/frontend/src/components/AgentGraph.tsx` — ReactFlow live graph visualization
- `agent_os/frontend/src/components/PortfolioViewer.tsx` — Holdings, trade history, summary views
- `agent_os/frontend/src/components/MetricHeader.tsx` — Top-3 metrics (Sharpe, regime, drawdown)
- `agent_os/frontend/src/hooks/useAgentStream.ts` — WebSocket hook with status tracking
- `tests/unit/test_langgraph_engine_extraction.py` — 14 tests for event mapping
- Pipeline recursion limit fix: passes `config={"recursion_limit": propagator.max_recur_limit}` to `astream_events()`
- Portfolio field mapping fix: shares→quantity, portfolio_id→id, cash→cash_balance, trade_date→executed_at
- **PR #32 merged**: Portfolio Manager data foundation — models, SQL schema, module scaffolding
- **Portfolio Manager Phases 2-5** (implemented): risk_evaluator, candidate_prioritizer, trade_executor, holding_reviewer, pm_decision_agent, portfolio_states, portfolio_setup, portfolio_graph
- **Portfolio CLI integration**: `portfolio`, `check-portfolio`, `auto` commands in `cli/main.py`
# In Progress
- None — PR ready for merge
# Active Blockers
- None currently