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TradingAgents
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TradingAgents/docs/agent/CURRENT_STATE.md

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Current Milestone

Smart Money Scanner added to scanner pipeline (Phase 1b). MongoDB report store + run-ID namespacing + reflexion memory added. PR#106 review findings addressed (ADR 016). 18 agent factories. All tests passing (886 passed, 14 skipped).

Recent Progress

  • PR#106 review fixes (ADR 016):
    • Fix 1: save_holding_review iteration — was passing portfolio_id as ticker; now iterates per ticker
    • Fix 2: contextvars.ContextVar replaces threading.local for RunLogger — async-safe
    • Fix 3: list_pm_decisions — added {"_id": 0} projection to exclude non-serializable ObjectId
    • Fix 4: ReflexionMemory.created_at — native datetime for MongoDB, ISO string for local JSON fallback
    • Fix 5: write/read_latest_pointer — accepts base_dir parameter; ReportStore passes its _base_dir
    • Fix 6: RunLogger.callback — wired into all 3 astream_events() calls (scan, pipeline, portfolio)
    • Fix 7: MongoReportStore.__init__ — calls ensure_indexes() automatically
    • docs/agent/decisions/016-pr106-review-findings.md — full writeup of all 13 findings and resolutions
    • Tests: 14 new tests covering all 7 fixes
  • MongoDB Report Store + Run-ID + Reflexion (current branch):
    • tradingagents/report_paths.py — All path helpers accept optional run_id for run-scoped directories; latest.json pointer mechanism
    • tradingagents/portfolio/report_store.py — ReportStore supports run_id + latest.json pointer for read resolution
    • tradingagents/portfolio/mongo_report_store.py — MongoDB-backed report store (same interface as filesystem)
    • tradingagents/portfolio/store_factory.py — Factory returns MongoDB or filesystem store based on config
    • tradingagents/memory/reflexion.py — Reflexion memory: store decisions, record outcomes, build context for agent prompts
    • agent_os/backend/services/langgraph_engine.py — Uses store factory + run_id for all run methods; fixed run_portfolio directory iteration for run-scoped layouts
    • tradingagents/default_config.py — Added mongo_uri and mongo_db config keys
    • pyproject.toml — Added pymongo>=4.12.1 dependency
    • Tests: 56 new tests (report_paths, report_store run_id, mongo store, reflexion, factory)
    • docs/agent/decisions/015-mongodb-report-store-reflexion.md — ADR documenting all design decisions
  • Smart Money Scanner: 4th scanner node added to macro pipeline
  • AgentOS: Full-stack visual observability layer (FastAPI + React + ReactFlow)
  • Portfolio Manager: Phases 1–10 fully implemented

In Progress

  • None — branch ready for PR

Active Blockers

  • None currently