TradingAgents/docs/agent/decisions
Copilot 9c9cc8c0b6
fix: address all PR#106 review findings (ADR 016) (#106)
* Initial plan

* feat: add observability logging - run event persistence and enriched tool events

- Integrate RunLogger into LangGraphEngine for JSONL event persistence
- Add _start_run_logger/_finish_run_logger lifecycle in all run methods
- Enrich tool events with service, status, and error fields
- Add _TOOL_SERVICE_MAP for tool-to-service name resolution
- Frontend: color error events in red, show service badges
- Frontend: display graceful_skip status with orange indicators
- Frontend: add error tab and service info to EventDetail/EventDetailModal
- Add 11 unit tests for new observability features

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
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* refactor: address code review - extract graceful keywords constant, fix imports

- Move get_daily_dir import to top-level (remove inline aliases)
- Extract _GRACEFUL_SKIP_KEYWORDS as module-level constant
- Update test patches to match top-level import location

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/477a0676-af7b-48ff-8a3d-567e943323cf

* feat: add run_id to report paths, MongoDB report store, store factory, and reflexion memory

- report_paths.py: All path helpers accept optional run_id for run-scoped dirs
- report_store.py: ReportStore supports run_id + latest.json pointer mechanism
- mongo_report_store.py: MongoDB-backed store with same interface (no overwrites)
- store_factory.py: Factory returns MongoDB or filesystem store based on config
- memory/reflexion.py: Reflexion memory for learning from past decisions
- langgraph_engine.py: Uses store factory + run_id for all run methods
- Fix save_holding_reviews bug (was save_holding_reviews, now save_holding_review)
- default_config.py: Add mongo_uri and mongo_db config keys
- pyproject.toml: Add pymongo>=4.12.1 dependency
- .env.example: Document TRADINGAGENTS_MONGO_URI and TRADINGAGENTS_MONGO_DB

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/16e673ea-40a1-40a0-8e77-f8cd08c1a716

* fix: clean up reflexion record_outcome (remove broken update_one with sort)

Also update runs.py reset endpoint to use store factory, fix tests,
add ADR 015, update CURRENT_STATE.md

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/16e673ea-40a1-40a0-8e77-f8cd08c1a716

* fix: address all PR#106 review findings (ADR 016)

- Fix save_holding_review: iterate per-ticker instead of passing
  portfolio_id as ticker (Finding 13)
- Fix RunLogger context: replace threading.local with contextvars
  for asyncio task isolation (Finding 3)
- Fix list_pm_decisions: add _id:0 projection to exclude ObjectId (Finding 6)
- Fix ReflexionMemory: native datetime for MongoDB, ISO string for
  local JSON fallback (Finding 7)
- Fix latest pointer: write/read_latest_pointer accept base_dir
  parameter, ReportStore passes _base_dir (Finding 12)
- Wire RunLogger callback into all astream_events calls (Finding 1)
- Call ensure_indexes in MongoReportStore.__init__ (Finding 11)
- Create ADR 016 documenting all 13 findings and resolutions
- Add 14 targeted tests covering all 7 fixes
- All 886 tests pass (872 existing + 14 new)

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/e52cdd2f-efae-4d2a-a56f-903d909b3342

* chore: remove unused imports in tests, remove redundant ensure_indexes call in factory

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/e52cdd2f-efae-4d2a-a56f-903d909b3342

* docs: update ADR 016 — mark Finding 2 resolved, update context docs for contextvars

Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
Agent-Logs-Url: https://github.com/aguzererler/TradingAgents/sessions/ce9e2400-a60d-4a6b-896b-1b34ec786bed

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: aguzererler <6199053+aguzererler@users.noreply.github.com>
2026-03-25 11:14:23 +01:00
..
.gitkeep feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
001-hybrid-llm-setup.md feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
002-data-vendor-fallback.md feat: opt-in vendor fallback — fail-fast by default (#18) 2026-03-18 14:25:38 +01:00
003-yfinance-etf-proxies.md feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
004-inline-tool-execution.md feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
005-langgraph-parallel-reducers.md feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
006-env-var-config-overrides.md feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
007-thread-safe-rate-limiter.md feat: add agentic memory scaffold and migrate tracking files to docs/agent/ 2026-03-17 17:14:11 +01:00
008-lessons-learned.md feat: opt-in vendor fallback — fail-fast by default (#18) 2026-03-18 14:25:38 +01:00
009-industry-deep-dive-quality.md docs: update memory files after PR #13 (Industry Deep Dive quality fix) 2026-03-17 20:20:39 +01:00
010-finnhub-vendor-integration.md feat: opt-in vendor fallback — fail-fast by default (#18) 2026-03-18 14:25:38 +01:00
011-opt-in-vendor-fallback.md feat: opt-in vendor fallback — fail-fast by default (#18) 2026-03-18 14:25:38 +01:00
012-portfolio-no-orm.md docs: ADR-012 — raw supabase-py over Prisma/SQLAlchemy for portfolio data layer 2026-03-20 10:48:40 +00:00
013-agentos-websocket-streaming.md docs: update docs/agent/ with AgentOS architecture, components, conventions, and ADR 013 2026-03-23 10:48:49 +00:00
014-finviz-smart-money-scanner.md feat(scanner): Finviz smart money scanner + Golden Overlap strategy 2026-03-24 16:03:17 +01:00
015-mongodb-report-store-reflexion.md fix: address all PR#106 review findings (ADR 016) (#106) 2026-03-25 11:14:23 +01:00
016-pr106-review-findings.md fix: address all PR#106 review findings (ADR 016) (#106) 2026-03-25 11:14:23 +01:00