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).

Recent Progress

  • 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