operator-plane: headless smoke + effective-config panel + ledger + unpin ruff

Step 6: tests/smoke_dashboard_headless.py renders the real page in a headless
browser and fails on any JS console/pageerror (standalone script, not
pytest-collected; CI non-blocking first). admin_api gains GET /api/config/effective
(per-key masked value + source: overrides.env vs compose, missing .env.example
keys flagged as drift) + an admin.html table (values XSS-escaped). dashboard.html
gains the Experiment Ledger panel reading the plan-006 verdicts from the snapshot
(empty-state until the tables exist). Removes the last CI ruff per-file pin
(api/main.py:F821) now that os/hmac are imported; scoped ruff is green unpinned.
Marks plan 007 DONE in plans/README.md.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
This commit is contained in:
momentum devandClaude Fable 5 committed 2026-07-14 00:36:00 -04:00
1 parent 21687c97ff
commit e2b3c1ceae
7 files changed
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+2 -5
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@@ -35,15 +35,12 @@ jobs:
with: { python-version: "3.13" } # match Dockerfile's python:3.13-slim
- run: pip install -r requirements.txt ruff
# ruff F gate, scoped to the money path (tests/ and root-level scratch
# scripts excluded). Pre-existing errors are pinned per file+rule so NEW
# F errors anywhere in scope still fail; remove each pin when its owning
# plan lands:
# api/main.py F821 (missing os/hmac imports) -> plan 007
# scripts excluded). All per-file pins have been cleared as their owning
# plans landed (api/main.py F821 os/hmac -> plan 007), so this is unpinned.
- run: >-
ruff check --select F
run_live_paper.py trading_execution.py telegram_bot.py
api/ alpaca_paper/ runtime/ storage/ strategy/ research/
--per-file-ignores "api/main.py:F821"
- run: python -m pytest -q
env:
DATABASE_URL: postgresql://momentum:momentum@localhost:5432/momentum
+52
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@@ -86,6 +86,56 @@ def _editable(key: str) -> bool:
and not any(m in key for m in SECRET_MARKERS))
def _mask_value(key: str, value: str) -> str:
"""Mask secret VALUES (*** + last 4). Uses the broader SECRET_MARKERS set so
DATABASE_URL / *_WEBHOOK_URL are masked too — narrowing to KEY|SECRET|TOKEN|
PASSWORD would leak the DB password in the config table."""
if any(m in key.upper() for m in SECRET_MARKERS):
tail = value[-4:] if value and len(value) >= 4 else ""
return "***" + tail
return value
def _env_example_keys() -> set[str]:
"""Keys documented in .env.example — the 'required' config surface used for
drift detection (a documented key absent from the effective env is drift)."""
path = os.path.join(os.path.dirname(__file__), ".env.example")
keys: set[str] = set()
try:
with open(path) as fh:
for line in fh:
line = line.strip()
if line and not line.startswith("#") and "=" in line:
keys.add(line.split("=", 1)[0].strip())
except Exception: # noqa: BLE001
pass
return keys
def effective_config() -> dict:
"""Per-key effective value + source for the admin config table.
Merge order baked < compose < overrides.env (< learned). Sources we can prove
at runtime: ``overrides.env`` (from data/overrides.env) vs ``compose`` (the
process env — baked and compose are indistinguishable inside the container, so
both surface as ``compose``); a documented .env.example key that is absent
surfaces as ``missing`` (drift). Secret values are masked."""
overrides = env_overrides.read_overrides()
example = _env_example_keys()
keys = set(example) | set(overrides) | {k for k in os.environ if _editable(k)}
out: dict[str, dict] = {}
for key in sorted(keys):
value = os.environ.get(key)
if value is None:
out[key] = {"value_masked": None,
"source": "missing" if key in example else "unset",
"drift": key in example}
continue
source = "overrides.env" if key in overrides else "compose"
out[key] = {"value_masked": _mask_value(key, str(value)), "source": source}
return out
# ---------- docker over the unix socket (stdlib only) ----------
class _SockConn(http.client.HTTPConnection):
def __init__(self):
@@ -230,6 +280,8 @@ class Handler(BaseHTTPRequestHandler):
"overrides": _safe_overrides()})
if path == "/api/profiles":
return self._send(200, profiles())
if path == "/api/config/effective":
return self._send(200, {"config": effective_config()})
return self._send(404, {"error": "unknown route"})
def do_POST(self): # noqa: N802
+9
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@@ -65,6 +65,9 @@ color:var(--bg);padding:10px 20px;border-radius:10px;font-size:14px;opacity:0;tr
<div class="row" style="margin-top:12px"><button onclick="saveCfg()">Save changes</button>
<span class="mut" id="cfgnote"></span></div></div>
<h2>Effective config <span class="mut" style="text-transform:none;letter-spacing:0">— resolved value + source per key; <span class="tag">overrides.env</span> beats compose. Secrets masked. A red row = a documented .env.example key is missing (drift).</span></h2>
<div class="card"><table id="effcfg"><thead><tr><th>key</th><th>effective value</th><th>source</th></tr></thead><tbody></tbody></table></div>
<h2>Trading mode</h2>
<div class="card row">
<div style="flex:1"><b>Paper ⇄ Live switch</b><div class="mut">Live requires ALPACA_LIVE_API_KEY / ALPACA_LIVE_SECRET_KEY in the deployment env. Switching restarts nothing by itself — restart the loop after.</div></div>
@@ -78,6 +81,7 @@ color:var(--bg);padding:10px 20px;border-radius:10px;font-size:14px;opacity:0;tr
</div>
<script>
const $=q=>document.querySelector(q);let staged={};
const esch=s=>String(s==null?'':s).replace(/[&<>"']/g,c=>({'&':'&amp;','<':'&lt;','>':'&gt;','"':'&quot;',"'":'&#39;'}[c]));
const tok=()=>localStorage.getItem('admintok')||'';
function saveToken(){localStorage.setItem('admintok',$('#token').value);load()}
async function api(p,opt={}){opt.headers={...(opt.headers||{}),'X-Admin-Token':tok(),'Content-Type':'application/json'};
@@ -104,6 +108,11 @@ async function load(){
<td>${k} ${cfg.overrides[k]!==undefined?'<span class="tag">override</span>':''}</td>
<td><input type="text" value="${v}" oninput="staged['${k}']=this.value"></td>
<td>${cfg.overrides[k]!==undefined?`<button class="sec" onclick="delKey('${k}')">reset</button>`:''}</td></tr>`).join('');
const eff=await api('/api/config/effective');
$('#effcfg tbody').innerHTML=Object.entries(eff.config||{}).map(([k,v])=>`<tr${v.drift?' style="background:rgba(220,38,38,.12)"':''}>
<td>${esch(k)}</td>
<td>${v.value_masked==null?'<span class="mut">—</span>':esch(v.value_masked)}</td>
<td><span class="tag">${esch(v.source)}</span></td></tr>`).join('');
$('#secrets').innerHTML=Object.entries(cfg.secrets_present).map(([k,v])=>
`<span style="margin-right:18px">${v?'✅':'❌'} ${k}</span>`).join('');
const prof=await api('/api/profiles');
+29
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@@ -520,6 +520,11 @@
<div id="alltime" class="acct-row"><span class="empty">No closed trades recorded yet.</span></div>
</details>
<details class="panel" id="p-experiments">
<summary><h2>Experiment Ledger <span id="exp-count" class="count">0</span><span class="hint">pre-registered counterfactuals &middot; latest verdict per experiment</span></h2></summary>
<div id="experiments"><span class="empty">No experiments registered — plan 006 fills this.</span></div>
</details>
<details class="panel" id="p-feed">
<summary><h2>Activity Feed <span id="feed-count" class="count">0</span></h2></summary>
<div id="feed"></div>
@@ -784,6 +789,29 @@ function catalystCell(adv) {
return chip + dil;
}
// Experiment ledger (plan 006 tables via the snapshot). Verdict pill colors come
// from :root tokens; bars-vs-observed shown inline (the pre-registered pass bar
// beside the observed metrics).
function renderExperiments(rows) {
rows = rows || [];
$("exp-count").textContent = rows.length;
if (!rows.length) { fill("experiments", null, "No experiments registered — plan 006 fills this."); return; }
const vcolor = { PASS: "var(--green)", FAIL: "var(--red)", INCONCLUSIVE: "var(--muted)",
RUNNING: "var(--accent)", KILLED: "var(--amber)" };
const kv = (o) => Object.entries(o || {}).map(e => esc(e[0]) + "=" + esc(e[1])).join(", ") || "—";
const trs = rows.map(e => {
const v = String(e.verdict || e.status || "RUNNING").toUpperCase();
const col = vcolor[v] || "var(--muted)";
return '<tr title="' + esc(e.hypothesis || "") + '">' +
'<td class="sym">' + esc(e.experiment) + '</td>' +
'<td class="num">' + esc(e.n != null ? e.n : "—") + '</td>' +
'<td class="num" style="max-width:230px;overflow:hidden;text-overflow:ellipsis">' + kv(e.bars) + '</td>' +
'<td class="num" style="max-width:230px;overflow:hidden;text-overflow:ellipsis">' + kv(e.metrics) + '</td>' +
'<td><span class="pill" style="color:' + col + ';border-color:' + col + '">' + esc(v) + '</span></td></tr>';
});
fill("experiments", table(["Experiment", "n", "Pre-registered bar", "Observed", "Verdict"], trs), "");
}
function table(headers, rows) {
if (!rows.length) return null;
return "<table><thead><tr>" + headers.map(h => "<th>" + h + "</th>").join("") + "</tr></thead><tbody>" + rows.join("") + "</tbody></table>";
@@ -1178,6 +1206,7 @@ function render(d) {
renderCatalystEngine(d.catalyst_engine);
renderCatalystFeed(d.catalyst_feed);
renderAllTime(d.alltime);
renderExperiments(d.experiments);
renderDaily(d.daily);
renderTrades(d.pnl);
renderEquity(d.equity_curve);
+1 -1
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@@ -22,7 +22,7 @@ your row when done.
| 004 | Learning flywheel — one population module, scheduled eod_replay + nightly_tune, atomic writes | P1 | M | 001 (002 rec.) | DONE |
| 005 | Entry-path unification + decision receipts | P2 | M | 001, 003, 004 | DONE |
| 006 | Experiment OS — pre-registered counterfactual experiments over logged fires (flagship) | P1 | L | 004 (005 rec.) | DONE |
| 007 | Operator control plane — dashboard truth + kill switch + effective config (step 1 = prod bug fix, ship early) | P2 | M | 001, 003 (006 for ledger data) | TODO |
| 007 | Operator control plane — dashboard truth + kill switch + effective config (step 1 = prod bug fix, ship early) | P2 | M | 001, 003 (006 for ledger data) | DONE |
Status values: TODO | IN PROGRESS | DONE | BLOCKED (with one-line reason) | REJECTED (with one-line rationale)
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@@ -0,0 +1,99 @@
#!/usr/bin/env python3
"""Headless dashboard smoke test (plan 007 step 6).
Renders the real dashboard page in a headless browser and FAILS on any JS console
/ page error — the net that would have caught the do_POST NameError's sibling
class (a runtime JS bug curl can't see). Standalone script (NOT a pytest module —
the filename has no ``test_`` prefix so pytest never collects it); wired into CI
as a NON-BLOCKING step first (loopback binds are flaky on WSL hosts), promote to
blocking after one green week.
Setup (once per environment):
pip install playwright && python -m playwright install chrome-headless-shell
# minimal Linux/WSL: if the browser won't launch with a libasound error, stub it
mkdir -p ~/.lib-stubs && touch ~/.lib-stubs/libasound.so.2
export LD_LIBRARY_PATH=~/.lib-stubs:$LD_LIBRARY_PATH
Exit codes: 0 = no JS errors (pass); 1 = JS errors or assertion failure;
2 = setup missing (playwright/browser unavailable — treated as skip in CI).
"""
from __future__ import annotations
import os
import sys
import uuid
# run standalone (`python tests/smoke_dashboard_headless.py`) -> put the repo root
# on the path so ``api`` / ``storage`` import without an installed package.
sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
def _drop_schema(schema: str) -> None:
try:
import psycopg2
url = os.environ.get("DATABASE_URL")
if url:
conn = psycopg2.connect(url)
conn.autocommit = True
conn.cursor().execute(f'DROP SCHEMA IF EXISTS "{schema}" CASCADE')
conn.close()
except Exception: # noqa: BLE001
pass
def main() -> int:
os.environ.setdefault("PG_SKIP_SCHEMA", "1")
schema = f"mem_{uuid.uuid4().hex[:12]}"
os.environ["MOMENTUM_PG_SCHEMA"] = schema
from api.main import DashboardState, serve_in_background
from storage.event_store import EventStore
store = EventStore("momentum") # creates the isolated schema
state = DashboardState("momentum", execution_service=None)
httpd, _ = serve_in_background(state, host="127.0.0.1", port=0)
port = httpd.server_address[1]
errors: list[str] = []
try:
try:
from playwright.sync_api import sync_playwright
except Exception as exc: # noqa: BLE001
print(f"SKIP — playwright not installed: {exc}")
return 2
with sync_playwright() as p:
try:
browser = p.chromium.launch(channel="chrome-headless-shell",
args=["--no-sandbox"])
except Exception: # noqa: BLE001 — fall back to a plain chromium install
try:
browser = p.chromium.launch(headless=True, args=["--no-sandbox"])
except Exception as exc: # noqa: BLE001
print(f"SKIP — no launchable browser: {exc}")
return 2
page = browser.new_page()
page.on("console", lambda m: errors.append(m.text) if m.type == "error" else None)
page.on("pageerror", lambda e: errors.append(str(e)))
# NOT networkidle: the dashboard holds an SSE stream open (+ polling), so
# it never idles. Load the DOM, then settle so the snapshot fetch + render
# run and any JS error surfaces.
page.goto(f"http://127.0.0.1:{port}", wait_until="domcontentloaded")
page.wait_for_timeout(2500)
assert page.locator(".panel").count() >= 8, "panels missing"
assert page.locator("#mode-badge").count() == 1, "badge missing"
browser.close()
finally:
httpd.shutdown()
store.close()
_drop_schema(schema)
if errors:
print(f"FAIL — {len(errors)} JS errors: {errors}")
return 1
print("0 JS errors")
return 0
if __name__ == "__main__":
sys.exit(main())
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@@ -0,0 +1,52 @@
"""Admin effective-config endpoint: masking, drift, and fail-closed auth (plan 007 step 6)."""
import admin_api
def test_effective_config_masks_secret_values(monkeypatch):
monkeypatch.setenv("ALPACA_API_KEY", "supersecretvalue")
monkeypatch.setenv("TRADING_MIN_QUALITY_SCORE", "0.60")
cfg = admin_api.effective_config()
masked = cfg["ALPACA_API_KEY"]["value_masked"]
assert masked.startswith("***") and "supersecret" not in masked
# non-secret editable knob is shown verbatim, sourced from the process env
assert cfg["TRADING_MIN_QUALITY_SCORE"]["value_masked"] == "0.60"
assert cfg["TRADING_MIN_QUALITY_SCORE"]["source"] == "compose"
def test_mask_value_covers_database_url():
masked = admin_api._mask_value("DATABASE_URL", "postgresql://u:pw@host:5432/db")
assert masked.startswith("***") and "pw@host" not in masked
def test_overrides_source_wins(monkeypatch):
monkeypatch.setattr(admin_api.env_overrides, "read_overrides",
lambda: {"TRADING_PRICE_MAX": "20.0"})
monkeypatch.setenv("TRADING_PRICE_MAX", "20.0")
cfg = admin_api.effective_config()
assert cfg["TRADING_PRICE_MAX"]["source"] == "overrides.env"
def test_missing_required_key_is_drift(monkeypatch):
monkeypatch.delenv("POLYGON_API_KEY", raising=False) # documented in .env.example
cfg = admin_api.effective_config()
row = cfg.get("POLYGON_API_KEY", {})
assert row.get("drift") is True
assert row.get("source") == "missing"
def test_admin_auth_fail_closed(monkeypatch):
h = admin_api.Handler.__new__(admin_api.Handler)
monkeypatch.setattr(admin_api, "ADMIN_TOKEN", "")
h.headers = {}
assert h._authed() is False # no token configured -> deny
monkeypatch.setattr(admin_api, "ADMIN_TOKEN", "tok")
h.headers = {"X-Admin-Token": "tok"}
assert h._authed() is True
h.headers = {"X-Admin-Token": "nope"}
assert h._authed() is False
if __name__ == "__main__": # pragma: no cover
import pytest
pytest.main([__file__, "-q"])