Commit Graph
16 Commits
Author SHA1 Message Date
momentum devandClaude Fable 5 21b38109aa test: clamp test pins BACKTEST_MAX_SESSIONS env (default moved to 300)
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-22 09:30:14 -05:00
momentum devandClaude Fable 5 f10a8033a1 chart: add volume histogram + Bollinger Bands + EXIT markers
Owner asks on the candlesticks:
- VOLUME: histogram series (bottom 20% overlay), coloured by candle direction.
- BOLLINGER BANDS: 20-period 2-sigma, computed client-side from closes; price
  riding the upper band = strong, break back inside = fading (momentum context).
- EXIT markers were NEVER wired — the fills feed carries only entries
  (order_submitted), and the loop fills brackets via position-diffing so no
  order_filled fires. Exits live in position_closed; now surfaced as square
  markers with reason + P&L (green win / red loss). Entry 'expected' (unfilled
  submit) markers labelled distinctly. Fixed a self-inflicted bug: queried the
  event store AFTER closing it — moved the position_closed fetch inside the
  open-store block. 11 chart tests green incl. new exit-marker test.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 14:28:15 -05:00
momentum devandClaude Fable 5 e7bd8fa279 fix: repair DashboardState.__init__ (my prior commit orphaned _backtest_lock)
The self-heal commit (a00f967) inserted the _research method INSIDE __init__ at
method-body indent, truncating it so _change_signal/_backtest_lock/_backtest_
cache never got set -> AttributeError on backtest. Moved _research to a sibling
method; __init__ now sets all attrs. Two chart/sparkline tests updated: a None
research_con now REOPENS lazily, so 'no research db attached' is reached only
when the reopen also fails (they monkeypatch open to fail). 22 api tests green.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 12:06:19 -05:00
momentum devandClaude Fable 5 a00f967bdf fix: dashboard research-DB connection self-heals — the 'TradingView failing' root cause
The charts weren't broken — the data pipe was empty. dashboard_api opened the
research connection ONCE at boot; if the DB was unreachable then (container
started before Postgres, or a blip) it stayed None forever, so /api/chart and
/api/bars returned 'no research db attached' and every candlestick + sparkline
rendered blank. Live-verified: GET /api/chart returned bars:[] reason:'no
research db attached' on the deployed dashboard. Now DashboardState._research()
opens the connection LAZILY and reopens if None — same self-heal as the
event-store emit fix. 2 tests; chart/backtest endpoint tests still green.
No library change: Lightweight Charts v5.2 is fine, it just had nothing to draw.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-20 12:04:43 -05:00
momentum devandClaude Fable 5 053c927cf7 backtest: explain the regime-gated empty window + toggle to view raw-criteria trades
Owner saw a blank /backtest — it was CORRECT (the regime gate sat out every
recent session) but unexplained. Now: ?regime=0|1 override on /api/backtest,
an 'apply regime gate (as deployed)' checkbox, and an empty-state message
saying WHY there are no trades and what to click. Gated view = what the bot
would do; ungated = the raw simple criteria.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 22:40:03 -05:00
momentum devandClaude Fable 5 a9aa37c885 backtest: replay the LIVE track only (v1) — shadow research tracks poisoned /backtest
replay_window reconstructed fires from ALL setup versions, so liq1/vr1/run1/pm1
(refuted shadow tracks, never traded live, 8:1 volume vs v1, tight-stop
artifacts) dominated /backtest: 17k trades / 45 sessions at -1.8R/trade —
garbage scale vs the harness-validated -0.08R/fire. reconstruct_fires_from_setups
gains an optional setup_version filter (default None: experiments unchanged);
replay_window pins it to v1.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 17:22:03 -05:00
momentum devandClaude Fable 5 8ac222a4ca research-tooling: /backtest replay dashboard — theoretical trades under current settings
Adds a read-only /backtest page showing how the bot WOULD have traded past
sessions under the CURRENTLY configured live settings: theoretical ORB fires
from setup_events, replayed through the shared exit engine (simulate_exit +
ExitConfig.from_env(), same adverse-fill accounting the exit-experiment
harness uses), screened through the shared population gate and (optionally)
the live regime gate. No new simulation math — replay.replay_window() is pure
assembly of existing pieces (reconstruct_fires_from_setups, _fire_in_population,
_load_regime_favorable, simulate_exit); api/main.py adds the /backtest and
/api/backtest routes plus a dedicated-lock 10-min cache so a slow replay never
blocks the live dashboard's SSE stream. Also extends /api/chart with an
optional date= anchor so the trade drill-in chart modal can reach sessions
older than the existing 72h-from-now window, and adds a one-line BACKTEST nav
link to the live dashboard header.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 08:42:43 -05:00
momentum devandClaude Fable 5 dd81dbbda1 operator-plane: live decision trace — gate receipts feed + chart reject markers (plan 014)
Surfaces the entry_gate_evaluated decision receipts (plan 005) that were
write-only until now: a Decision Trace panel (per-gate value->threshold
chips, symbol filter, lazy-load + SSE refresh) and collapsed reject markers
merged into the plan-013 symbol chart's existing markers primitive.

- storage/projections.py: query_gate_receipts (case-insensitive symbol
  filter, newest-first, same _hist_window idiom as query_fills_feed)
- api/main.py: GET /api/decisions (clamped limit<=500, date-scoped);
  DashboardState.decisions() adds a server-computed epoch per row; factored
  chart()'s inline to_epoch into a shared _to_epoch_et helper
- api/static/dashboard.html: Decision Trace panel + refreshChart now also
  fetches /api/decisions and merges collapsed reject markers (same-reason
  bursts within 5min -> one marker) into the single setMarkers call

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-17 07:36:31 -05:00
momentum dev b4ad3d3a66 operator-plane: symbol drill-in chart — 24h candles + live trade markers (plan 013)
Click any symbol cell to open a 24h candlestick chart (vendored TradingView
Lightweight Charts v5.2, Apache-2.0) with buy/sell arrows at the bot's fills,
muted arrows for submitted-unfilled orders, and entry/stop/target price
lines. New read-only /api/chart endpoint (DashboardState.chart) converts
naive-ET minute_bars/event timestamps to UTC epoch seconds; query_fills_feed
gained an optional symbol filter. Chart refreshes off the existing SSE
snapshot signal (5s throttle, full replace) and tears down on close. Also
backfills order_filled markers' missing `side` (OrderFilledEvent's schema
has no side field) via an order_id join to the sibling order_submitted row.

Merged plan 012 (advisor/012-dashboard-order-limits) first — this plan
depends on its stopWorkingBy/targetBy/entryLimitBy maps.
2026-07-17 06:46:52 -05:00
momentum devandClaude Fable 5 21687c97ff operator-plane: wire research reader into standalone dashboard (sparklines)
DashboardState.bars() short-circuits to [] unless a research_con is attached; the
embedded orchestrator passed one but the standalone dashboard_api.py never built
it, so production sparklines were permanently dead. The missing wire was purely
the entrypoint (DATABASE_URL already reaches the market schema) — now it opens
open_research_db("market") read-only and passes it, degrading to None (charts
show "no research db") if it can't connect. Verified live: bars() returns real
minute rows through the standalone reader.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 00:21:37 -04:00
momentum devandClaude Fable 5 cb206e45cb operator-plane: truthful LIVE badge + kill-switch UI + action gating
Badge now derives PAPER/LIVE from broker truth (base-URL host) instead of the
schwab_live literal that read PAPER while go-live swapped only ALPACA_BASE_URL;
live flips body.live-mode (top shimmer -> solid red) with a tooltip of host +
account. Adds the header FLATTEN ALL (two-step arm/confirm, 5s auto-disarm) and
PAUSE ENTRIES toggle (+ amber banner), per-position EXIT buttons (two-step), and
an operator-token field sent as X-Dashboard-Token on every POST (also fixes
approve/reject when a token is set). Action controls gate on
has_execution || command_bus; kill-switch controls on command_bus. No keyboard
shortcut for any destructive action. New styling is :root-token-only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 00:19:51 -04:00
momentum devandClaude Fable 5 e7c34f298f operator-plane: guarded command bus (flatten / pause kill switch)
Adds OperatorCommandEvent + a closed command vocabulary (flatten_all,
flatten_symbol, pause_entries, resume_entries). POST /api/command emits it
(token-required: 503 when DASHBOARD_TOKEN unset — commands never run
unauthenticated); the live loop's new 5s "command" step consumes them via
OperatorCommandConsumer with three replay-safety layers (in-session nonce set,
persisted operator_command_done reload, 10-min staleness window).

flatten_all routes through close_session DIRECTLY (never step_eod_flatten) so it
cannot trip plan 003's daily-restart exit. Pause is checked at the top of BOTH
request_approvals_for_ready_signals AND submit_breakout_now (missing either
leaks pause on that path). qabot gains an authorized-chat-only /flatten slash
command (prose "flatten" still refuses via _ACTION_WORDS). Snapshot exposes
broker truth + command_bus + a defensive experiment ledger.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 00:15:00 -04:00
momentum devandClaude Fable 5 fbb84ae166 operator-plane: cheapen SSE change detector (shared once/sec signal)
Every SSE client polled COUNT(*) on a fresh EventStore connection each ~1s
(re-applying the 473-line schema unless PG_SKIP_SCHEMA=1). Replaced with one
process-wide _ChangeSignal: a single long-lived connection reads max(timestamp)
(idx_events_timestamp tail seek) at most once per second GLOBALLY behind a lock,
so N clients cost one query/sec. EventStore.max_timestamp() backs it; reader is
injectable for the query-budget test.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 00:05:08 -04:00
momentum devandClaude Fable 5 07570fb0e4 operator-plane: fix dashboard POST NameError (import os/hmac)
Every POST endpoint (approve/reject/exit/watch) crashed with NameError:
do_POST references os.environ + hmac.compare_digest but neither was imported.
Adds the imports, a non-loopback regression test for the token gate (no token
-> routes; token set -> 401 without/with-wrong header, 200 with correct), and
plumbs DASHBOARD_TOKEN + PG_SKIP_SCHEMA=1 into both compose dashboard services
(+ .env.example docs for DASHBOARD_TOKEN / COMMAND_BUS_ENABLED).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-14 00:04:01 -04:00
momentum devandClaude Opus 4.8 b44b707581 Fix projection bugs + test isolation surfaced while verifying
Running the suite against the cleanup exposed pre-existing breakage (these
tests had not been run since the Postgres migration / recent sync changes):

- _latest_event_payload ordered by `timestamp DESC` with no tie-break, so two
  account snapshots emitted in the same second returned the arbitrary/older one
  (test wanted 101.5k, got 100k). Tie-break on `created_at DESC`.
- query_watch_states_snapshot windowed BOTH event types to the live 45-min
  window; symbol_state_changed (~2k all-time, the watch list itself) must be
  unbounded so the list isn't empty off-hours, while criteria_evaluated (~120k,
  the 112s killer) stays windowed.
- Test isolation: the dashboard tests pass file-path db_paths expecting a fresh
  DB, but under Postgres the path is ignored — they read AND wrote the
  production `public` schema. get_connection now honours MOMENTUM_PG_SCHEMA
  (test-only) to pin all connections in a test to one throwaway schema; an
  autouse fixture sets/drops it. (Cleaned 125 leaked fixture events from prod.)
- FakeClient.get_orders missed the `nested=` kwarg added in ddf93d1.

tests/unit: 134 passed.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-18 22:43:40 -04:00
momentum devandClaude Opus 4.8 007cd95c79 Baseline before Postgres migration (WS0)
Snapshot before the DuckDB->PostgreSQL migration. data/, archive/, the 232MB
rebuild zip, the Windows .venv, and .env are excluded via .gitignore.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-15 23:39:29 -04:00