Added debug output to confirm:
- How many messages are in conversation_history
- How many assistant vs tool messages
- Preview of first assistant message content
- What the summarizer receives
This will verify that the full detailed reasoning (like portfolio
analysis, trade execution details) is being captured and passed
to the summarizer.
Output will show:
[DEBUG] Generating summary from N messages
[DEBUG] Assistant messages: X, Tool messages: Y
[DEBUG] First assistant message preview: ...
[DEBUG ReasoningSummarizer] Formatting N messages
[DEBUG ReasoningSummarizer] Breakdown: X assistant, Y tool
The reasoning summary was not accurately reflecting actual trades.
For example, 2 sell trades were summarized as 'maintain core holdings'.
Changes:
- Updated prompt to require explicit mention of trades executed
- Added emphasis on buy/sell tool calls in formatted log
- Trades now highlighted at top of log with TRADES EXECUTED section
- Prompt instructs: state specific trades (symbols, quantities, action)
Example before: 'chose to maintain core holdings'
Example after: 'sold 1 GOOGL and 1 AMZN to reduce exposure'
This ensures reasoning field accurately describes what the AI actually did.
- Implement ReasoningSummarizer class for generating 2-3 sentence AI summaries
- Add fallback to statistical summary when AI generation fails
- Format reasoning logs for summary prompt with truncation
- Handle empty reasoning logs with default message
- Add comprehensive unit tests with async mocking
