Commit Graph

4 Commits

Author SHA1 Message Date
027b4bd8e4 refactor: implement database-only position tracking with lazy context injection
This commit migrates the system to database-only position storage,
eliminating file-based position.jsonl dependencies and fixing
ContextInjector initialization timing issues.

Key Changes:

1. ContextInjector Lifecycle Refactor:
   - Remove ContextInjector creation from BaseAgent.__init__()
   - Add BaseAgent.set_context() method for post-initialization injection
   - Update ModelDayExecutor to create ContextInjector with correct trading day date
   - Ensures ContextInjector receives actual trading date instead of init_date
   - Includes session_id injection for proper database linking

2. Database Position Functions:
   - Implement get_today_init_position_from_db() for querying previous positions
   - Implement add_no_trade_record_to_db() for no-trade day handling
   - Both functions query SQLite directly (positions + holdings tables)
   - Handle first trading day case with initial cash return
   - Include comprehensive error handling and logging

3. System Integration:
   - Update get_agent_system_prompt() to use database queries
   - Update _handle_trading_result() to write no-trade records to database
   - Remove dependencies on position.jsonl file reading/writing
   - Use deployment_config for automatic prod/dev database resolution

Data Flow:
- ModelDayExecutor creates runtime config and trading session
- Agent initialized without context
- ContextInjector created with (signature, date, job_id, session_id)
- Context injected via set_context()
- System prompt queries database for yesterday's position
- Trade tools write directly to database
- No-trade handler creates database records

Fixes:
- ContextInjector no longer receives None values
- No FileNotFoundError for missing position.jsonl files
- Database is single source of truth for position tracking
- Session linking maintained across all position records

Design: docs/plans/2025-02-11-database-position-tracking-design.md
2025-11-02 22:20:01 -05:00
1bfcdd78b8 feat: complete v0.3.0 database migration and configuration
Final phase of v0.3.0 implementation - all core features complete.

Price Tools Migration:
- Update get_open_prices() to query price_data table
- Update get_yesterday_open_and_close_price() to query database
- Remove merged.jsonl file I/O (replaced with SQLite queries)
- Maintain backward-compatible function signatures
- Add db_path parameter (default: data/jobs.db)

Configuration:
- Add AUTO_DOWNLOAD_PRICE_DATA to .env.example (default: true)
- Add MAX_SIMULATION_DAYS to .env.example (default: 30)
- Document new configuration options

Documentation:
- Comprehensive CHANGELOG updates for v0.3.0
- Document all breaking changes (API format, data storage, config)
- Document new features (on-demand downloads, date ranges, database)
- Document migration path (scripts/migrate_price_data.py)
- Clear upgrade instructions

Breaking Changes (v0.3.0):
1. API request format: date_range -> start_date/end_date
2. Data storage: merged.jsonl -> price_data table
3. Config variables: removed RUNTIME_ENV_PATH, MCP ports, WEB_HTTP_PORT
4. Added AUTO_DOWNLOAD_PRICE_DATA, MAX_SIMULATION_DAYS

Migration Steps:
1. Run: python scripts/migrate_price_data.py
2. Update API clients to use new date format
3. Update .env with new variables
4. Remove old config variables

Status: v0.3.0 implementation complete
Ready for: Testing, deployment, and release
2025-10-31 16:44:46 -04:00
Mirza Samad
3e9cd5f35b changes 2025-10-29 09:42:37 +03:00
tianyufan
df5c25c98d init update 2025-10-24 00:35:21 +08:00