User reported that the old prompt could emit 'sell' on backward-looking
capitulation ('Kevin sold after a 20% drop') — exactly the false signal
to avoid. v2 reframes every per-ticker field as forward-looking and
adds an explicit expected_move enum for the trading bot to weight.
Changes:
- New ExpectedMove enum (up_strong/up_mild/sideways/down_mild/
down_strong/unknown) in shared/schemas + shared/models, with
matching kevin_expected_move Postgres enum + column on
kevin_stock_mentions (migration e5f6a7b8c9d0). NOT NULL with
server_default 'unknown' so existing rows backfill cleanly.
- SYSTEM_PROMPT rewritten: action semantics now require a FORWARD
view; reactive sells get downgraded to 'watch' or skipped; the
rationale_quote must contain forward reasoning. Quality
checklist updated.
- _ANALYSIS_TOOL JSON schema gains expected_move (required).
- prompt_version v1 → v2 in config + infra + ad-hoc CLI default.
- pipeline.py persists ticker.expected_move into the new column.
Migration safety: the column is NOT NULL DEFAULT 'unknown' so 96
existing mentions auto-fill with 'unknown' (no forward call known
for backward analyses) without breaking any reads.
Cost to backfill the 27 existing analyses with v2 prompt: ~$3 LLM
spend. A follow-up reanalyze script will replay them after this
ships.
- Replace all Literal[...] type annotations with corresponding enum classes
(TickerAction, TimeHorizon, MarketOutlook, VideoStatus, TranscriptSource)
for MeetKevinTickerMention, MeetKevinAnalysis, and API response models
(VideoSummary, VideoDetail, StockMention, StockSummary, TimelineBucket)
- Add min_length=1, max_length=10 validation to MeetKevinTickerMention.symbol
- Split test_conviction_edge_cases into two separate boundary tests
- Strengthen test_valid_ticker_mention with assertions for all 6 fields
- Trim no-information docstrings from TranscriptSegment, StockTimeline
- All 60 schema tests pass
