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.
3 new tables + seeds the 'kevin' row in strategies with a pinned UUID
constant so Trade.strategy_id can be joined back to the strategy across
live + backtest paths.
The alembic migration unconditionally called create_hypertable() which
fails if TimescaleDB isn't installed on the PostgreSQL instance. Wrap
in a DO block that checks for the extension first.
I1: Add graceful shutdown (SIGTERM/SIGINT) to all 5 background services
I2: Fix Dockerfile healthcheck to use curl on /metrics endpoint
I3: Fix StreamConsumer.ensure_group() to only catch BUSYGROUP errors
I4: Fix SimulatedBroker to reject orders with insufficient cash/shares
I5: Move ORM attribute access inside DB session context in trades routes
I6: Add Redis-based rate limiting (10 req/min/IP) on all auth endpoints
I8: Prevent backtest background task garbage collection
I9: Use Numeric(16,6) instead of Float for financial columns in migration
I10: Add index on trades.created_at for time-range queries
I11: Bind infrastructure ports to 127.0.0.1 in docker-compose
I12: Add migrations init service; all app services depend on it
I13: Fix user enumeration in login_begin (return options for non-existent users)
