Composable: cursor/aggregator/strategy/publisher/audit_writer/broker
all injected. Master kill-switch (kevin_enable_trading=false) routes to
audit-only path. Cursor advances ONLY after XADD succeeds (race fix).
Concrete collaborators wired in subsequent tasks.
Also extends TradeSignal + SignalDirection.EXIT with the optional
fields Kevin paths need (strategy_id, target_dollars, stop_loss_pct,
take_profit_pct).
First production run hit Anthropic's per-account rate_limit_error (429) trying
to burn through 16 backfill videos in seconds. The SDK's built-in retry can't
recover because the rate limit window resets slower than the 3 retry attempts.
Added meet_kevin_inter_video_sleep_seconds (default 30s) to PipelineDeps and
main's _process_pending_videos loop. 16 backfill videos now take ~8 min (16 * 30s
sleeps + ~30s per LLM call) instead of bursting into the rate limit.
Previous refactor (89f01ad) moved to OpenRouter because no sk-ant-api-* key
was found in Vault. Turns out claude-agent-service-spare-{1,2} hold
sk-ant-oat01-* OAuth tokens (108 chars, scope user:inference, 1-year TTL,
minted via 'claude setup-token' — see memory id=832).
These tokens work with the Anthropic SDK via the auth_token= constructor
argument (routes to Authorization: Bearer ... instead of x-api-key: ...).
They consume the Enterprise Claude subscription quota rather than
per-call billing, so the OpenRouter zero-credit problem goes away.
- llm_analyzer.py: revert OpenAI client to AsyncAnthropic; tool-use API
+ cache_control restored
- config.py: openrouter_api_key -> anthropic_oauth_token; model slug
reverted from anthropic/claude-sonnet-4.5 -> claude-sonnet-4-5
- main.py: AsyncOpenAI -> AsyncAnthropic(auth_token=...), drop OpenRouter
attribution headers
- pyproject: openai>=1.50 -> anthropic>=0.40 in meet_kevin extras
- tests: mocks ported back to messages.create + tool_use blocks
User's Vault has openrouter_api_key but no direct sk-ant-* Anthropic key.
OpenRouter passes through Claude Sonnet 4.6 (~3% markup over Anthropic
list pricing) and matches the existing gpt_mini_endpoint pattern used
by recruiter-responder.
- Replace anthropic.AsyncAnthropic with openai.AsyncOpenAI + base_url
- Convert Anthropic tool-use API to OpenAI function-calling
- System prompt unchanged (analyst instructions are model-agnostic)
- Drop cache_control (not in OpenAI API); revisit later if cost matters
- Model slug: anthropic/claude-sonnet-4.5 (OpenRouter's current Claude tier)
- Pricing: $3.10/M input, $15.50/M output (OpenRouter pass-through)
- Config field anthropic_api_key -> openrouter_api_key
- pyproject extras: anthropic>=0.40 -> openai>=1.50
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
Three issues caught during end-to-end manual QA against docker-compose:
1. SAEnum field columns serialized to Python enum NAMES ('DISCOVERED')
but the DB enum had VALUES ('discovered'). Added `values_callable`
to all 5 SAEnum() declarations in shared/models/meet_kevin.py so they
emit values, matching the migration's enum literals.
2. /dashboard's "last 7 days" / "last 14 days" filters used
`func.cast("7 days", type_=None)` which produced NullType DDL.
Replaced with `text("now() - interval '7 days'")`.
3. /dashboard's outlook trend query repeated `func.date_trunc("day", col)`
in SELECT, GROUP BY and ORDER BY — Postgres treats each as a separate
parameterized expression. Hoisted into a single `day_trunc` variable
so all three clauses reference the same SQL fragment.
All 11 /api/meet-kevin/* endpoints now return valid JSON against a
docker-compose Postgres seeded with one analyzed video + NVDA mention.
- Implement CaptionResult frozen dataclass for structured caption data
- Add parse_srt() to parse SubRip format with flexible timestamp handling
- Add extract_captions() async function using yt-dlp subprocess wrapper
- Prefer manual captions over auto-generated; clean up SRT files after parsing
- Add 16 comprehensive tests covering edge cases (empty input, malformed SRT,
timestamp variations, language extraction, manual vs auto selection)
- Type-safe implementation with full mypy --strict compliance
- Add sample.srt fixture with 3 segments mentioning NVDA for test reference
- Learning engine: expand default weights from 3 to all 9 strategies
- Learning engine: resolve placeholder strategy_id with DB lookup
- Learning engine: pass strategy_sources from trade execution
- Trade executor: respect trading:paused Redis flag in RiskManager
- Portfolio sync: compute actual daily P&L from day-start snapshot
- Portfolio API: cumulative P&L from first snapshot, read pause flag
- Portfolio metrics: compute max drawdown and avg hold duration
- Add strategy_sources field to TradeExecution schema
- Add dev_mode config (TRADING_DEV_MODE) to bypass auth for local dev
- Dashboard: VITE_DEV_MODE bypasses ProtectedRoute and 401 redirects
- Vite proxy target configurable via VITE_API_TARGET
- Add top-level README.md and remaining-work-plan.md
- Update CLAUDE.md with correct counts and remove stale TODOs
- 404 tests passing
Made-with: Cursor
Backend falls back to fetched_at when published_at is NULL in the database,
so the API always returns a meaningful date. Frontend also handles null
defensively to avoid new Date(null) producing Unix epoch 0.
- Change BacktestRequest from strategy_weights dict to strategies list to match frontend
- Add tickers field so users can select which stocks to backtest
- Fetch historical bars from Alpaca StockHistoricalDataClient instead of empty data loader
- Register all 9 strategies (momentum, mean_reversion, news_driven, value, macd_crossover,
bollinger_breakout, vwap, liquidity, ma_stack) filtered by user selection
- Fix response format: use frontend field names (max_drawdown, total_trades, win_rate as
0-1 decimal), include equity_curve and run_id in response
- Add ticker selector with checkboxes and custom ticker input to dashboard
- Add alpaca-py to api dependency group in pyproject.toml
ArticleSentiment referenced db_article.id before the Article was flushed,
causing a NotNullViolationError on the article_id column. Adding an explicit
flush after session.add(db_article) ensures the UUID is populated before
creating the foreign key reference.
- Point Ollama to local instance via host.docker.internal, use gemma3 model
- Remove Docker Ollama service (using host's Ollama instead)
- Add company-name-to-ticker mapping (Apple→AAPL, Tesla→TSLA, etc.) for RSS articles
- Lower signal thresholds for faster feedback with paper trading:
- FinBERT confidence: 0.6→0.4, signal strength: 0.3→0.15
- News strategy: article_count 2→1, confidence 0.5→0.3, score ±0.3→±0.15
- Fix market data BarSet access bug (BarSet.__contains__ returns False incorrectly)
- Fix market data SIP feed error by switching to IEX feed for free Alpaca accounts
- Fix nginx proxy routing for /api/auth/* to api-gateway /auth/*
- Add seed_sample_data script
- Update tests for new thresholds and alpaca mock modules
Wire the trading bot to real Alpaca market data and persist pipeline
state to the database so the dashboard displays live information.
- Add market-data service fetching OHLCV bars from Alpaca, publishing
to market:bars Redis Stream; signal generator consumes bars and
injects current_price into signals for position sizing
- Sentiment analyzer now persists Article + ArticleSentiment rows to
DB after scoring, with duplicate and error handling
- API gateway runs a background portfolio sync task that snapshots
Alpaca account state into PortfolioSnapshot/Position DB tables
during market hours
- TradeSignal carries a signal_id UUID; signal generator and trade
executor both persist their records to DB with cross-references
- 303 unit tests pass (57 new tests added)
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)
C1: Fix BacktestDataLoader constructor args (was passing wrong kwargs)
C2: Fix BacktestResult attribute names (max_drawdown_pct, avg_hold_duration)
C3: Remove insecure JWT secret default (now required via env var)
C4: Fix .env.example to use TRADING_ prefix for all config vars
C5: Add missing fields to portfolio endpoint (daily_pnl_pct, total_pnl, trading_active)
C6: Add missing /portfolio/metrics endpoint
C7: Add 'value' field to equity curve response for frontend compatibility
C8: Add 6M/ALL periods and case-insensitive period enum parsing
Also: make app creation lazy to avoid config validation at import time
