- Apply _PRICE_EXCHANGE_MAP in get_overseas_price() to send short codes
(NASD→NAS, NYSE→NYS, AMEX→AMS) required by HHDFS00000300 price API
- Add PAPER_OVERSEAS_CASH config setting (default $50,000) for simulated
USD balance when VTS overseas balance API returns 0 in paper mode
- Fall back to scan candidate price when live price API returns 0
- Both fixes together resolve "no affordable quantity (cash=0, price=0)"
which was preventing all overseas trade execution
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
When gemini-2.5-flash quota is exhausted (20 RPD free tier), generate_playbook()
fell back to _defensive_playbook() which only had price_change_pct_below: -3.0 SELL
conditions — no BUY conditions — causing zero trades on US market despite scanner
finding strong momentum/oversold candidates.
Changes:
- Add _smart_fallback_playbook() that uses scanner signals to build BUY conditions:
- momentum signal: BUY when volume_ratio_above=VOL_MULTIPLIER
- oversold signal: BUY when rsi_below=RSI_OVERSOLD_THRESHOLD
- always: SELL stop-loss at price_change_pct_below=-3.0
- Use _smart_fallback_playbook() instead of _defensive_playbook() on Gemini failure
- Add 10 new tests for _smart_fallback_playbook() covering momentum/oversold/empty cases
- Update existing test_gemini_failure_returns_defensive to match new behavior
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
decide() ignored market_data["prompt_override"], always building a generic
trade-decision prompt. This caused pre_market_planner playbook generation
to fail with JSONDecodeError on every market, falling back to defensive
playbooks. Now prompt_override takes priority over both optimization and
standard prompt building.
Closes#143
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
The overseas ranking API was returning 404 for all exchanges because the
TR_IDs, API paths, and exchange codes were all incorrect. Updated to match
KIS official API documentation:
- TR_ID: HHDFS76290000 (updown-rate), HHDFS76270000 (volume-surge)
- Path: /uapi/overseas-stock/v1/ranking/{updown-rate,volume-surge}
- Exchange codes: NASD→NAS, NYSE→NYS, AMEX→AMS via ranking-specific mapping
Fixes#141
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- prefer .venv/bin/python when APP_CMD is unset\n- pass DASHBOARD_PORT into launch command (default 8080)\n- target tmux window by name instead of fixed index\n\nRefs #137
- 아키텍처 다이어그램에 v2 컴포넌트 (Strategy, Context, Evolution) 추가
- 핵심 모듈 테이블: 6개 → 14개 모듈 반영
- 테스트: 35개/3파일 → 551개/25파일
- 지원 시장 10개 거래소 테이블 추가
- 텔레그램 양방향 명령어 9종 레퍼런스
- 프로젝트 구조 트리 전면 갱신
- 문서 링크 섹션 추가
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- testing.md: 54 tests/4 files → 551 tests/25 files 반영, 전체 테스트 파일 설명
- architecture.md: v2 컴포넌트 추가 (Strategy, Context, Dashboard, Decision Logger 등),
Playbook Mode 데이터 플로우, DB 스키마 5개 테이블, v2 환경변수
- commands.md: Dashboard 실행, Telegram 명령어 9종 레퍼런스
- CLAUDE.md: Project Structure 확장, 테스트 수 업데이트, --dashboard 플래그
- skills.md: DB 파일명 trades.db로 통일, Dashboard 명령어 추가
- requirements-log.md: 2026-02-16 문서 v2 동기화 요구사항 기록
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- MARKET_SHORTHAND + expand_market_codes()로 config "US" → schedule "US_NASDAQ/NYSE/AMEX" 자동 확장
- /report, /scenarios, /review, /dashboard 텔레그램 명령 추가
- price_change_pct를 trading_cycle과 run_daily_session에 주입
- HOLD시 get_open_position 기반 손절 모니터링 및 자동 SELL 오버라이드
- 대시보드 /api/status 동적 market 조회로 변경
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add --dashboard CLI flag and DASHBOARD_ENABLED env var to start
FastAPI dashboard in a daemon thread alongside the trading loop.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add observability dashboard: status, playbook, scorecard, performance,
context browser, decisions, and active scenarios endpoints.
SQLite read-only on separate connections from trading loop.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Wrap evolution notification in try/except so telegram failures don't
crash the evolution loop. Add integration tests for market close flow.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Run EvolutionOptimizer.evolve() at US market close, skip for other
markets, and notify via Telegram when a strategy PR is generated.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Wire up periodic context rollups (weekly/monthly/quarterly/annual/legacy)
in both daily and realtime trading loops with dedup-safe scheduling.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add build_self_market_scorecard() to read previous day's own market
performance, and include it in the Gemini planning prompt alongside
cross-market context.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
KR planner now reads US scorecard from previous day (timezone-aware),
and generate_playbook uses STRATEGIC context selection.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Extract _handle_market_close() helper that runs EOD aggregation,
generates scorecard with optional AI lessons, and sends Telegram summary.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Generate per-market daily scorecards from decision_logs and trades,
optional Gemini-powered lessons, and store results in L6 context.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Add decision_id column to trades table, capture log_decision() return
value, and update original BUY decision outcome on SELL execution.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add ContextScheduler with run_if_due() for periodic rollups
- Weekly (Sunday), monthly (last day), quarterly, annual, legacy schedules
- Daily cleanup of expired contexts via ContextStore
- Dedup guard: each task runs at most once per day
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
