The-Ouroboros/CLAUDE.md

CLAUDE.md

This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.

Build & Test Commands

# Install all dependencies (production + dev)
pip install ".[dev]"

# Run full test suite with coverage
pytest -v --cov=src --cov-report=term-missing

# Run a single test file
pytest tests/test_risk.py -v

# Run a single test by name
pytest tests/test_brain.py -k "test_parse_valid_json" -v

# Lint
ruff check src/ tests/

# Type check (strict mode, non-blocking in CI)
mypy src/ --strict

# Run the trading agent
python -m src.main --mode=paper

# Docker
docker compose up -d ouroboros          # Run agent
docker compose --profile test up test   # Run tests in container

Architecture

Self-evolving AI trading agent for Korean stock markets (KIS API). The main loop in src/main.py orchestrates four components in a 60-second cycle per stock:

1. Broker (src/broker/kis_api.py) — Async KIS API client with automatic OAuth token refresh, leaky-bucket rate limiter (10 RPS), and POST body hash-key signing. Uses a custom SSL context with disabled hostname verification for the VTS (virtual trading) endpoint due to a known certificate mismatch.

2. Brain (src/brain/gemini_client.py) — Sends structured prompts to Google Gemini, parses JSON responses into TradeDecision objects. Forces HOLD when confidence < threshold (default 80). Falls back to safe HOLD on any parse/API error.

3. Risk Manager (src/core/risk_manager.py) — READ-ONLY by policy (see docs/agents.md). Circuit breaker halts all trading via SystemExit when daily P&L drops below -3.0%. Fat-finger check rejects orders exceeding 30% of available cash.

4. Evolution (src/evolution/optimizer.py) — Analyzes high-confidence losing trades from SQLite, asks Gemini to generate new BaseStrategy subclasses, validates them by running the full pytest suite, and simulates PR creation.

Data flow per cycle: Fetch orderbook + balance → calculate P&L → get Gemini decision → validate with risk manager → execute order → log to SQLite (src/db.py).

Key Constraints (from docs/agents.md)

• core/risk_manager.py is READ-ONLY. Changes require human approval.
• Circuit breaker threshold (-3.0%) may only be made stricter, never relaxed.
• Fat-finger protection (30% max order size) must always be enforced.
• Confidence < 80 must force HOLD — this rule cannot be weakened.
• All code changes require corresponding tests. Coverage must stay >= 80%.
• Generated strategies must pass the full test suite before activation.

Configuration

Pydantic Settings loaded from .env (see .env.example). Required vars: KIS_APP_KEY, KIS_APP_SECRET, KIS_ACCOUNT_NO (format XXXXXXXX-XX), GEMINI_API_KEY. Tests use in-memory SQLite (DB_PATH=":memory:") and dummy credentials via tests/conftest.py.

Test Structure

35 tests across three files. asyncio_mode = "auto" in pyproject.toml — async tests need no special decorator. The settings fixture in conftest.py provides safe defaults with test credentials and in-memory DB.

• test_risk.py (11) — Circuit breaker boundaries, fat-finger edge cases
• test_broker.py (6) — Token lifecycle, rate limiting, hash keys, network errors
• test_brain.py (18) — JSON parsing, confidence threshold, malformed responses, prompt construction