sentiment: LLM buy/hold/avoid + full analysis, and search-budget scoping
Richer LLM output (same grounded call, ~no extra cost): - All providers now also return a recommendation (buy/hold/avoid) and a thorough reasoning paragraph; Gemini now actually captures reasoning + grounding citations (it was dropping them). Stored on sentiment_scores (migration 008), exposed in the API; display-only — NOT fed into the composite/EV. - Ticker Sentiment panel shows an "LLM view" badge and a "Full analysis & sources" expander with the complete reasoning + citations. Search-budget scoping (Gemini grounding free tier = 5000/mo): - collect_sentiment now targets only watchlist + open paper trades + top-N by composite, skips tickers refreshed within sentiment_fresh_hours (72h), and caps per run (sentiment_max_per_run). Once the relevant set is fresh, runs spend 0 searches until it ages out — bounding monthly usage well under the free tier. - Widened sentiment lookback to 7d (scoring + display) so sparser collection still feeds the dimension score. Deploy: alembic upgrade (sentiment_scores.recommendation). Switch provider to Gemini Flash in Admin for the cost win (grounded, cheapest). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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@@ -30,7 +30,7 @@ def _parse_citations(citations_json: str) -> list[CitationItem]:
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@router.get("/sentiment/{symbol}", response_model=APIEnvelope)
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async def read_sentiment(
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symbol: str,
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lookback_hours: float = Query(24, gt=0, description="Lookback window in hours"),
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lookback_hours: float = Query(168, gt=0, description="Lookback window in hours"),
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_user=Depends(require_access),
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db: AsyncSession = Depends(get_db),
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) -> APIEnvelope:
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@@ -51,6 +51,7 @@ async def read_sentiment(
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timestamp=s.timestamp,
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reasoning=s.reasoning,
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citations=_parse_citations(s.citations_json),
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recommendation=s.recommendation,
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)
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for s in scores
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],
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