dennisthiessenandClaude Opus 5
7fdcac3b55
Follows 5ea0785, which renamed the user-visible labels. This finishes the pass
so code, docs and operator output use one vocabulary: README (pipeline list,
route table, FRED row), the methodology doc title, .env.example and config
comments, the snapshot model / event-study / service / test docstrings, the
scheduler section headers and morning-pipeline docstring, the TopBar status
text ("bullish regime" -> "bullish trend"), and the four "Regime monitor:" log
prefixes.
Deliberately NOT changed, because "market regime" is also a standard finance
term and most occurrences are not this job: the backtest caveat "~6 months is
roughly one market regime" in backtest_service, README, BacktestPanel and every
generated reports/*.json; "a regime shift" in TrackRecordPanel; and the
capacity-bracket findings doc. Renaming those would have made the text wrong.
Also unchanged, being persisted or externally linked rather than wording: the
regime_monitor / market_regime job ids, the regime_quadrant_enabled setting key,
the /regime route, METHODOLOGY and the snapshot fields, the service/test module
filenames, and docs/research/regime-monitor-v3.md's path (referenced from commit
messages). The doc now carries a one-line note recording the old name and why
those identifiers still use it.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
107 lines
4.6 KiB
Python
107 lines
4.6 KiB
Python
from pydantic_settings import BaseSettings, SettingsConfigDict
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class Settings(BaseSettings):
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model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8", extra="ignore")
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# Database
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database_url: str = "postgresql+asyncpg://stock_backend:changeme@localhost:5432/stock_data_backend"
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# Auth
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jwt_secret: str = "change-this-to-a-random-secret"
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jwt_expiry_minutes: int = 60
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# OHLCV Provider — Alpaca Markets
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alpaca_api_key: str = ""
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alpaca_api_secret: str = ""
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# Sentiment Provider — Gemini with Search Grounding (legacy)
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gemini_api_key: str = ""
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gemini_model: str = "gemini-2.0-flash"
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# Sentiment Provider — OpenAI
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openai_api_key: str = ""
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openai_model: str = "gpt-4o-mini"
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openai_sentiment_batch_size: int = 5
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# Sentiment Provider — DeepSeek / xAI (OpenAI-compatible; optional env fallback)
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deepseek_api_key: str = ""
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xai_api_key: str = ""
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# Dolt bulk-data — local clone of post-no-preference/earnings (workstream A).
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# dolt_binary: full path when not on PATH (dev/Windows install). dolt_data_dir
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# holds the clones; in production it MUST be outside the deploy tree (deploy is
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# rsync --delete) — set DOLT_DATA_DIR to a persistent path. The earnings clone
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# lives at <dolt_data_dir>/<dolt_earnings_subdir>.
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dolt_binary: str = "dolt"
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dolt_data_dir: str = "dolt-data"
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dolt_earnings_subdir: str = "earnings"
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# Headroom above the ~1.7 GB earnings clone (grows with pulls); 5 GB is a safe
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# production floor — override lower only in a space-constrained dev box.
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dolt_min_free_disk_gb: float = 5.0
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# Bound every dolt subprocess so a hung pull/sql can't pin the import's
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# connection + advisory lock indefinitely.
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dolt_command_timeout_seconds: float = 600.0
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# SEC EDGAR (workstream A, fundamentals). Fair-access policy REQUIRES an
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# identifying User-Agent with a contact email — set a real one. Stay well
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# under 10 req/s (spacing below); 403 means the UA/pattern is wrong → the
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# client alerts and stops rather than retry-looping.
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sec_user_agent: str = "signal-platform/1.0 (contact: set-a-real-email@example.com)"
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sec_request_spacing_seconds: float = 0.2
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sec_max_retries: int = 4
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sec_request_timeout_seconds: float = 30.0
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# AI/Tech Risk Monitor — FRED (VIX level + HY credit spreads). Optional: without it
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# the volatility (P5) and credit-spread (F2) signals are reported as n/a.
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fred_api_key: str = ""
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# Alerts — Telegram (optional env fallback; can also be set in Admin)
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telegram_bot_token: str = ""
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telegram_chat_id: str = ""
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# Scheduled Jobs
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data_collector_frequency: str = "daily"
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sentiment_poll_interval_minutes: int = 30
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# Sentiment search-budget controls (Gemini grounding free tier = 5000/month).
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# Scope (see _get_sentiment_priority_tickers): everything that matters is always
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# refreshed in full — open paper trades + the curated watchlist + top-pick
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# feeders (residual-momentum leaders with a tradeable long setup) — plus a top-N composite
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# discovery net. No per-run cap: the set is naturally bounded (watchlist <= 20,
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# composite <= top_composite), so a full refresh stays well inside the free tier.
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# Skip anything refreshed within fresh_hours (5 days: sentiment shifts slowly and
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# the score window is 7 days).
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sentiment_fresh_hours: int = 120
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sentiment_top_composite: int = 30
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rr_scan_frequency: str = "daily" # legacy label; qualifying scan is cron near-close
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# alerts_frequency removed: alerts fire only via morning + near-close pipelines
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# Scoring Defaults
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default_watchlist_auto_size: int = 10
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default_rr_threshold: float = 1.5
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# Outcome evaluation: trading days before an undecided setup expires
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outcome_evaluation_max_bars: int = 30
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# OHLCV history depth to fetch. New tickers backfill this far; the manual
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# "data_backfill" job re-fetches the full window for everyone. ~5 years so
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# long-lookback factors (12-month momentum, 52-week high) and multi-regime
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# backtests become computable. ~252 trading days/year.
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ohlcv_history_days: int = 1825
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# Backtest parallelism: replay tickers across this many worker processes on
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# POSIX (forkserver), capped to cpu_count-1 so a core stays free for the web
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# server. 1 disables it (sequential). No effect on Windows / spawn-only
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# platforms — those fall back to a single worker thread.
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backtest_workers: int = 4
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# Database Pool
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db_pool_size: int = 5
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db_pool_timeout: int = 30
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# Logging
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log_level: str = "INFO"
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settings = Settings()
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