feat(cli): offer the previous run's selections as defaults (#1236, #920)

- analysts, depth, provider, models and language prefill; prompts still shown
- values no longer offered by the current catalog are dropped
- environment variables keep skipping their step

cli/prefs.py

@@ -0,0 +1,91 @@
+"""What the last run chose, offered back as the next run's defaults.
+
+The interactive flow asks the same questions every time, and only some of them
+have an environment variable to skip them (the analyst set has none). Remembered
+answers prefill the prompts so Enter accepts them; they never skip a step, so a
+run always starts on choices the user has seen.
+
+Only answers that are stable between runs are kept. The ticker and the analysis
+date are not: they change every run, and a remembered date would quietly offer a
+stale one.
+
+Every value is checked against the current choices on the way out, because
+models and providers are added and retired between versions. A remembered model
+that is no longer offered is dropped rather than shown.
+"""
+
+from __future__ import annotations
+
+import json
+import os
+from pathlib import Path
+
+from cli.models import AnalystType, AssetType
+from cli.utils import _llm_provider_table, filter_analysts_for_asset_type
+from tradingagents.llm_clients.model_catalog import get_model_options
+
+_PREFS_PATH = Path(os.path.expanduser("~")) / ".tradingagents" / "cli_prefs.json"
+
+REMEMBERED = (
+    "output_language", "analysts", "research_depth", "llm_provider",
+    "quick_think_llm", "deep_think_llm", "backend_url",
+)
+
+
+def load_last_run() -> dict:
+    """The previous run's answers, or an empty dict when there is nothing usable.
+
+    Convenience state: an unreadable or corrupt file means no defaults, never an
+    error in the user's way.
+    """
+    try:
+        data = json.loads(_PREFS_PATH.read_text(encoding="utf-8"))
+        return data if isinstance(data, dict) else {}
+    except (OSError, ValueError):
+        return {}
+
+
+def save_last_run(selections: dict) -> None:
+    """Record the answers worth offering next time; failure is never fatal."""
+    kept = {k: v for k, v in selections.items() if k in REMEMBERED and v not in (None, "", [])}
+    kept["analysts"] = [getattr(a, "value", a) for a in kept.get("analysts", [])] or None
+    kept = {k: v for k, v in kept.items() if v is not None}
+    try:
+        _PREFS_PATH.parent.mkdir(parents=True, exist_ok=True)
+        temp = _PREFS_PATH.with_suffix(".tmp")
+        temp.write_text(json.dumps(kept, indent=2), encoding="utf-8")
+        os.replace(temp, _PREFS_PATH)  # a concurrent run reads one file or the other
+    except OSError:
+        return
+
+
+def sanitize(prefs: dict, asset_type) -> dict:
+    """Keep only the remembered answers that are still choosable now."""
+    kept: dict = {}
+    if isinstance(prefs.get("output_language"), str):
+        kept["output_language"] = prefs["output_language"]
+    if prefs.get("research_depth") in (1, 3, 5):
+        kept["research_depth"] = prefs["research_depth"]
+
+    known = {a.value for a in AnalystType}
+    analysts = [a for a in prefs.get("analysts") or [] if a in known]
+    allowed = filter_analysts_for_asset_type([AnalystType(a) for a in analysts], AssetType(asset_type))
+    if allowed:
+        kept["analysts"] = [a.value for a in allowed]
+
+    provider = prefs.get("llm_provider")
+    # Region-specific providers (qwen-cn) are picked in a second prompt, so the
+    # base key is what the provider menu matches.
+    base = (provider or "").split("-cn")[0]
+    if base and base in {key for _, key, _ in _llm_provider_table()}:
+        kept["llm_provider"] = provider
+        if isinstance(prefs.get("backend_url"), str) and prefs["backend_url"]:
+            kept["backend_url"] = prefs["backend_url"]
+        for field, mode in (("quick_think_llm", "quick"), ("deep_think_llm", "deep")):
+            try:
+                offered = {model for _, model in get_model_options(base, mode)}
+            except KeyError:
+                continue
+            if prefs.get(field) in offered:
+                kept[field] = prefs[field]
+    return kept

cli/utils.py

@@ -132,8 +132,16 @@ def get_analysis_date() -> str:
     return date.strip()
 
 
-def select_analysts(asset_type: AssetType = AssetType.STOCK) -> list[AnalystType]:
+def _matching_choice(options, default):
-    """Select analysts using an interactive checkbox."""
+    """The option value equal to ``default``, or None to leave the menu as is."""
+    return next((value for _, value in options if value == default), None)
+
+
+def select_analysts(asset_type: AssetType = AssetType.STOCK, default=None) -> list[AnalystType]:
+    """Select analysts using an interactive checkbox.
+
+    ``default`` pre-checks the previous run's analysts; the prompt still shows.
+    """
     available_analysts = filter_analysts_for_asset_type(
         [value for _, value in ANALYST_ORDER],
         asset_type,
@@ -141,7 +149,7 @@ def select_analysts(asset_type: AssetType = AssetType.STOCK) -> list[AnalystType
     choices = questionary.checkbox(
         "Select Your [Analysts Team]:",
         choices=[
-            questionary.Choice(display, value=value)
+            questionary.Choice(display, value=value, checked=value.value in (default or []))
             for display, value in ANALYST_ORDER
             if value in available_analysts
         ],
@@ -164,7 +172,7 @@ def select_analysts(asset_type: AssetType = AssetType.STOCK) -> list[AnalystType
     return choices
 
 
-def select_research_depth() -> int:
+def select_research_depth(default=None) -> int:
     """Select research depth using an interactive selection."""
 
     # Define research depth options with their corresponding values
@@ -179,6 +187,7 @@ def select_research_depth() -> int:
         choices=[
             questionary.Choice(display, value=value) for display, value in DEPTH_OPTIONS
         ],
+        default=_matching_choice(DEPTH_OPTIONS, default),
         instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
         style=questionary.Style(
             [
@@ -289,7 +298,7 @@ def _prompt_custom_model_id() -> str:
     return _require_text("Enter model ID:", "Please enter a model ID.")
 
 
-def _select_model(provider: str, mode: str) -> str:
+def _select_model(provider: str, mode: str, default=None) -> str:
     """Select a model for the given provider and mode (quick/deep)."""
     if provider.lower() == "openrouter":
         return select_openrouter_model(mode)
@@ -306,6 +315,7 @@ def _select_model(provider: str, mode: str) -> str:
             questionary.Choice(display, value=value)
             for display, value in get_model_options(provider, mode)
         ],
+        default=_matching_choice(get_model_options(provider, mode), default),
         instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
         style=questionary.Style(
             [
@@ -326,14 +336,14 @@ def _select_model(provider: str, mode: str) -> str:
     return choice
 
 
-def select_shallow_thinking_agent(provider) -> str:
+def select_shallow_thinking_agent(provider, default=None) -> str:
     """Select shallow thinking llm engine using an interactive selection."""
-    return _select_model(provider, "quick")
+    return _select_model(provider, "quick", default)
 
 
-def select_deep_thinking_agent(provider) -> str:
+def select_deep_thinking_agent(provider, default=None) -> str:
     """Select deep thinking llm engine using an interactive selection."""
-    return _select_model(provider, "deep")
+    return _select_model(provider, "deep", default)
 
 def _llm_provider_table() -> list[tuple[str, str, str | None]]:
     """(display_name, provider_key, base_url) for every supported provider.
@@ -402,9 +412,15 @@ def prompt_openai_compatible_url() -> str:
     return url.strip()
 
 
-def select_llm_provider() -> tuple[str, str | None]:
+def select_llm_provider(default=None) -> tuple[str, str | None]:
     """Select the LLM provider and its API endpoint."""
     PROVIDERS = _llm_provider_table()
+    # A region-specific key (qwen-cn) is chosen in a later prompt; the menu
+    # lists the base provider.
+    base = (default or "").split("-cn")[0]
+    preselected = next(
+        ((key, url) for _, key, url in PROVIDERS if key == base), None
+    )
 
     choice = questionary.select(
         "Select your LLM Provider:",
@@ -412,6 +428,7 @@ def select_llm_provider() -> tuple[str, str | None]:
             questionary.Choice(display, value=(provider_key, url))
             for display, provider_key, url in PROVIDERS
         ],
+        default=preselected,
         instruction="\n- Use arrow keys to navigate\n- Press Enter to select",
         style=questionary.Style(
             [
@@ -458,9 +475,9 @@ def ask_anthropic_effort() -> str | None:
     return questionary.select(
         "Select Effort Level:",
         choices=[
-            questionary.Choice("High (recommended)", "high"),
+        questionary.Choice("High (recommended)", "high"),
-            questionary.Choice("Medium (balanced)", "medium"),
+        questionary.Choice("Medium (balanced)", "medium"),
-            questionary.Choice("Low (faster, cheaper)", "low"),
+        questionary.Choice("Low (faster, cheaper)", "low"),
         ],
         style=questionary.Style([
             ("selected", "fg:cyan noinherit"),
@@ -479,8 +496,8 @@ def ask_gemini_thinking_config() -> str | None:
     return questionary.select(
         "Select Thinking Mode:",
         choices=[
-            questionary.Choice("Enable Thinking (recommended)", "high"),
+        questionary.Choice("Enable Thinking (recommended)", "high"),
-            questionary.Choice("Minimal/Disable Thinking", "minimal"),
+        questionary.Choice("Minimal/Disable Thinking", "minimal"),
         ],
         style=questionary.Style([
             ("selected", "fg:green noinherit"),
@@ -654,24 +671,30 @@ def ensure_api_key(provider: str) -> str | None:
     return key
 
 
-def ask_output_language() -> str:
+def ask_output_language(default=None) -> str:
-    """Ask for report output language."""
+    """Ask for report output language.
+
+    ``default`` is offered only when it is one of the listed languages: a custom
+    one entered last time is free text, which the menu cannot preselect.
+    """
+    choices = [
+        questionary.Choice("English (default)", "English"),
+        questionary.Choice("Chinese (中文)", "Chinese"),
+        questionary.Choice("Japanese (日本語)", "Japanese"),
+        questionary.Choice("Korean (한국어)", "Korean"),
+        questionary.Choice("Hindi (हिन्दी)", "Hindi"),
+        questionary.Choice("Spanish (Español)", "Spanish"),
+        questionary.Choice("Portuguese (Português)", "Portuguese"),
+        questionary.Choice("French (Français)", "French"),
+        questionary.Choice("German (Deutsch)", "German"),
+        questionary.Choice("Arabic (العربية)", "Arabic"),
+        questionary.Choice("Russian (Русский)", "Russian"),
+        questionary.Choice("Custom language", "custom"),
+    ]
     choice = questionary.select(
         "Select Output Language:",
-        choices=[
+        choices=choices,
-            questionary.Choice("English (default)", "English"),
+        default=_matching_choice([(c.title, c.value) for c in choices], default),
-            questionary.Choice("Chinese (中文)", "Chinese"),
-            questionary.Choice("Japanese (日本語)", "Japanese"),
-            questionary.Choice("Korean (한국어)", "Korean"),
-            questionary.Choice("Hindi (हिन्दी)", "Hindi"),
-            questionary.Choice("Spanish (Español)", "Spanish"),
-            questionary.Choice("Portuguese (Português)", "Portuguese"),
-            questionary.Choice("French (Français)", "French"),
-            questionary.Choice("German (Deutsch)", "German"),
-            questionary.Choice("Arabic (العربية)", "Arabic"),
-            questionary.Choice("Russian (Русский)", "Russian"),
-            questionary.Choice("Custom language", "custom"),
-        ],
         style=questionary.Style([
             ("selected", "fg:yellow noinherit"),
             ("highlighted", "fg:yellow noinherit"),

tests/test_cli_prefs.py

@@ -0,0 +1,143 @@
+"""The CLI remembers what you chose last time and offers it back.
+
+Prefill only: every prompt still appears, so a run never starts on a choice the
+user did not see. Environment variables keep skipping their step outright and
+win over anything remembered. Remembered values are validated against the
+current choices each time, since models and providers come and go between
+versions and a stale one must not be offered.
+"""
+
+from __future__ import annotations
+
+from unittest import mock
+
+import pytest
+
+from cli.models import AnalystType
+from cli.prefs import load_last_run, sanitize, save_last_run
+
+SAVED = {
+    "output_language": "English",
+    "analysts": ["market", "fundamentals"],
+    "research_depth": 3,
+    "llm_provider": "openai",
+    "quick_think_llm": "gpt-5.6-mini",
+    "deep_think_llm": "gpt-5.6",
+}
+
+
+@pytest.fixture(autouse=True)
+def _home(tmp_path, monkeypatch):
+    monkeypatch.setattr("cli.prefs._PREFS_PATH", tmp_path / "cli_prefs.json")
+    return tmp_path
+
+
+@pytest.mark.unit
+def test_round_trip():
+    save_last_run(SAVED)
+    assert load_last_run() == SAVED
+
+
+@pytest.mark.unit
+def test_missing_file_is_not_an_error():
+    assert load_last_run() == {}
+
+
+@pytest.mark.unit
+def test_a_corrupt_file_degrades_to_no_memory(_home):
+    (_home / "cli_prefs.json").write_text("{not json")
+    assert load_last_run() == {}
+
+
+@pytest.mark.unit
+def test_a_half_written_file_cannot_be_observed(_home):
+    """Two runs finishing together must never leave a torn file behind."""
+    save_last_run(SAVED)
+    save_last_run({**SAVED, "research_depth": 5})
+    assert load_last_run()["research_depth"] == 5
+    assert list((_home).glob("*.tmp*")) == []
+
+
+# --- validation against the current choices ---------------------------------
+
+@pytest.mark.unit
+def test_a_model_that_no_longer_exists_is_dropped():
+    # gpt-5.4 is still accepted by config, but is no longer in the picker's list.
+    kept = sanitize({**SAVED, "quick_think_llm": "gpt-5.4"}, "stock")
+    assert "quick_think_llm" not in kept
+    assert kept["deep_think_llm"] == "gpt-5.6"  # the valid sibling survives
+
+
+@pytest.mark.unit
+def test_an_unknown_provider_drops_itself_and_its_models():
+    kept = sanitize({**SAVED, "llm_provider": "no-such-provider"}, "stock")
+    assert "llm_provider" not in kept
+    assert "quick_think_llm" not in kept and "deep_think_llm" not in kept
+
+
+@pytest.mark.unit
+def test_analysts_are_narrowed_to_the_asset_type():
+    kept = sanitize(SAVED, "crypto")
+    assert AnalystType.FUNDAMENTALS.value not in kept["analysts"]
+    assert AnalystType.MARKET.value in kept["analysts"]
+
+
+@pytest.mark.unit
+def test_junk_values_are_dropped_rather_than_offered():
+    kept = sanitize({"research_depth": 99, "analysts": ["astrology"], "output_language": 5}, "stock")
+    assert kept == {}
+
+
+@pytest.mark.unit
+def test_a_region_specific_provider_survives():
+    kept = sanitize({**SAVED, "llm_provider": "qwen-cn", "quick_think_llm": None}, "stock")
+    assert kept["llm_provider"] == "qwen-cn"
+
+
+# --- wiring ------------------------------------------------------------------
+
+def _answer_every_prompt(monkeypatch):
+    """Drive the real selection flow, answering each prompt with a fixed value."""
+    import cli.main as m
+
+    monkeypatch.setattr(m, "fetch_announcements", lambda: [])
+    monkeypatch.setattr(m, "display_announcements", lambda *a: None)
+    monkeypatch.setattr(m, "get_ticker", lambda: "NVDA")
+    monkeypatch.setattr(m, "get_analysis_date", lambda: "2026-09-01")
+    monkeypatch.setattr(m, "ask_output_language", lambda default=None: "English")
+    monkeypatch.setattr(m, "select_analysts", lambda asset_type, default=None: [AnalystType.MARKET])
+    monkeypatch.setattr(m, "select_research_depth", lambda default=None: 3)
+    monkeypatch.setattr(m, "select_llm_provider", lambda default=None: ("openai", None))
+    monkeypatch.setattr(m, "select_shallow_thinking_agent", lambda p, default=None: "gpt-5.6-mini")
+    monkeypatch.setattr(m, "select_deep_thinking_agent", lambda p, default=None: "gpt-5.6")
+    monkeypatch.setattr(m, "ask_openai_reasoning_effort", lambda: "medium")
+    return m
+
+
+@pytest.mark.unit
+def test_selections_are_remembered_after_a_run(monkeypatch):
+    """Drives the real flow: a stubbed selections dict would hide a key mismatch."""
+    m = _answer_every_prompt(monkeypatch)
+
+    m.get_user_selections()
+
+    remembered = load_last_run()
+    assert remembered["analysts"] == ["market"]
+    assert remembered["quick_think_llm"] == "gpt-5.6-mini"
+    assert remembered["deep_think_llm"] == "gpt-5.6"
+    assert remembered["llm_provider"] == "openai"
+    assert "ticker" not in remembered  # changes every run; never remembered
+    assert "analysis_date" not in remembered  # a stale date must not be offered
+
+
+@pytest.mark.unit
+def test_a_custom_language_is_remembered_without_breaking_the_next_run():
+    """A free-text answer is not one of the menu's choices, and questionary
+    rejects a default it cannot find, so offering it back would crash startup."""
+    from cli.utils import ask_output_language
+
+    save_last_run({"output_language": "Turkish"})
+    with mock.patch("cli.utils.questionary.select") as select:
+        select.return_value.ask.return_value = "English"
+        ask_output_language(load_last_run()["output_language"])
+    assert select.call_args.kwargs["default"] is None