docs: say which agent writes each state field, and what the debate limits count

- state field descriptions name the Research Manager, the News and Fundamentals Analysts and the Portfolio Manager; comments that only repeat them are gone
- the debate-limit comments count turns per max_debate_rounds and max_risk_discuss_rounds
- date_window's docstring covers all the point-in-time rules it holds
This commit is contained in:
Yijia-Xiao
2026-09-24 19:38:41 +00:00
parent 674f1087d1
commit 3f6ad5dc12
3 changed files with 31 additions and 32 deletions
+20 -22
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@@ -8,71 +8,69 @@ from typing_extensions import TypedDict
class InvestDebateState(TypedDict):
bull_history: Annotated[
str, "Bullish Conversation history"
] # Bullish Conversation history
]
bear_history: Annotated[
str, "Bearish Conversation history"
] # Bullish Conversation history
history: Annotated[str, "Conversation history"] # Conversation history
current_response: Annotated[str, "Latest response"] # Last response
judge_decision: Annotated[str, "Final judge decision"] # Last response
count: Annotated[int, "Length of the current conversation"] # Conversation length
]
history: Annotated[str, "Conversation history"]
current_response: Annotated[str, "Latest response"]
judge_decision: Annotated[str, "Final judge decision"]
count: Annotated[int, "Length of the current conversation"]
# Risk management team state
class RiskDebateState(TypedDict):
aggressive_history: Annotated[
str, "Aggressive Agent's Conversation history"
] # Conversation history
]
conservative_history: Annotated[
str, "Conservative Agent's Conversation history"
] # Conversation history
]
neutral_history: Annotated[
str, "Neutral Agent's Conversation history"
] # Conversation history
history: Annotated[str, "Conversation history"] # Conversation history
]
history: Annotated[str, "Conversation history"]
latest_speaker: Annotated[str, "Analyst that spoke last"]
current_aggressive_response: Annotated[
str, "Latest response by the aggressive analyst"
] # Last response
]
current_conservative_response: Annotated[
str, "Latest response by the conservative analyst"
] # Last response
]
current_neutral_response: Annotated[
str, "Latest response by the neutral analyst"
] # Last response
]
judge_decision: Annotated[str, "Judge's decision"]
count: Annotated[int, "Length of the current conversation"] # Conversation length
count: Annotated[int, "Length of the current conversation"]
class AgentState(MessagesState):
company_of_interest: Annotated[str, "Company that we are interested in trading"]
asset_type: Annotated[str, "Asset type under analysis such as stock or crypto"]
instrument_context: Annotated[str, "Deterministic ticker identity resolved at run start"]
trade_date: Annotated[str, "What date we are trading at"]
trade_date: Annotated[str, "The analysis date; data is served as of it"]
sender: Annotated[str, "Agent that sent this message"]
# research step
market_report: Annotated[str, "Report from the Market Analyst"]
sentiment_report: Annotated[str, "Report from the Sentiment Analyst"]
news_report: Annotated[
str, "Report from the News Researcher of current world affairs"
]
fundamentals_report: Annotated[str, "Report from the Fundamentals Researcher"]
news_report: Annotated[str, "Report from the News Analyst on company and world news"]
fundamentals_report: Annotated[str, "Report from the Fundamentals Analyst"]
# researcher team discussion step
investment_debate_state: Annotated[
InvestDebateState, "Current state of the debate on if to invest or not"
]
investment_plan: Annotated[str, "Plan generated by the Analyst"]
investment_plan: Annotated[str, "Investment plan from the Research Manager"]
trader_investment_plan: Annotated[str, "Plan generated by the Trader"]
trader_investment_plan: Annotated[str, "Transaction proposal from the Trader"]
# risk management team discussion step
risk_debate_state: Annotated[
RiskDebateState, "Current state of the debate on evaluating risk"
]
final_trade_decision: Annotated[str, "Final decision made by the Risk Analysts"]
final_trade_decision: Annotated[str, "Final decision from the Portfolio Manager"]
final_rating: Annotated[str, "The Portfolio Manager's 5-tier rating, or REVIEW when it has none"]
past_context: Annotated[str, "Memory log context injected at run start (same-ticker decisions + cross-ticker lessons)"]
portfolio_context: Annotated[str, "Caller-supplied holdings and cash, rendered at run start; empty when not provided"]
+9 -8
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@@ -1,12 +1,13 @@
"""Shared look-ahead-safe date-window filtering for dated content.
"""Point-in-time rules shared by every dated path: data is served as of the run's date.
News, StockTwits, and Reddit all pull recent items that must be trimmed to the
analysis window so a historical/backtest run never sees content published after
its as-of date. Centralizing the rule keeps every source consistent (#1126,
#1220): every timestamp is normalized to UTC, the upper bound is exclusive at
midnight after ``end`` (so an item stamped exactly then can't leak), and an
undated item is kept only when the window reaches the present (a live run), since
in a backtest we can't prove it isn't future.
- ``as_of`` / ``as_of_window`` clamp a date or window the model asks for to the
trade date, so no tool reaches a vendor with a later one.
- ``in_window`` trims dated items (news, StockTwits, Reddit) to the analysis
window: timestamps normalized to UTC, the upper bound exclusive at midnight
after ``end``, and an undated item kept only when the window reaches the
present, since a backtest cannot prove it is not from the future (#1126, #1220).
- ``coverage_gap`` reports a window a feed cannot reach as unavailable, not empty.
- ``withhold_live_profile`` withholds present-day snapshots from historical runs.
"""
from __future__ import annotations
+2 -2
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@@ -14,7 +14,7 @@ class ConditionalLogic:
if (
state["investment_debate_state"]["count"] >= 2 * self.max_debate_rounds
): # 3 rounds of back-and-forth between 2 agents
): # max_debate_rounds turns each for bull and bear
return "Research Manager"
if state["investment_debate_state"]["current_response"].startswith("Bull"):
return "Bear Researcher"
@@ -24,7 +24,7 @@ class ConditionalLogic:
"""Determine if risk analysis should continue."""
if (
state["risk_debate_state"]["count"] >= 3 * self.max_risk_discuss_rounds
): # 3 rounds of back-and-forth between 3 agents
): # max_risk_discuss_rounds turns each for the three risk analysts
return "Portfolio Manager"
if state["risk_debate_state"]["latest_speaker"].startswith("Aggressive"):
return "Conservative Analyst"