fix(graph): resolve instrument identity to stop wrong-company hallucination

Agents had no ground-truth ticker→company mapping, so the market analyst
could pattern-match a price chart to the wrong company (e.g. TOTDY read as
"TotalEnergies"), and every downstream agent inherited the bad framing.

Resolve identity once at run start via a cached, fail-open yfinance lookup
and inject company/sector/exchange into the shared instrument context that
all twelve agents consume, with an explicit do-not-substitute instruction.
Resolution runs on both the propagate() and CLI entry points.

Also replaces the bare "Continue" message-clear placeholder, which some
OpenAI-compatible providers interpreted as the user task, with a
context-anchored placeholder carrying the resolved identity and date.

#814 #888
This commit is contained in:
Yijia-Xiao
2026-05-30 23:56:32 +00:00
parent 61522e103e
commit d7b40a2a5c
18 changed files with 390 additions and 44 deletions

View File

@@ -1098,11 +1098,18 @@ def run_analysis(checkpoint: bool = False):
)
update_display(layout, spinner_text, stats_handler=stats_handler, start_time=start_time)
# Initialize state and get graph args with callbacks
# Initialize state and get graph args with callbacks.
# Resolve the instrument identity once here so all agents anchor to
# the real company (#814); the CLI builds state directly rather than
# going through propagate(), so this must happen on the CLI path too.
instrument_context = graph.resolve_instrument_context(
selections["ticker"], selections["asset_type"]
)
init_agent_state = graph.propagator.create_initial_state(
selections["ticker"],
selections["analysis_date"],
asset_type=selections["asset_type"],
instrument_context=instrument_context,
)
# Pass callbacks to graph config for tool execution tracking
# (LLM tracking is handled separately via LLM constructor)