- resolve_benchmark, fetch_returns and settle_pending are module functions; the graph's settle_pending runs them under its config
- create_run_state settles through settle_pending, so the CLI path also settles under the graph's config
- tools.py: the analysts' data tools, previously seven modules under utils
- context.py (was agent_utils, without its tool re-exports), state.py, rating.py and structured.py sit beside schemas.py
- every role package has an __init__
- vendors/yahoo: ohlcv (loader and cache), market (prices, indicators), fundamentals (profile, statements, insider), news, snapshot
- vendors/alpha_vantage is a package; sec_edgar, fred, polymarket, reddit and stocktwits sit beside it
- the one-method StockstatsUtils class is a function; the duplicate Yahoo host constant is gone
- tests are named after the modules they cover: test_ohlcv_date_column, test_yahoo_snapshot, and the ohlcv and snapshot aliases
- the Yahoo vendor owns get_company_profile and get_closes; agent_utils and the graph no longer import yfinance
- a test keeps vendor libraries inside dataflows
- get_past_context returned every resolved lesson regardless of the run date, so
a historical run could learn from an outcome that had not happened yet
- record each resolved entry's resolution date (the last price bar used) and
filter get_past_context(as_of=trade_date) on it for a historical run; a
current-date run passes None so live behavior and pre-migration entries (no
stored resolution date, conservatively excluded from backtests) are unaffected #1251
The yfinance news fetch queried the raw ticker while every other path uses the
canonical symbol, so broker/forex/crypto aliases silently returned no news.
Normalize it (XAUUSD -> GC=F) and keep the user's ticker in the report header.
resolve_instrument_identity and the reflection return lookup queried Yahoo with
the raw ticker, so broker/forex/commodity symbols (XAUUSD, BTCUSD, EURUSD)
failed identity or could mismatch the priced instrument even though the price
path already normalized them. Route both through normalize_symbol (#983, #984).
Yijia-Xiao