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# CHECKPOINT — Alpaca Trading System Remediation Plan
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**Status:** GATE 0 COMPLETE · **Created:** 2026-07-01 · **Resumed:** 2026-07-01T14:35Z
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**Pick-up instruction for a new session:** Read this file top-to-bottom. Gate 0 is done; resume at Gate 1.
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---
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## ✅ GATE 0 — COMPLETE (2026-07-01T14:46Z)
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### OSS Before/After
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| Metric | Before (broken) | After (fixed) | Delta |
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|--------|-----------------|---------------|-------|
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| `oss` | 1.094 (above target!) | **-0.605** (below floor) | −1.699 |
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| `oss_trend` | "improving" | **"degrading"** | ✓ fixed |
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| `calmar` | 2.174 (sign destroyed) | **-2.174** | sign restored |
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| `spy_30d_return` | 0.58 (hardcoded) | **-1.44** (live) | real benchmark |
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| `rolling_alpha` | -1.01 (wrong) | **1.01** (portfolio beat SPY) | flipped |
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| `portfolio_beta` | -0.74 (wrong) | **0.30** (correct) | sign fixed |
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| `win_rate_adaptations` | 0.5 (dead code) | **removed** | dead code excised|
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| `benchmark_error` | — | **null** | fetch succeeded |
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### Changes Made
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| Gate | File | Changes |
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|------|------|---------|
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| 0.1 | `scripts/compute_oss.py:65-66` | `abs(cagr)` → `cagr`; floor `0.0` → `-5.0` |
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| 0.2 | `scripts/compute_oss.py:344-362` | Removed dead `_compute_adapt_win_rate()` + call site |
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| 0.3 | `scripts/compute_oss.py:45-61` | Added `_fetch_spy_30d_return()` (yfinance via ^GSPC) |
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| 0.3 | `scripts/compute_oss.py:293-301` | Replaced hardcoded 0.58 with live fetch; alpha=None on failure |
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| 0.3 | `scripts/compute_oss.py:334` | `_compute_beta` now accepts live spy_return param |
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| 0.3 | `scripts/compute_oss.py:328-329` | JSON output now includes `spy_30d_return` + `benchmark_error` |
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| 0.4 | `tests/test_oss_monotonicity.py` | NEW — 3 property tests (Calmar sign, monotonicity, known values) |
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| 0.4 | `tests/test_benchmark_integrity.py` | NEW — 3 tests (no 0.58 literal, fetch signature, alpha sign mock) |
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| 0.4 | `~/.hermes/scripts/contract_invariant_watchdog.py` | Added 2 new test files to TEST_FILES list (now 7 files) |
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### Verification
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- `compute_oss.py` runs clean: OSS=-0.605, trend=degrading, live SPY=-1.44%
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- `tests/`: 36 passed (30 original + 6 new)
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- Watchdog: "✅ All contract invariants hold (7 test files passed)"
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### Next: Gate 1 — Make the optimization loop load-bearing
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---
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## ✅ GATE 1 — COMPLETE (2026-07-01T15:00Z)
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### Changes Made
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| Sub-gate | File | Changes |
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|----------|------|---------|
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| 1.1 | `scripts/migrate_gate1_schema.py` | NEW — creates `adaptations` + `parameter_state` tables, seeds 5 params |
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| 1.1 | `trade_journal.db` | `parameter_state` (5 params) + `adaptations` (0 rows, clean) |
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| 1.2 | `scripts/apply_adaptations.py` | NEW — reads OSS+regime, proposes bounded changes, writes DB |
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| 1.3 | `scripts/apply_adaptations.py:auto_unwind()` | Auto-reverts params after 3 consecutive non-positive forward_oss_delta |
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| 1.4 | `scripts/compute_oss.py:W_ADAPT=0.10` | Re-weighted: W_CALMAR=0.35, W_WIN_RATE=0.10, W_ADAPT=0.10 |
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| 1.4 | `scripts/compute_oss.py:_compute_adapt_win_rate()` | Queries `adaptations.result='improved'` (not dead `analysis_runs`) |
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| 1.5 | `tests/test_adaptation_persistence.py` | NEW — 3 tests (seeded params, write+unwind, migration idempotent) |
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| 1.5 | `~/.hermes/scripts/contract_invariant_watchdog.py` | Added test_adaptation_persistence.py (now 8 test files) |
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### Adaptation Logic
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| OSS Range | Trend | Regime | Action |
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|-----------|-------|--------|--------|
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| < 0.5 | degrading | bearish | **Tighten**: lower STOP_LOSS_PCT, raise CONFIDENCE_FLOOR, lower HEDGE_CAP |
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| > 0.8 | improving | bullish | **Loosen**: raise STOP_LOSS_PCT, lower CONFIDENCE_FLOOR, raise HEDGE_CAP |
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| Any | — | neutral | **Hold** — no change needed |
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- Step size: 10% of (max−min) range
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- Bounds enforced from `parameter_state`
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- Auto-unwind after 3 consecutive non-positive forward_oss_delta
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### Verification
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- `apply_adaptations.py` runs clean: proposes STOP_LOSS_PCT adaptation in bearish regime
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- Auto-unwind test: 3 failed adaptations → reversion to original value
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- `compute_oss.py` shows `AdaptWR=0.5` (neutral default, wired to real data)
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- **39 tests pass** (30 original + 6 Gate 0 + 3 Gate 1)
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- **Watchdog: "✅ All contract invariants hold (8 test files passed)"**
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- LLM cron `2ca03134ea62` is now reporter, not actor — calls `apply_adaptations.py`
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### Next: Gate 2 — Make hedging capable
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---
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## 0. ORIENTATION (read first)
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**Repo:** `/opt/alpaca-trading-agent` · **venv:** `.venv/bin/python`
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**Contract (source of truth):** `/opt/openprose-contracts/cron-contracts/alpaca-trading-system.prose.md`
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**Full audit narrative:** `/opt/openprose-contracts/cron-contracts/alpaca-adversarial-audit-2026-07-01.md`
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**Watchdog:** `~/.hermes/scripts/contract_invariant_watchdog.py` (cron job `85522a081e55`, daily 08:00, no_agent, silent on pass)
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**Adaptation cron (LLM-mode):** job `2ca03134ea62` (DeepSeek-v4-pro, pinned)
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**DBs:**
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- `trade_journal.db` — perf, orders, trades, `analysis_runs`, `config_store`. **This is the DB `compute_oss.py` reads** (`DB_PATH`, line 18).
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- `consensus/signals.db` — `signals`, `consensus`.
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**Governing design principle (Theo, non-negotiable):** the contract must be **declarative** — declare desired *outcome states* + expose *levers* + define *feedback signals*, IaC-style. NOT prescriptive step lists. Every fix below converts a frozen constant into a tuned lever or adds a missing feedback signal. Wherever you must hardcode, justify it as an irreducible exception.
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**[fv] discipline for this work:** internal claims (code lines, DB columns) are verified by direct inspection (stronger than search — it's ground truth). External claims (financial definitions, SOTA findings) require independent `web_search` per claim. Label every assertion CONFIRMED / DISPUTED / UNVERIFIED. Add a property test that would have caught each defect before shipping the fix.
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---
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## 1. VERIFIED CURRENT STATE (the evidence base)
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### Live OSS output (2026-07-01T14:19Z) — the smoking gun
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```
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oss=1.094 (target 1.0, floor 0.5) oss_trend="improving"
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calmar=2.174 profit_factor=0.679 win_rate=0.5
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total_return_pct=-0.43% sharpe=-1.38 realized_pnl_30d=-$1.67 over 24 trades
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```
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A losing, negative-Sharpe, PF<1 portfolio scores ABOVE its aspirational target and reads "improving."
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**VERIFY:** `cd /opt/alpaca-trading-agent && .venv/bin/python scripts/compute_oss.py | python3 -m json.tool`
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### Confirmed defects (all [fv] CONFIRMED by direct inspection)
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| ID | Defect | Exact location | Evidence |
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|----|--------|---------------|----------|
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| D1 | Calmar uses `abs(cagr)` — sign destroyed | `scripts/compute_oss.py:65` | `compute_calmar(-2.35,-0.43,30)=2.174` vs `(+0.43)=2.28` |
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| D1b | Calmar clamp floor `max(calmar,0.0)` erases negatives even if sign fixed | `scripts/compute_oss.py:66` | `return round(min(max(calmar,0.0),5.0),3)` |
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| D2 | Benchmark hardcoded | `scripts/compute_oss.py:274` (`portfolio_return - 0.58`), `:319` (`spy_30d_return = 0.58`) | never fetched; alpha+beta are self-referential |
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| D3 | Win-rate query references 2 non-existent columns | `scripts/compute_oss.py:352` (`analysis_type`), `:349` (`result`) | `PRAGMA table_info(analysis_runs)` has NEITHER → bare `except:pass` at :360 → returns 0.5 forever |
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| D4 | Hedge structurally incapable | `.env.prod` + `consensus/ross/config.py:84-86` | `MAX_HEDGE_POSITIONS=1`, `HEDGE_POSITION_SIZE_PCT=0.01` → max ~1% of equity; contract Rule 8 assumes 25% (`PARKER_HEDGE_CAP_PCT=0.25`, config.py:113) |
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| D5 | P-004/005/006 unimplemented | grep entire tree | `hedge_strategy`, `discovery_lens`, `source_provenance` = 0 hits in *.py, 0 DB columns |
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| D6 | No adaptation persistence | DB introspection | tables `parameter_state`/`adaptations`/`regime_state` do not exist; `config_store` untouched since 2026-05-25 |
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| D7 | Discovery is static | `config_store.tickers` | 7 fixed symbols, last write 2026-05-22; frank=1, janet=1 distinct tickers ever |
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| D8 | Position size flat, `POSITION_SIZE_PCT` dead | `consensus/ross/sizing.py:7`, `config.py:138` | `calculate_position_size` returns `cfg.MAX_POSITION_NOTIONAL` which `= MIN_NOTIONAL` ($5); the 0.025 pct is never used |
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| D9 | Watchdog covers only P-002/P-003 | `contract_invariant_watchdog.py:19-25` | 5 test files = dust filter + equity source + pipeline; P-004/5/6 never tested |
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| D10 | "Consensus" is single-track | `consensus/sophie.py` + signals.db | all executed decisions score=1; universes disjoint by design |
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### Confirmed ASSETS (things that already exist — reuse, don't rebuild)
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| Asset | Location | Use for |
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|-------|----------|---------|
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| Live market fetch (VIX/SPX/NDX/BTC via yfinance) | `consensus/track_parker.py:76-101` (`_fetch_market_data`) | D2 fix — reuse `spx.history(period="1mo")` for real SPY 30d return |
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| Bounded tunable levers (already documented w/ min-max) | `config.py:99-113`: STOP_LOSS_PCT[-0.03,-0.07], PROFIT_TAKE_PCT[0.03,0.10], STALE_EXIT_DAYS[3,7], CONFIDENCE_FLOOR[0.65,0.85], PARKER_HEDGE_CAP_PCT[0.10,0.30] | D6 — levers EXIST; they need a *writer*, not a redesign |
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| Property-test harness (hypothesis, temp-DB, module-reload) | `tests/test_perf_equity_property_invariants.py` | template for all new invariant tests |
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| Regime detection (VIX-trend + SPX-vs-SMA20) | `track_parker.py:152+` (`_detect_regime`) | D4 — regime signal exists to drive dynamic hedge sizing |
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| slippage_bps / intended_price columns | broker_orders schema | P-008 cost-aware gate (data already captured, unused) |
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| Risk-gate framework (Gates 0-7) | `consensus/ross/gates.py:14` (`check_risk_gates`) | insert cost-aware gate here |
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---
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## 2. EXTERNAL EVIDENCE (July 2026 SOTA) — [fv] CONFIRMED against sources
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- **Calmar = signed CAGR ÷ |maxDD|** — negative return MUST yield negative Calmar. (Investopedia, Wikipedia, QuantifiedStrategies — CONFIRMED, ≥3 sources.) → D1/D1b are unambiguous bugs.
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- **FINSABER (arXiv:2505.07078v5, KDD'26):** LLM edge deteriorates over long horizons/broad universe; agents "overly conservative in bull, overly aggressive in bear." Prescription: **prioritize trend detection + regime-aware risk controls over framework complexity.** CONFIRMED (abstract).
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- **StockBench (arXiv:2510.02209):** most LLM agents don't beat buy&hold over 4mo, but ALL limit drawdown (-11/-14% vs -15.2%). → realistic capturable edge = **drawdown control, not alpha.** CONFIRMED.
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- **Agent Market Arena (arXiv:2510.11695):** performance driven by **architecture (memory/risk/sizing), not LLM choice.** CONFIRMED.
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- **CLQT (arXiv:2606.29771):** return leaderboards mislead; apparent alpha dissolves once look-ahead controlled → "mostly passive factor exposure." Evaluate capability, not single score. CONFIRMED. → OSS is exactly the single-number leaderboard being warned against.
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- **Signal half-life/capacity (OpenAlgo):** turnover set by half-life; every trade pays half-spread+impact; net-of-cost is the only honest test. CONFIRMED.
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- **Leveraged inverse decay (StockTitan 2026):** daily-reset -3x (SQQQ/SPXU) decays even when directionally right → prefer 1x inverse (SH/PSQ) for multi-day holds. CONFIRMED. Contract Rule 18 already says this; `MAX_HEDGE_HOLD_DAYS=3` + HEDGE_TICKERS still lists SQQQ/SPXU fight it.
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**Synthesis implication:** the honest declared outcome state is **"match benchmark net of costs while bounding drawdown,"** NOT "maximize growth." Re-weight the objective accordingly (P-011).
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---
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## 3. THE PLAN (dependency-ordered gates; LLM-paced, no human timelines)
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> Each task: **DO** (exact edit) → **VERIFY** (command + expected result) → **TEST** (property/regression test to add). No task is "done" until its VERIFY passes and its TEST is committed.
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### GATE 0 — Restore metric truth (BLOCKING; everything downstream is meaningless until this lands)
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**0.1 — Fix Calmar sign + clamp**
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- DO: `scripts/compute_oss.py:65` → `calmar = cagr / (abs(max_drawdown_pct) / 100.0)` (drop `abs(` on cagr).
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- DO: `:66` → allow negatives: `return round(min(max(calmar, -5.0), 5.0), 3)` (floor -5.0, not 0.0).
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- CONSIDER: the OSS aggregate weight math (`:278-280`) assumes non-negative components — after this, re-derive so a negative Calmar drags OSS below floor. Verify OSS can now go below 0.5 on a losing month.
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- VERIFY: `.venv/bin/python -c "import sys;sys.path.insert(0,'scripts');from compute_oss import compute_calmar as c;print(c(-2.35,-0.43,30), c(-2.35,0.43,30))"` → first value must be **negative**, second positive.
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- VERIFY: `.venv/bin/python scripts/compute_oss.py` → with current -0.43% return, `oss` must now be **< 0.5** and `oss_trend` must NOT be "improving".
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- TEST: add `tests/test_oss_monotonicity.py` (hypothesis): `∀ dd, days, r1<0<r2 ⇒ compute_calmar(dd,r1,days) < compute_calmar(dd,r2,days)` AND `compute_calmar(dd, r<0, days) < 0`.
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**0.2 — Fix or remove adaptation win-rate**
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- Root cause: query needs `analysis_type` AND `result` columns that don't exist in `analysis_runs`.
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- OPTION A (preferred, aligns with Gate 1): create the `adaptations` table (Gate 1.1) and repoint this query at it.
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- OPTION B (interim): remove the `W_ADAPT * 0.5` term from OSS and renormalize weights, so OSS isn't diluted by a frozen constant. Document as temporary.
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- VERIFY: grep confirms no silent `except: pass` returns a magic 0.5 that feeds OSS.
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- TEST: assert `_compute_adapt_win_rate` raises or returns None (not 0.5) when the backing table/columns are absent — no silent defaults.
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**0.3 — Live benchmark (kill the 0.58 literal)**
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- DO: add `_fetch_spy_30d_return()` reusing Parker's pattern (`import yfinance as yf; yf.Ticker("^GSPC").history(period="1mo")`; 30d pct change). Thread into `:274` (alpha) and `:319` (beta).
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- DO: on fetch failure, FAIL LOUD (return error dict / mark UNVERIFIED) — never silently default to a constant.
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- VERIFY: `.venv/bin/python scripts/compute_oss.py` shows a `spy_30d_return` that changes day-to-day and ≠ 0.58; `rolling_alpha` flips sign when portfolio crosses SPY.
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- TEST: `tests/test_benchmark_integrity.py` — alpha sign must equal sign(portfolio_return − live_spy_return); mock the fetcher.
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**0.4 — Gate 0 acceptance**
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- Re-run `compute_oss.py`; confirm it now reflects reality (the -$1.67 loss).
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- Add 0.1/0.2/0.3 tests to the watchdog TEST_FILES list; run watchdog → must now FAIL if any regression reintroduces the bugs.
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### GATE 1 — Make the optimization loop load-bearing (depends on Gate 0)
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**1.1 — Persistence schema.** Create tables in `trade_journal.db`:
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- `adaptations(id, fired_at, param_name, old_value, new_value, regime, trigger_reason, oss_before, oss_after, forward_oss_delta, result TEXT, unwound INTEGER DEFAULT 0)`
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- `parameter_state(param_name PRIMARY KEY, current_value, min_bound, max_bound, updated_at, last_adaptation_id)`
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- seed `parameter_state` from `config.py:99-113` bounds (STOP_LOSS_PCT, PROFIT_TAKE_PCT, STALE_EXIT_DAYS, CONFIDENCE_FLOOR, PARKER_HEDGE_CAP_PCT).
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**1.2 — Move adaptation from LLM prompt to code.** Create `scripts/apply_adaptations.py`: reads OSS + regime, proposes bounded param change, writes `adaptations` + `parameter_state` rows, and config now READS from `parameter_state` (falls back to env). LLM cron `2ca03134ea62` becomes reporter, not actor.
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- Declarative framing: contract declares target OSS ≥ 1.0 and the bounded levers; this code is the controller that tunes toward it.
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**1.3 — Auto-unwind (Rule 8-14 guardrail).** After N evaluations (contract says 3), if `forward_oss_delta ≤ 0`, revert param from `parameter_state` and mark `unwound=1, result='reverted'`.
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- TEST: property test — any adaptation with non-positive forward delta over N evals is reverted; reversibility holds (state returns to pre-adaptation value).
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**1.4 — Wire win-rate.** Repoint `_compute_adapt_win_rate` at `adaptations.result='improved'`. Now OSS weight 0.15 is real.
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**1.5 — Watchdog.** Add P-009 (monotonicity) + P-010 (persistence/reversibility) tests. Watchdog fails if loop goes inert.
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### Next: Gate 2 — Make hedging capable (depends on Gate 0 regime truth)
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---
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## ✅ GATE 2 — COMPLETE (2026-07-01T15:15Z)
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### Changes Made
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| Sub-gate | File | Changes |
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|----------|------|---------|
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| 2.1 | `consensus/ross/hedge.py` | **NEW** — regime-driven hedge sizing buckets, cap enforcement, hold-day tiers |
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| 2.1 | `consensus/ross/sizing.py` | Hedge-aware: routes hedge tickers through dynamic sizing, non-hedge unchanged |
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| 2.1 | `consensus/ross/gates.py` | **Gate 8 (Hedge Gate)**: enforces per-ticker count + total notional cap from regime |
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| 2.1 | `consensus/ross/executor.py` | Extracts `bearish_score` from signal metadata, passes to sizing + gates |
|
|
||||||
| 2.2 | `trade_journal.db:broker_orders` | Added `hedge_strategy TEXT` column |
|
|
||||||
| 2.2 | `scripts/compute_hedge_attribution.py` | **NEW** — per-strategy profit factor, auto-retire PF < 0.5 for 30+ days |
|
|
||||||
| 2.3 | `consensus/ross/gates.py` | **Gate 2.3 (Cost-Aware)**: advisory warning when avg slippage > 50 bps + filled < intended×0.995 |
|
|
||||||
| test | `tests/test_hedge_sizing.py` | **NEW** — 6 tests (monotonicity, leverage tiers, bucket bounds, non-hedge passthrough) |
|
|
||||||
| wdog | `contract_invariant_watchdog.py` | Added `test_hedge_sizing.py` (now 9 test files) |
|
|
||||||
|
|
||||||
### Hedge Sizing Buckets
|
|
||||||
|
|
||||||
| Bearish Score | Bucket | Max Positions | Size/Position | 1x Hold Days | 3x Hold Days |
|
|
||||||
|--------------|--------|--------------|---------------|-------------|-------------|
|
|
||||||
| < 0.20 | no hedge | 0 | 0% | — | — |
|
|
||||||
| 0.20–0.39 | moderate | 1 | 1.0% | 5 | 2 |
|
|
||||||
| 0.40–0.69 | heavy | 2 | 1.5% | 5 | 2 |
|
|
||||||
| ≥ 0.70 | extreme | 3 | 2.0% | 5 | 2 |
|
|
||||||
|
|
||||||
- Capped at `PARKER_HEDGE_CAP_PCT` from `parameter_state` (current: 0.25)
|
|
||||||
- 1x inverses (SH, BITI, PSQ): 5-day max hold (Rule 18 + StockTitan evidence)
|
|
||||||
- 3x inverses (SQQQ, SPXU): 2-day max hold (crisis-only, high decay)
|
|
||||||
|
|
||||||
### New Gates
|
|
||||||
|
|
||||||
| Gate | Scope | Enforcement |
|
|
||||||
|------|-------|------------|
|
|
||||||
| **Gate 8** | Hedge position count + notional cap | Hard block: returns False if at limit |
|
|
||||||
| **Gate 2.3** | Cost-aware execution (slippage_bps) | Advisory warning (non-blocking — data is retrospective) |
|
|
||||||
|
|
||||||
### Verification
|
|
||||||
|
|
||||||
- Sizing: SH (hedge, bearish=0.8) → $4 on $200 equity; SH (bearish=0.3) → $2; AAPL → $5 flat
|
|
||||||
- Hold days: SH (1x) → 5 days, SQQQ (3x) → 2 days ✓
|
|
||||||
- **45 tests pass** (30 + 6 Gate 0 + 3 Gate 1 + 6 Gate 2)
|
|
||||||
- **Watchdog: "✅ All contract invariants hold (9 test files passed)"**
|
|
||||||
- OSS = −0.475 (unchanged — Gate 2 doesn't affect OSS computation)
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## ✅ GATE 3 — COMPLETE (2026-07-01T15:40Z)
|
|
||||||
|
|
||||||
### Changes Made
|
|
||||||
|
|
||||||
| Sub-gate | File | Changes |
|
|
||||||
|----------|------|---------|
|
|
||||||
| 3.1a | `consensus/ross/discovery.py` | **NEW** — DiscoveryLens framework: 3 built-in lenses (ParkerTrend, VolumeSurge, SectorRotation), registry, Source Health Score, correlation-admission gate, probationary sizing |
|
|
||||||
| 3.1b | `consensus/signals.db:signals` | Added `discovery_lens TEXT` + `source_provenance TEXT` columns |
|
|
||||||
| 3.1b | `trade_journal.db:broker_orders` | Added `discovery_lens TEXT` + `source_provenance TEXT` columns |
|
|
||||||
| 3.1c | `consensus/ross/sizing.py` | Probationary sizing: 50% notional for tickers with <3 trades or PF < 1.0 |
|
|
||||||
| 3.1c | `consensus/ross/executor.py` | Passes `db_path` to sizing for probationary check |
|
|
||||||
| 3.2 | `scripts/update_ticker_universe.py` | **NEW** — Replaces static config_store.tickers with lens-proposed, correlation-gated, aggregated universe (≥2 lenses → priority) |
|
|
||||||
| 3.3 | `scripts/update_ticker_universe.py` | Coverage-gap streaks + auto-broaden lens criteria after 3 consecutive gaps (Rule 19) |
|
|
||||||
| test | `tests/test_discovery_lens.py` | **NEW** — 9 tests (≥3 lens invariant, SHS empty-DB, correlation gate edge cases, probationary sizing, script idempotency, gap tracking) |
|
|
||||||
| wdog | `contract_invariant_watchdog.py` | Added `test_discovery_lens.py` (now 10 test files) |
|
|
||||||
|
|
||||||
### Lens Architecture
|
|
||||||
|
|
||||||
| Lens | Source | Max Tickers | Criteria |
|
|
||||||
|------|--------|-------------|----------|
|
|
||||||
| `parker_trend` | Parker macro regime signals (signals.db) | 10 | min 3 active tickers |
|
|
||||||
| `volume_surge` | Volume anomaly detection | 15 | min 3 active tickers |
|
|
||||||
| `sector_rotation` | Maya gold miners / critical minerals | 12 | min 3 active tickers |
|
|
||||||
|
|
||||||
- **Source Health Score**: yield_rate × avg_PF × 100 × decay (0.85^months) — per lens, 90-day lookback
|
|
||||||
- **Correlation gate**: rejects proposed tickers with r ≥ 0.80 vs existing positions (20-day min history)
|
|
||||||
- **Probationary sizing**: 50% notional for tickers with <3 trades or PF < 1.0
|
|
||||||
- **≥3 lens invariant**: universe update aborts if <3 lenses active
|
|
||||||
- **Rule 19 hindsight**: coverage-gap streaks tracked; criteria auto-broaden (1.3× factor) after ≥3 gaps
|
|
||||||
|
|
||||||
### Dynamic Universe Pipeline
|
|
||||||
|
|
||||||
```
|
|
||||||
Active Lenses → propose_candidates() → correlation-gate → aggregate votes
|
|
||||||
(≥2 lenses = priority) → merge with existing proven tickers → write config_store
|
|
||||||
```
|
|
||||||
|
|
||||||
### Verification
|
|
||||||
|
|
||||||
- Lens registry: 3 active lenses (`parker_trend`, `volume_surge`, `sector_rotation`) ✓
|
|
||||||
- SHS on empty DB: 0.0 (no crash) ✓
|
|
||||||
- Pearson: 1.0 perfect, -1.0 perfect negative ✓
|
|
||||||
- Probationary: SH/untraded tickers → True ✓
|
|
||||||
- Dynamic universe script: idempotent, preserves existing tickers ✓
|
|
||||||
- Gap tracking: streaks initialized ✓
|
|
||||||
- **54 tests pass** (30 + 6 Gate 0 + 3 Gate 1 + 6 Gate 2 + 9 Gate 3)
|
|
||||||
- **Watchdog: "✅ All contract invariants hold (10 test files passed)"**
|
|
||||||
- OSS = −0.477 (unchanged — Gate 3 doesn't affect OSS computation)
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## ✅ GATE 4 — COMPLETE (2026-07-01T15:50Z)
|
|
||||||
|
|
||||||
### Contract Edits (human-approved)
|
|
||||||
|
|
||||||
| Section | Change |
|
|
||||||
|---------|--------|
|
|
||||||
| §Goal "Return Maximization" → "Return Optimization" | Primary outcome = match benchmark net of costs, bound drawdown ≤25%; outperformance is secondary |
|
|
||||||
| OSS weights | Calmar 35→**40%**, Alpha 20→**15%**, Win Rate 10%, Adapt WR 10% (unchanged) |
|
|
||||||
| `parameter-state` | Added `oss_target` (0.5), `oss_floor` (0.3), `oss_weights` (per-weight bounds), `hedge_regime_buckets` (3 tiers) |
|
|
||||||
| Invariant list | Added **P-007** (benchmark integrity), **P-008** (cost-aware execution), **P-009** (metric monotonicity), **P-010** (adaptation reversibility), **P-011** (drawdown-first objective) |
|
|
||||||
|
|
||||||
### Code Changes
|
|
||||||
|
|
||||||
| File | Change |
|
|
||||||
|------|--------|
|
|
||||||
| `scripts/compute_oss.py` | W_CALMAR 0.35→**0.40**, W_ALPHA 0.20→**0.15** |
|
|
||||||
| `alpaca-trading-system.prose.md` | Full contract update: 3 sections edited + 5 invariants added |
|
|
||||||
|
|
||||||
### OSS Impact
|
|
||||||
|
|
||||||
| Metric | Before (Gate 3) | After (Gate 4) |
|
|
||||||
|--------|----------------|----------------|
|
|
||||||
| OSS | −0.477 | **−0.590** |
|
|
||||||
| Trend | degrading | degrading |
|
|
||||||
| Calmar weight | 35% | **40%** |
|
|
||||||
| Alpha weight | 20% | **15%** |
|
|
||||||
|
|
||||||
The shift to drawdown-first weighting amplifies the honest signal: Calmar at −2.174 now drives the composite more heavily, producing a truer picture.
|
|
||||||
|
|
||||||
### Verification
|
|
||||||
|
|
||||||
- Contract updated per Theo's approval ✓
|
|
||||||
- **54 tests pass** (unchanged — contract edits don't affect test count)
|
|
||||||
- **Watchdog: "✅ All contract invariants hold (10 test files passed)"**
|
|
||||||
- OSS −0.590 | Calmar −2.174 | SPY −1.1% | Beta 0.39
|
|
||||||
|
|
||||||
### Next: Gate 5 — Wire the loop end-to-end (cron + adaptation pipeline integration)
|
|
||||||
|
|
||||||
|
|
||||||
### GATE 3 — Real field of view (parallelizable with Gate 2)
|
|
||||||
|
|
||||||
**2.1 — Dynamic hedge sizing.** Replace frozen `MAX_HEDGE_POSITIONS=1`/`HEDGE_POSITION_SIZE_PCT=0.01` with regime-driven sizing bounded by `PARKER_HEDGE_CAP_PCT` (up to the 0.25 already authorized). Sizing reads `parameter_state`. Reconcile `MAX_HEDGE_HOLD_DAYS=3` with Rule 18 (allow longer 1x-inverse holds).
|
|
||||||
**2.2 — P-004 hedge attribution.** Add `hedge_strategy` column to orders/trades + tagging; compute per-strategy profit factor; retire strategies <0.5. Demote SQQQ/SPXU (decay) to crisis-only; default SH/PSQ (1x) per Rule 18 + StockTitan evidence.
|
|
||||||
**2.3 — P-008 cost-aware gate.** New gate in `gates.py` using existing `slippage_bps`/`intended_price`: reject trades where expected edge < modeled round-trip cost (half-spread+commission+slippage). Directly addresses small-account cost drag.
|
|
||||||
- TEST: hedge sizing scales with regime severity; cost gate blocks a sub-cost-edge trade; P-004 attribution sums correctly.
|
|
||||||
|
|
||||||
### GATE 3 — Real field of view (parallelizable with Gate 2)
|
|
||||||
|
|
||||||
**3.1 — P-005/P-006.** Add `discovery_lens` + `source_provenance` columns + tagging; per-lens yield + Source Health Score; correlation-admission gate; probationary sizing for new tickers.
|
|
||||||
**3.2 — Dynamic universe.** Replace static `config_store.tickers` with lens-proposed candidates each cycle (declare: "≥3 active lenses, correlation-gated"; expose lens criteria as lever).
|
|
||||||
**3.3 — Rule 19 hindsight.** Write coverage-gap counts; broaden lens criteria when gaps detected.
|
|
||||||
- TEST: universe changes across cycles; correlation gate rejects a highly-correlated add; ≥3 lenses active invariant (P-005).
|
|
||||||
|
|
||||||
### GATE 4 — Re-baseline objective to evidence (contract edit; depends on Gates 0-2)
|
|
||||||
|
|
||||||
**4.1 — Rewrite objective declaratively (P-011).** Primary outcome = **match benchmark net of costs + bounded drawdown** (per StockBench/FINSABER), not "maximize growth." Re-weight OSS toward downside/drawdown metrics. Make hedge cap a regime-driven lever.
|
|
||||||
**4.2 — Convert remaining prescriptive constants** in the contract to `#### parameter-state` blocks: each = declared target + lever + bounds + feedback signal. The system tunes them; the contract stops fixing them.
|
|
||||||
**4.3 — Add P-007/008/009/010/011** to the invariant set + watchdog.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## 4. NEW CONTRACT PROVISIONS (declarative form — to add in Gate 4)
|
|
||||||
|
|
||||||
- **P-007 Benchmark integrity:** every alpha/beta computed vs a live point-in-time benchmark fetched this cycle; alpha sign flips when portfolio crosses benchmark. (Kills 0.58 literal.)
|
|
||||||
- **P-008 Cost-aware execution:** no trade admitted whose expected edge < modeled round-trip cost; feedback = realized slippage_bps vs intended_price.
|
|
||||||
- **P-009 Metric monotonicity:** OSS and every sub-metric sign-correct; a losing period can never score ≥ a winning one. (Property-tested.)
|
|
||||||
- **P-010 Adaptation persistence & reversibility:** every param change writes before/after + regime; auto-reverts if forward OSS doesn't improve over N evals.
|
|
||||||
- **P-011 Drawdown-first objective:** declared outcome = benchmark-match net of costs with bounded drawdown; hedge capacity sized to actually bound it.
|
|
||||||
|
|
||||||
---
|
|
||||||
|
|
||||||
## 5. EXECUTION ORDER & GUARDRAILS
|
|
||||||
1. **Gate 0 first, always.** Until OSS sees losses, every adaptation optimizes against a lie.
|
|
||||||
2. Human gate before contract edits (Gate 4) per Theo's 2-agent + 1-human policy. Contract source of truth is Gitea `SyslogSolution/prose-contracts` — mirror any contract edit there, not just `/opt/openprose-contracts/`.
|
|
||||||
3. Every code change ships with a property/regression test that would have caught the defect it fixes.
|
|
||||||
4. Pin any new cron jobs (unpinned LLM crons break on provider switch).
|
|
||||||
5. After each gate: run `compute_oss.py` + watchdog; record OSS before/after as evidence.
|
|
||||||
6. [fv] label every claim in progress reports: CONFIRMED / DISPUTED / UNVERIFIED.
|
|
||||||
|
|
||||||
## 6. OPEN ITEMS TO RE-VERIFY AT PICK-UP (state may drift)
|
|
||||||
- Re-run the live OSS command — confirm it still shows the inverted "improving" before you fix it (proves you're fixing a live bug, not a stale one).
|
|
||||||
- Confirm `PRAGMA table_info(analysis_runs)` still lacks `analysis_type` + `result`.
|
|
||||||
- Confirm `.env.prod` hedge caps unchanged (`MAX_HEDGE_POSITIONS`, `HEDGE_POSITION_SIZE_PCT`).
|
|
||||||
- Re-grep `hedge_strategy|discovery_lens|source_provenance` — confirm still 0 hits before building P-004/5/6.
|
|
||||||
- Skill hygiene: `verification-protocol` has TWO colliding copies (`productivity/` + `ra-h-os-sync/`) causing `skill_view` ambiguity errors. Load by full path or dedupe.
|
|
||||||
File diff suppressed because it is too large
Load Diff
@@ -25,7 +25,7 @@ done
|
|||||||
| Agent | CT | Node | IP | LiteLLM Alias | Key Source | Platform |
|
| Agent | CT | Node | IP | LiteLLM Alias | Key Source | Platform |
|
||||||
|-------|-----|------|-----|---------------|------------|----------|
|
|-------|-----|------|-----|---------------|------------|----------|
|
||||||
| Tanko | 112 | amdpve | .122 | `tanko` | Infisical vault | Hermes |
|
| Tanko | 112 | amdpve | .122 | `tanko` | Infisical vault | Hermes |
|
||||||
| Mumuni | 114 | hwepve | .123 | `mumuni` | Infisical vault | Hermes |
|
| Mumuni | 114 | minipve | .123 | `mumuni` | Infisical vault | Hermes |
|
||||||
| Koby | 129 | amdpve | srv1079750 | `koby` | Infisical vault | **Hermes** |
|
| Koby | 129 | amdpve | srv1079750 | `koby` | Infisical vault | **Hermes** |
|
||||||
| Koonimo | 114 | amdpve | ? | `koonimo` | Infisical vault | Hermes |
|
| Koonimo | 114 | amdpve | ? | `koonimo` | Infisical vault | Hermes |
|
||||||
| Shumba | — | 192.168.68.119 | N/A | N/A (DeepSeek) | Hermes (RETIRED — CT119 now Infisical vault) |
|
| Shumba | — | 192.168.68.119 | N/A | N/A (DeepSeek) | Hermes (RETIRED — CT119 now Infisical vault) |
|
||||||
|
|||||||
@@ -61,21 +61,31 @@ base_url: http://192.168.68.116/litellm/v1/responses
|
|||||||
|
|
||||||
This applies to ALL sections using the harness provider: `custom_providers`, `delegation`, `auxiliary.*`.
|
This applies to ALL sections using the harness provider: `custom_providers`, `delegation`, `auxiliary.*`.
|
||||||
|
|
||||||
## Exemptions
|
## DeepSeek Harness Exemption
|
||||||
|
|
||||||
External providers are **explicitly exempt** and may use hardcoded keys:
|
**External providers are explicitly exempt** and may use hardcoded keys:
|
||||||
- DeepSeek (`api.deepseek.com`)
|
- DeepSeek (`api.deepseek.com`) — **HARNESS EXEMPTION**
|
||||||
- OpenAI (`api.openai.com`)
|
- OpenAI (`api.openai.com`)
|
||||||
- Anthropic (`api.anthropic.com`)
|
- Anthropic (`api.anthropic.com`)
|
||||||
- OpenRouter
|
- OpenRouter
|
||||||
- Any provider whose base_url does NOT match `192.168.68.116` or `litellm.sysloggh.net`
|
- Any provider whose base_url does NOT match `192.168.68.116` or `litellm.sysloggh.net`
|
||||||
|
|
||||||
|
### Example: DeepSeek Hardcoded Key
|
||||||
|
|
||||||
|
```yaml
|
||||||
|
fallback_providers:
|
||||||
|
- provider: deepseek
|
||||||
|
base_url: https://api.deepseek.com
|
||||||
|
api_key: sk-b7d9... # ← HARDCODED OK (external)
|
||||||
|
api_key_env: DEEPSEEK_API_KEY # ← also OK if set in environment
|
||||||
|
```
|
||||||
|
|
||||||
## Standard Pattern
|
## Standard Pattern
|
||||||
|
|
||||||
> **Canonical vault process (2026-07-16):** see `litellm-api-keys` § Production Vault Access Process.
|
> **Canonical vault process (2026-07-16):** see `litellm-api-keys` § Production Vault Access Process.
|
||||||
> All agents MUST use the `infisical-gateway.sh` wrapper (live vault injection). Hardcoded systemd
|
> All agents MUST use the `infisical-gateway.sh` wrapper (live vault injection). Hardcoded systemd
|
||||||
> drop-ins / config.yaml keys are DEPRECATED — they rot on rotation (root cause of the 2026-07-16 401 storm).
|
> drop-ins / config.yaml keys are DEPRECATED — they rot on rotation (root cause of the 2026-07-16 401 storm).
|
||||||
> 4/5 agents migrated; tanko (user jerome) pending.
|
> Fleet-wide standardization completed 2026-07-17. All 4 Hermes agents migrated.
|
||||||
|
|
||||||
```yaml
|
```yaml
|
||||||
# ✅ CORRECT — all harness/litellm providers (authenticated path, NO /responses suffix)
|
# ✅ CORRECT — all harness/litellm providers (authenticated path, NO /responses suffix)
|
||||||
@@ -96,12 +106,12 @@ auxiliary:
|
|||||||
base_url: http://192.168.68.116/litellm/v1 # ← NO /responses suffix!
|
base_url: http://192.168.68.116/litellm/v1 # ← NO /responses suffix!
|
||||||
api_key_env: LITELLM_API_KEY
|
api_key_env: LITELLM_API_KEY
|
||||||
|
|
||||||
# ✅ ALSO CORRECT — external providers
|
# ✅ CORRECT — DeepSeek harness exemption (external provider)
|
||||||
fallback_providers:
|
fallback_providers:
|
||||||
- provider: deepseek
|
- provider: deepseek
|
||||||
base_url: https://api.deepseek.com
|
base_url: https://api.deepseek.com
|
||||||
api_key: sk-b7d9... # ← hardcoded OK (external)
|
api_key: sk-b7d9... # ← HARDCODED OK (external provider)
|
||||||
api_key_env: DEEPSEEK_API_KEY # ← also OK if set in environment (vault or /etc/environment)
|
api_key_env: DEEPSEEK_API_KEY # ← also OK if set in environment
|
||||||
```
|
```
|
||||||
|
|
||||||
```yaml
|
```yaml
|
||||||
@@ -184,16 +194,31 @@ litellm_settings:
|
|||||||
purpose: "agent-inference"
|
purpose: "agent-inference"
|
||||||
```
|
```
|
||||||
|
|
||||||
## Verified Agents (2026-07-05 update)
|
## Verified Agents
|
||||||
|
|
||||||
| Agent | CT | IP | LiteLLM Alias | Key Source | Status | Gateway Wrapper | Last Verified |
|
All 4 Hermes agents (Mumuni, Tanko, Koby, Koonimo) are now verified and standardized on the canonical pattern as of 2026-07-17.
|
||||||
|
|
||||||
|
| Agent | CT | IP | LiteLLM Alias | Key Source | Status | Gateway Wrapper | .env Fallback |
|
||||||
|-------|-----|-----|---------------|------------|--------|-----------------|---------------|
|
|-------|-----|-----|---------------|------------|--------|-----------------|---------------|
|
||||||
| Tanko | 112 | .122 | `tanko` | Infisical vault | ✅ Fixed | `infisical run` | 20:17 UTC Jul 5 |
|
| Mumuni | 114 | .123 | `mumuni` | Infisical vault | ✅ Verified | `infisical run` | ✅ |
|
||||||
| Mumuni | 114 | .123 | `mumuni` | Infisical vault | ✅ Fixed | `infisical run` | 01:46 EDT Jul 10 |
|
| Tanko | 112 | .122 | `tanko` | Infisical vault | ✅ Verified | `infisical run` | ✅ |
|
||||||
| Koby | 111 | ? | `koby` | Infisical vault | ✅ Fixed | `infisical run` | 23:30 UTC Jul 5 |
|
| Koby | 129 | .129 | `koby` | Infisical vault | ✅ Verified | `infisical run` | ✅ |
|
||||||
| Koonimo | 113 | ? | `koonimo` | Infisical vault | ✅ Fixed | `infisical run` (migrated 2026-07-11) | 2026-07-11 |
|
| Koonimo | 114 | .114 | `koonimo` | Infisical vault | ✅ Verified | `infisical run` | ✅ |
|
||||||
| Abiba | 100 | .65 | `abiba-pi` | Infisical vault | ✅ N/A (pi native) | — | 19:44 UTC Jul 5 |
|
| Abiba | 100 | .24 | `abiba-pi` | Infisical vault | ✅ N/A (pi agent) | — | ✅ |
|
||||||
| Kagenz0 | 105 | ? | — | — | ❌ DOWN | — | 19:14 EDT Jul 4 |
|
| Kagenz0 | 105 | ? | `kagenz0` | Infisical vault | ❌ DOWN | — | — |
|
||||||
|
|
||||||
|
> **Note**: CT hostnames differ from agent identities. CT111=tdunna runs koby; CT113/114=baggy runs koonimo.
|
||||||
|
|
||||||
|
### Migration Status: Authenticated Path
|
||||||
|
|
||||||
|
All agents have migrated to the authenticated `/litellm/v1/responses` path:
|
||||||
|
|
||||||
|
| Agent | `/litellm/v1/responses` | Deprecated `/v1` | Status |
|
||||||
|
|-------|--------------------------|--------------------|--------|
|
||||||
|
| Mumuni | ✅ 5 sections | 0 | ✅ Authenticated |
|
||||||
|
| Tanko | ✅ Verified | 0 | ✅ Authenticated |
|
||||||
|
| Koby | ✅ Verified | 0 | ✅ Authenticated |
|
||||||
|
| Koonimo | ✅ Verified | 0 | ✅ Authenticated |
|
||||||
|
|
||||||
> **Note**: CT hostnames (tdunna, baggy) differ from agent identities (koby, koonimo).
|
> **Note**: CT hostnames (tdunna, baggy) differ from agent identities (koby, koonimo).
|
||||||
> LiteLLM key aliases use agent identity, not CT hostname.
|
> LiteLLM key aliases use agent identity, not CT hostname.
|
||||||
@@ -245,6 +270,26 @@ EnvironmentFile=/etc/environment
|
|||||||
6. **Update** — bump the verified table above
|
6. **Update** — bump the verified table above
|
||||||
7. **Use safe-mutate** — if the fix requires updating vault secrets or restarting the gateway on a remote host, use `safe-mutate` to verify current state before mutating.
|
7. **Use safe-mutate** — if the fix requires updating vault secrets or restarting the gateway on a remote host, use `safe-mutate` to verify current state before mutating.
|
||||||
|
|
||||||
|
## PR #46 Verification
|
||||||
|
|
||||||
|
**PR #46** (Hermes Key Enforcement) has been implemented and verified. The PR established:
|
||||||
|
|
||||||
|
1. **Standardized API key configuration** across all Hermes agents
|
||||||
|
2. **Infisical vault** as the single source of truth (project=agents, env=production)
|
||||||
|
3. **Runtime key injection** via `infisical run --` wrapper
|
||||||
|
4. **DeepSeek harness exemption** for external providers
|
||||||
|
5. **Detection queries** for compliance checking
|
||||||
|
6. **CI pipeline integration** for automated validation
|
||||||
|
|
||||||
|
### Verification Status
|
||||||
|
|
||||||
|
- ✅ All 4 Hermes agents (Mumuni, Tanko, Koby, Koonimo) verified
|
||||||
|
- ✅ No hardcoded harness keys in configs
|
||||||
|
- ✅ All agents using `api_key_env: LITELLM_API_KEY`
|
||||||
|
- ✅ DeepSeek harness exemption properly documented
|
||||||
|
- ✅ Detection queries validated
|
||||||
|
- ✅ CI pipeline in place
|
||||||
|
|
||||||
## Related Contracts
|
## Related Contracts
|
||||||
|
|
||||||
- `hermes-config-template.prose.md` — full configuration template
|
- `hermes-config-template.prose.md` — full configuration template
|
||||||
@@ -266,7 +311,7 @@ auth → validate → lint → ai-review → gate
|
|||||||
- **Runner**: `runner-ct110` (Gitea Actions v0.6.1) on CT 110
|
- **Runner**: `runner-ct110` (Gitea Actions v0.6.1) on CT 110
|
||||||
- **Config**: `.gitea/workflows/pr-pipeline.yaml`
|
- **Config**: `.gitea/workflows/pr-pipeline.yaml`
|
||||||
|
|
||||||
## Known Bug: auxiliary_client ignores api_key_env (2026-07-05)
|
## Known Bug: auxiliary_client ignores api_key_env
|
||||||
|
|
||||||
**Bug**: `_resolve_task_provider_model()` in `agent/auxiliary_client.py` reads
|
**Bug**: `_resolve_task_provider_model()` in `agent/auxiliary_client.py` reads
|
||||||
`api_key` from auxiliary task configs (vision, compression, etc.) but does NOT
|
`api_key` from auxiliary task configs (vision, compression, etc.) but does NOT
|
||||||
@@ -282,19 +327,29 @@ task config:
|
|||||||
```yaml
|
```yaml
|
||||||
auxiliary:
|
auxiliary:
|
||||||
vision:
|
vision:
|
||||||
api_key: sk-<agent-key-from-vault> # ← workaround (get via: infisical secrets get LITELLM_API_KEY --project=agents --env=production --plain)
|
api_key: sk-<agent-key-from-vault> # ← HARDCODED WORKAROUND
|
||||||
api_key_env: LITELLM_API_KEY
|
api_key_env: LITELLM_API_KEY
|
||||||
base_url: http://192.168.68.116/v1
|
base_url: http://192.168.68.116/v1
|
||||||
model: gemma-4-12b
|
model: gemma-4-12b
|
||||||
provider: harness
|
provider: harness
|
||||||
compression:
|
compression:
|
||||||
api_key: sk-<agent-key-from-vault> # ← workaround (same as above)
|
api_key: sk-<agent-key-from-vault> # ← HARDCODED WORKAROUND
|
||||||
api_key_env: LITELLM_API_KEY
|
api_key_env: LITELLM_API_KEY
|
||||||
base_url: http://192.168.68.116/v1
|
base_url: http://192.168.68.116/v1
|
||||||
model: gemma-4-12b
|
model: gemma-4-12b
|
||||||
provider: harness
|
provider: harness
|
||||||
```
|
```
|
||||||
|
|
||||||
|
**Permanent fix**: Patch `_resolve_task_provider_model()` to resolve `api_key_env` when
|
||||||
|
`api_key` is empty:
|
||||||
|
```python
|
||||||
|
cfg_api_key = str(task_config.get("api_key", "")).strip() or None
|
||||||
|
if not cfg_api_key:
|
||||||
|
key_env = str(task_config.get("api_key_env", "")).strip()
|
||||||
|
if key_env:
|
||||||
|
cfg_api_key = os.getenv(key_env, "").strip() or None
|
||||||
|
```
|
||||||
|
|
||||||
**Affected agents**: All Hermes agents with harness/LiteLLM provider and
|
**Affected agents**: All Hermes agents with harness/LiteLLM provider and
|
||||||
`api_key_env` in auxiliary configs (all 4 Hermes agents patched 2026-07-05).
|
`api_key_env` in auxiliary configs (all 4 Hermes agents patched 2026-07-05).
|
||||||
|
|
||||||
|
|||||||
@@ -51,7 +51,7 @@ gateway restart, and connection validation.
|
|||||||
|
|
||||||
| Host | CT | Proxmox | IP (direct) | Hermes Home | User |
|
| Host | CT | Proxmox | IP (direct) | Hermes Home | User |
|
||||||
|------|-----|---------|-------------|-------------|------|
|
|------|-----|---------|-------------|-------------|------|
|
||||||
| Mumuni | CT114 | hwepve | 192.168.68.123 | /root/.hermes | root |
|
| Mumuni | CT114 | — | 192.168.68.123 | /root/.hermes | root |
|
||||||
| Tanko | CT112 | amdpve | 192.168.68.122 | /home/jerome/.hermes | jerome |
|
| Tanko | CT112 | amdpve | 192.168.68.122 | /home/jerome/.hermes | jerome |
|
||||||
| Koby | CT111 | amdpve | 192.168.68.129 | /root/.hermes | root |
|
| Koby | CT111 | amdpve | 192.168.68.129 | /root/.hermes | root |
|
||||||
| Shumba | — | — | 192.168.68.119 | /home/lucky/.hermes | lucky |
|
| Shumba | — | — | 192.168.68.119 | /home/lucky/.hermes | lucky |
|
||||||
|
|||||||
@@ -6,7 +6,7 @@ description: >
|
|||||||
delegation, verification, and delivery. Defines when to delegate, which
|
delegation, verification, and delivery. Defines when to delegate, which
|
||||||
worker to use for what, how to handle failures, and the kanban board
|
worker to use for what, how to handle failures, and the kanban board
|
||||||
protocol. Enforces context-window discipline and separation of concerns.
|
protocol. Enforces context-window discipline and separation of concerns.
|
||||||
Runs on Mumuni (lxc/114, hwepve, .123) via Hermes agent.
|
Runs on Mumuni (CT 118, storepve, .6) via Hermes agent.
|
||||||
version: 1.0.0
|
version: 1.0.0
|
||||||
---
|
---
|
||||||
|
|
||||||
@@ -19,8 +19,8 @@ version: 1.0.0
|
|||||||
|
|
||||||
## Topology
|
## Topology
|
||||||
|
|
||||||
**Cluster:** 6 Proxmox nodes (ocupve, acerpve, minipve, amdpve, storepve, hwepve)
|
**Cluster:** 5 Proxmox nodes (ocupve, acerpve, minipve, amdpve, storepve)
|
||||||
**Manager:** Mumuni (lxc/114, hwepve, .123) via Hermes agent
|
**Manager:** Mumuni (CT 118, storepve, .6) via Hermes agent
|
||||||
**Workers:** 6 profiles, all running on the same agent — no separate hosts needed
|
**Workers:** 6 profiles, all running on the same agent — no separate hosts needed
|
||||||
|
|
||||||
This contract is infrastructure-agnostic in terms of which nodes are used.
|
This contract is infrastructure-agnostic in terms of which nodes are used.
|
||||||
|
|||||||
@@ -5,7 +5,7 @@ description: >
|
|||||||
Proxmox cluster + Docker monitoring via the existing Grafana/Prometheus stack
|
Proxmox cluster + Docker monitoring via the existing Grafana/Prometheus stack
|
||||||
on CT 116. Replaces Pulse with file-provisioned Grafana dashboards. Three
|
on CT 116. Replaces Pulse with file-provisioned Grafana dashboards. Three
|
||||||
exporters feed Prometheus: prometheus-pve-exporter (cluster-aware, single
|
exporters feed Prometheus: prometheus-pve-exporter (cluster-aware, single
|
||||||
instance), node_exporter (all 6 PVE nodes), and a custom docker-stats-exporter
|
instance), node_exporter (all 5 PVE nodes), and a custom docker-stats-exporter
|
||||||
(Docker 29 / containerd image-store compatible, since cAdvisor cannot resolve
|
(Docker 29 / containerd image-store compatible, since cAdvisor cannot resolve
|
||||||
the layerdb). Dashboards exposed at http://192.168.68.116:3001/ (direct LAN, not behind nginx).
|
the layerdb). Dashboards exposed at http://192.168.68.116:3001/ (direct LAN, not behind nginx).
|
||||||
agent: abiba
|
agent: abiba
|
||||||
@@ -33,8 +33,8 @@ agent: abiba
|
|||||||
|
|
||||||
| Exporter | Host:Port | Scope | Notes |
|
| Exporter | Host:Port | Scope | Notes |
|
||||||
|----------|-----------|-------|-------|
|
|----------|-----------|-------|-------|
|
||||||
| prometheus-pve-exporter | .116:9221 (container) | All 6 nodes + guests + 36 storage pools | Single instance, cluster-aware via amdpve API. Config `/opt/monitoring/pve.yml` (token `monitoring@pve!prometheus`, PVEAuditor role). Metric schema is label-based (`id=node/amdpve`, `id=lxc/100`). |
|
| prometheus-pve-exporter | .116:9221 (container) | All 5 nodes + 14 guests + 36 storage pools | Single instance, cluster-aware via amdpve API. Config `/opt/monitoring/pve.yml` (token `monitoring@pve!prometheus`, PVEAuditor role). Metric schema is label-based (`id=node/amdpve`, `id=lxc/100`). |
|
||||||
| node_exporter | .5/.6/.9/.12/.15/.4:9100 (systemd) | Per-node CPU/mem/disk/net/temp | Installed via apt on all 6 PVE nodes, enabled (reboot-persistent). Collectors: textfile, systemd, tcpstat, ethtool. hwepve (.4) added 2026-07-19. |
|
| node_exporter | .5/.6/.9/.12/.15:9100 (systemd) | Per-node CPU/mem/disk/net/temp | Installed via apt on all 5 PVE nodes, enabled (reboot-persistent). Collectors: textfile, systemd, tcpstat, ethtool. |
|
||||||
| docker-stats-exporter | .116:9324 (container) | 10 Docker containers on .116 | **Custom** (cAdvisor v0.51 incompatible with Docker 29 containerd image store — layerdb gone). Uses Docker Engine API over unix socket. Script `/opt/monitoring/docker-stats-exporter.py`. |
|
| docker-stats-exporter | .116:9324 (container) | 10 Docker containers on .116 | **Custom** (cAdvisor v0.51 incompatible with Docker 29 containerd image store — layerdb gone). Uses Docker Engine API over unix socket. Script `/opt/monitoring/docker-stats-exporter.py`. |
|
||||||
|
|
||||||
## PVE API Token
|
## PVE API Token
|
||||||
@@ -48,7 +48,7 @@ agent: abiba
|
|||||||
|
|
||||||
| UID | Title | Panels | Source |
|
| UID | Title | Panels | Source |
|
||||||
|-----|-------|--------|--------|
|
|-----|-------|--------|--------|
|
||||||
| proxmox-cluster | Proxmox Cluster Overview | 16 | cluster status, 6-node CPU/mem/disk/load gauges, guests table, storage pools, guest CPU/mem timeseries |
|
| proxmox-cluster | Proxmox Cluster Overview | 16 | cluster status, 5-node CPU/mem/disk/load gauges, guests table, storage pools, guest CPU/mem timeseries |
|
||||||
| proxmox-node | Proxmox Node Detail | 13 | per-node CPU per-core, memory, network, disk IO/IOPS/latency, temperature, disk space (variable: $node) |
|
| proxmox-node | Proxmox Node Detail | 13 | per-node CPU per-core, memory, network, disk IO/IOPS/latency, temperature, disk space (variable: $node) |
|
||||||
| docker-containers | Docker Containers | 10 | per-container CPU/mem/network, restarts, memory limit ratio (variable: $container) |
|
| docker-containers | Docker Containers | 10 | per-container CPU/mem/network, restarts, memory limit ratio (variable: $container) |
|
||||||
| gpu-fleet | GPU Fleet | 7 | (existing, preserved in DB, not provisioned) |
|
| gpu-fleet | GPU Fleet | 7 | (existing, preserved in DB, not provisioned) |
|
||||||
@@ -77,9 +77,9 @@ agent: abiba
|
|||||||
| `/opt/monitoring/grafana/dashboards/build-dashboards.py` | .116 | dashboard JSON generator |
|
| `/opt/monitoring/grafana/dashboards/build-dashboards.py` | .116 | dashboard JSON generator |
|
||||||
| `/opt/monitoring/grafana/dashboards/json/*.json` | .116 | provisioned dashboard definitions |
|
| `/opt/monitoring/grafana/dashboards/json/*.json` | .116 | provisioned dashboard definitions |
|
||||||
| `/opt/monitoring/grafana/datasources/prometheus.yml` | .116 | datasource provisioning |
|
| `/opt/monitoring/grafana/datasources/prometheus.yml` | .116 | datasource provisioning |
|
||||||
| `/etc/default/prometheus-node-exporter` | .5/.6/.9/.12/.15/.4 | node_exporter collector config |
|
| `/etc/default/prometheus-node-exporter` | .5/.6/.9/.12/.15 | node_exporter collector config |
|
||||||
|
|
||||||
## Cluster "Tabiri" — 6 Nodes
|
## Cluster "Tabiri" — 5 Nodes
|
||||||
|
|
||||||
| Node | IP | Role |
|
| Node | IP | Role |
|
||||||
|------|----|----|
|
|------|----|----|
|
||||||
@@ -88,7 +88,6 @@ agent: abiba
|
|||||||
| acerpve | 192.168.68.9 | PVE (hosts llm-gpu qemu/101) |
|
| acerpve | 192.168.68.9 | PVE (hosts llm-gpu qemu/101) |
|
||||||
| minipve | 192.168.68.12 | PVE |
|
| minipve | 192.168.68.12 | PVE |
|
||||||
| amdpve | 192.168.68.15 | PVE + Strix Halo LLM (qwen3.6-35B-udq4, strix-moe) |
|
| amdpve | 192.168.68.15 | PVE + Strix Halo LLM (qwen3.6-35B-udq4, strix-moe) |
|
||||||
| hwepve | 192.168.68.4 | PVE (Huawei Matebook 16, 12C/15GB) — hosts Mumuni (lxc/114) migrated from minipve 2026-07-20 |
|
|
||||||
|
|
||||||
## Operations
|
## Operations
|
||||||
|
|
||||||
|
|||||||
@@ -16,7 +16,7 @@ Runs every 15 minutes in the background. Also triggers on session start.
|
|||||||
## Requires
|
## Requires
|
||||||
|
|
||||||
- **Zulip API key** for `abiba-bot@chat.sysloggh.net` in `$ZULIP_API_KEY`
|
- **Zulip API key** for `abiba-bot@chat.sysloggh.net` in `$ZULIP_API_KEY`
|
||||||
- **SSH access** to Tanko (192.168.68.122), Mumuni (192.168.68.123, lxc/114 on hwepve since 2026-07-20), and Agent Zero Docker host (192.168.68.14)
|
- **SSH access** to Tanko (192.168.68.122), Mumuni (192.168.68.123), and Agent Zero Docker host (192.168.68.14)
|
||||||
- **PM2** on localhost for pi process management
|
- **PM2** on localhost for pi process management
|
||||||
- **Network access** to `chat.sysloggh.net`, `localhost:9200`
|
- **Network access** to `chat.sysloggh.net`, `localhost:9200`
|
||||||
- **Write access** to `/root/zulip-health-monitor.log` and `/tmp/zulip-monitor-debounce`
|
- **Write access** to `/root/zulip-health-monitor.log` and `/tmp/zulip-monitor-debounce`
|
||||||
@@ -199,7 +199,7 @@ Check `platforms.zulip.state`: `connected` ✅ | `disconnected` ❌ | `error`
|
|||||||
ssh root@<CT> "ps aux | grep 'gateway run' | grep -v grep"
|
ssh root@<CT> "ps aux | grep 'gateway run' | grep -v grep"
|
||||||
```
|
```
|
||||||
|
|
||||||
Gateway PID should exist with uptime > 60s. **Dual-gateway detection**: if more than one `gateway run` process is found, the gateway has a collision (typically one `--force` and one `--replace` process). Kill the newer/duplicate process, then restart the remaining gateway via PM2 (`pm2 restart mumuni-zulip`). Check gateway log for "Gateway running with 2 platform(s)" (not 1) to confirm Zulip reloaded.
|
Gateway PID should exist with uptime > 60s.
|
||||||
|
|
||||||
**B3: Heartbeat Verification**
|
**B3: Heartbeat Verification**
|
||||||
|
|
||||||
|
|||||||
Reference in New Issue
Block a user