trading-agent/orchestration/committee.py

"""The Investment Committee — a Chief Risk Officer pass over the whole night's book.

After all three agents finalize, a clean-context LLM call reviews every pick against the
market regime, cross-book concentration, and each agent's track record, then issues a
verdict per pick: APPROVE, REDUCE (halve size), or VETO (drop, with reason). The morning
executor enforces the verdicts. A committee memo (markdown) lands in the reports dir so the
dashboard renders it like the other notes.

This is the layer no retail bot has: the agents don't trade unsupervised — their book has
to clear a risk officer first.
"""

from __future__ import annotations

import json
from pathlib import Path

from langchain_core.messages import HumanMessage, SystemMessage
from loguru import logger

from agents.schemas import AgentOutput
from config.settings import get_settings
from llm.client import build_llm

CRO_SYSTEM = (
    "You are the Chief Risk Officer of a small fund. {n} analysts submitted tonight's picks. "
    "Your job is capital preservation and portfolio coherence — NOT stock picking. Judge each "
    "pick on: thesis quality vs the market regime, concentration/overlap across the books, "
    "crowding into one theme, position sizing sanity, and each analyst's recent track record. "
    "Each analyst has a declared risk style — judge every book against ITS OWN mandate: an "
    "intentionally aggressive book is not vetoed for being aggressive, only for breaking its "
    "own discipline (undefined risk, sloppy sizing, no catalyst). "
    "Be decisive and specific. Output ONLY the requested JSON object."
)

CRO_PROMPT = (
    "{regime}\n\n"
    "ANALYST MANDATES (risk styles):\n{styles}\n\n"
    "ANALYST TRACK RECORDS:\n{records}\n\n"
    "TONIGHT'S SUBMITTED PICKS:\n{picks}\n\n"
    'Return a JSON object: {{"memo": "<a 150-250 word committee memo in plain prose: overall '
    'read on the book, concentration/crowding concerns, what you approved/cut and why>", '
    '"verdicts": [{{"agent": "<persona_id>", "ticker": "<SYM>", "verdict": "approve|reduce|veto", '
    '"reason": "<one sentence>"}}]}}\n'
    "Every submitted pick MUST appear exactly once in verdicts. reduce = halve the size. "
    "veto = do not trade it. Veto sparingly — only for real risk problems, not style disagreements."
)


def _fmt_picks(outputs: list[AgentOutput]) -> str:
    lines = []
    for o in outputs:
        for p in o.picks:
            inst = p.instrument.value if hasattr(p.instrument, "value") else p.instrument
            lines.append(
                f"- agent={o.persona_id} {p.ticker} [{inst}/{p.direction.value}] "
                f"conv={p.conviction} weight={p.requested_weight_pct} "
                f"stop={p.stop_loss_pct} take={p.take_profit_pct} :: {p.thesis[:160]}"
            )
    return "\n".join(lines) or "(none)"


def _extract_json(text: str) -> dict | None:
    t = text.strip().strip("`")
    start, end = t.find("{"), t.rfind("}")
    if start == -1 or end <= start:
        return None
    try:
        return json.loads(t[start : end + 1])
    except Exception:
        return None


def run_committee(
    outputs: list[AgentOutput], trade_date: str, regime: str, records: dict[str, str]
) -> dict:
    """Run the CRO pass. Returns {(agent,ticker): {"verdict","reason"}}; writes memo + verdicts.

    Fail-open: if the model or parsing fails, everything is approved (the guardrails still
    apply downstream) — the committee can only make the book safer, never block it entirely.
    """
    s = get_settings()
    picks_txt = _fmt_picks(outputs)
    if picks_txt == "(none)":
        logger.info("committee: no picks to review")
        return {}
    records_txt = "\n".join(f"[{k}]\n{v or '(no history yet)'}" for k, v in records.items())

    # style-aware review: the CRO judges each book against its own declared mandate
    try:
        from config.agent_registry import load_personas

        styles = {p.id: p.risk_style for p in load_personas(include_disabled=True)}
    except Exception:
        styles = {}
    styles_txt = "\n".join(
        f"- {o.persona_id}: {styles.get(o.persona_id, 'balanced')}" for o in outputs
    )

    verdicts: dict = {}
    memo = ""
    try:
        resp = build_llm(max_tokens=4096).invoke(
            [
                SystemMessage(content=CRO_SYSTEM.format(n=len(outputs))),
                HumanMessage(
                    content=CRO_PROMPT.format(
                        regime=regime or "(regime unavailable)",
                        styles=styles_txt or "(none declared)",
                        records=records_txt,
                        picks=picks_txt,
                    )
                ),
            ]
        )
        content = resp.content if isinstance(resp.content, str) else str(resp.content)
        data = _extract_json(content) or {}
        memo = str(data.get("memo", ""))
        for v in data.get("verdicts", []):
            if not isinstance(v, dict):
                continue
            key = (str(v.get("agent", "")).strip(), str(v.get("ticker", "")).strip().upper())
            verdict = str(v.get("verdict", "approve")).lower()
            if verdict not in ("approve", "reduce", "veto"):
                verdict = "approve"
            verdicts[key] = {"verdict": verdict, "reason": str(v.get("reason", ""))[:300]}
    except Exception as e:
        logger.warning("committee failed (fail-open, all approved): {}", e)

    # persist: verdicts next to the agent JSON (executor reads it), memo into reports
    out_dir = s.output_dir / trade_date
    out_dir.mkdir(parents=True, exist_ok=True)
    (out_dir / "_committee.json").write_text(
        json.dumps(
            {f"{a}|{t}": v for (a, t), v in verdicts.items()} | {"_memo": memo}, indent=2
        )
    )
    rep_dir = s.reports_dir / trade_date
    rep_dir.mkdir(parents=True, exist_ok=True)
    vet_lines = "\n".join(
        f"- **{t}** ({a}): **{v['verdict'].upper()}** — {v['reason']}"
        for (a, t), v in verdicts.items()
    )
    (rep_dir / "committee.md").write_text(
        f"# Investment Committee Memo — {trade_date}\n\n{memo or '(memo unavailable)'}\n\n"
        f"## Verdicts\n{vet_lines or '(all picks approved by default)'}\n"
    )
    n_veto = sum(1 for v in verdicts.values() if v["verdict"] == "veto")
    n_red = sum(1 for v in verdicts.values() if v["verdict"] == "reduce")
    logger.info("committee: {} verdicts ({} veto, {} reduce)", len(verdicts), n_veto, n_red)
    return verdicts


def load_verdicts(trade_date: str) -> dict:
    """Executor-side: {(agent,ticker): {"verdict","reason"}} or {} if no committee ran."""
    path: Path = get_settings().output_dir / trade_date / "_committee.json"
    if not path.exists():
        return {}
    try:
        raw = json.loads(path.read_text())
        return {
            tuple(k.split("|", 1)): v
            for k, v in raw.items()
            if k != "_memo" and isinstance(v, dict)
        }
    except Exception:
        return {}