feat: replace per-agent BM25 memory with persistent decision log (#578, #563, #564, #579)

The previous per-agent BM25 memory was effectively dead code — its only
caller was a commented-out line in main.py. Replace it with a single
append-only markdown decision log driven by the propagate() lifecycle.

Lifecycle:
- store_decision() appends a pending entry at the end of every run
- _resolve_pending_entries() runs at the start of the next same-ticker
  run, fetches yfinance returns + alpha vs SPY, and writes one LLM
  reflection per resolved entry through an atomic temp-file rename
- Portfolio Manager consumes state["past_context"] (5 most recent
  same-ticker entries plus 3 cross-ticker reflection-only excerpts)

Storage at ~/.tradingagents/memory/trading_memory.md
(override: TRADINGAGENTS_MEMORY_LOG_PATH).

Tag schema:
- Pending:  [YYYY-MM-DD | TICKER | Rating | pending]
- Resolved: [YYYY-MM-DD | TICKER | Rating | +X.X% | +Y.Y% | Nd]

Removes rank-bm25 dependency and the legacy reflect_and_remember()
plumbing across reflection.py, trading_graph.py, and the agent factories.

49 new tests in tests/test_memory_log.py cover the storage, deferred
reflection, prompt injection, and legacy-removal paths. Full suite
(58 tests) passes in under 2 seconds without API keys.
This commit is contained in:
Yijia-Xiao
2026-04-25 08:14:32 +00:00
15 changed files with 1070 additions and 372 deletions
+1
View File
@@ -6,6 +6,7 @@ DEFAULT_CONFIG = {
"project_dir": os.path.abspath(os.path.join(os.path.dirname(__file__), ".")),
"results_dir": os.getenv("TRADINGAGENTS_RESULTS_DIR", os.path.join(_TRADINGAGENTS_HOME, "logs")),
"data_cache_dir": os.getenv("TRADINGAGENTS_CACHE_DIR", os.path.join(_TRADINGAGENTS_HOME, "cache")),
"memory_log_path": os.getenv("TRADINGAGENTS_MEMORY_LOG_PATH", os.path.join(_TRADINGAGENTS_HOME, "memory", "trading_memory.md")),
# LLM settings
"llm_provider": "openai",
"deep_think_llm": "gpt-5.4",