read.markets/app/services/cadence.py
Giorgio Gilestro 2013bfa8cc news: auto-tag headlines + market-aware cadence + filter UI
- Move news_job from hourly to 3x/hour (cron 10,30,50), with a CadencePolicy
  gate that throttles to active hours (07-21 UTC weekdays at 20 min), off-hours
  (3 h), weekends (6 h). Keeps the daytime feed fresh without spamming RSS
  sources overnight.
- Tag each headline on ingestion via DeepSeek (BATCH_SIZE=25, max_tokens=4000,
  json.JSONDecoder().raw_decode + per-row regex recovery for resilient parsing).
  Vocabulary: 16 tags including new EU / USA / AI / Conflict. NULL tags are
  picked up automatically on the next news_job run, so back-tagging is implicit
  rather than a separate migration step.
- Tag UI: pill bar above the feed with off → include → exclude cycle on click;
  shift-click jumps straight to exclude. State persists in localStorage and is
  injected into /api/news requests via htmx:configRequest. Per-row chips sit to
  the right of the headline (new 5-column grid: age | source | title | tags |
  UTC) so vertical density stays high.
- Strategic log header bug: model was hallucinating "(Updated 21:30 UTC)" in
  future tense. Bumped PROMPT_VERSION 6→7, added explicit ban on time-of-day
  clauses, and supply the actual current UTC time in the user prompt so the
  model has no need to invent one.

Migration 0012 adds headlines.tags (JSON, nullable). Tests cover vocabulary
integrity, validation/normalisation, and the JSON-recovery parser (17 tests).
2026-05-21 23:25:03 +01:00

93 lines
4 KiB
Python

"""When should expensive AI jobs fire?
Markets matter. The scheduler wakes every hour, but there's no point spending
OpenRouter tokens at 03:00 UTC on a Sunday when nothing has moved. This module
encodes a single policy: weekday active hours (LSE open through NYSE close,
roughly 07:00-21:00 UTC) get the full hourly cadence; off-hours and weekends
get throttled.
Used by ai_log_job and indicator_summary_job to decide whether to run NOW or
skip until enough time has passed since the last successful run. Market /
news / portfolio ingestion jobs keep running hourly — they're cheap.
"""
from __future__ import annotations
from dataclasses import dataclass
from datetime import datetime, timezone
@dataclass(frozen=True)
class CadencePolicy:
# Active trading windows in UTC. A timestamp is "active" if its hour
# falls in ANY listed window. Add or remove tuples to change coverage.
#
# LSE opens 07:00 BST → 07:00 UTC summer / 08:00 UTC winter.
# NYSE closes 16:00 ET → 21:00 UTC summer / 21:00 UTC winter.
# Tokyo trades 09:00-15:00 JST → 00:00-06:00 UTC.
# HK/Shanghai trade 09:30-16:00 local → 01:30-08:00 UTC.
active_windows: tuple[tuple[int, int], ...] = (
(7, 21), # EU/US (LSE open through NYSE close)
# (0, 8), # Asia (Tokyo + HK/Shanghai) — uncomment to add
)
# Minimum gap between successful runs DURING the active window. The
# cron may fire more frequently than this — we just skip until enough
# time has passed since the last success. Default 0 means "run on
# every cron fire" (the original AI-job behaviour).
active_gap_h: float = 0.0
# Minimum gap between successful runs outside the active window.
off_hours_gap_h: float = 4.0
weekend_gap_h: float = 12.0
def is_active_window(self, now: datetime | None = None) -> bool:
now = now or datetime.now(timezone.utc)
if now.weekday() >= 5: # Saturday / Sunday
return False
return any(start <= now.hour < end for start, end in self.active_windows)
def min_gap_hours(self, now: datetime | None = None) -> float:
now = now or datetime.now(timezone.utc)
if now.weekday() >= 5:
return self.weekend_gap_h
if self.is_active_window(now):
return self.active_gap_h
return self.off_hours_gap_h
def should_run(
self,
last_success_at: datetime | None,
now: datetime | None = None,
) -> tuple[bool, str]:
"""Returns (should_run, reason). The reason is human-readable for logs
and the job_runs.error column when a run is skipped."""
now = now or datetime.now(timezone.utc)
min_gap = self.min_gap_hours(now)
if last_success_at is None:
return True, "no prior successful run"
# Normalise tz; DB returns naive but we treat it as UTC.
if last_success_at.tzinfo is None:
last_success_at = last_success_at.replace(tzinfo=timezone.utc)
age_h = (now - last_success_at).total_seconds() / 3600.0
if min_gap <= 0 and self.is_active_window(now):
return True, "active window"
if age_h >= min_gap:
band = "active" if self.is_active_window(now) else (
"weekend" if now.weekday() >= 5 else "off-hours"
)
return True, f"{band}: last run {age_h:.2f}h ago (≥ {min_gap:.2f}h)"
band = "active" if self.is_active_window(now) else (
"weekend" if now.weekday() >= 5 else "off-hours"
)
return False, f"{band} throttled — last run {age_h:.2f}h ago (< {min_gap:.2f}h)"
# AI jobs: run hot during the active window, throttle off-hours.
DEFAULT_POLICY = CadencePolicy()
# News + tagging: 3 runs/hour during the active window (20-min gap),
# every 3h off-hours, every 6h on weekends. Cron fires every 20 min;
# the policy gates whether each fire actually does work.
NEWS_POLICY = CadencePolicy(
active_gap_h=1.0 / 3.0, # 20 minutes
off_hours_gap_h=3.0,
weekend_gap_h=6.0,
)