caucus 0.2.0__tar.gz → 0.2.2__tar.gz
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- caucus-0.2.2/.github/workflows/evidence-snapshot.yml +73 -0
- {caucus-0.2.0 → caucus-0.2.2}/PKG-INFO +1 -1
- {caucus-0.2.0 → caucus-0.2.2}/config.example.yaml +11 -2
- {caucus-0.2.0 → caucus-0.2.2}/examples/trading-robinhood/README.md +27 -11
- caucus-0.2.2/examples/trading-robinhood/com.example.caucus.plist +25 -0
- caucus-0.2.2/examples/trading-robinhood/config.yaml +72 -0
- caucus-0.2.2/examples/trading-robinhood/news_evidence.py +64 -0
- caucus-0.2.2/examples/trading-robinhood/run-caucus.sh +24 -0
- {caucus-0.2.0 → caucus-0.2.2}/pyproject.toml +1 -1
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/__init__.py +1 -1
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/cli.py +11 -11
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/config.py +35 -2
- caucus-0.2.2/src/caucus/notify.py +66 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_briefing.py +3 -1
- caucus-0.2.2/tests/test_notify.py +111 -0
- {caucus-0.2.0 → caucus-0.2.2}/uv.lock +1 -1
- caucus-0.2.0/examples/trading-robinhood/config.yaml +0 -39
- {caucus-0.2.0 → caucus-0.2.2}/.github/codex/prompts/review.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/codex/review-config.json +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/codex/review-rules.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/codex/scripts/build-review-prompt.mjs +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/codex/scripts/normalize-review-output.mjs +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/codex/scripts/post-review.cjs +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/pull_request_template.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/workflows/ci.yml +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/workflows/codex-review.yml +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/workflows/keep-codex-auth-fresh.yml +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.github/workflows/release.yml +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/.gitignore +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/AGENT_SETUP.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/DISCLAIMER.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/LICENSE +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/README.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/SPEC.md +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/examples/trading-robinhood/evidence.sample.json +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/examples/trading-robinhood/import_campaigns.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/examples/trading-robinhood/mcp.example.json +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/backends.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/briefing.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/engine.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/evidence.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/intents.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/src/caucus/record.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_cli.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_config.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_engine.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_evidence.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_intents.py +0 -0
- {caucus-0.2.0 → caucus-0.2.2}/tests/test_record.py +0 -0
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name: Evidence snapshot
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# GitHub's traffic API retains only 14 days of views/clones — this weekly
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# snapshot preserves adoption history (stars, forks, traffic, referrers, PyPI
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# downloads) as append-only JSONL on the 'evidence' branch.
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on:
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schedule:
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- cron: "0 8 * * 1"
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workflow_dispatch:
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permissions:
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contents: write
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jobs:
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snapshot:
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name: Capture adoption metrics
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runs-on: ubuntu-latest
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timeout-minutes: 10
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steps:
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- name: Checkout evidence branch (create if absent)
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uses: actions/checkout@v5
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with:
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ref: main
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fetch-depth: 1
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- name: Switch to evidence branch
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shell: bash
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run: |
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if git fetch origin evidence:evidence 2>/dev/null; then
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git checkout evidence
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else
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git checkout --orphan evidence
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git rm -rfq . 2>/dev/null || true
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fi
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- name: Capture snapshot
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shell: bash
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env:
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GH_TOKEN: ${{ github.token }}
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run: |
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repo="$GITHUB_REPOSITORY"
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date=$(date -u +%Y-%m-%d)
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repo_json=$(gh api "repos/$repo")
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views=$(gh api "repos/$repo/traffic/views" 2>/dev/null || echo '{}')
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clones=$(gh api "repos/$repo/traffic/clones" 2>/dev/null || echo '{}')
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referrers=$(gh api "repos/$repo/traffic/popular/referrers" 2>/dev/null || echo '[]')
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pypi=$(curl -fsS "https://pypistats.org/api/packages/caucus/recent" 2>/dev/null || echo '{}')
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jq -cn \
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--arg date "$date" \
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--argjson repo "$repo_json" \
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--argjson views "$views" \
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--argjson clones "$clones" \
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--argjson referrers "$referrers" \
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--argjson pypi "$pypi" \
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'{date: $date,
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stars: $repo.stargazers_count,
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forks: $repo.forks_count,
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open_issues: $repo.open_issues_count,
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views: {count: $views.count, uniques: $views.uniques},
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clones: {count: $clones.count, uniques: $clones.uniques},
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referrers: $referrers,
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pypi_recent: $pypi.data}' >> adoption.jsonl
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tail -1 adoption.jsonl
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- name: Commit snapshot
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shell: bash
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run: |
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git config user.name "github-actions[bot]"
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git config user.email "github-actions[bot]@users.noreply.github.com"
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git add adoption.jsonl
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git commit -m "Evidence snapshot $(date -u +%Y-%m-%d)"
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git push origin evidence
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Metadata-Version: 2.4
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Name: caucus
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Version: 0.2.
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Version: 0.2.2
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Summary: Your AI agents, deliberating on the record. MCP-grounded multi-agent consensus with recorded dissent and an auditable decision log.
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Project-URL: Repository, https://github.com/srinath-jukanti/caucus
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Author: Srinath Jukanti
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# - "Which open intent, if any, is due for action today?"
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# - "Any risks that warrant deviating from the standing plans?"
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# Delivery
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#
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# Delivery after the briefing renders. Email credentials come from the NAMED
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# environment variables — never put secrets in this file.
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# notify:
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# type: email # Gmail-friendly SMTP defaults
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# to: you@example.com
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# address_env: GMAIL_ADDRESS # env var holding the sending address
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# password_env: GMAIL_APP_PASSWORD
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# ...or run anything executable with the briefing path as its argument:
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# notify:
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# type: command
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# command: bash send_briefing.sh
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authenticated Claude Code CLI; add `--backend openai --model llama3.1
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--base-url http://localhost:11434/v1` to run fully local via Ollama.
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## Live —
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## Live — the full reference deployment, step by step
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Everything below is configuration; no code changes are required.
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1. **Install**: `uv tool install caucus` (from PyPI).
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2. **Broker MCP**: copy `mcp.example.json` to `mcp.json`; run one interactive
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`claude` session with it to complete the provider's authentication.
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3. **Config**: copy `config.yaml` and `news_evidence.py` from this directory
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into your working directory; set `notify.to` to your address and export
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`GMAIL_ADDRESS`/`GMAIL_APP_PASSWORD` (a Gmail app password).
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4. **Standing plans**: record your cadenced builds/trims and trigger rules —
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they are injected into every deliberation as evidence:
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```bash
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caucus intents add "ACME build" --direction build --target 5% \
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--pacing "weekly on dips" --cadence-days 7
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caucus intents add "XYZ exit at breakeven" --direction trim \
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--target "exit full position" --notes "sell all at cost basis 114.94"
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```
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5. **Run**: `caucus briefing` — the agenda's four standing questions are
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deliberated in order, the briefing is rendered and emailed, and every
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decision (with dissent) lands in the hash-chained log.
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6. **Schedule**: `mkdir -p ~/caucus-live/logs` first (launchd opens its log
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path before the script runs), then adapt `run-caucus.sh` (secrets from an
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env file) and either the launchd template `com.example.caucus.plist`
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(macOS) or the cron line in its comments (Linux).
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Each analyst calls the allowed read-only tools — quotes, historicals,
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portfolio, option chains, scans — and cites what it fetched as evidence.
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Tool output is covered by Caucus's system-level data-not-instructions guard;
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only **read-only** tools are allowed in this example by design.
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## Guardrails carried over from the reference system
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<?xml version="1.0" encoding="UTF-8"?>
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<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
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<!-- launchd template (macOS): copy to ~/Library/LaunchAgents/com.example.caucus.plist,
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adjust the script path and times, then:
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launchctl bootstrap gui/$(id -u) ~/Library/LaunchAgents/com.example.caucus.plist
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On Linux, use cron instead:
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15 8,14 * * 1-5 CAUCUS_DIR=$HOME/caucus-live bash $HOME/caucus-live/run-caucus.sh -->
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<plist version="1.0">
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<dict>
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<key>Label</key>
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<string>com.example.caucus</string>
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<key>ProgramArguments</key>
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<array>
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<string>/bin/bash</string>
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<string>/Users/YOURUSER/caucus-live/run-caucus.sh</string>
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</array>
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<key>StartCalendarInterval</key>
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<array>
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<dict><key>Hour</key><integer>8</integer><key>Minute</key><integer>15</integer></dict>
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<dict><key>Hour</key><integer>14</integer><key>Minute</key><integer>45</integer></dict>
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</array>
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<key>StandardErrorPath</key>
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<string>/Users/YOURUSER/caucus-live/logs/launchd.err</string>
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</dict>
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</plist>
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# Trading example configuration — a faithful copy of the reference deployment.
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# Copy to your working directory as config.yaml; requires mcp.json (see
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# mcp.example.json) for live broker grounding.
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log: decisions.jsonl
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# Standing plans (cadenced builds/trims, trigger rules) — create with
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# 'caucus intents add', e.g.:
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# caucus intents add "ACME build" --direction build --target 5% \
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# --pacing "weekly on dips" --cadence-days 7
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intents: intents.db
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evidence_sources:
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# Keyless news/macro feeds (Fed press RSS, Hacker News, Polymarket);
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# per-feed tolerant — a dead feed becomes a note, never a blocked briefing.
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- name: news-macro
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command: python3 news_evidence.py
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timeout_seconds: 60
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# Pattern for deterministic indicators: compute MAs/momentum/regime in
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# plain code from your own price cache and print JSON evidence items —
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# the panel reasons over numbers it did not produce.
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# - name: quant-snapshot
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# command: python3 snapshot_evidence.py
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# timeout_seconds: 30
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backend:
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type: claude
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mcp_config: mcp.json
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# Read-only tools ONLY — this deployment deliberates and records, never trades.
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allowed_tools:
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- mcp__robinhood-trading__get_equity_quotes
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- mcp__robinhood-trading__get_equity_historicals
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- mcp__robinhood-trading__get_portfolio
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- mcp__robinhood-trading__get_equity_positions
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- mcp__robinhood-trading__get_index_quotes
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- mcp__robinhood-trading__get_option_chains
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- mcp__robinhood-trading__get_option_instruments
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- mcp__robinhood-trading__get_option_quotes
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- mcp__robinhood-trading__get_scans
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- mcp__robinhood-trading__run_scan
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- mcp__robinhood-trading__get_earnings_calendar
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panel:
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- name: macro
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charge: >-
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Assess the macro and market regime relevant to the question. Use the
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news/macro evidence and fetch current quotes rather than assuming;
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state which signals support or undermine the proposal.
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- name: momentum
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charge: >-
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Evaluate trend and momentum from recent historicals; judge against
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moving-average position and price behavior, not narrative.
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- name: risk-officer
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charge: >-
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Argue the downside. Quantify what a bad outcome costs given current
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position sizes (fetch them), concentration, and liquidity. Oppose
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anything that breaches prudent sizing or deviates from standing
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intents without strong cause. For options, insist collateral is
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computed from cash plus liquid reserves, never literal cash alone.
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# The standing questions every 'caucus briefing' run answers, in order.
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agenda:
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- "Given the open intents, live positions, and current prices: which intent, if any, is due for its next action today, and what exactly should be done?"
|
|
64
|
+
- "Does the current market regime, the news, or any position behavior warrant a defensive action (hedge, trim, or pausing an intent) beyond the standing plans?"
|
|
65
|
+
- "Income: is there an attractive cash-secured put or covered call this run? Use live option chains (~30-45 DTE, ~0.25 delta) on names held or gladly owned per the intents; size against available collateral; skip any name within 14 days of earnings."
|
|
66
|
+
- "Opportunity scan: screen today's market movers for at most one new candidate consistent with the intents and regime; drop anything illiquid or junk-quality. If nothing qualifies, say so plainly."
|
|
67
|
+
|
|
68
|
+
# Delivery — Gmail-friendly SMTP; credentials come from the environment
|
|
69
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+
# variables GMAIL_ADDRESS and GMAIL_APP_PASSWORD (never from this file).
|
|
70
|
+
notify:
|
|
71
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+
type: email
|
|
72
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+
to: you@example.com
|
|
@@ -0,0 +1,64 @@
|
|
|
1
|
+
"""Evidence source: keyless news/macro feeds, per-feed tolerant.
|
|
2
|
+
|
|
3
|
+
Always exits 0 with valid JSON — a dead feed becomes a note, not a failure,
|
|
4
|
+
so one outage never blocks the briefing.
|
|
5
|
+
"""
|
|
6
|
+
|
|
7
|
+
import json
|
|
8
|
+
import re
|
|
9
|
+
import urllib.request
|
|
10
|
+
|
|
11
|
+
ITEMS = []
|
|
12
|
+
|
|
13
|
+
|
|
14
|
+
def fetch(url, timeout=10):
|
|
15
|
+
req = urllib.request.Request(url, headers={"User-Agent": "caucus-evidence/1.0"})
|
|
16
|
+
with urllib.request.urlopen(req, timeout=timeout) as resp:
|
|
17
|
+
return resp.read().decode("utf-8", "replace")
|
|
18
|
+
|
|
19
|
+
|
|
20
|
+
def add(source, ref, content):
|
|
21
|
+
ITEMS.append({"source": source, "ref": str(ref), "content": str(content)[:400]})
|
|
22
|
+
|
|
23
|
+
|
|
24
|
+
try:
|
|
25
|
+
xml = fetch("https://www.federalreserve.gov/feeds/press_all.xml")
|
|
26
|
+
titles = re.findall(r"<title>(.*?)</title>", xml)[1:6]
|
|
27
|
+
dates = re.findall(r"<pubDate>(.*?)</pubDate>", xml)[:5]
|
|
28
|
+
for title, date in zip(titles, dates):
|
|
29
|
+
add("fed-press", date, title)
|
|
30
|
+
except Exception as err:
|
|
31
|
+
add("fed-press", "unavailable", "Fed press feed fetch failed: " + str(err))
|
|
32
|
+
|
|
33
|
+
try:
|
|
34
|
+
hn = json.loads(
|
|
35
|
+
fetch(
|
|
36
|
+
"https://hn.algolia.com/api/v1/search_by_date?query=semiconductor%20OR%20NVDA%20OR%20AI%20chips&tags=story&hitsPerPage=5"
|
|
37
|
+
)
|
|
38
|
+
)
|
|
39
|
+
for hit in hn.get("hits", [])[:5]:
|
|
40
|
+
title = str(hit.get("title"))
|
|
41
|
+
points = str(hit.get("points"))
|
|
42
|
+
add("hackernews", hit.get("created_at", ""), title + " (" + points + " pts)")
|
|
43
|
+
except Exception as err:
|
|
44
|
+
add("hackernews", "unavailable", "HN fetch failed: " + str(err))
|
|
45
|
+
|
|
46
|
+
try:
|
|
47
|
+
markets = json.loads(
|
|
48
|
+
fetch(
|
|
49
|
+
"https://gamma-api.polymarket.com/markets?closed=false&active=true&order=volumeNum&ascending=false&limit=30"
|
|
50
|
+
)
|
|
51
|
+
)
|
|
52
|
+
kept = 0
|
|
53
|
+
for market in markets:
|
|
54
|
+
question = str(market.get("question", ""))
|
|
55
|
+
if kept < 5 and re.search(r"fed|fomc|cpi|inflation|rate", question, re.I):
|
|
56
|
+
prices = str(market.get("outcomePrices"))
|
|
57
|
+
add("polymarket", question[:60], "active market, implied prices " + prices)
|
|
58
|
+
kept += 1
|
|
59
|
+
if kept == 0:
|
|
60
|
+
add("polymarket", "no-matches", "no active Fed/CPI/inflation markets in top 30 by volume")
|
|
61
|
+
except Exception as err:
|
|
62
|
+
add("polymarket", "unavailable", "Polymarket fetch failed: " + str(err))
|
|
63
|
+
|
|
64
|
+
print(json.dumps(ITEMS))
|
|
@@ -0,0 +1,24 @@
|
|
|
1
|
+
#!/bin/bash
|
|
2
|
+
# Headless scheduled Caucus briefing — the reference deployment's launcher.
|
|
3
|
+
# Adjust CAUCUS_DIR and ENVF, then schedule with cron or the launchd template.
|
|
4
|
+
set -uo pipefail
|
|
5
|
+
|
|
6
|
+
CAUCUS_DIR="${CAUCUS_DIR:-$HOME/caucus-live}"
|
|
7
|
+
ENVF="${CAUCUS_ENV_FILE:-$CAUCUS_DIR/.env}"
|
|
8
|
+
|
|
9
|
+
cd "$CAUCUS_DIR" || exit 1
|
|
10
|
+
export PATH="$HOME/.local/bin:/opt/homebrew/bin:/usr/local/bin:$PATH"
|
|
11
|
+
|
|
12
|
+
# Secrets stay in an env file (never in config.yaml): the Claude Code OAuth
|
|
13
|
+
# token for headless runs and the SMTP credentials for the email notifier.
|
|
14
|
+
for var in CLAUDE_CODE_OAUTH_TOKEN GMAIL_ADDRESS GMAIL_APP_PASSWORD; do
|
|
15
|
+
value=$(grep -E "^${var}=" "$ENVF" 2>/dev/null | head -1 | cut -d= -f2-)
|
|
16
|
+
[ -n "$value" ] && export "$var"="$value"
|
|
17
|
+
done
|
|
18
|
+
|
|
19
|
+
mkdir -p logs
|
|
20
|
+
TS=$(date +%Y%m%d-%H%M)
|
|
21
|
+
caucus briefing >> "logs/run-${TS}.log" 2>&1
|
|
22
|
+
RC=$?
|
|
23
|
+
echo "$(date '+%Y-%m-%d %H:%M:%S') rc=${RC}" >> logs/run-history.log
|
|
24
|
+
exit $RC
|
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
[project]
|
|
2
2
|
name = "caucus"
|
|
3
|
-
version = "0.2.
|
|
3
|
+
version = "0.2.2"
|
|
4
4
|
description = "Your AI agents, deliberating on the record. MCP-grounded multi-agent consensus with recorded dissent and an auditable decision log."
|
|
5
5
|
readme = "README.md"
|
|
6
6
|
requires-python = ">=3.11"
|
|
@@ -207,16 +207,14 @@ def briefing(
|
|
|
207
207
|
) -> None:
|
|
208
208
|
"""Deliberate every agenda subject from the config and render one briefing.
|
|
209
209
|
|
|
210
|
-
Writes OUT (markdown) and its .json sibling, then
|
|
211
|
-
|
|
212
|
-
|
|
210
|
+
Writes OUT (markdown) and its .json sibling, then delivers it via the
|
|
211
|
+
configured notifier — 'email' (SMTP, Gmail-friendly, credentials from
|
|
212
|
+
env vars) or 'command' (any executable, briefing path as argument).
|
|
213
213
|
"""
|
|
214
|
-
import shlex
|
|
215
|
-
import subprocess
|
|
216
|
-
|
|
217
214
|
from caucus.briefing import run_agenda
|
|
218
215
|
from caucus.config import Config, ConfigError
|
|
219
216
|
from caucus.engine import Deliberation
|
|
217
|
+
from caucus.notify import NotifyError
|
|
220
218
|
|
|
221
219
|
config_path = (
|
|
222
220
|
config if config else Path("config.yaml") if Path("config.yaml").exists() else None
|
|
@@ -247,11 +245,13 @@ def briefing(
|
|
|
247
245
|
for record in result.records:
|
|
248
246
|
typer.echo(f"- {record.subject[:70]} → {record.decision[:90]} ({record.confidence:.0%})")
|
|
249
247
|
|
|
250
|
-
if loaded.
|
|
251
|
-
|
|
252
|
-
|
|
253
|
-
|
|
254
|
-
|
|
248
|
+
if loaded.notify is not None:
|
|
249
|
+
subject = f"[Caucus] briefing {result.generated_at[:10]} — {len(result.records)} decisions"
|
|
250
|
+
try:
|
|
251
|
+
loaded.notify.send(subject, result.to_markdown(), attachment_path=out)
|
|
252
|
+
except NotifyError as err:
|
|
253
|
+
typer.echo(str(err), err=True)
|
|
254
|
+
raise typer.Exit(1) from err
|
|
255
255
|
typer.echo("notified")
|
|
256
256
|
|
|
257
257
|
|
|
@@ -14,6 +14,7 @@ import yaml
|
|
|
14
14
|
from caucus.backends import Backend, ClaudeCodeBackend, OpenAICompatibleBackend
|
|
15
15
|
from caucus.engine import DEFAULT_PANEL, Analyst
|
|
16
16
|
from caucus.evidence import EvidenceSource
|
|
17
|
+
from caucus.notify import CommandNotifier, EmailNotifier
|
|
17
18
|
|
|
18
19
|
|
|
19
20
|
class ConfigError(ValueError):
|
|
@@ -28,7 +29,7 @@ class Config:
|
|
|
28
29
|
intents: Path | None = None
|
|
29
30
|
evidence_sources: list[EvidenceSource] = field(default_factory=list)
|
|
30
31
|
agenda: list[str] = field(default_factory=list)
|
|
31
|
-
|
|
32
|
+
notify: EmailNotifier | CommandNotifier | None = None
|
|
32
33
|
|
|
33
34
|
@classmethod
|
|
34
35
|
def load(cls, path: Path) -> Config:
|
|
@@ -64,10 +65,14 @@ class Config:
|
|
|
64
65
|
):
|
|
65
66
|
raise ConfigError("'agenda' must be a non-empty list of subject strings")
|
|
66
67
|
config.agenda = agenda
|
|
68
|
+
if "notify" in raw and "notify_command" in raw:
|
|
69
|
+
raise ConfigError("use either 'notify' or 'notify_command', not both")
|
|
70
|
+
if "notify" in raw:
|
|
71
|
+
config.notify = _build_notifier(raw["notify"])
|
|
67
72
|
if "notify_command" in raw:
|
|
68
73
|
if not isinstance(raw["notify_command"], str) or not raw["notify_command"].strip():
|
|
69
74
|
raise ConfigError("'notify_command' must be a non-empty string")
|
|
70
|
-
config.
|
|
75
|
+
config.notify = CommandNotifier(command=raw["notify_command"])
|
|
71
76
|
return config
|
|
72
77
|
|
|
73
78
|
|
|
@@ -100,6 +105,34 @@ def _build_backend(raw: object) -> Backend:
|
|
|
100
105
|
raise ConfigError(f"unknown backend type {kind!r} (expected 'claude' or 'openai')")
|
|
101
106
|
|
|
102
107
|
|
|
108
|
+
def _build_notifier(raw: object) -> EmailNotifier | CommandNotifier:
|
|
109
|
+
if not isinstance(raw, dict):
|
|
110
|
+
raise ConfigError("'notify' must be a mapping with a 'type'")
|
|
111
|
+
kind = raw.get("type")
|
|
112
|
+
if kind == "email":
|
|
113
|
+
to = raw.get("to")
|
|
114
|
+
if not isinstance(to, str) or not to.strip():
|
|
115
|
+
raise ConfigError("email notify requires a string 'to' address")
|
|
116
|
+
options = {}
|
|
117
|
+
for key in ("smtp_host", "address_env", "password_env"):
|
|
118
|
+
if key in raw:
|
|
119
|
+
if not isinstance(raw[key], str) or not raw[key].strip():
|
|
120
|
+
raise ConfigError(f"'{key}' must be a non-empty string")
|
|
121
|
+
options[key] = raw[key]
|
|
122
|
+
if "smtp_port" in raw:
|
|
123
|
+
port = raw["smtp_port"]
|
|
124
|
+
if isinstance(port, bool) or not isinstance(port, int) or not 0 < port < 65536:
|
|
125
|
+
raise ConfigError("'smtp_port' must be a valid port number")
|
|
126
|
+
options["smtp_port"] = port
|
|
127
|
+
return EmailNotifier(to=to, **options)
|
|
128
|
+
if kind == "command":
|
|
129
|
+
command = raw.get("command")
|
|
130
|
+
if not isinstance(command, str) or not command.strip():
|
|
131
|
+
raise ConfigError("command notify requires a string 'command'")
|
|
132
|
+
return CommandNotifier(command=command)
|
|
133
|
+
raise ConfigError(f"unknown notify type {kind!r} (expected 'email' or 'command')")
|
|
134
|
+
|
|
135
|
+
|
|
103
136
|
def _build_evidence_sources(raw: object) -> list[EvidenceSource]:
|
|
104
137
|
if not isinstance(raw, list):
|
|
105
138
|
raise ConfigError("'evidence_sources' must be a list")
|
|
@@ -0,0 +1,66 @@
|
|
|
1
|
+
"""Notification: how a finished briefing reaches a human.
|
|
2
|
+
|
|
3
|
+
Config-driven, two kinds:
|
|
4
|
+
- email: SMTP (Gmail-friendly defaults) using stdlib smtplib. Credentials are
|
|
5
|
+
read from environment variables named in the config — never from the config
|
|
6
|
+
itself.
|
|
7
|
+
- command: run any executable with the briefing path as its argument.
|
|
8
|
+
"""
|
|
9
|
+
|
|
10
|
+
from __future__ import annotations
|
|
11
|
+
|
|
12
|
+
import os
|
|
13
|
+
import shlex
|
|
14
|
+
import smtplib
|
|
15
|
+
import subprocess
|
|
16
|
+
from dataclasses import dataclass
|
|
17
|
+
from email.mime.text import MIMEText
|
|
18
|
+
from pathlib import Path
|
|
19
|
+
|
|
20
|
+
|
|
21
|
+
class NotifyError(RuntimeError):
|
|
22
|
+
"""Raised when a notification cannot be delivered."""
|
|
23
|
+
|
|
24
|
+
|
|
25
|
+
@dataclass
|
|
26
|
+
class EmailNotifier:
|
|
27
|
+
"""SMTP delivery; defaults suit a Gmail account with an app password."""
|
|
28
|
+
|
|
29
|
+
to: str
|
|
30
|
+
smtp_host: str = "smtp.gmail.com"
|
|
31
|
+
smtp_port: int = 465
|
|
32
|
+
address_env: str = "GMAIL_ADDRESS"
|
|
33
|
+
password_env: str = "GMAIL_APP_PASSWORD"
|
|
34
|
+
smtp_factory: object | None = None # injectable for tests
|
|
35
|
+
|
|
36
|
+
def send(self, subject: str, body: str, attachment_path: Path | None = None) -> None:
|
|
37
|
+
address = os.environ.get(self.address_env)
|
|
38
|
+
password = os.environ.get(self.password_env)
|
|
39
|
+
if not address or not password:
|
|
40
|
+
raise NotifyError(
|
|
41
|
+
f"email notifier needs ${self.address_env} and ${self.password_env} set"
|
|
42
|
+
)
|
|
43
|
+
message = MIMEText(body, "plain", "utf-8")
|
|
44
|
+
message["Subject"] = subject
|
|
45
|
+
message["From"] = address
|
|
46
|
+
message["To"] = self.to
|
|
47
|
+
factory = self.smtp_factory or smtplib.SMTP_SSL
|
|
48
|
+
try:
|
|
49
|
+
with factory(self.smtp_host, self.smtp_port) as server:
|
|
50
|
+
server.login(address, password)
|
|
51
|
+
server.sendmail(address, [self.to], message.as_string())
|
|
52
|
+
except OSError as err:
|
|
53
|
+
raise NotifyError(f"email delivery failed: {err}") from err
|
|
54
|
+
|
|
55
|
+
|
|
56
|
+
@dataclass
|
|
57
|
+
class CommandNotifier:
|
|
58
|
+
"""Runs a user-configured command with the briefing path appended."""
|
|
59
|
+
|
|
60
|
+
command: str
|
|
61
|
+
|
|
62
|
+
def send(self, subject: str, body: str, attachment_path: Path | None = None) -> None:
|
|
63
|
+
target = shlex.quote(str(attachment_path)) if attachment_path else ""
|
|
64
|
+
completed = subprocess.run(f"{self.command} {target}".strip(), shell=True)
|
|
65
|
+
if completed.returncode != 0:
|
|
66
|
+
raise NotifyError(f"notify command exited {completed.returncode}")
|
|
@@ -62,7 +62,9 @@ notify_command: bash send_briefing.sh
|
|
|
62
62
|
)
|
|
63
63
|
config = Config.load(path)
|
|
64
64
|
assert config.agenda == ["Question one?", "Question two?"]
|
|
65
|
-
|
|
65
|
+
from caucus.notify import CommandNotifier
|
|
66
|
+
|
|
67
|
+
assert config.notify == CommandNotifier(command="bash send_briefing.sh")
|
|
66
68
|
|
|
67
69
|
|
|
68
70
|
@pytest.mark.parametrize(
|
|
@@ -0,0 +1,111 @@
|
|
|
1
|
+
from types import SimpleNamespace
|
|
2
|
+
|
|
3
|
+
import pytest
|
|
4
|
+
|
|
5
|
+
from caucus.config import Config, ConfigError
|
|
6
|
+
from caucus.notify import CommandNotifier, EmailNotifier, NotifyError
|
|
7
|
+
|
|
8
|
+
|
|
9
|
+
class FakeSMTP:
|
|
10
|
+
"""Records logins and sends; usable as a context manager factory."""
|
|
11
|
+
|
|
12
|
+
instances = []
|
|
13
|
+
|
|
14
|
+
def __init__(self, host, port):
|
|
15
|
+
self.host, self.port = host, port
|
|
16
|
+
self.logins, self.sent = [], []
|
|
17
|
+
FakeSMTP.instances.append(self)
|
|
18
|
+
|
|
19
|
+
def __enter__(self):
|
|
20
|
+
return self
|
|
21
|
+
|
|
22
|
+
def __exit__(self, *args):
|
|
23
|
+
return False
|
|
24
|
+
|
|
25
|
+
def login(self, address, password):
|
|
26
|
+
self.logins.append((address, password))
|
|
27
|
+
|
|
28
|
+
def sendmail(self, sender, recipients, message):
|
|
29
|
+
self.sent.append(SimpleNamespace(sender=sender, recipients=recipients, message=message))
|
|
30
|
+
|
|
31
|
+
|
|
32
|
+
@pytest.fixture(autouse=True)
|
|
33
|
+
def reset_fake():
|
|
34
|
+
FakeSMTP.instances = []
|
|
35
|
+
|
|
36
|
+
|
|
37
|
+
def test_email_notifier_sends_via_smtp(monkeypatch):
|
|
38
|
+
monkeypatch.setenv("GMAIL_ADDRESS", "me@example.com")
|
|
39
|
+
monkeypatch.setenv("GMAIL_APP_PASSWORD", "app-pass")
|
|
40
|
+
notifier = EmailNotifier(to="you@example.com", smtp_factory=FakeSMTP)
|
|
41
|
+
notifier.send("subject line", "body text")
|
|
42
|
+
server = FakeSMTP.instances[0]
|
|
43
|
+
assert server.host == "smtp.gmail.com"
|
|
44
|
+
assert server.logins == [("me@example.com", "app-pass")]
|
|
45
|
+
sent = server.sent[0]
|
|
46
|
+
assert sent.recipients == ["you@example.com"]
|
|
47
|
+
assert "subject line" in sent.message
|
|
48
|
+
|
|
49
|
+
|
|
50
|
+
def test_email_notifier_requires_env(monkeypatch):
|
|
51
|
+
monkeypatch.delenv("GMAIL_ADDRESS", raising=False)
|
|
52
|
+
monkeypatch.delenv("GMAIL_APP_PASSWORD", raising=False)
|
|
53
|
+
notifier = EmailNotifier(to="you@example.com", smtp_factory=FakeSMTP)
|
|
54
|
+
with pytest.raises(NotifyError, match="GMAIL_ADDRESS"):
|
|
55
|
+
notifier.send("s", "b")
|
|
56
|
+
assert FakeSMTP.instances == []
|
|
57
|
+
|
|
58
|
+
|
|
59
|
+
def test_command_notifier_runs_and_fails_loudly(tmp_path):
|
|
60
|
+
marker = tmp_path / "ran.txt"
|
|
61
|
+
CommandNotifier(command=f"touch {marker}").send("s", "b")
|
|
62
|
+
assert marker.exists()
|
|
63
|
+
with pytest.raises(NotifyError, match="exited 3"):
|
|
64
|
+
CommandNotifier(command="exit 3").send("s", "b")
|
|
65
|
+
|
|
66
|
+
|
|
67
|
+
def test_config_parses_email_notifier(tmp_path):
|
|
68
|
+
path = tmp_path / "config.yaml"
|
|
69
|
+
path.write_text(
|
|
70
|
+
"""
|
|
71
|
+
notify:
|
|
72
|
+
type: email
|
|
73
|
+
to: you@example.com
|
|
74
|
+
address_env: MY_FROM
|
|
75
|
+
password_env: MY_PASS
|
|
76
|
+
smtp_port: 587
|
|
77
|
+
"""
|
|
78
|
+
)
|
|
79
|
+
notify = Config.load(path).notify
|
|
80
|
+
assert isinstance(notify, EmailNotifier)
|
|
81
|
+
assert notify.to == "you@example.com"
|
|
82
|
+
assert notify.address_env == "MY_FROM"
|
|
83
|
+
assert notify.smtp_port == 587
|
|
84
|
+
|
|
85
|
+
|
|
86
|
+
def test_config_legacy_notify_command_still_works(tmp_path):
|
|
87
|
+
path = tmp_path / "config.yaml"
|
|
88
|
+
path.write_text("notify_command: bash send.sh\n")
|
|
89
|
+
notify = Config.load(path).notify
|
|
90
|
+
assert isinstance(notify, CommandNotifier)
|
|
91
|
+
assert notify.command == "bash send.sh"
|
|
92
|
+
|
|
93
|
+
|
|
94
|
+
@pytest.mark.parametrize(
|
|
95
|
+
"text",
|
|
96
|
+
[
|
|
97
|
+
"notify: email\n",
|
|
98
|
+
"notify:\n type: email\n",
|
|
99
|
+
"notify:\n type: email\n to: ''\n",
|
|
100
|
+
"notify:\n type: email\n to: a@b.c\n smtp_port: -5\n",
|
|
101
|
+
"notify:\n type: email\n to: a@b.c\n smtp_port: true\n",
|
|
102
|
+
"notify:\n type: command\n",
|
|
103
|
+
"notify:\n type: slack\n",
|
|
104
|
+
"notify:\n type: command\n command: x\nnotify_command: y\n",
|
|
105
|
+
],
|
|
106
|
+
)
|
|
107
|
+
def test_config_rejects_invalid_notify(tmp_path, text):
|
|
108
|
+
path = tmp_path / "config.yaml"
|
|
109
|
+
path.write_text(text)
|
|
110
|
+
with pytest.raises(ConfigError):
|
|
111
|
+
Config.load(path)
|
|
@@ -1,39 +0,0 @@
|
|
|
1
|
-
# Trading example configuration — copy to the repository root as config.yaml.
|
|
2
|
-
# Requires mcp.json (see mcp.example.json) for live broker grounding.
|
|
3
|
-
|
|
4
|
-
log: decisions.jsonl
|
|
5
|
-
|
|
6
|
-
backend:
|
|
7
|
-
type: claude
|
|
8
|
-
mcp_config: mcp.json
|
|
9
|
-
# Read-only tools ONLY — this example deliberates, it never trades.
|
|
10
|
-
allowed_tools:
|
|
11
|
-
- mcp__robinhood-trading__get_equity_quotes
|
|
12
|
-
- mcp__robinhood-trading__get_equity_historicals
|
|
13
|
-
- mcp__robinhood-trading__get_portfolio
|
|
14
|
-
- mcp__robinhood-trading__get_equity_positions
|
|
15
|
-
|
|
16
|
-
panel:
|
|
17
|
-
- name: macro
|
|
18
|
-
charge: >-
|
|
19
|
-
Assess the macro and market regime relevant to the question. Fetch
|
|
20
|
-
current quotes and index levels rather than assuming; state which
|
|
21
|
-
regime signals support or undermine the proposal.
|
|
22
|
-
- name: momentum
|
|
23
|
-
charge: >-
|
|
24
|
-
Evaluate trend and momentum. Fetch recent historicals; judge the
|
|
25
|
-
proposal against moving-average position and recent price behavior,
|
|
26
|
-
not narrative.
|
|
27
|
-
- name: risk-officer
|
|
28
|
-
charge: >-
|
|
29
|
-
Argue the downside. Quantify what a bad outcome costs given current
|
|
30
|
-
position sizes (fetch them), concentration, and liquidity. Oppose
|
|
31
|
-
anything that breaches prudent sizing even if the thesis is good.
|
|
32
|
-
|
|
33
|
-
# The standing questions every briefing run answers ('caucus briefing').
|
|
34
|
-
agenda:
|
|
35
|
-
- "Given the open intents, live positions, and current prices: which intent, if any, is due for its next action today, and what exactly should be done?"
|
|
36
|
-
- "Does current market regime or any position's behavior warrant a defensive action (hedge, trim, or pause of an intent) beyond the standing plans?"
|
|
37
|
-
|
|
38
|
-
# Delivery hook — receives the rendered briefing path as its argument.
|
|
39
|
-
# notify_command: bash /path/to/send_briefing.sh
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|
|
File without changes
|