tradingcodex 0.3.5__tar.gz → 0.3.6__tar.gz

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: tradingcodex
-Version: 0.3.5
+Version: 0.3.6
 Summary: Agentic investment workflow harness for Codex-native research and service-gated execution checks.
 Author: TradingCodex Authors
 License-Expression: Apache-2.0
@@ -229,7 +229,7 @@ provide investment recommendations or guarantee returns.
 | Status | Milestone |
 | --- | --- |
 | Shipped | Generated Codex workspace, fixed role roster, project MCP config, Django service plane, local web dashboard, Admin, Ninja API, file-native research memory, component registry, policy/audit primitives. |
-| Current `0.3.5` | Safe TradingCodex MCP tools auto-approved for subagents, execution tools hidden outside `execution-operator`, Build Center customization, Codex MCP discovery/import, external MCP permission approval UX, head-manager research synthesis depth, flexible package/workspace update status, skipped-version Django migration smoke coverage, Codex-native Decision Packages, independent judgment-review gate, staged workflow planning, artifact-supervisor loop closure state, Evidence Run/Validation Cards, provider capability profiles, and Python `>=3.11,<3.15` support. |
+| Current `0.3.6` | Reviewer follow-up loop fixes, duplicate pending-task protection, harness cleanup, safe TradingCodex MCP tools auto-approved for subagents, execution tools hidden outside `execution-operator`, Build Center customization, Codex MCP discovery/import, external MCP permission approval UX, head-manager research synthesis depth, flexible package/workspace update status, skipped-version Django migration smoke coverage, Codex-native Decision Packages, independent judgment-review gate, staged workflow planning, artifact-supervisor loop closure state, Evidence Run/Validation Cards, provider capability profiles, and Python `>=3.11,<3.15` support. |
 | Next | Deeper validation scenarios, richer provider capability profiles, stronger generated-workspace smoke coverage, and improved artifact quality tooling. |
 | Future | Separately governed verified adapters, hosted/managed services, enterprise policy/compliance packs, and broker-specific live providers only after explicit product, policy, adapter, and validation work. |
 

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/README.md

@@ -198,7 +198,7 @@ provide investment recommendations or guarantee returns.
 | Status | Milestone |
 | --- | --- |
 | Shipped | Generated Codex workspace, fixed role roster, project MCP config, Django service plane, local web dashboard, Admin, Ninja API, file-native research memory, component registry, policy/audit primitives. |
-| Current `0.3.5` | Safe TradingCodex MCP tools auto-approved for subagents, execution tools hidden outside `execution-operator`, Build Center customization, Codex MCP discovery/import, external MCP permission approval UX, head-manager research synthesis depth, flexible package/workspace update status, skipped-version Django migration smoke coverage, Codex-native Decision Packages, independent judgment-review gate, staged workflow planning, artifact-supervisor loop closure state, Evidence Run/Validation Cards, provider capability profiles, and Python `>=3.11,<3.15` support. |
+| Current `0.3.6` | Reviewer follow-up loop fixes, duplicate pending-task protection, harness cleanup, safe TradingCodex MCP tools auto-approved for subagents, execution tools hidden outside `execution-operator`, Build Center customization, Codex MCP discovery/import, external MCP permission approval UX, head-manager research synthesis depth, flexible package/workspace update status, skipped-version Django migration smoke coverage, Codex-native Decision Packages, independent judgment-review gate, staged workflow planning, artifact-supervisor loop closure state, Evidence Run/Validation Cards, provider capability profiles, and Python `>=3.11,<3.15` support. |
 | Next | Deeper validation scenarios, richer provider capability profiles, stronger generated-workspace smoke coverage, and improved artifact quality tooling. |
 | Future | Separately governed verified adapters, hosted/managed services, enterprise policy/compliance packs, and broker-specific live providers only after explicit product, policy, adapter, and validation work. |
 

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/docs/deployment.md

@@ -143,7 +143,7 @@ After the PyPI workflow completes:
 
 ```bash
 python3.11 -m venv /tmp/tcx-pypi
-/tmp/tcx-pypi/bin/pip install tradingcodex==0.3.5
+/tmp/tcx-pypi/bin/pip install tradingcodex==0.3.6
 rm -rf /tmp/tcx-pypi-smoke
 mkdir -p /tmp/tcx-pypi-smoke
 cd /tmp/tcx-pypi-smoke
@@ -253,7 +253,9 @@ Use PEP 440 versions:
 - `0.3.5` for safe built-in TradingCodex MCP auto-approval, execution-tool
   hiding outside `execution-operator`, and service-gated execution UX after
   `0.3.4`
-- later patch releases for compatible fixes after `0.3.5`
+- `0.3.6` for reviewer follow-up loop fixes, duplicate pending-task protection,
+  and harness cleanup after `0.3.5`
+- later patch releases for compatible fixes after `0.3.6`
 - pre-releases such as `0.4.0a1`, `0.4.0b1`, or `0.4.0rc1` when preparing
   the next minor contract
 

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/docs/generated-workspaces.md

@@ -448,7 +448,6 @@ enforcement.
   route to the `connector_build` lane and `$tcx-build`, not investment
   thesis review; their workflow packages use workflow lifecycle and boundary
   sections rather than thesis lifecycle or portfolio/risk sections
-  dispatch
 - secret-only routing: credential, token, password, broker-key, or `.env`
   storage/read/rotation prompts create warning context without activating
   investment subagent dispatch unless a separate investment or execution

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "tradingcodex"
-version = "0.3.5"
+version = "0.3.6"
 description = "Agentic investment workflow harness for Codex-native research and service-gated execution checks."
 readme = "README.md"
 requires-python = ">=3.11,<3.15"

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tests/test_python_migration.py

@@ -36,14 +36,8 @@ from tradingcodex_service.application.harness import (
     get_harness_health,
     build_subagent_starter_prompt,
     build_workflow_intake_summary,
-    classify_starter_request,
     evaluate_artifact_supervisor_loop,
-    is_connector_build_request,
-    is_investment_workflow_request,
-    is_secret_only_request,
     list_workflow_improvements,
-    normalize_investment_intent,
-    plan_follow_up_request,
 )
 from tradingcodex_service.application.decision_packages import (
     build_workflow_plan,
@@ -59,6 +53,12 @@ from tradingcodex_service.application.workflow_planner import (
 )
 from tradingcodex_service.application.workflow_routing import (
     build_loop_exit_criteria,
+    classify_starter_request,
+    is_connector_build_request,
+    is_investment_workflow_request,
+    is_secret_only_request,
+    normalize_investment_intent,
+    plan_follow_up_request,
     selected_workflow_roles,
     workflow_plan_has_role,
 )
@@ -2342,9 +2342,44 @@ def test_dynamic_workflow_plan_validation_and_recording(tmp_path: Path) -> None:
     loop_state = json.loads((workspace / result["loop_state_path"]).read_text(encoding="utf-8"))
     assert loop_state["state_mode"] == "validated_dynamic_workflow_plan"
     assert loop_state["pending_tasks"][0]["status"] == "pending"
+    assert loop_state["pending_tasks"][0]["active_roles"] == []
+    assert loop_state["pending_tasks"][0]["completed_roles"] == []
     latest_loop_state = json.loads((workspace / ".tradingcodex/mainagent/workflow-loop-state.json").read_text(encoding="utf-8"))
     assert latest_loop_state["selected_team"] == loop_state["selected_team"]
     assert latest_loop_state["allowed_followup_team"] == loop_state["allowed_followup_team"]
+
+    hook = workspace / ".codex" / "hooks" / "tradingcodex_hook.py"
+    for event, role in (
+        ("subagent-start", "fundamental-analyst"),
+        ("subagent-stop", "fundamental-analyst"),
+    ):
+        run(
+            [sys.executable, str(hook), event],
+            workspace,
+            input_text=json.dumps({"workflow_run_id": preview["workflow_run_id"], "agent_type": role, "task_name": f"{role} evidence"}),
+        )
+    partial_state = json.loads((workspace / result["loop_state_path"]).read_text(encoding="utf-8"))
+    evidence_task = next(task for task in partial_state["pending_tasks"] if task["stage_id"] == "evidence")
+    judgment_task = next(task for task in partial_state["pending_tasks"] if task["stage_id"] == "judgment_review")
+    assert evidence_task["status"] == "active"
+    assert evidence_task["completed_roles"] == ["fundamental-analyst"]
+    assert evidence_task["active_roles"] == []
+    assert judgment_task["status"] == "blocked_by_dependency"
+
+    for role in ("technical-analyst", "news-analyst"):
+        for event in ("subagent-start", "subagent-stop"):
+            run(
+                [sys.executable, str(hook), event],
+                workspace,
+                input_text=json.dumps({"workflow_run_id": preview["workflow_run_id"], "agent_type": role, "task_name": f"{role} evidence"}),
+            )
+    complete_state = json.loads((workspace / result["loop_state_path"]).read_text(encoding="utf-8"))
+    evidence_task = next(task for task in complete_state["pending_tasks"] if task["stage_id"] == "evidence")
+    judgment_task = next(task for task in complete_state["pending_tasks"] if task["stage_id"] == "judgment_review")
+    assert evidence_task["status"] == "completed"
+    assert evidence_task["completed_roles"] == ["fundamental-analyst", "technical-analyst", "news-analyst"]
+    assert judgment_task["status"] == "pending"
+
     dict_role_plan = {
         **preview,
         "workflow_run_id": preview["workflow_run_id"] + "-dict-role",
@@ -2927,7 +2962,18 @@ improvements:
     assert listed_improvements["index_path"] == ".tradingcodex/mainagent/improve-index.json"
     assert listed_improvements["index_status"] == "current"
     assert listed_improvements["summary"]["by_type"]["valuation_sensitivity"] == 1
+    queued_task_ids = [
+        task["task_id"]
+        for task in recorded_state["pending_tasks"]
+        if task.get("task_type") == "artifact_follow_up"
+    ]
     evaluate_artifact_supervisor_loop(workspace, request, ["trading/reports/news/nvda-news.md"], record=True)
+    recorded_again_state = json.loads((workspace / ".tradingcodex" / "mainagent" / "workflow-loop-state.json").read_text(encoding="utf-8"))
+    assert [
+        task["task_id"]
+        for task in recorded_again_state["pending_tasks"]
+        if task.get("task_type") == "artifact_follow_up"
+    ] == queued_task_ids
     listed_again = json.loads(run(["./tcx", "workflow", "improve"], workspace).stdout)
     assert listed_again["improvement_count"] == listed_improvements["improvement_count"]
     improve_index.unlink()
@@ -2988,6 +3034,50 @@ improvements:
     assert revise_loop["pending_tasks"][0]["planner_action"] == "revise_same_role"
     assert revise_loop["pending_tasks"][0]["role"] == "news-analyst"
 
+    judgment_artifact = workspace / "trading" / "reports" / "judgment" / "nvda-judgment.md"
+    judgment_artifact.parent.mkdir(parents=True, exist_ok=True)
+    judgment_artifact.write_text(
+        """---
+artifact_id: nvda-judgment
+artifact_type: judgment_review
+role: judgment-reviewer
+title: NVDA judgment review
+source_as_of: "2026-06-30"
+readiness_label: needs-news-revision
+context_summary: Reviewer found a source freshness gap owned by news.
+reader_summary: Judgment review asks news to refresh one evidence point.
+next_action: Ask news to refresh the source timestamp before synthesis.
+handoff_state: revise
+confidence: medium
+next_recipient: news-analyst
+missing_evidence: [refreshed news source timestamp]
+blocked_actions: [synthesis]
+source_snapshot_ids: [judgment-source-001]
+follow_up_requests:
+  - trigger: freshness_gap
+    suggested_role: news-analyst
+    question: Refresh the stale source timestamp before synthesis.
+    reason: Judgment review found a freshness gap in the news artifact.
+    materiality: medium
+    requested_by_role: judgment-reviewer
+    source_artifact_id: nvda-judgment
+    source_artifact_path: trading/reports/judgment/nvda-judgment.md
+    source_artifact_version: 1
+    source_artifact_content_hash: sha256:judgment
+    required_inputs: [accepted judgment review]
+    suggested_consent_posture: no_consent_expected
+    blocked_actions: [synthesis]
+---
+
+[factual] Reviewer found a freshness gap.
+""",
+        encoding="utf-8",
+    )
+    judgment_loop = evaluate_artifact_supervisor_loop(workspace, request, ["trading/reports/judgment/nvda-judgment.md"])
+    assert judgment_loop["pending_tasks"][0]["planner_action"] == "follow_up_existing_team"
+    assert judgment_loop["pending_tasks"][0]["role"] == "news-analyst"
+    assert all(task.get("role") != "judgment-reviewer" for task in judgment_loop["pending_tasks"])
+
     bad_artifact = workspace / "trading" / "reports" / "news" / "bad-followup.md"
     bad_artifact.write_text(
         artifact.read_text(encoding="utf-8").replace(

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: tradingcodex
-Version: 0.3.5
+Version: 0.3.6
 Summary: Agentic investment workflow harness for Codex-native research and service-gated execution checks.
 Author: TradingCodex Authors
 License-Expression: Apache-2.0
@@ -229,7 +229,7 @@ provide investment recommendations or guarantee returns.
 | Status | Milestone |
 | --- | --- |
 | Shipped | Generated Codex workspace, fixed role roster, project MCP config, Django service plane, local web dashboard, Admin, Ninja API, file-native research memory, component registry, policy/audit primitives. |
-| Current `0.3.5` | Safe TradingCodex MCP tools auto-approved for subagents, execution tools hidden outside `execution-operator`, Build Center customization, Codex MCP discovery/import, external MCP permission approval UX, head-manager research synthesis depth, flexible package/workspace update status, skipped-version Django migration smoke coverage, Codex-native Decision Packages, independent judgment-review gate, staged workflow planning, artifact-supervisor loop closure state, Evidence Run/Validation Cards, provider capability profiles, and Python `>=3.11,<3.15` support. |
+| Current `0.3.6` | Reviewer follow-up loop fixes, duplicate pending-task protection, harness cleanup, safe TradingCodex MCP tools auto-approved for subagents, execution tools hidden outside `execution-operator`, Build Center customization, Codex MCP discovery/import, external MCP permission approval UX, head-manager research synthesis depth, flexible package/workspace update status, skipped-version Django migration smoke coverage, Codex-native Decision Packages, independent judgment-review gate, staged workflow planning, artifact-supervisor loop closure state, Evidence Run/Validation Cards, provider capability profiles, and Python `>=3.11,<3.15` support. |
 | Next | Deeper validation scenarios, richer provider capability profiles, stronger generated-workspace smoke coverage, and improved artifact quality tooling. |
 | Future | Separately governed verified adapters, hosted/managed services, enterprise policy/compliance packs, and broker-specific live providers only after explicit product, policy, adapter, and validation work. |
 

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_cli/commands/doctor.py

@@ -19,7 +19,6 @@ from tradingcodex_service.application.runtime import (
     tradingcodex_db_path,
 )
 from tradingcodex_cli.commands.utils import (
-    _safe_read,
     list_subagents,
     path_check,
     read_thread_policy,

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_cli/commands/mcp.py

@@ -103,7 +103,6 @@ def mcp(root: Path, argv: list[str]) -> None:
         "follow_up_requests": _list_option(args, "--follow-up-requests"),
         "query": _option_value(args, "--query") or _option_value(args, "--q"),
         "limit": _int_option(args, "--limit"),
-        "provider": _option_value(args, "--provider"),
         "source_category": _option_value(args, "--source-category") or _option_value(args, "--category"),
         "as_of": _option_value(args, "--as-of"),
         "live_confirmation": _option_value(args, "--live-confirmation"),

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/application/agents.py

@@ -742,7 +742,6 @@ def create_or_update_strategy_skill(
         raise ValueError("; ".join(validation_errors))
     _atomic_write_text(skill_path, text)
     _atomic_write_text(skill_dir / "agents" / "openai.yaml", _render_openai_yaml(_strategy_display_name(name, body), description, f"Use ${name} to apply this user-approved strategy."))
-    record = _strategy_record_payload(root, skill_path)
     project_agent_configuration(root, applied_by=actor)
     return _strategy_record_payload(root, skill_path)
 

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/application/customization.py

@@ -1,6 +1,5 @@
 from __future__ import annotations
 
-import json
 import os
 import re
 import shutil

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/application/decision_packages.py

@@ -205,7 +205,6 @@ def _decision_markdown(metadata: dict[str, Any], plan: dict[str, Any]) -> str:
         frontmatter["workflow_lifecycle"] = metadata["workflow_lifecycle"]
     next_actions = "\n".join(f"- {item['label']}: {item['detail']}" for item in metadata["allowed_next_actions"]) or "- None yet."
     roles = ", ".join(metadata["selected_roles"]) or "head-manager"
-    blocked = ", ".join(metadata["blocked_actions"]) or "none"
     profile = "\n".join(f"- {item}" for item in metadata["missing_profile"]) or "- No required profile gaps for this lane."
     stages = "\n".join(f"- {stage['label']}: {stage['summary']}" for stage in plan["intake_summary"].get("workflow_stages") or [])
     artifact_waiting = "waiting for workflow artifacts" if metadata.get("workflow_lifecycle") else "waiting for accepted role artifacts"

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/application/harness.py

@@ -14,9 +14,7 @@ from tradingcodex_service.application.agents import (
     ROLE_FORBIDDEN_ACTIONS,
     ROLE_HANDOFF_CONTRACTS,
     ROLE_PURPOSES,
-    ROLE_PERMISSION_PROFILES,
     ROLE_SKILL_MAP,
-    USER_VISIBLE_SKILLS,
     read_strategy_skill_records,
 )
 from tradingcodex_service.application.components import count_harness_component_tags, list_harness_components
@@ -25,17 +23,13 @@ from tradingcodex_service.application.research import list_workspace_research_ar
 from tradingcodex_service.application.runtime import active_profile_for_workspace, ensure_runtime_database, tradingcodex_db_path, workspace_context_payload
 from tradingcodex_service.mcp_runtime import static_mcp_tools as _static_mcp_tools
 from tradingcodex_service.application.workflow_routing import (
-    ARTIFACT_EVALUATION_STATES,
     BLOCKED_ACTION_COPY,
-    DEFAULT_LOOP_POLICY,
     EDGE_GROUP_CONTRACTS,
-    FIXED_INVESTMENT_ROLES,
     HANDOFF_STATES,
     IDEA_TRANSLATION_COPY,
     INVESTMENT_UNIVERSE_LABELS,
     JUDGMENT_CONTROL_COPY,
     JUDGMENT_REVIEW_ROLE,
-    LANE_LOOP_POLICY_OVERRIDES,
     LOOP_CONTROL_COPY,
     LOOP_RUNS_DIR,
     LOOP_RUN_STATE_FILENAME,
@@ -48,33 +42,16 @@ from tradingcodex_service.application.workflow_routing import (
     PROFILE_FIELD_KEYS,
     PROFILE_QUESTION_COPY,
     PROFILE_REQUIRED_LANES,
-    RESEARCH_AND_DECISION_ROLES,
     RESEARCH_STAGE_ROLES,
     ROLE_SELECTION_COPY,
     SUITABILITY_PROFILE_FIELDS,
     TERMINAL_WORKFLOW_ACTIONS,
     WORKFLOW_LANE_COPY,
-    NormalizedInvestmentIntent,
-    base_research_team,
-    build_artifact_supervisor_loop_contract,
-    build_delta_follow_up_brief,
     build_loop_exit_criteria,
     build_loop_policy,
-    classify_investment_universe,
     classify_starter_request,
-    explicit_public_equity_research_team,
-    is_connector_build_request,
-    is_connector_operations_only_request,
-    is_investment_workflow_request,
-    is_secret_only_request,
-    is_secret_warning_request,
-    negates_scope,
-    normalize_investment_intent,
     plan_follow_up_request,
     workflow_plan_has_role,
-    strip_guardrail_verification_phrases,
-    strip_negated_action_phrases,
-    strip_skill_invocation_tokens,
 )
 
 
@@ -211,7 +188,7 @@ def evaluate_artifact_supervisor_loop(
     root = Path(workspace_root or ".")
     state = read_workflow_loop_state(root)
     plan = _loop_plan_for_runtime(request, state)
-    policy = plan.get("loopPolicy") or build_loop_policy(str(plan.get("lane") or "research_only"))
+    policy = {**build_loop_policy(str(plan.get("lane") or "research_only")), **(plan.get("loopPolicy") or {})}
     workflow_run_id = str(state.get("workflow_run_id") or f"workflow-preview-{stable_hash({'request': request, 'artifacts': artifact_paths})[:12]}")
     pending_tasks: list[dict[str, Any]] = []
     escalation_proposals: list[dict[str, Any]] = []
@@ -225,8 +202,17 @@ def evaluate_artifact_supervisor_loop(
         for task in state.get("pending_tasks", [])
         if isinstance(task, dict) and task.get("task_type") in {"artifact_follow_up", "same_role_revision"}
     ]
+    existing_task_ids = {str(task.get("task_id") or "") for task in existing_loop_tasks}
+    same_role_revision_counts: dict[str, int] = {}
+    for task in existing_loop_tasks:
+        if task.get("task_type") == "same_role_revision":
+            role = str(task.get("role") or "")
+            same_role_revision_counts[role] = same_role_revision_counts.get(role, 0) + 1
     remaining_budget = max(0, task_budget - len(existing_loop_tasks))
     followups_this_iteration = int(policy.get("max_followups_per_iteration") or 0)
+    revision_limit = int(policy.get("max_same_role_revisions") or 0)
+    max_iterations = int(policy.get("max_iterations") or 0)
+    iteration_exhausted = max_iterations > 0 and int(state.get("iteration") or 0) >= max_iterations
 
     for artifact_path in artifact_paths:
         quality = evaluate_artifact_quality(root, artifact_path, strict=True)
@@ -248,9 +234,19 @@ def evaluate_artifact_supervisor_loop(
         artifact_evaluations.append(artifact_record)
         improvements.extend(_artifact_improvements(workflow_run_id, artifact_record, frontmatter))
 
-        if evaluation_action == "revise_artifact":
-            pending_tasks.append(_same_role_revision_task(workflow_run_id, plan, artifact_record, quality))
-            loop_decisions.append(_loop_decision("revise_same_role", f"{role} artifact needs repair before downstream use", artifact_record))
+        revision_followups = frontmatter.get("follow_up_requests") if role == JUDGMENT_REVIEW_ROLE and isinstance(frontmatter.get("follow_up_requests"), list) else []
+        if evaluation_action == "revise_artifact" and not (quality.get("status") == "pass" and revision_followups):
+            task = _same_role_revision_task(workflow_run_id, plan, artifact_record, quality)
+            if task["task_id"] in existing_task_ids:
+                loop_decisions.append(_loop_decision("waiting", f"{role} revision is already queued", {**artifact_record, "task_id": task["task_id"]}))
+            elif iteration_exhausted or remaining_budget <= 0 or same_role_revision_counts.get(role, 0) >= revision_limit:
+                loop_decisions.append(_loop_decision("waiting", f"{role} revision could not be queued within loop policy", {**artifact_record, "budget_exhausted": True}))
+            else:
+                pending_tasks.append(task)
+                existing_task_ids.add(task["task_id"])
+                same_role_revision_counts[role] = same_role_revision_counts.get(role, 0) + 1
+                remaining_budget -= 1
+                loop_decisions.append(_loop_decision("revise_same_role", f"{role} artifact needs repair before downstream use", artifact_record))
             continue
         if evaluation_action == "block_artifact":
             blocked_actions = _unique([*blocked_actions, *[str(item) for item in frontmatter.get("blocked_actions") or []]])
@@ -276,8 +272,13 @@ def evaluate_artifact_supervisor_loop(
                 "requested_by_role": request_with_source.get("requested_by_role") or role,
                 "materiality": request_with_source.get("materiality"),
             }
-            if planner_action in {"follow_up_existing_team", "challenge_conflict"} and len(pending_tasks) < followups_this_iteration and remaining_budget > 0:
-                pending_tasks.append(_follow_up_task(workflow_run_id, plan, request_with_source, decision, index))
+            if planner_action in {"follow_up_existing_team", "challenge_conflict"}:
+                task = _follow_up_task(workflow_run_id, plan, request_with_source, decision, index)
+            if planner_action in {"follow_up_existing_team", "challenge_conflict"} and task["task_id"] in existing_task_ids:
+                loop_decisions.append(_loop_decision("waiting", "loop task already queued", {**decision_record, "task_id": task["task_id"]}))
+            elif planner_action in {"follow_up_existing_team", "challenge_conflict"} and len(pending_tasks) < followups_this_iteration and remaining_budget > 0 and not iteration_exhausted:
+                pending_tasks.append(task)
+                existing_task_ids.add(task["task_id"])
                 remaining_budget -= 1
                 loop_decisions.append(_loop_decision(planner_action, decision["policy_reason"], decision_record))
             elif planner_action == "lane_escalation_proposal":
@@ -321,6 +322,7 @@ def _loop_plan_for_runtime(request: str, state: dict[str, Any]) -> dict[str, Any
         return classify_starter_request(request)
     lane = str(state.get("lane") or "research_only")
     selected = [str(role) for role in state.get("selected_team") or []]
+    state_policy = state.get("loop_policy") if isinstance(state.get("loop_policy"), dict) else {}
     plan: dict[str, Any] = {
         "universe": "public_equity",
         "lane": lane,
@@ -329,7 +331,7 @@ def _loop_plan_for_runtime(request: str, state: dict[str, Any]) -> dict[str, Any
         "selectedTeam": selected,
         "allowedFollowupTeam": [str(role) for role in state.get("allowed_followup_team") or selected],
         "escalationTeam": [str(role) for role in state.get("escalation_team") or []],
-        "loopPolicy": state.get("loop_policy") or build_loop_policy(lane),
+        "loopPolicy": {**build_loop_policy(lane), **state_policy},
         "loopStatePath": LOOP_STATE_PATH,
         "exitCriteria": build_loop_exit_criteria(lane, selected),
         "terminalWorkflowActions": list(TERMINAL_WORKFLOW_ACTIONS),

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/application/workflow_planner.py

@@ -1,7 +1,6 @@
 from __future__ import annotations
 
 import hashlib
-import json
 from datetime import datetime, timezone
 from pathlib import Path
 from typing import Any
@@ -215,7 +214,7 @@ def record_workflow_plan(workspace_root: Path | str, plan: dict[str, Any], *, in
     write_json(root / LATEST_PLAN_PATH, plan)
     loop_state = _initial_loop_state(plan, intake)
     write_json(root / workflow_loop_relpath(run_id), loop_state)
-    write_json(root / LATEST_LOOP_STATE_PATH, _compact_loop_state(loop_state))
+    write_json(root / LATEST_LOOP_STATE_PATH, compact_workflow_loop_state(loop_state))
     append_jsonl(root / "trading" / "audit" / "workflow-plan-events.jsonl", {
         "ts": _now(),
         "event": "workflow-plan-recorded",
@@ -345,6 +344,8 @@ def _initial_loop_state(plan: dict[str, Any], intake: dict[str, Any] | None) ->
             "roles": _role_names(stage.get("roles") or []),
             "task_type": "stage_dispatch",
             "status": "pending" if not stage.get("depends_on") else "blocked_by_dependency",
+            "active_roles": [],
+            "completed_roles": [],
             "depends_on": stage.get("depends_on") or [],
             "planner_action": "dispatch_ready_stage",
             "delta_brief": stage.get("purpose", ""),
@@ -381,7 +382,7 @@ def _initial_loop_state(plan: dict[str, Any], intake: dict[str, Any] | None) ->
     }
 
 
-def _compact_loop_state(state: dict[str, Any]) -> dict[str, Any]:
+def compact_workflow_loop_state(state: dict[str, Any]) -> dict[str, Any]:
     return {
         "workflow_run_id": state.get("workflow_run_id", ""),
         "lane": state.get("lane", ""),

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/urls.py

@@ -3,7 +3,6 @@ from django.templatetags.static import static
 from django.urls import path
 from django.views.generic import RedirectView
 
-import tradingcodex_service.admin
 from tradingcodex_service.api import api
 from tradingcodex_service import web
 

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/tradingcodex_service/web.py

@@ -14,7 +14,6 @@ from django.views.decorators.http import require_GET, require_POST
 
 from tradingcodex_cli.generator import bootstrap_workspace
 from tradingcodex_service.application.agents import (
-    AGENT_SPECS,
     EXPECTED_SUBAGENTS,
     SKILL_SPECS,
     build_projection_state,
@@ -29,8 +28,6 @@ from tradingcodex_service.application.harness import (
     build_workflow_loop_preview,
     build_workflow_intake_summary,
     build_subagent_starter_prompt,
-    get_harness_health,
-    get_harness_topology,
     get_role_detail,
     investment_universe_label,
     list_policy_overview,

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/workspace_templates/modules/codex-base/files/.codex/hooks/tradingcodex_hook.py

@@ -21,9 +21,9 @@ if SOURCE_ROOT not in sys.path:
 
 os.environ.setdefault("TRADINGCODEX_WORKSPACE_ROOT", "{{PROJECT_DIR}}")
 
-from tradingcodex_service.application.agents import EXPECTED_SUBAGENTS
-from tradingcodex_service.application.workflow_planner import build_workflow_intake, record_workflow_intake
-from tradingcodex_cli.startup_status import build_server_status, fallback_server_status
+from tradingcodex_service.application.agents import EXPECTED_SUBAGENTS  # noqa: E402
+from tradingcodex_service.application.workflow_planner import build_workflow_intake, compact_workflow_loop_state, record_workflow_intake  # noqa: E402
+from tradingcodex_cli.startup_status import build_server_status, fallback_server_status  # noqa: E402
 
 ROOT = Path("{{PROJECT_DIR}}")
 MAX_SESSION_EVENTS = 12
@@ -221,10 +221,22 @@ def update_loop_state_for_subagent_event(event: str, role: str, record: dict) ->
     pending = state.get("pending_tasks") if isinstance(state.get("pending_tasks"), list) else []
     for task in pending:
         task_roles = task.get("roles") if isinstance(task.get("roles"), list) else [task.get("role")]
-        if role in task_roles and task.get("status") in {"pending", "active"}:
-            task["status"] = "active" if event == "subagent-start" else "completed"
-            task["updated_at"] = record["ts"]
-            break
+        if role not in task_roles or task.get("status") not in {"pending", "active"}:
+            continue
+        active_roles = task.get("active_roles") if isinstance(task.get("active_roles"), list) else []
+        completed_roles = task.get("completed_roles") if isinstance(task.get("completed_roles"), list) else []
+        if event == "subagent-start":
+            active_roles = unique([*active_roles, role])
+            task["status"] = "active"
+        else:
+            active_roles = [item for item in active_roles if item != role]
+            completed_roles = unique([*completed_roles, role])
+            task["status"] = "completed" if set(task_roles).issubset(set(completed_roles)) else "active"
+        task["active_roles"] = active_roles
+        task["completed_roles"] = completed_roles
+        task["updated_at"] = record["ts"]
+        break
+    release_unblocked_tasks(pending, record["ts"])
     if event == "subagent-stop":
         state.setdefault("completed_artifacts", []).append({
             "role": role,
@@ -242,6 +254,25 @@ def update_loop_state_for_subagent_event(event: str, role: str, record: dict) ->
     write_loop_state(state, update_latest=(not latest or latest.get("workflow_run_id") == state.get("workflow_run_id")))
 
 
+def release_unblocked_tasks(tasks: list, ts: str) -> None:
+    completed_stage_ids = {task.get("stage_id") for task in tasks if task.get("status") == "completed"}
+    for task in tasks:
+        if task.get("status") != "blocked_by_dependency":
+            continue
+        dependencies = task.get("depends_on") if isinstance(task.get("depends_on"), list) else []
+        if set(dependencies).issubset(completed_stage_ids):
+            task["status"] = "pending"
+            task["updated_at"] = ts
+
+
+def unique(items: list) -> list:
+    result = []
+    for item in items:
+        if item and item not in result:
+            result.append(item)
+    return result
+
+
 def safe_id(value) -> str:
     text = str(value or "")
     cleaned = "".join(ch if ch.isalnum() or ch in "._-" else "-" for ch in text).strip("-")
@@ -256,34 +287,12 @@ def loop_state_path(run_id) -> Path:
     return ROOT / ".tradingcodex" / "mainagent" / "workflows" / safe_id(run_id) / "loop-state.json"
 
 
-def compact_loop_summary(state: dict) -> dict:
-    pending = state.get("pending_tasks") if isinstance(state.get("pending_tasks"), list) else []
-    completed = state.get("completed_artifacts") if isinstance(state.get("completed_artifacts"), list) else []
-    decisions = state.get("loop_decisions") if isinstance(state.get("loop_decisions"), list) else []
-    return {
-        "workflow_run_id": state.get("workflow_run_id", ""),
-        "lane": state.get("lane", ""),
-        "state_path": state.get("state_path") or loop_state_relpath(state.get("workflow_run_id")),
-        "iteration": state.get("iteration", 0),
-        "pending_tasks": pending,
-        "completed_artifacts": completed[-12:],
-        "loop_decisions": decisions[-12:],
-        "escalation_proposals": state.get("escalation_proposals", []) if isinstance(state.get("escalation_proposals"), list) else [],
-        "blocked_actions": state.get("blocked_actions", []) if isinstance(state.get("blocked_actions"), list) else [],
-        "stop_reason": state.get("stop_reason", ""),
-        "state_mode": state.get("state_mode", "inspectable_assisted_loop"),
-        "auto_spawn": False,
-        "recursive_hook_dispatch": False,
-        "updated_at": state.get("updated_at", ""),
-    }
-
-
 def write_loop_state(state: dict, *, update_latest: bool = True) -> None:
     path = loop_state_path(state.get("workflow_run_id"))
     state["state_path"] = loop_state_relpath(state.get("workflow_run_id"))
     write_json(path, state)
     if update_latest:
-        write_json(LOOP_STATE_PATH, compact_loop_summary(state))
+        write_json(LOOP_STATE_PATH, compact_workflow_loop_state(state))
 
 
 def event_session_key(payload: dict) -> str:

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/workspace_templates/modules/codex-base/files/.tradingcodex/cli.py

@@ -9,7 +9,7 @@ if SOURCE_ROOT not in sys.path:
 os.environ.setdefault("TRADINGCODEX_WORKSPACE_ROOT", "{{PROJECT_DIR}}")
 os.environ.setdefault("DJANGO_SETTINGS_MODULE", "tradingcodex_service.settings")
 
-from tradingcodex_cli.__main__ import main
+from tradingcodex_cli.__main__ import main  # noqa: E402
 
 
 if __name__ == "__main__":

{tradingcodex-0.3.5 → tradingcodex-0.3.6}/workspace_templates/modules/tradingcodex-mcp/files/.tradingcodex/mcp/server.py

@@ -15,10 +15,10 @@ if SOURCE_ROOT not in sys.path:
 os.environ.setdefault("TRADINGCODEX_WORKSPACE_ROOT", "{{PROJECT_DIR}}")
 os.environ.setdefault("DJANGO_SETTINGS_MODULE", "tradingcodex_service.settings")
 
-from pathlib import Path
+from pathlib import Path  # noqa: E402
 
-from tradingcodex_cli.mcp_stdio import run_stdio
-from tradingcodex_cli.service_autostart import maybe_autostart_service
+from tradingcodex_cli.mcp_stdio import run_stdio  # noqa: E402
+from tradingcodex_cli.service_autostart import maybe_autostart_service  # noqa: E402
 
 
 if __name__ == "__main__":