execute_python can load any data source

2026-03-02 18:48:54 -04:00
parent 3ffce97b3e
commit f4da40706c
4 changed files with 197 additions and 23 deletions
--- a/backend/memory/system_prompt.md
+++ b/backend/memory/system_prompt.md
@@ -64,21 +64,27 @@ You have access to:
 ### Chart Context Awareness
 When a user asks about "this chart", "the chart", "what I'm viewing", or similar references to their current view:
 1. **Chart info is automatically available** — The dynamic system prompt includes current chart state (symbol, interval, timeframe)
-2. **NEVER** ask the user to upload an image or tell you what symbol they're looking at
-3. **Just use `execute_python()`** — It automatically loads the chart data from what they're viewing
-4. Inside your Python script, `df` contains the data and `chart_context` has the metadata
-5. Use `plot_ohlc(df)` to create beautiful candlestick charts
+2. **Check if chart is visible** — If ChartStore fields (symbol, interval) are `None`, the user is on a narrow screen (mobile) and no chart is visible
+3. **When chart is visible:**
+   - **NEVER** ask the user to upload an image or tell you what symbol they're looking at
+   - **Just use `execute_python()`** — It automatically loads the chart data from what they're viewing
+   - Inside your Python script, `df` contains the data and `chart_context` has the metadata
+   - Use `plot_ohlc(df)` to create beautiful candlestick charts
+4. **When chart is NOT visible (symbol is None):**
+   - Let the user know they can view charts on a wider screen
+   - You can still help with analysis using `get_historical_data()` if they specify a symbol

 This applies to questions like: "Can you see this chart?", "What are the swing highs and lows?", "Is this in an uptrend?", "What's the current price?", "Analyze this chart", "What am I looking at?"

 ### Data Analysis Workflow
-1. **Chart context is automatic** → Symbol, interval, and timeframe are in the dynamic system prompt
-2. **Use `execute_python()`** → This is your PRIMARY analysis tool
-   - Automatically loads chart data into a pandas DataFrame `df`
+1. **Chart context is automatic** → Symbol, interval, and timeframe are in the dynamic system prompt (if chart is visible)
+2. **Check ChartStore** → If symbol/interval are `None`, no chart is visible (mobile view)
+3. **Use `execute_python()`** → This is your PRIMARY analysis tool
+   - Automatically loads chart data into a pandas DataFrame `df` (if chart is visible)
   - Pre-imports numpy (`np`), pandas (`pd`), matplotlib (`plt`), and talib
   - Provides access to the indicator registry for computing indicators
   - Use `plot_ohlc(df)` helper for beautiful candlestick charts
-3. **Only use `get_chart_data()`** → For simple data inspection without analysis
+4. **Only use `get_chart_data()`** → For simple data inspection without analysis

 ### Python Analysis (`execute_python`) - Your Primary Tool

@@ -90,10 +96,13 @@ This applies to questions like: "Can you see this chart?", "What are the swing h
 - Any computational analysis of price data

 **Why `execute_python()` is preferred:**
- Chart data (`df`) is automatically loaded from ChartStore (visible time range)
+- Chart data (`df`) is automatically loaded from ChartStore (visible time range) when chart is visible
+- If no chart is visible (symbol is None), `df` will be None - but you can still load alternative data!
 - Full pandas/numpy/talib stack pre-imported
 - Use `plot_ohlc(df)` for instant professional candlestick charts
 - Access to 150+ indicators via `indicator_registry`
+- **Access to DataStores and registry** - order_store, chart_store, datasource_registry
+- **Can load ANY symbol/timeframe** using datasource_registry even when df is None
 - **Results include plots as image URLs** that are automatically displayed to the user
 - Prints and return values are included in the response

@@ -112,14 +121,14 @@ You MUST use `execute_python()` with `plot_ohlc()` or matplotlib whenever the us

 **Example workflows:**
 ```python
-# Computing an indicator and plotting
+# Computing an indicator and plotting (when chart is visible)
 execute_python("""
 df['RSI'] = talib.RSI(df['close'], 14)
 fig = plot_ohlc(df, title='Price with RSI')
 df[['close', 'RSI']].tail(10)
 """)

-# Multi-indicator analysis
+# Multi-indicator analysis (when chart is visible)
 execute_python("""
 df['SMA20'] = df['close'].rolling(20).mean()
 df['BB_upper'] = df['close'].rolling(20).mean() + 2 * df['close'].rolling(20).std()
@@ -128,6 +137,41 @@ fig = plot_ohlc(df, title=f"{chart_context['symbol']} with Bollinger Bands")
 print(f"Current price: {df['close'].iloc[-1]:.2f}")
 print(f"20-period SMA: {df['SMA20'].iloc[-1]:.2f}")
 """)
+
+# Loading alternative data (works even when chart not visible or for different symbols)
+execute_python("""
+from datetime import datetime, timedelta
+
+# Get data source
+binance = datasource_registry.get_source('binance')
+
+# Load data for any symbol/timeframe
+end_time = datetime.now()
+start_time = end_time - timedelta(days=7)
+
+result = await binance.get_history(
+    symbol='ETH/USDT',
+    interval='1h',
+    start=int(start_time.timestamp()),
+    end=int(end_time.timestamp())
+)
+
+# Convert to DataFrame
+rows = [{'time': pd.to_datetime(bar.time, unit='s'), **bar.data} for bar in result.bars]
+eth_df = pd.DataFrame(rows).set_index('time')
+
+# Analyze and plot
+eth_df['RSI'] = talib.RSI(eth_df['close'], 14)
+fig = plot_ohlc(eth_df, title='ETH/USDT 1h - RSI Analysis')
+print(f"ETH RSI: {eth_df['RSI'].iloc[-1]:.2f}")
+""")
+
+# Access stores to see current state
+execute_python("""
+print(f"Current symbol: {chart_store.chart_state.symbol}")
+print(f"Current interval: {chart_store.chart_state.interval}")
+print(f"Number of orders: {len(order_store.orders)}")
+""")
 ```

 **Only use `get_chart_data()` for:**
@@ -143,8 +187,10 @@ print(f"20-period SMA: {df['SMA20'].iloc[-1]:.2f}")
 | "Is this bullish?" | `execute_python()` | Compute SMAs, trend, and analyze |
 | "Add Bollinger Bands" | `execute_python()` | Compute bands, use `plot_ohlc(df, title='BB')` |
 | "Find swing highs" | `execute_python()` | Use pandas logic to detect patterns |
+| "Plot ETH even though I'm viewing BTC" | `execute_python()` | Use `datasource_registry.get_source('binance')` to load ETH data |
 | "What indicators exist?" | `search_indicators()` | Search by category or query |
 | "What chart am I viewing?" | N/A - automatic | Chart info is in dynamic system prompt |
+| "Check my orders" | `execute_python()` | `print(order_store.orders)` |
 | "Read other stores" | `read_sync_state(store_name)` | For TraderState, StrategyState, etc. |

 ## Working with Users
--- a/backend/src/agent/tools/chart_tools.py
+++ b/backend/src/agent/tools/chart_tools.py
@@ -29,6 +29,22 @@ def _get_indicator_registry():
    return _indicator_registry


+def _get_order_store():
+    """Get the global OrderStore instance."""
+    registry = _get_registry()
+    if registry and "OrderStore" in registry.entries:
+        return registry.entries["OrderStore"].model
+    return None
+
+
+def _get_chart_store():
+    """Get the global ChartStore instance."""
+    registry = _get_registry()
+    if registry and "ChartStore" in registry.entries:
+        return registry.entries["ChartStore"].model
+    return None
+
+
 async def _get_chart_data_impl(countback: Optional[int] = None):
    """Internal implementation for getting chart data.

@@ -60,8 +76,13 @@ async def _get_chart_data_impl(countback: Optional[int] = None):
    start_time = chart_data.get("start_time")
    end_time = chart_data.get("end_time")

-    if not symbol:
-        raise ValueError("No symbol set in ChartStore - user may not have loaded a chart yet")
+    if not symbol or symbol is None:
+        raise ValueError(
+            "No chart visible - ChartStore symbol is None. "
+            "The user is likely on a narrow screen (mobile) where charts are hidden. "
+            "Let them know they can view charts on a wider screen, or use get_historical_data() "
+            "if they specify a symbol and timeframe."
+        )

    # Parse the symbol to extract exchange/source and symbol name
    # Format is "EXCHANGE:SYMBOL" (e.g., "BINANCE:BTC/USDT", "DEMO:BTC/USD")
@@ -142,6 +163,11 @@ async def get_chart_data(countback: Optional[int] = None) -> Dict[str, Any]:
    This is the preferred way to access chart data when helping the user analyze
    what they're looking at, since it automatically uses their current chart context.

+    **IMPORTANT**: This tool will fail if ChartStore.symbol is None (no chart visible).
+    This happens when the user is on a narrow screen (mobile) where charts are hidden.
+    In that case, let the user know charts are only visible on wider screens, or use
+    get_historical_data() if they specify a symbol and timeframe.
+
    Args:
        countback: Optional limit on number of bars to return. If not specified,
                   returns all bars in the visible time range.
@@ -157,7 +183,7 @@ async def get_chart_data(countback: Optional[int] = None) -> Dict[str, Any]:

    Raises:
        ValueError: If ChartStore or DataSourceRegistry is not initialized,
-                   or if the symbol format is invalid
+                   if no chart is visible (symbol is None), or if the symbol format is invalid

    Example:
        # User is viewing BINANCE:BTC/USDT on 15min chart
@@ -191,12 +217,26 @@ async def execute_python(code: str, countback: Optional[int] = None) -> Dict[str
    - `talib`            : TA-Lib technical analysis library
    - `indicator_registry`: 150+ registered indicators
    - `plot_ohlc(df)`    : Helper function for beautiful candlestick charts
+    - `registry`         : SyncRegistry instance - access to all registered stores
+    - `datasource_registry`: DataSourceRegistry - access to data sources (binance, etc.)
+    - `order_store`      : OrderStore instance - current orders list
+    - `chart_store`      : ChartStore instance - current chart state

-    Auto-loaded when user has a chart open:
+    Auto-loaded when user has a chart visible (ChartStore.symbol is not None):
    - `df`               : pandas DataFrame with DatetimeIndex and columns:
                           open, high, low, close, volume (OHLCV data ready to use)
    - `chart_context`    : dict with symbol, interval, start_time, end_time

+    When NO chart is visible (narrow screen/mobile):
+    - `df`               : None
+    - `chart_context`    : None
+
+    If `df` is None, you can still load alternative data by:
+    - Using chart_store to see what symbol/timeframe is configured
+    - Using datasource_registry.get_source('binance') to access data sources
+    - Calling datasource.get_history(symbol, interval, start, end) to load any data
+    - This allows you to make plots of ANY chart even when not connected to chart view
+
    The `plot_ohlc()` Helper:
    Create professional candlestick charts instantly:
    - `plot_ohlc(df)` - basic OHLC chart with volume
@@ -250,6 +290,41 @@ async def execute_python(code: str, countback: Optional[int] = None) -> Dict[str
        print("Recent swing highs:")
        print(swing_highs)
        \"\"\")
+
+        # Load alternative data when df is None or for different symbol/timeframe
+        execute_python(\"\"\"
+        from datetime import datetime, timedelta
+
+        # Get data source
+        binance = datasource_registry.get_source('binance')
+
+        # Load ETH data even if viewing BTC chart
+        end_time = datetime.now()
+        start_time = end_time - timedelta(days=7)
+
+        result = await binance.get_history(
+            symbol='ETH/USDT',
+            interval='1h',
+            start=int(start_time.timestamp()),
+            end=int(end_time.timestamp())
+        )
+
+        # Convert to DataFrame
+        rows = [{'time': pd.to_datetime(bar.time, unit='s'), **bar.data} for bar in result.bars]
+        eth_df = pd.DataFrame(rows).set_index('time')
+
+        # Calculate RSI and plot
+        eth_df['RSI'] = talib.RSI(eth_df['close'], 14)
+        fig = plot_ohlc(eth_df, title='ETH/USDT 1h - RSI Analysis')
+        print(f"ETH RSI: {eth_df['RSI'].iloc[-1]:.2f}")
+        \"\"\")
+
+        # Access chart store to see current state
+        execute_python(\"\"\"
+        print(f"Current symbol: {chart_store.chart_state.symbol}")
+        print(f"Current interval: {chart_store.chart_state.interval}")
+        print(f"Orders: {len(order_store.orders)}")
+        \"\"\")
    """
    import pandas as pd
    import numpy as np
@@ -292,6 +367,10 @@ async def execute_python(code: str, countback: Optional[int] = None) -> Dict[str
    # --- Get indicator registry ---
    indicator_registry = _get_indicator_registry()

+    # --- Get DataStores ---
+    order_store = _get_order_store()
+    chart_store = _get_chart_store()
+
    # --- Build globals ---
    script_globals: Dict[str, Any] = {
        'pd': pd,
@@ -299,6 +378,10 @@ async def execute_python(code: str, countback: Optional[int] = None) -> Dict[str
        'plt': plt,
        'talib': talib,
        'indicator_registry': indicator_registry,
+        'registry': registry,
+        'datasource_registry': datasource_registry,
+        'order_store': order_store,
+        'chart_store': chart_store,
        'df': df,
        'chart_context': chart_context,
        'plot_ohlc': plot_ohlc,
--- a/backend/src/schema/chart_state.py
+++ b/backend/src/schema/chart_state.py
@@ -7,10 +7,13 @@ class ChartState(BaseModel):

    This state is synchronized between the frontend and backend to allow
    the AI agent to understand what the user is currently viewing.
+
+    All fields can be None when no chart is visible (e.g., on mobile/narrow screens).
    """

    # Current symbol being viewed (e.g., "BINANCE:BTC/USDT", "BINANCE:ETH/USDT")
-    symbol: str = Field(default="BINANCE:BTC/USDT", description="Current trading pair symbol")
+    # None when chart is not visible
+    symbol: Optional[str] = Field(default="BINANCE:BTC/USDT", description="Current trading pair symbol, or None if no chart visible")

    # Time range currently visible on chart (Unix timestamps in seconds)
    # These represent the leftmost and rightmost visible candle times
@@ -18,4 +21,5 @@ class ChartState(BaseModel):
    end_time: Optional[int] = Field(default=None, description="End time of visible range (Unix timestamp in seconds)")

    # Optional: Chart interval/resolution
-    interval: str = Field(default="15", description="Chart interval (e.g., '1', '5', '15', '60', 'D')")
+    # None when chart is not visible
+    interval: Optional[str] = Field(default="15", description="Chart interval (e.g., '1', '5', '15', '60', 'D'), or None if no chart visible")
--- a/web/src/App.vue
+++ b/web/src/App.vue
@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { ref, onMounted, onBeforeUnmount } from 'vue'
+import { ref, onMounted, onBeforeUnmount, computed, watch } from 'vue'
 import Splitter from 'primevue/splitter'
 import SplitterPanel from 'primevue/splitterpanel'
 import ChartView from './components/ChartView.vue'
@@ -14,13 +14,36 @@ const isAuthenticated = ref(false)
 const needsConfirmation = ref(false)
 const authError = ref<string>()
 const isDragging = ref(false)
+const isMobile = ref(false)
 let stateSyncCleanup: (() => void) | null = null

+// Check screen width for mobile layout
+const checkMobile = () => {
+  isMobile.value = window.innerWidth < 768
+}
+
+const chartStore = useChartStore()
+
+// Watch mobile state and update ChartStore
+watch(isMobile, (mobile) => {
+  if (mobile) {
+    // Set all chart state to null when chart is hidden
+    chartStore.chart_state.symbol = null as any
+    chartStore.chart_state.start_time = null
+    chartStore.chart_state.end_time = null
+    chartStore.chart_state.interval = null as any
+  }
+})
+
 // Check if we need password confirmation on first load
 onMounted(async () => {
  // Check if secrets store is initialized by trying to fetch a status endpoint
  // For now, just default to false (user will see login screen)
  needsConfirmation.value = false
+
+  // Initialize mobile check
+  checkMobile()
+  window.addEventListener('resize', checkMobile)
 })

 const handleAuthenticate = async (
@@ -75,6 +98,7 @@ onMounted(() => {
 })

 onBeforeUnmount(() => {
+  window.removeEventListener('resize', checkMobile)
  if (stateSyncCleanup) {
    stateSyncCleanup()
  }
@@ -90,7 +114,7 @@ onBeforeUnmount(() => {
      :error-message="authError"
      @authenticate="handleAuthenticate"
    />
-    <Splitter v-else class="main-splitter">
+    <Splitter v-else-if="!isMobile" class="main-splitter">
      <SplitterPanel :size="62" :minSize="40" class="chart-panel">
        <ChartView />
      </SplitterPanel>
@@ -98,6 +122,9 @@ onBeforeUnmount(() => {
        <ChatPanel />
      </SplitterPanel>
    </Splitter>
+    <div v-else class="mobile-layout">
+      <ChatPanel />
+    </div>
    <!-- Transparent overlay to prevent iframe from capturing mouse events during drag -->
    <div v-if="isDragging" class="drag-overlay"></div>
  </div>
@@ -153,4 +180,18 @@ onBeforeUnmount(() => {
  cursor: col-resize;
  background: transparent;
 }
+
+.mobile-layout {
+  width: 100%;
+  height: 100vh;
+  display: flex;
+  flex-direction: column;
+  overflow: hidden;
+}
+
+@media (max-width: 767px) {
+  .main-splitter {
+    display: none;
+  }
+}
 </style>