301bf90f86
Headlines only ever survived as a side effect of signal logging, and logs/signals.db was rotated around 2026-09-04 — destroying the 3-week, 4,054-headline corpus news_sentiment_value_2026-09-04.md was written on. logs/ is gitignored, so git could not recover it and nobody noticed for four days. There is no way to backfill a fetch window once it passes. news_archive.py writes to its OWN database (logs/newsdata.db) so a signal-log rotation cannot take the news with it. One row per distinct headline (sha256 key) with the text, description, link, publisher, publish time, the score, and — new — which scorer produced that score. Provenance is the load-bearing part. DeepSeek scores 78/78 on the 2026-08-06 golden set; the keyword scorer it overrides scores 24/78 (31%), and that is what silently stands on no key, disabled, daily cap, timeout, HTTP/parse failure, or the >25-new-headlines-per-cycle batch overflow. Until now both landed in the same column, indistinguishable, so a model trained on the mix would inherit the keyword scorer's errors. NewsSentiment.score_source now records it, mirrored into signals.db via signal_log._headline_to_dict, and teacher_model/teacher_prompt_sha1 keep labels made under a changed prompt from being pooled with older ones. Writes are one atomic UPSERT per row, upgrade-only: an llm score always replaces a keyword one (the batch-overflow tail gets labelled on the next window in a long-running process — verified 13/13), a keyword score never overwrites an llm one, and re-seeing a headline always counts. A read-then-write pair lost increments when the bot, the dashboard publisher and the tests first saw a headline together, and the WAL switch itself needed _with_lock_retry; both are regression-tested with three concurrent writers. The hook sits at the end of _fetch_news_sentiment_raw, BEFORE _is_neutral_headline runs in get_fundamental_context. Archiving downstream of that ±0.1 filter is why signals.db holds almost no neutral headlines and would have taught a trained scorer that "neutral" barely exists. scripts/backfill_news_archive.py seeds it from both DB shapes on disk, read-only and idempotent, recomputing provenance by comparing each stored score against the keyword scorer (neither source recorded it): 1,016 distinct headlines, 846 DeepSeek-labelled, growing ~1,400/week. Nothing in the signal core changed. Both news gating flags stay False, no gate reads any of this, and the backtester never builds a NewsEngine so replays never archive (test-locked). 468 -> 483 tests, including a new guard that AST-walks live code for sklearn/scipy/lightgbm imports — that check did not exist before. Do not train yet: ~800 labels gives a holdout too small to grade (SE +/-0.032). Target is ~4,000 deduplicated headlines over >=3 weeks. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Bzv4ETVapFNauFDQht7QtA
326 lines
13 KiB
Python
326 lines
13 KiB
Python
"""
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ForexBot2 — News archive (durable headline corpus)
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==================================================
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Every headline the news engine fetches is written here, exactly as it
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arrived, together with the score that was attached to it and **which
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scorer produced that score**. One row per distinct headline, kept
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forever.
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Why this exists
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---------------
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Headlines used to survive only as a side effect of signal logging, inside
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``logs/signals.db``. That database was rotated/rebuilt around 2026-09-04
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and three weeks of news — 4,054 distinct headlines, the corpus the
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``news_sentiment_value_2026-09-04.md`` study was written on — was lost.
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``logs/`` is gitignored, so git could not bring it back and nobody
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noticed until 2026-09-08.
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This module writes to its own database (``logs/newsdata.db`` by default)
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so signal logging can be wiped, rotated or rebuilt without touching the
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news corpus.
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What the corpus is for
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----------------------
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Training a small local scorer that reproduces DeepSeek's headline
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labelling without calling it. On the 2026-08-06 golden set DeepSeek
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scored 78/78 and the built-in keyword scorer it overrides scored 24/78
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(31%) — and the keyword score is what stands whenever DeepSeek is
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unavailable (no key, disabled, daily cap, timeout, HTTP/parse failure,
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or the >25-new-headlines-per-cycle batch overflow). ``score_source``
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records which one produced each row; training filters on ``'llm'``.
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Contract
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--------
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* **Never raises.** ``archive_headlines`` swallows every exception. A
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logging failure must not break a scan — the same contract
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``signal_log.log_signal`` holds.
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* **Upgrade-only scores.** A row already marked ``llm`` is never
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overwritten by a later ``keyword`` score. A headline first seen under
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the batch-overflow cap is keyword-scored, then gets its DeepSeek score
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on a later fetch window; the better label wins and is never demoted.
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* **Dedup by headline text.** ``hash`` = sha256 of the headline. A
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headline seen 50 times is one row with ``last_seen`` bumped.
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* **stdlib only** (``sqlite3``), like ``signal_log``.
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Known corpus limitation: a headline mentioning no tracked currency is
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never constructed by the news engine at all (``news_engine`` drops it
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before scoring), so DeepSeek never labels it either and it cannot appear
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here.
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"""
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from __future__ import annotations
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import hashlib
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import json
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import logging
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import os
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import sqlite3
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import threading
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import time
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from datetime import datetime, timezone
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from typing import Any, Dict, Iterable, Optional
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import app_config
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logger = logging.getLogger(__name__)
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_SCHEMA = """
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CREATE TABLE IF NOT EXISTS headlines (
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hash TEXT PRIMARY KEY,
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headline TEXT NOT NULL,
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description TEXT,
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link TEXT,
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source TEXT,
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publisher TEXT,
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published_at TEXT,
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first_seen TEXT NOT NULL,
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last_seen TEXT NOT NULL,
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seen_count INTEGER NOT NULL DEFAULT 1,
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score REAL,
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score_by_currency_json TEXT,
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currencies_json TEXT,
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keywords_json TEXT,
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score_source TEXT NOT NULL DEFAULT 'keyword',
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teacher_model TEXT,
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teacher_prompt_sha1 TEXT,
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origin TEXT NOT NULL DEFAULT 'live'
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);
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CREATE INDEX IF NOT EXISTS idx_headlines_source ON headlines (score_source);
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CREATE INDEX IF NOT EXISTS idx_headlines_first_seen ON headlines (first_seen);
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"""
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#: Rank of a score's provenance. A write only lands when its rank is >=
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#: the rank already stored, so a keyword score can never overwrite an LLM
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#: one (the batch-overflow case) but an LLM score always upgrades.
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_SOURCE_RANK = {"unknown": 0, "keyword": 1, "model": 2, "llm": 3}
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def _utc_now_iso() -> str:
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return datetime.now(timezone.utc).isoformat()
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def headline_hash(headline: str) -> str:
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"""Primary key for a headline: sha256 of its exact text."""
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return hashlib.sha256(headline.encode("utf-8")).hexdigest()
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def _json_or_none(value: Any) -> Optional[str]:
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if value is None:
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return None
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try:
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return json.dumps(value, default=str)
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except Exception:
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return None
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def _iso_or_none(value: Any) -> Optional[str]:
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if value is None:
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return None
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if isinstance(value, datetime):
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return value.isoformat()
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return str(value)
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def _finite_score(value: Any) -> Optional[float]:
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try:
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out = float(value)
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except (TypeError, ValueError):
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return None
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if out != out or out in (float("inf"), float("-inf")):
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return None
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return out
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class NewsArchive:
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"""Thread-safe SQLite writer for the headline corpus. One instance
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per database path; safe to share across the bot's executor threads
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and the dashboard daemon's pool."""
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def __init__(self, path: str):
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parent = os.path.dirname(path)
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if parent:
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os.makedirs(parent, exist_ok=True)
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self._conn = sqlite3.connect(path, check_same_thread=False)
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# busy_timeout BEFORE the journal-mode switch: the bot, the
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# dashboard publisher and the tests open this file at once and
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# the WAL switch needs a brief exclusive lock.
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self._conn.execute("PRAGMA busy_timeout=5000")
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self._lock = threading.Lock()
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with self._lock:
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# busy_timeout does not cover the WAL switch, which needs a
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# brief exclusive lock: three processes creating this file at
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# once will race it. Same retry signal_log uses.
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self._with_lock_retry(
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lambda: self._conn.execute("PRAGMA journal_mode=WAL"))
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self._with_lock_retry(lambda: self._conn.executescript(_SCHEMA))
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self._conn.commit()
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@staticmethod
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def _with_lock_retry(fn, attempts: int = 8, delay: float = 0.05):
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"""Run ``fn`` again on 'database is locked' (concurrent openers
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racing the same schema step); other errors propagate at once."""
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for attempt in range(attempts):
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try:
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return fn()
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except sqlite3.OperationalError as exc:
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if "locked" not in str(exc).lower() or attempt == attempts - 1:
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raise
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time.sleep(delay * (attempt + 1))
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def close(self) -> None:
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with self._lock:
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try:
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self._conn.close()
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except Exception:
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pass
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#: Rank of the score already stored, computed in SQL so the compare
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#: happens inside the same atomic statement as the write.
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_STORED_RANK = ("CASE headlines.score_source WHEN 'llm' THEN 3"
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" WHEN 'model' THEN 2 WHEN 'keyword' THEN 1 ELSE 0 END")
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def store(self, rows: Iterable[Dict[str, Any]]) -> int:
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"""Insert-or-upgrade a batch of prepared rows. Returns the number
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of rows written. Raises on a database failure — the module-level
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wrapper is what guarantees a scan cannot break.
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One atomic UPSERT per row. A read-then-write pair would lose an
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increment whenever two processes (bot, dashboard publisher, tests)
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first see the same headline at the same moment: both would find it
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absent, one INSERT would win and the other's count would vanish.
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"""
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rows = list(rows)
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if not rows:
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return 0
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now = _utc_now_iso()
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wins = f"? >= {self._STORED_RANK}" # incoming rank vs stored rank
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sql = (
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"INSERT INTO headlines ("
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" hash, headline, description, link, source, publisher,"
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" published_at, first_seen, last_seen, seen_count,"
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" score, score_by_currency_json, currencies_json,"
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" keywords_json, score_source, teacher_model,"
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" teacher_prompt_sha1, origin"
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") VALUES (?,?,?,?,?,?,?,?,?,1,?,?,?,?,?,?,?,?)"
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" ON CONFLICT(hash) DO UPDATE SET"
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" last_seen = excluded.last_seen,"
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" seen_count = headlines.seen_count + 1,"
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# Upgrade-only: a weaker scorer never overwrites a stronger
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# one's label, but re-seeing a headline always counts.
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f" score = CASE WHEN {wins} THEN excluded.score"
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" ELSE headlines.score END,"
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f" score_by_currency_json = CASE WHEN {wins}"
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" THEN excluded.score_by_currency_json"
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" ELSE headlines.score_by_currency_json END,"
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f" currencies_json = CASE WHEN {wins} THEN excluded.currencies_json"
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" ELSE headlines.currencies_json END,"
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f" keywords_json = CASE WHEN {wins} THEN excluded.keywords_json"
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" ELSE headlines.keywords_json END,"
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f" teacher_model = CASE WHEN {wins} THEN excluded.teacher_model"
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" ELSE headlines.teacher_model END,"
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f" teacher_prompt_sha1 = CASE WHEN {wins}"
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" THEN excluded.teacher_prompt_sha1"
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" ELSE headlines.teacher_prompt_sha1 END,"
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f" score_source = CASE WHEN {wins} THEN excluded.score_source"
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" ELSE headlines.score_source END,"
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# Enrichment fills gaps but never blanks what is already there
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# (the legacy backfill shape carries no description or link).
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" description = COALESCE(excluded.description, headlines.description),"
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" link = COALESCE(excluded.link, headlines.link),"
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" publisher = COALESCE(excluded.publisher, headlines.publisher),"
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" published_at = COALESCE(excluded.published_at,"
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" headlines.published_at)")
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params = []
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for row in rows:
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rank = _SOURCE_RANK.get(row["score_source"], 0)
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params.append((
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row["hash"], row["headline"], row["description"], row["link"],
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row["source"], row["publisher"], row["published_at"],
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row.get("first_seen") or now, row.get("last_seen") or now,
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row["score"], row["score_by_currency_json"],
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row["currencies_json"], row["keywords_json"],
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row["score_source"], row["teacher_model"],
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row["teacher_prompt_sha1"], row.get("origin", "live"),
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) + (rank,) * sql.count("? >="))
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with self._lock:
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self._with_lock_retry(lambda: self._conn.executemany(sql, params))
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self._conn.commit()
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return len(rows)
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def build_row(headline: Any, *, teacher_model: Optional[str] = None,
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teacher_prompt_sha1: Optional[str] = None,
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origin: str = "live",
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first_seen: Optional[str] = None,
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last_seen: Optional[str] = None) -> Optional[Dict[str, Any]]:
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"""Flatten one ``NewsSentiment`` (or an equivalent object) into a row.
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Returns None when the object carries no usable headline text."""
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text = getattr(headline, "headline", None)
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if not isinstance(text, str) or not text.strip():
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return None
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source = getattr(headline, "score_source", None) or "keyword"
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return {
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"hash": headline_hash(text),
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"headline": text,
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"description": getattr(headline, "description", None),
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"link": getattr(headline, "link", None),
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"source": getattr(headline, "source", None),
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"publisher": getattr(headline, "publisher", None),
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"published_at": _iso_or_none(getattr(headline, "timestamp", None)),
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"first_seen": first_seen,
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"last_seen": last_seen,
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"score": _finite_score(getattr(headline, "sentiment_score", None)),
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"score_by_currency_json": _json_or_none(
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getattr(headline, "sentiment_by_currency", None)),
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"currencies_json": _json_or_none(
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getattr(headline, "currencies_mentioned", None)),
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"keywords_json": _json_or_none(getattr(headline, "keywords", None)),
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"score_source": source,
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"teacher_model": teacher_model if source == "llm" else None,
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"teacher_prompt_sha1": (
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teacher_prompt_sha1 if source == "llm" else None),
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"origin": origin,
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}
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#: path -> NewsArchive
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_archives: Dict[str, NewsArchive] = {}
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_archives_lock = threading.Lock()
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def archive_headlines(headlines: Any, *, teacher_model: Optional[str] = None,
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teacher_prompt_sha1: Optional[str] = None,
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origin: str = "live") -> None:
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"""Persist a batch of scored headlines if the news_archive config
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block enables it. NEVER raises — a logging failure must not break a
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scan."""
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try:
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if not headlines:
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return
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if not app_config.news_archive_enabled():
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return
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rows = []
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for headline in headlines:
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row = build_row(headline, teacher_model=teacher_model,
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teacher_prompt_sha1=teacher_prompt_sha1,
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origin=origin)
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if row is not None:
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rows.append(row)
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if not rows:
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return
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path = app_config.news_archive_path()
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with _archives_lock:
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archive = _archives.get(path)
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if archive is None:
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archive = NewsArchive(path)
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_archives[path] = archive
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archive.store(rows)
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except Exception:
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logger.warning("news_archive: failed to persist headlines",
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exc_info=True)
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