chore: scaffold uv project, config, personas, risk, model profiles

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016DvdRZkyCy9NJpHYDdPqmS

config/settings.py

@@ -0,0 +1,137 @@
+"""Central configuration. Single source of truth for keys, budgets, timezones, paths.
+
+Reads from the repo-root ``.env`` (see ``.env.example``). Env var names map to the
+snake_case fields below case-insensitively (pydantic-settings default).
+"""
+
+from __future__ import annotations
+
+from functools import lru_cache
+from pathlib import Path
+
+from pydantic_settings import BaseSettings, SettingsConfigDict
+
+from .models import ModelProfile, resolve_profile
+
+REPO_ROOT = Path(__file__).resolve().parent.parent
+
+
+class Settings(BaseSettings):
+    model_config = SettingsConfigDict(
+        env_file=REPO_ROOT / ".env",
+        env_file_encoding="utf-8",
+        extra="ignore",
+        case_sensitive=False,
+    )
+
+    # --- Alpaca: one paper account per persona (single-account fields are a fallback) ---
+    alpaca_paper: bool = True
+    alpaca_api_key: str = ""
+    alpaca_secret_key: str = ""
+    alpaca_nova_key: str = ""
+    alpaca_nova_secret: str = ""
+    alpaca_warren_lite_key: str = ""
+    alpaca_warren_lite_secret: str = ""
+    alpaca_atlas_key: str = ""
+    alpaca_atlas_secret: str = ""
+
+    # --- Finnhub ---
+    finnhub_api_key: str = ""
+
+    # --- oMLX local server (Apple MLX; OpenAI-compatible; auto-starts on login) ---
+    llm_host: str = "127.0.0.1"
+    llm_port: int = 8090
+    # oMLX enforces an API key. Blank → auto-read from ~/.omlx/settings.json (auth.api_key).
+    omlx_api_key: str = ""
+    # Model toggle (presets in config/models.py): gpt_oss | qwen35_27b
+    model_profile: str = "gpt_oss"
+    # Optional explicit served model id; blank = use the profile + resolve against /v1/models.
+    llm_model: str = ""
+    llm_max_tokens: int = 2048
+
+    # --- Budgets ---
+    per_agent_wallclock_min: int = 130
+    per_agent_step_budget: int = 60
+    per_agent_min_steps: int = 25  # keep researching (nudge) until at least this many steps
+    hard_stop: str = "07:00"  # local wall-clock HH:MM; nightly run must finish by this
+
+    # --- Timezones ---
+    market_tz: str = "America/New_York"  # authoritative market clock
+    local_tz: str = "America/Chicago"  # this Mac
+
+    # --- Derived paths ---
+    @property
+    def state_dir(self) -> Path:
+        return REPO_ROOT / "state"
+
+    @property
+    def output_dir(self) -> Path:
+        return REPO_ROOT / "state" / "output"
+
+    @property
+    def log_dir(self) -> Path:
+        return REPO_ROOT / "state" / "logs"
+
+    @property
+    def db_path(self) -> Path:
+        return REPO_ROOT / "state" / "trading.db"
+
+    @property
+    def llm_base_url(self) -> str:
+        return f"http://{self.llm_host}:{self.llm_port}/v1"
+
+    @property
+    def llm_api_key(self) -> str:
+        """oMLX API key: explicit env value, else auto-discovered from oMLX's settings.json."""
+        if self.omlx_api_key:
+            return self.omlx_api_key
+        try:
+            import json
+
+            data = json.loads((Path.home() / ".omlx" / "settings.json").read_text())
+            return data["auth"]["api_key"]
+        except Exception:
+            return "not-needed"
+
+    @property
+    def active_profile(self) -> ModelProfile:
+        return resolve_profile(self.model_profile)
+
+    @property
+    def effective_model_id(self) -> str:
+        """Explicit override if set, else the active profile's served id.
+        The client further resolves this against oMLX's /v1/models."""
+        return self.llm_model or self.active_profile.served_model_id
+
+    @property
+    def llm_context_length(self) -> int:
+        return self.active_profile.context_length
+
+    @property
+    def llm_temperature(self) -> float:
+        return self.active_profile.temperature
+
+    def alpaca_creds(self, persona_id: str) -> tuple[str, str]:
+        """(key, secret) for a persona's paper account, falling back to the single-account keys."""
+        key = getattr(self, f"alpaca_{persona_id}_key", "") or ""
+        secret = getattr(self, f"alpaca_{persona_id}_secret", "") or ""
+        if key and secret:
+            return key, secret
+        return self.alpaca_api_key, self.alpaca_secret_key
+
+    def alpaca_data_creds(self) -> tuple[str, str]:
+        """Any valid creds — Alpaca market data is account-agnostic."""
+        for pid in ("nova", "warren_lite", "atlas"):
+            key, secret = self.alpaca_creds(pid)
+            if key and secret:
+                return key, secret
+        return self.alpaca_api_key, self.alpaca_secret_key
+
+    def ensure_dirs(self) -> None:
+        self.output_dir.mkdir(parents=True, exist_ok=True)
+        self.log_dir.mkdir(parents=True, exist_ok=True)
+
+
+@lru_cache
+def get_settings() -> Settings:
+    return Settings()