evotraders/backend/config/bootstrap_config.py

# -*- coding: utf-8 -*-
"""Parse run-scoped BOOTSTRAP.md into structured and runtime config."""

from dataclasses import dataclass, field
from pathlib import Path
from typing import Any, Dict


DEFAULT_TICKERS = [
    "AAPL",
    "MSFT",
    "GOOGL",
    "AMZN",
    "NVDA",
    "META",
    "TSLA",
    "AMD",
    "NFLX",
    "AVGO",
    "PLTR",
    "COIN",
]
import re

import yaml

from backend.config.env_config import get_env_float, get_env_int, get_env_list


BOOTSTRAP_FRONT_MATTER_RE = re.compile(
    r"^---\s*\n(.*?)\n---\s*\n?(.*)$",
    re.DOTALL,
)


@dataclass(frozen=True)
class BootstrapConfig:
    """Structured configuration extracted from BOOTSTRAP.md."""

    values: Dict[str, Any] = field(default_factory=dict)
    prompt_body: str = ""

    def get(self, key: str, default: Any = None) -> Any:
        return self.values.get(key, default)

    def agent_override(self, agent_id: str) -> Dict[str, Any]:
        overrides = self.values.get("agent_overrides", {})
        if not isinstance(overrides, dict):
            return {}
        override = overrides.get(agent_id, {})
        return override if isinstance(override, dict) else {}


def load_bootstrap_config(bootstrap_path: Path) -> BootstrapConfig:
    """Load structured bootstrap config and free-form prompt body."""
    if not bootstrap_path.exists():
        return BootstrapConfig()

    raw = bootstrap_path.read_text(encoding="utf-8").strip()
    if not raw:
        return BootstrapConfig()

    match = BOOTSTRAP_FRONT_MATTER_RE.match(raw)
    if not match:
        return BootstrapConfig(prompt_body=raw)

    front_matter = match.group(1).strip()
    body = match.group(2).strip()
    parsed = yaml.safe_load(front_matter) or {}
    if not isinstance(parsed, dict):
        parsed = {}

    return BootstrapConfig(values=parsed, prompt_body=body)


def get_bootstrap_config_for_run(
    project_root: Path,
    config_name: str,
) -> BootstrapConfig:
    """Load BOOTSTRAP.md from the run-scoped asset tree."""
    return load_bootstrap_config(
        project_root / "runs" / config_name / "BOOTSTRAP.md",
    )


def save_bootstrap_config(bootstrap_path: Path, config: BootstrapConfig) -> None:
    """Persist structured bootstrap config back to BOOTSTRAP.md."""
    bootstrap_path.parent.mkdir(parents=True, exist_ok=True)
    values = config.values if isinstance(config.values, dict) else {}
    front_matter = yaml.safe_dump(
        values,
        allow_unicode=True,
        sort_keys=False,
    ).strip()
    body = (config.prompt_body or "").strip()

    content = f"---\n{front_matter}\n---"
    if body:
        content += f"\n\n{body}\n"
    else:
        content += "\n"

    bootstrap_path.write_text(content, encoding="utf-8")


def update_bootstrap_values_for_run(
    project_root: Path,
    config_name: str,
    updates: Dict[str, Any],
) -> BootstrapConfig:
    """Patch selected front matter keys for a run and persist them."""
    bootstrap_path = project_root / "runs" / config_name / "BOOTSTRAP.md"
    existing = load_bootstrap_config(bootstrap_path)
    values = dict(existing.values)
    values.update(updates)
    updated = BootstrapConfig(values=values, prompt_body=existing.prompt_body)
    save_bootstrap_config(bootstrap_path, updated)
    return updated


def _coerce_bool(value: Any) -> bool:
    """Parse booleans from bootstrap-friendly string values."""
    if isinstance(value, bool):
        return value
    if isinstance(value, str):
        normalized = value.strip().lower()
        if normalized in {"1", "true", "yes", "on"}:
            return True
        if normalized in {"0", "false", "no", "off"}:
            return False
    return bool(value)


def resolve_runtime_config(
    project_root: Path,
    config_name: str,
    enable_memory: bool = False,
    schedule_mode: str = "daily",
    interval_minutes: int = 60,
    trigger_time: str = "09:30",
) -> Dict[str, Any]:
    """Merge env defaults with run-scoped bootstrap front matter."""
    bootstrap = get_bootstrap_config_for_run(project_root, config_name)
    return {
        "tickers": bootstrap.get("tickers")
        or get_env_list("TICKERS", DEFAULT_TICKERS),
        "initial_cash": float(
            bootstrap.get(
                "initial_cash",
                get_env_float("INITIAL_CASH", 100000.0),
            ),
        ),
        "margin_requirement": float(
            bootstrap.get(
                "margin_requirement",
                get_env_float("MARGIN_REQUIREMENT", 0.0),
            ),
        ),
        "max_comm_cycles": int(
            bootstrap.get(
                "max_comm_cycles",
                get_env_int("MAX_COMM_CYCLES", 2),
            ),
        ),
        "schedule_mode": str(
            bootstrap.get("schedule_mode", schedule_mode),
        ).strip().lower() or schedule_mode,
        "interval_minutes": int(
            bootstrap.get(
                "interval_minutes",
                interval_minutes or get_env_int("INTERVAL_MINUTES", 60),
            ),
        ),
        "trigger_time": str(
            bootstrap.get("trigger_time", trigger_time),
        ).strip() or trigger_time,
        "enable_memory": bool(enable_memory)
        or _coerce_bool(bootstrap.get("enable_memory", False)),
    }