trading-tools / graph /workflows /technical_workflow.py
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"""
Technical Analysis Workflow using LangGraph.
This workflow orchestrates the technical analysis team:
1. Fetch market data
2. Indicator Agent -> calculate technical indicators
3. Pattern Agent -> identify patterns (parallel with Trend Agent)
4. Trend Agent -> analyze trends (parallel with Pattern Agent)
5. Decision Agent -> make trading decision
6. Generate charts with annotations
"""
import json
import logging
import time
import traceback
from datetime import datetime, timedelta
from typing import Any, Dict, Literal, Optional
import pandas as pd
from langchain_core.runnables import RunnableConfig
from langgraph.graph import END, StateGraph
# Configure logger
logger = logging.getLogger(__name__)
from agents.technical import DecisionAgent, IndicatorAgent, PatternAgent, TrendAgent
from config.default_config import DEFAULT_CONFIG
from data.providers.provider_factory import ProviderFactory
from data.schemas.market_data import check_minimum_data, validate_ohlc
from graph.state.agent_state import add_agent_message, set_workflow_status
from graph.state.trading_state import (
TechnicalWorkflowState,
create_initial_technical_state,
)
from utils.charts.annotations import ChartAnnotations
from utils.charts.chart_generator import ChartGenerator
class TechnicalWorkflow:
"""
Technical analysis workflow orchestrator.
This workflow implements User Story 1 (P1 MVP):
- Fetch OHLC data from data providers
- Run technical analysis through 4-agent pipeline
- Generate annotated candlestick charts
- Produce trading recommendation
"""
def __init__(self, config: Optional[Dict[str, Any]] = None):
"""
Initialize technical workflow.
Args:
config: Optional configuration override
"""
self.config = config or DEFAULT_CONFIG
# Initialize agents
self.indicator_agent = IndicatorAgent(config=self.config)
self.pattern_agent = PatternAgent(config=self.config)
self.trend_agent = TrendAgent(config=self.config)
self.decision_agent = DecisionAgent(config=self.config)
# Initialize providers and chart generator
self.provider_factory = ProviderFactory(config=self.config)
self.chart_generator = ChartGenerator()
# Build workflow graph
self.graph = self._build_graph()
def _build_graph(self) -> StateGraph:
"""
Build LangGraph StateGraph for technical workflow.
Returns:
Compiled StateGraph
"""
# Create graph with TechnicalWorkflowState
workflow = StateGraph(TechnicalWorkflowState)
# Add nodes
workflow.add_node("fetch_market_data", self._fetch_market_data_node)
workflow.add_node("indicator_agent", self._indicator_agent_node)
workflow.add_node("pattern_agent", self._pattern_agent_node)
workflow.add_node("trend_agent", self._trend_agent_node)
workflow.add_node("decision_agent", self._decision_agent_node)
workflow.add_node("generate_charts", self._generate_charts_node)
# Define edges (workflow flow)
workflow.set_entry_point("fetch_market_data")
# Sequential workflow to avoid concurrent state updates
workflow.add_edge("fetch_market_data", "indicator_agent")
workflow.add_edge("indicator_agent", "pattern_agent")
workflow.add_edge("pattern_agent", "trend_agent")
workflow.add_edge("trend_agent", "decision_agent")
workflow.add_edge("decision_agent", "generate_charts")
workflow.add_edge("generate_charts", END)
return workflow.compile()
def run(
self,
ticker: str,
timeframe: str = "1d",
start_date: Optional[str] = None,
end_date: Optional[str] = None,
user_query: Optional[str] = None,
) -> TechnicalWorkflowState:
"""
Run technical analysis workflow for a single timeframe.
Args:
ticker: Stock ticker symbol
timeframe: Analysis timeframe (1m, 5m, 1h, 1d, etc.)
start_date: Start date (YYYY-MM-DD), default: 30 days ago
end_date: End date (YYYY-MM-DD), default: today
user_query: Optional user question/query
Returns:
Final workflow state with analysis results
"""
# Set default dates
if end_date is None:
end_date = datetime.now().strftime("%Y-%m-%d")
if start_date is None:
# Default to 30 days of history (more for daily, less for intraday)
days_back = 90 if timeframe in ["1d", "1w"] else 30
start_date = (datetime.now() - timedelta(days=days_back)).strftime(
"%Y-%m-%d"
)
# Create initial state
initial_state = create_initial_technical_state(ticker, timeframe, user_query)
initial_state["market_data"]["start_date"] = start_date
initial_state["market_data"]["end_date"] = end_date
initial_state = set_workflow_status(initial_state, "in_progress")
# Run workflow
try:
final_state = self.graph.invoke(initial_state)
# Mark as completed
final_state = set_workflow_status(final_state, "completed")
return final_state
except Exception as e:
# Log error with full traceback
logger.error(
json.dumps(
{
"workflow": "technical_workflow",
"action": "error",
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
# Mark as failed
error_state = set_workflow_status(
initial_state,
"failed",
error=str(e),
)
return error_state
def _fetch_market_data_node(
self, state: TechnicalWorkflowState
) -> TechnicalWorkflowState:
"""
Fetch market data from providers.
Args:
state: Current workflow state
Returns:
Updated state with market data
"""
try:
ticker = state["ticker"]
timeframe = state["timeframe"]
start_date = state["market_data"]["start_date"]
end_date = state["market_data"]["end_date"]
# Get provider for OHLC data
provider = self.provider_factory.get_provider("ohlc")
# Fetch data
df = provider.fetch_ohlc(
ticker=ticker,
timeframe=timeframe,
start_date=start_date,
end_date=end_date,
)
# Validate data
df = validate_ohlc(df)
check_minimum_data(df, min_bars=30, timeframe=timeframe)
# Calculate data quality score
quality_score = self._calculate_data_quality(df)
# Serialize DataFrame for state storage
serialized_df = self._serialize_dataframe(df)
# Update state
new_state = state.copy()
new_state["market_data"]["ohlc_data"] = serialized_df
new_state["market_data"]["data_quality_score"] = quality_score
new_state = add_agent_message(
new_state,
"data_fetcher",
f"Successfully fetched {len(df)} bars of {timeframe} data for {ticker} (quality: {quality_score:.2f})",
metadata={"bars": len(df), "quality": quality_score},
)
return new_state
except Exception as e:
# Log error with full traceback
logger.error(
json.dumps(
{
"node": "fetch_market_data",
"action": "error",
"ticker": state.get("ticker"),
"timeframe": state.get("timeframe"),
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
error_state = set_workflow_status(
state,
"failed",
error=f"Failed to fetch market data: {str(e)}",
)
return error_state
def _indicator_agent_node(
self, state: TechnicalWorkflowState
) -> TechnicalWorkflowState:
"""
Run Indicator Agent.
Args:
state: Current workflow state
Returns:
Updated state with indicator analysis
"""
try:
new_state = set_workflow_status(
state, "in_progress", current_agent="indicator_agent"
)
result = self.indicator_agent.run(new_state)
return result
except Exception as e:
# Log error with full traceback
logger.error(
json.dumps(
{
"node": "indicator_agent",
"action": "error",
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
return set_workflow_status(
state,
"failed",
error=f"Indicator agent failed: {str(e)}",
)
def _pattern_agent_node(
self, state: TechnicalWorkflowState
) -> TechnicalWorkflowState:
"""
Run Pattern Agent.
Args:
state: Current workflow state
Returns:
Updated state with pattern analysis
"""
try:
new_state = set_workflow_status(
state, "in_progress", current_agent="pattern_agent"
)
result = self.pattern_agent.run(new_state)
return result
except Exception as e:
# Log error with full traceback
logger.error(
json.dumps(
{
"node": "pattern_agent",
"action": "error",
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
return set_workflow_status(
state,
"failed",
error=f"Pattern agent failed: {str(e)}",
)
def _trend_agent_node(
self, state: TechnicalWorkflowState
) -> TechnicalWorkflowState:
"""
Run Trend Agent.
Args:
state: Current workflow state
Returns:
Updated state with trend analysis
"""
try:
new_state = set_workflow_status(
state, "in_progress", current_agent="trend_agent"
)
result = self.trend_agent.run(new_state)
return result
except Exception as e:
# Log error with full traceback
logger.error(
json.dumps(
{
"node": "trend_agent",
"action": "error",
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
return set_workflow_status(
state,
"failed",
error=f"Trend agent failed: {str(e)}",
)
def _decision_agent_node(
self, state: TechnicalWorkflowState
) -> TechnicalWorkflowState:
"""
Run Decision Agent.
Args:
state: Current workflow state
Returns:
Updated state with trading decision
"""
try:
new_state = set_workflow_status(
state, "in_progress", current_agent="decision_agent"
)
result = self.decision_agent.run(new_state)
return result
except Exception as e:
# Log error with full traceback
logger.error(
json.dumps(
{
"node": "decision_agent",
"action": "error",
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
return set_workflow_status(
state,
"failed",
error=f"Decision agent failed: {str(e)}",
)
def _generate_charts_node(
self, state: TechnicalWorkflowState
) -> TechnicalWorkflowState:
"""
Generate annotated candlestick charts.
Args:
state: Current workflow state
Returns:
Updated state with chart path
"""
try:
# Deserialize DataFrame
df = self._deserialize_dataframe(state["market_data"]["ohlc_data"])
# Skip chart generation if market data is empty
if df.empty:
logger.warning(
json.dumps(
{
"node": "generate_charts",
"action": "skipped",
"ticker": state["ticker"],
"reason": "market_data is empty",
"timestamp": time.time(),
}
)
)
error_state = add_agent_message(
state,
"chart_generator",
"Skipped chart generation: no market data available",
metadata={"skipped": True},
)
return error_state
# Prepare indicator overlays
indicators_to_plot = []
if state.get("indicators", {}).get("rsi", {}).get("series"):
rsi_series = pd.Series(state["indicators"]["rsi"]["series"])
indicators_to_plot.append(
{
"data": rsi_series,
"panel": 1, # Separate panel
"ylabel": "RSI",
"color": "purple",
}
)
# Generate chart
fig, chart_path = self.chart_generator.generate_candlestick_chart(
df=df,
ticker=state["ticker"],
timeframe=state["timeframe"],
volume=True,
save=True,
indicators=indicators_to_plot if indicators_to_plot else None,
)
# Close figure to free memory
self.chart_generator.close_figure(fig)
# Update state
new_state = state.copy()
new_state["chart_path"] = chart_path
new_state = add_agent_message(
new_state,
"chart_generator",
f"Generated chart: {chart_path}",
metadata={"chart_path": chart_path},
)
return new_state
except Exception as e:
# Log warning with full traceback (non-fatal error)
logger.warning(
json.dumps(
{
"node": "generate_charts",
"action": "error_non_fatal",
"error": str(e),
"traceback": traceback.format_exc(),
"timestamp": time.time(),
}
)
)
# Chart generation failure shouldn't fail the whole workflow
error_state = add_agent_message(
state,
"chart_generator",
f"Failed to generate chart: {str(e)}",
metadata={"error": True},
)
return error_state
def _calculate_data_quality(self, df: pd.DataFrame) -> float:
"""
Calculate data quality score (0-1).
Args:
df: OHLC DataFrame
Returns:
Quality score
"""
score = 1.0
# Penalize for missing data
missing_pct = df.isnull().sum().sum() / (len(df) * len(df.columns))
score -= missing_pct * 0.5
# Penalize for insufficient data
if len(df) < 50:
score -= 0.2
# Penalize for data inconsistencies (OHLC violations)
violations = 0
for i in range(len(df)):
if (
df["low"].iloc[i] > df["open"].iloc[i]
or df["low"].iloc[i] > df["close"].iloc[i]
):
violations += 1
if (
df["high"].iloc[i] < df["open"].iloc[i]
or df["high"].iloc[i] < df["close"].iloc[i]
):
violations += 1
if violations > 0:
score -= (violations / len(df)) * 0.3
return max(0.0, min(1.0, score))
def _serialize_dataframe(self, df: pd.DataFrame) -> Dict[str, Any]:
"""
Serialize DataFrame for state storage.
Args:
df: pandas DataFrame
Returns:
Serialized dict
"""
# Reset index to include date as column
df_reset = df.reset_index()
# Convert to dict with orient='list' for efficient storage
return df_reset.to_dict(orient="list")
def _deserialize_dataframe(self, data: Dict[str, Any]) -> pd.DataFrame:
"""
Deserialize DataFrame from state.
Args:
data: Serialized data
Returns:
pandas DataFrame
"""
df = pd.DataFrame(data)
# Convert timestamp column to datetime if present
if "timestamp" in df.columns:
df["timestamp"] = pd.to_datetime(df["timestamp"])
elif "date" in df.columns:
df["date"] = pd.to_datetime(df["date"])
df = df.rename(columns={"date": "timestamp"})
elif "datetime" in df.columns:
df["datetime"] = pd.to_datetime(df["datetime"])
df = df.rename(columns={"datetime": "timestamp"})
return df