clawock v0.2.0

[github-actions[bot]]

Install from PyPI:

python -m pip install clawock==0.2.0

A minor bump rather than 0.1.10: numpy and scipy became required
dependencies and the compute extra is gone. The DSH plugin ships on the same
version.

Changed

• numpy and scipy are required (#1202). portfolio/risk.py, the
  module behind the packaged portfolio-risk command, imported numpy at the top
  level while numpy sat in an optional extra, so on a clean install that command
  failed on its first line. scipy joins it for the covariance, allocation and
  stress work that landed in the same change.
• The empty compute extra is removed; clawock[market] installs the
  yfinance quote fallback (#1321, #1325). yfinance is the last hop of
  the HK quote chain and the fifth of seven US providers. It was declared
  nowhere, so an install that followed the metadata silently lost that hop.
• The pre-open brief is rendered by the harness, not written by the model
  (#1232, #1234). The model supplies the judgment (schema v3) and
  clawock.harness.brief_render produces the report and the WeChat card;
  clawock brief render runs that step on its own, with --dry-run and
  --date.
• Report and intraday postflights accept only the prose form (#1279). The
  legacy input, where the model handed back a whole report including its own
  copy of the data block, is removed together with
  validation.check_raw_tables_verbatim.
• Run cards use schema 2 (#1203). Reproduction keys now cover registered
  seeds, library versions and configuration contents; old keys no longer match
  reruns. clawock run-card --diff and --verify explain changes and check the
  recorded environment, with a separate digest for the resulting metrics.
• Module workspace defaults no longer follow the process's current directory
  (#1254). They resolve from the package tree; CLAWOCK_WORKSPACE still
  overrides that default for an external book.
• The packaged automation LLM client uses MiniMax only (#1488). The
  OpenCode fallback and its fallback_* arguments are removed. Influence-feed
  filtering failures retain only fresh, previously scored entries instead of
  publishing unscored candidates.
• Automation validates model output before publishing (#1267). Empty,
  stub-length or incomplete reports are refused; structured influence-feed
  scores are checked before use.
• Delivered postflights with advisory warnings exit 0; failed products exit
  2 (#1433). Report, intraday and brief now share this exit-code contract.

Added

• clawock calendar <market> --status (#1429) prints OPEN / CLOSED
  and always exits 0, for callers that read the output rather than the exit
  code. The bare command still exits 1 on a closed session.
• Covariance, allocation and stress modules for portfolio risk (#1162,
  #1165, #1186).
• clawock signal-panel evaluates registered signals on the cross-section
  (#1131, #1199, #1201, #1236). It reports rank IC, quantile returns,
  turnover and persistence, fixed-horizon and triple-barrier outcomes, placebo
  tests and leave-one-ticker-out checks.
• Evaluation modules for selection uncertainty, drift and attribution
  (#1128, #1197, #1204, #1205). These add purged CSCV/PBO, block
  bootstrap intervals, deflated Sharpe, distribution-drift diagnostics, factor
  attribution and a combined evaluation grade.
• clawock validate-regime-hmm and clawock evaluate-add-shapes
  (#1208, #1341) compare probabilistic regimes and entry shapes against
  baselines. They measure alternatives without changing live decision rules.
• Daily-bar liquidity and volatility estimators (#1200) include spread
  and illiquidity estimates, EWMA and GARCH volatility, with explicit missing
  values when the data cannot support an estimate.
• Scorecard provenance and net shadow returns (#1127, #1218).
  clawock scorecard-provenance --check --recompute traces metrics to ledger
  rows. Shadow results retain the gross curve and add a net curve under stated
  commission and spread assumptions.
• Optional decision debate and magnitude forecasts (#1129, #1239).
  Decisions can retain their supporting/opposing cases and expected_move_pct;
  coverage and forecast-magnitude errors are reported separately.
• Decision-packet section queries accept thesis, execution, history,
  information and status (#1374) as well as the original seven sections.
• clawock decision-map (#1206) joins decisions to the signal snapshots
  available when they were made, with explicit payload-size degradation.
• clawock cron-trigger --job-name ... (#1443, #1498) queues an
  OpenClaw job from a host scheduler after checking ownership and current job
  state; --check validates without triggering a run.
• clawock-dsh shows Codex quota (#1480). Codex is a fourth balance
  provider, read through the official codex app-server rate-limit call, with
  the 5-hour and weekly windows. Codex OAuth tokens are never read or
  forwarded. A quota warning now names the window that crossed the line
  (#1486).

Fixed

• clawock-dsh loads on DeepSeek Harness 0.1.2 (#1310). 0.1.2 retired
  @deepseek-ai/dsh-client-runtime, which the plugin still required, and that
  one stale module id took the whole dsh UI down with "Failed to load plugins".
  The plugin now imports defineStore from @deepseek-ai/dsh-client-store.
• The published profile schema matches the loader (#1308). It no longer
  requires the retired templates field or accepts workflows.*.template.
• Decision IDs and ledger writes preserve episode identity and concurrent
  updates (#1433, #1483). Harness-owned IDs are normalized rather than
  trusting model-supplied episode IDs, and read/modify/write operations hold a
  cross-process ledger lock.
• Artifact reads and interrupted writes preserve complete data
  (#1499, #1500, #1506). Git artifact reads stay on one fetched commit;
  canonical bars and fallback brief files use atomic writes.
• Market-data failures remain distinguishable from valid data
  (#1124, #1130, #1397, #1505). Degraded quotes retain quality labels,
  HK peer discovery uses the working industry endpoint, benchmark fetch errors
  are reported, and non-positive closes no longer crash regime calculations.

npm

clawock-dsh@0.2.0 published to npm.

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This discussion was created from the release clawock v0.2.0.