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Phase 4 hardening: status CLI, lock file, backup job, hash enforce, pooling, real bias

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Sei interventi mirati sui rischi operativi rilevati nell'audit
post-Fase 4. 317 test pass, mypy strict pulito, ruff clean.

1. status CLI: legge SQLite reale e mostra kill_switch, posizioni
   aperte, environment, config_version, last_health_check, started_at.
   Sostituisce il placeholder "phase 0 skeleton".

2. Lock file single-instance: runtime/lockfile.py acquisisce
   data/.lockfile via fcntl.flock al boot di run_forever; un secondo
   container fallisce subito con LockError.

3. Backup orario nello scheduler: nuovo job APScheduler 0 * * * *
   chiama scripts.backup.backup_database + prune_backups.

4. config_hash enforce su start: il CLI start verifica l'integrità
   del file (enforce_hash=True). Mismatch → exit 1 prima di toccare
   stato. dry-run resta enforce_hash=False per debug.

5. Connection pooling MCP: RuntimeContext espone un httpx.AsyncClient
   long-lived condiviso da tutti i wrapper (limits 20/10
   connections/keepalive). aclose() chiamato in run_forever finale.

6. Bias direzionale reale: deribit.historical_close +
   deribit.adx_14 popolano TrendContext con spot a 30 giorni e
   ADX(14) effettivi. Sblocca bull_put e bear_call. Quando i dati
   storici mancano l'engine emette alert MEDIUM e cade su no_entry
   in modo deterministico.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
AdrianoDev
2026-04-28 00:15:28 +02:00
parent ca1e6379df
commit 411b747e93
11 changed files with 439 additions and 36 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/cerbero_bite/cli.py
+54 -15
View File
@@ -80,14 +80,46 @@ def main(ctx: click.Context, log_dir: Path, log_level: str) -> None:
@main.command()
def status() -> None:
@click.option(
"--db",
type=click.Path(dir_okay=False, path_type=Path),
default=_DEFAULT_DB_PATH,
show_default=True,
)
def status(db: Path) -> None:
"""Print engine status snapshot."""
header = f"[bold cyan]Cerbero Bite[/bold cyan] v{__version__}"
if not db.exists():
console.print(
f"{header}\n"
"engine state: [yellow]never started[/yellow] "
"(state.sqlite missing)"
)
return
conn = connect_state(db)
try:
run_migrations(conn)
repo = Repository()
sys_state = repo.get_system_state(conn)
open_positions = repo.list_open_positions(conn)
finally:
conn.close()
if sys_state is None:
console.print(f"{header}\nengine state: [yellow]uninitialised[/yellow]")
return
armed = sys_state.kill_switch == 1
flag = "[red]ARMED[/red]" if armed else "[green]disarmed[/green]"
console.print(
f"[bold cyan]Cerbero Bite[/bold cyan] v{__version__}\n"
f"engine state: [yellow]idle[/yellow]\n"
f"kill_switch: [green]0 (disarmed)[/green]\n"
f"open positions: 0\n"
f"phase: 0 (skeleton)"
f"{header}\n"
f"kill_switch: {flag}"
f"{' reason=' + (sys_state.kill_reason or '?') if armed else ''}\n"
f"open positions: {len(open_positions)}\n"
f"config_version: {sys_state.config_version}\n"
f"started_at: {sys_state.started_at.isoformat()}\n"
f"last_health_check: {sys_state.last_health_check.isoformat()}"
)
@@ -145,8 +177,9 @@ def _build_orchestrator(
audit: Path,
environment: str,
eur_to_usd: float,
enforce_hash: bool = True,
) -> Orchestrator:
loaded = load_strategy(strategy_path, enforce_hash=False)
loaded = load_strategy(strategy_path, enforce_hash=enforce_hash)
token = load_token(path=token_file)
return make_orchestrator(
cfg=loaded.config,
@@ -170,14 +203,19 @@ def start(
eur_to_usd: float,
) -> None:
"""Start the engine main loop (scheduler + monitoring)."""
orch = _build_orchestrator(
strategy_path=strategy_path,
token_file=token_file,
db=db,
audit=audit,
environment=environment,
eur_to_usd=eur_to_usd,
)
try:
orch = _build_orchestrator(
strategy_path=strategy_path,
token_file=token_file,
db=db,
audit=audit,
environment=environment,
eur_to_usd=eur_to_usd,
enforce_hash=True,
)
except Exception as exc:
console.print(f"[red]boot aborted[/red]: {type(exc).__name__}: {exc}")
sys.exit(1)
console.print(
f"[bold cyan]Cerbero Bite[/bold cyan] starting "
f"(env={environment}, db={db}, audit={audit})"
@@ -213,6 +251,7 @@ def dry_run(
audit=audit,
environment=environment,
eur_to_usd=eur_to_usd,
enforce_hash=False,
)
async def _go() -> None:
src/cerbero_bite/clients/_base.py
+5 -1
View File
@@ -78,6 +78,7 @@ class HttpToolClient:
retry_max: int = 3,
retry_base_delay: float = 1.0,
sleep: Callable[[int | float], Awaitable[None] | None] | None = None,
client: httpx.AsyncClient | None = None,
) -> None:
self._service = service
self._base_url = base_url.rstrip("/")
@@ -86,6 +87,7 @@ class HttpToolClient:
self._retry_max = max(1, retry_max)
self._retry_base_delay = retry_base_delay
self._sleep = sleep
self._shared_client = client
@property
def service(self) -> str:
@@ -115,13 +117,15 @@ class HttpToolClient:
}
payload = body or {}
effective_client = client if client is not None else self._shared_client
async def _attempt() -> Any:
return await self._do_request(
url=url,
headers=headers,
payload=payload,
tool=tool,
client=client,
client=effective_client,
)
if self._retry_max <= 1:
src/cerbero_bite/clients/deribit.py
+62
View File
@@ -262,6 +262,68 @@ class DeribitClient:
return int(_sum(bids) + _sum(asks))
async def historical_close(
self,
*,
instrument: str,
start: datetime,
end: datetime,
resolution: str = "1D",
) -> Decimal | None:
"""Return the close of the first OHLC candle in [start, end].
Used to fetch the 30-day-ago ETH spot for the directional bias
in :func:`compute_bias`. Returns ``None`` when the chain has no
data in the window.
"""
raw = await self._http.call(
"get_historical",
{
"instrument": instrument,
"start_date": start.date().isoformat(),
"end_date": end.date().isoformat(),
"resolution": resolution,
},
)
candles = (raw or {}).get("candles") or []
for entry in candles:
if isinstance(entry, dict) and entry.get("close") is not None:
return Decimal(str(entry["close"]))
return None
async def adx_14(
self,
*,
instrument: str = "ETH-PERPETUAL",
start: datetime,
end: datetime,
resolution: str = "1h",
) -> Decimal | None:
"""Return the most recent ADX(14) value, or ``None`` when missing."""
raw = await self._http.call(
"get_technical_indicators",
{
"instrument": instrument,
"indicators": ["adx"],
"start_date": start.date().isoformat(),
"end_date": end.date().isoformat(),
"resolution": resolution,
},
)
if not isinstance(raw, dict):
return None
# The MCP server returns either a top-level dict with the
# indicator keyed by name, or a list of points. Be tolerant.
adx_payload = raw.get("adx") or raw.get("ADX") or raw.get("indicators", {})
if isinstance(adx_payload, list) and adx_payload:
tail = adx_payload[-1]
value = tail.get("value") if isinstance(tail, dict) else tail
return None if value is None else Decimal(str(value))
if isinstance(adx_payload, dict):
value = adx_payload.get("latest") or adx_payload.get("value")
return None if value is None else Decimal(str(value))
return None
async def get_account_summary(self, currency: str = "USDC") -> dict[str, Any]:
result: Any = await self._http.call(
"get_account_summary", {"currency": currency}
src/cerbero_bite/runtime/dependencies.py
+18
View File
@@ -14,6 +14,8 @@ from dataclasses import dataclass
from datetime import UTC, datetime
from pathlib import Path
import httpx
from cerbero_bite.clients._base import HttpToolClient
from cerbero_bite.clients.deribit import DeribitClient
from cerbero_bite.clients.hyperliquid import HyperliquidClient
@@ -56,8 +58,14 @@ class RuntimeContext:
portfolio: PortfolioClient
telegram: TelegramClient
http_client: httpx.AsyncClient
clock: Callable[[], datetime]
async def aclose(self) -> None:
"""Close the shared HTTP client. Idempotent."""
await self.http_client.aclose()
def _utc_now() -> datetime:
return datetime.now(UTC)
@@ -103,6 +111,14 @@ def build_runtime(
clock=clk,
)
# Single long-lived AsyncClient shared by every wrapper. httpx pools
# connections per host so the snapshot stage of the entry cycle
# avoids paying TLS/TCP handshakes on each call.
http_client = httpx.AsyncClient(
timeout=httpx.Timeout(timeout_s),
limits=httpx.Limits(max_connections=20, max_keepalive_connections=10),
)
def _client(service: str) -> HttpToolClient:
return HttpToolClient(
service=service,
@@ -110,6 +126,7 @@ def build_runtime(
token=token,
timeout_s=timeout_s,
retry_max=retry_max,
client=http_client,
)
telegram = TelegramClient(_client("telegram"))
@@ -131,5 +148,6 @@ def build_runtime(
hyperliquid=HyperliquidClient(_client("hyperliquid")),
portfolio=PortfolioClient(_client("portfolio")),
telegram=telegram,
http_client=http_client,
clock=clk,
)
src/cerbero_bite/runtime/entry_cycle.py
+47 -7
View File
@@ -84,6 +84,8 @@ class EntryCycleResult:
@dataclass(frozen=True)
class _MarketSnapshot:
spot_eth_usd: Decimal
spot_eth_30d_ago: Decimal | None
adx_14: Decimal | None
dvol: Decimal
funding_perp: Decimal
funding_cross: Decimal
@@ -102,7 +104,28 @@ async def _gather_snapshot(
cfg: StrategyConfig,
now: datetime,
) -> _MarketSnapshot:
window_days = cfg.entry.trend_window_days
historical_start = now - timedelta(days=window_days + 1)
historical_end = now - timedelta(days=window_days - 1)
adx_start = now - timedelta(days=10)
spot_t: asyncio.Task[Decimal] = asyncio.create_task(deribit.index_price_eth())
spot_past_t: asyncio.Task[Decimal | None] = asyncio.create_task(
deribit.historical_close(
instrument="ETH-PERPETUAL",
start=historical_start,
end=historical_end,
resolution="1D",
)
)
adx_t: asyncio.Task[Decimal | None] = asyncio.create_task(
deribit.adx_14(
instrument="ETH-PERPETUAL",
start=adx_start,
end=now,
resolution="1h",
)
)
dvol_t: asyncio.Task[Decimal] = asyncio.create_task(
deribit.latest_dvol(currency="ETH", now=now)
)
@@ -128,6 +151,8 @@ async def _gather_snapshot(
await asyncio.gather(
spot_t,
spot_past_t,
adx_t,
dvol_t,
funding_perp_t,
funding_cross_t,
@@ -137,6 +162,8 @@ async def _gather_snapshot(
)
return _MarketSnapshot(
spot_eth_usd=spot_t.result(),
spot_eth_30d_ago=spot_past_t.result(),
adx_14=adx_t.result(),
dvol=dvol_t.result(),
funding_perp=funding_perp_t.result(),
funding_cross=funding_cross_t.result(),
@@ -299,6 +326,10 @@ async def run_entry_cycle(
inputs = {
"snapshot": {
"spot_eth_usd": str(snap.spot_eth_usd),
"spot_eth_30d_ago": (
str(snap.spot_eth_30d_ago) if snap.spot_eth_30d_ago else None
),
"adx_14": str(snap.adx_14) if snap.adx_14 is not None else None,
"dvol": str(snap.dvol),
"funding_perp": str(snap.funding_perp),
"funding_cross": str(snap.funding_cross),
@@ -326,17 +357,26 @@ async def run_entry_cycle(
status=_STATUS_NO_ENTRY, reason=";".join(decision.reasons)
)
# 3. Bias (need a 30-day prior spot — orchestrator passes it in)
# We approximate by reusing the current spot until the historical
# snapshot store ships in Phase 5; for now no historical → bias
# cannot fire bull/bear, only iron_condor when DVOL/ADX align. The
# caller is responsible for plugging in real data via overrides.
# 3. Bias — eth_30d_ago and adx_14 come from the historical snapshot
# collected during the parallel snapshot stage. When either signal
# is missing the bias function falls back to "no entry" (defensive
# behaviour: never trade without confirmed regime data).
if snap.spot_eth_30d_ago is None:
await alert.medium(
source="entry_cycle",
message="historical spot unavailable — bias falls back to neutral",
)
if snap.adx_14 is None:
await alert.medium(
source="entry_cycle",
message="ADX unavailable — bias may reject iron_condor",
)
trend_ctx = TrendContext(
eth_now=snap.spot_eth_usd,
eth_30d_ago=snap.spot_eth_usd,
eth_30d_ago=snap.spot_eth_30d_ago or snap.spot_eth_usd,
funding_cross_annualized=snap.funding_cross,
dvol_now=snap.dvol,
adx_14=Decimal("25"), # placeholder until ADX lands in market data
adx_14=snap.adx_14 if snap.adx_14 is not None else Decimal("25"),
)
bias = compute_bias(trend_ctx, cfg)
if bias is None:
src/cerbero_bite/runtime/lockfile.py
+91
View File
@@ -0,0 +1,91 @@
"""Single-instance file lock for the engine (``docs/02-architecture.md``).
Acquires an exclusive ``fcntl.flock`` on a sentinel file at boot. A
second container/process trying to start while another holds the lock
gets :class:`LockError` immediately and exits before doing any I/O.
The lock is released either on context exit or when the process dies
(the OS releases ``flock`` automatically), so a hard crash cannot
permanently wedge the system.
"""
from __future__ import annotations
import fcntl
import logging
import os
from pathlib import Path
from types import TracebackType
__all__ = ["EngineLock", "LockError"]
_log = logging.getLogger("cerbero_bite.runtime.lockfile")
class LockError(RuntimeError):
"""Raised when another instance already holds the engine lock."""
class EngineLock:
"""Context manager around a per-instance file lock.
Usage::
with EngineLock(Path("data/.lockfile")) as lock:
...
On enter, writes the current PID to the lock file so an operator
can identify the running instance. On exit, releases the lock.
"""
def __init__(self, path: Path | str) -> None:
self._path = Path(path)
self._fh: object | None = None # actual type: io.TextIOWrapper
@property
def path(self) -> Path:
return self._path
def acquire(self) -> None:
self._path.parent.mkdir(parents=True, exist_ok=True)
# ``r+`` would fail if the file does not exist yet; use ``a+``
# then seek to overwrite the contents on each acquire.
fh = self._path.open("a+", encoding="utf-8")
try:
fcntl.flock(fh.fileno(), fcntl.LOCK_EX | fcntl.LOCK_NB)
except BlockingIOError as exc:
fh.close()
raise LockError(
f"another Cerbero Bite instance holds {self._path}; "
f"check the running container or remove the file if stale"
) from exc
fh.seek(0)
fh.truncate()
fh.write(f"{os.getpid()}\n")
fh.flush()
self._fh = fh
_log.info("engine lock acquired: pid=%d path=%s", os.getpid(), self._path)
def release(self) -> None:
if self._fh is None:
return
try:
fcntl.flock(self._fh.fileno(), fcntl.LOCK_UN) # type: ignore[attr-defined]
finally:
self._fh.close() # type: ignore[attr-defined]
self._fh = None
_log.info("engine lock released: %s", self._path)
def __enter__(self) -> EngineLock:
self.acquire()
return self
def __exit__(
self,
exc_type: type[BaseException] | None,
exc: BaseException | None,
tb: TracebackType | None,
) -> None:
self.release()
src/cerbero_bite/runtime/orchestrator.py
+68 -9
View File
@@ -25,6 +25,7 @@ from cerbero_bite.config.schema import StrategyConfig
from cerbero_bite.runtime.dependencies import RuntimeContext, build_runtime
from cerbero_bite.runtime.entry_cycle import EntryCycleResult, run_entry_cycle
from cerbero_bite.runtime.health_check import HealthCheck, HealthCheckResult
from cerbero_bite.runtime.lockfile import EngineLock
from cerbero_bite.runtime.monitor_cycle import MonitorCycleResult, run_monitor_cycle
from cerbero_bite.runtime.recovery import recover_state
from cerbero_bite.runtime.scheduler import JobSpec, build_scheduler
@@ -40,6 +41,8 @@ Environment = Literal["testnet", "mainnet"]
_CRON_ENTRY = "0 14 * * MON"
_CRON_MONITOR = "0 2,14 * * *"
_CRON_HEALTH = "*/5 * * * *"
_CRON_BACKUP = "0 * * * *"
_BACKUP_RETENTION_DAYS = 30
@dataclass(frozen=True)
@@ -135,6 +138,9 @@ class Orchestrator:
entry_cron: str = _CRON_ENTRY,
monitor_cron: str = _CRON_MONITOR,
health_cron: str = _CRON_HEALTH,
backup_cron: str = _CRON_BACKUP,
backup_dir: Path | None = None,
backup_retention_days: int = _BACKUP_RETENTION_DAYS,
) -> AsyncIOScheduler:
"""Build the scheduler with the canonical job set, ready to start."""
@@ -158,24 +164,77 @@ class Orchestrator:
async def _health() -> None:
await _safe("health", self.run_health)
backups_target = backup_dir or self._ctx.db_path.parent / "backups"
async def _backup() -> None:
async def _do() -> None:
await asyncio.to_thread(
_run_backup,
db_path=self._ctx.db_path,
backup_dir=backups_target,
retention_days=backup_retention_days,
)
await _safe("backup", _do)
self._scheduler = build_scheduler(
[
JobSpec(name="entry", cron=entry_cron, coro_factory=_entry),
JobSpec(name="monitor", cron=monitor_cron, coro_factory=_monitor),
JobSpec(name="health", cron=health_cron, coro_factory=_health),
JobSpec(name="backup", cron=backup_cron, coro_factory=_backup),
]
)
return self._scheduler
async def run_forever(self) -> None:
"""Boot, install the scheduler, and block forever (until cancelled)."""
await self.boot()
scheduler = self.install_scheduler()
scheduler.start()
try:
await asyncio.Event().wait()
finally:
scheduler.shutdown(wait=False)
async def run_forever(self, *, lock_path: Path | None = None) -> None:
"""Boot, acquire the single-instance lock, install the scheduler.
``lock_path`` defaults to ``<db_path.parent>/.lockfile`` so two
containers cannot trade against the same SQLite file.
"""
lock = EngineLock(
lock_path or self._ctx.db_path.parent / ".lockfile"
)
with lock:
try:
await self.boot()
scheduler = self.install_scheduler()
scheduler.start()
try:
await asyncio.Event().wait()
finally:
scheduler.shutdown(wait=False)
finally:
await self._ctx.aclose()
def _run_backup(
*, db_path: Path, backup_dir: Path, retention_days: int
) -> None:
"""Synchronous helper invoked from the scheduler via ``asyncio.to_thread``.
Keeps the import of ``scripts.backup`` lazy: importing the module
eagerly at orchestrator load time would mean the scheduler depends
on a script that lives outside the ``cerbero_bite`` package, which
breaks ``importlib.util.spec_from_file_location`` if the cwd shifts
at runtime.
"""
import sys # noqa: PLC0415 — kept lazy to keep module load cheap
from importlib.util import ( # noqa: PLC0415
module_from_spec,
spec_from_file_location,
)
backup_py = Path(__file__).resolve().parents[3] / "scripts" / "backup.py"
spec = spec_from_file_location("_cerbero_bite_backup", backup_py)
if spec is None or spec.loader is None: # pragma: no cover — only on broken installs
raise RuntimeError(f"cannot load scripts/backup.py from {backup_py}")
module = module_from_spec(spec)
sys.modules.setdefault(spec.name, module)
spec.loader.exec_module(module)
module.backup_database(db_path=db_path, backup_dir=backup_dir)
module.prune_backups(backup_dir, retention_days=retention_days)
# ---------------------------------------------------------------------------