Dependency updates, tooling modernization and configurable AI agent

.env.example

@@ -5,6 +5,7 @@ DATA_FOLDER_PATH=data  # The path to the folder that will store the allocation d
 
 # AI configuration
 OPENROUTER_API_KEY=
+AGENT_MODEL=qwen/qwen3.5-397b-a17b  # The model slug used by the agent.
 
 # S3 configuration
 S3_ENABLED=false  # Set to true to enable S3 storage

.github/workflows/lint_and_test.yml

@@ -29,7 +29,10 @@ jobs:
         run: uv run ruff check .
 
       - name: Check code formatting
-        run: uv run black --check .
+        run: uv run ruff format --check .
+
+      - name: Type checking
+        run: uv run ty check .
 
       - name: Run tests
         run: uv run pytest

llms.md → AGENTS.md

@@ -1,4 +1,4 @@
-# llms.md
+# AGENTS.md
 
 This file provides guidance to AI coding agents when working with code in this repository.
 This file is symlinked to `CLAUDE.md`, `GEMINI.md` and `.cursorrules` to be automatically read by AI coding assistants.
@@ -40,7 +40,7 @@ uv run pytest
 Code formatting
 
 ```bash
-uv run black .
+uv run ruff format .
 ```
 
 Linting
@@ -49,6 +49,12 @@ Linting
 uv run ruff check .
 ```
 
+Type checking
+
+```bash
+uv run ty check .
+```
+
 ### Dependency Management
 
 - **Always use UV commands** - never edit pyproject.toml directly
@@ -116,6 +122,7 @@ User Request → FastAPI Endpoint (/v1/query) → Agent Execution Loop → Portf
 - `S3_*`: Cloud storage configuration (if S3_ENABLED=true)
 - `AGENT_HOST_URL`: Application host URL
 - `APP_API_KEY`: API access token
+- `AGENT_MODEL`: The model slug used by the agent (optional, defaults to `qwen/qwen3.5-397b-a17b`)
 
 ### Optional Configuration
 

README.md

@@ -59,6 +59,7 @@ docker run --rm -it --name allocator-bot \
 
 - `AGENT_HOST_URL`: The host URL where the app is running (e.g., `http://localhost:4322`)
 - `APP_API_KEY`: Your API key to access the bot
+- `AGENT_MODEL`: The model slug used by the agent (optional, defaults to `qwen/qwen3.5-397b-a17b`)
 - `OPENROUTER_API_KEY`: Your OpenRouter API key for LLM access
 - `FMP_API_KEY`: Your Financial Modeling Prep API key for market data
 

allocator_bot/agent.py

@@ -12,20 +12,21 @@
 )
 from magentic.chat_model.openrouter_chat_model import OpenRouterChatModel
 from magentic.chat_model.retry_chat_model import RetryChatModel
-from openbb_ai.helpers import (  # type: ignore[import-untyped]
+from openbb_ai.helpers import (
     citations,
     cite,
     message_chunk,
     reasoning_step,
     table,
 )
-from openbb_ai.models import (  # type: ignore[import-untyped]
+from openbb_ai.models import (
     BaseSSE,
     QueryRequest,
     Widget,
     WidgetParam,
 )
 
+from .config import config
 from .models import TaskStructure
 from .portfolio import prepare_allocation
 from .prompts import (
@@ -43,7 +44,7 @@
     DO_I_NEED_TO_ALLOCATE_THE_PORTFOLIO_PROMPT,
     model=RetryChatModel(
         OpenRouterChatModel(
-            model="deepseek/deepseek-chat-v3-0324",
+            model=config.agent_model,
             temperature=0.0,
             provider_sort="latency",
         ),
@@ -57,7 +58,7 @@ async def _need_to_allocate_portfolio(conversation: str) -> bool: ...  # type: i
     PARSE_USER_MESSAGE_TO_STRUCTURE_THE_TASK,
     model=RetryChatModel(
         OpenRouterChatModel(
-            model="deepseek/deepseek-chat-v3-0324",
+            model=config.agent_model,
             temperature=0.0,
             provider_sort="latency",
         ),
@@ -72,7 +73,7 @@ def make_llm(chat_messages: list) -> Callable:
         SystemMessage(SYSTEM_PROMPT),
         *chat_messages,
         model=OpenRouterChatModel(
-            model="deepseek/deepseek-chat-v3-0324",
+            model=config.agent_model,
             temperature=0.7,
             provider_sort="latency",
         ),
@@ -99,7 +100,6 @@ async def execution_loop(request: QueryRequest) -> AsyncGenerator[BaseSSE, None]
                 user_message_content = await sanitize_message(message.content)
                 chat_messages.append(UserMessage(content=user_message_content))
             if await is_last_message(message, request.messages):
-
                 # I intentionally am not using function calling in this example
                 # because I want all the logic that is under the hood to be exposed
                 # explicitly so that others can use this code as a reference to learn

allocator_bot/api.py

@@ -3,12 +3,12 @@
 import os
 from contextlib import asynccontextmanager
 
-import pandas as pd  # type: ignore
+import pandas as pd
 from fastapi import Depends, FastAPI, HTTPException, status
 from fastapi.middleware.cors import CORSMiddleware
 from fastapi.responses import FileResponse, JSONResponse
 from fastapi.security import OAuth2PasswordBearer
-from openbb_ai.models import QueryRequest  # type: ignore[import-untyped]
+from openbb_ai.models import QueryRequest
 from sse_starlette.sse import EventSourceResponse
 
 from .agent import execution_loop
@@ -52,7 +52,7 @@ async def get_current_user(token: str = Depends(oauth2_scheme)):
 ]
 
 app.add_middleware(
-    CORSMiddleware,
+    CORSMiddleware,  # type: ignore
     allow_origins=origins,
     allow_credentials=True,
     allow_methods=["*"],
@@ -408,10 +408,10 @@ async def get_task_data(
     # Sort by timestamp (newest first)
     df = df.sort_values("Timestamp", ascending=False)
 
-    return JSONResponse(content={"tasks": df.to_dict(orient="records")})
+    return JSONResponse(content={"tasks": df.fillna("N/A").to_dict(orient="records")})
 
 
-@app.post("/v1/query")
+@app.post("/v1/query", openapi_extra={"widget_config": {"exclude": True}})
 async def query(
     request: QueryRequest, token: str = Depends(get_current_user)
 ) -> EventSourceResponse:

allocator_bot/config.py

@@ -9,6 +9,7 @@
 config = AppConfig(
     agent_host_url=os.getenv("AGENT_HOST_URL", ""),
     app_api_key=os.getenv("APP_API_KEY", ""),
+    agent_model=os.getenv("AGENT_MODEL", "qwen/qwen3.5-397b-a17b"),
     data_folder_path=os.getenv("DATA_FOLDER_PATH", None),
     openrouter_api_key=os.getenv("OPENROUTER_API_KEY", ""),
     s3_enabled=os.getenv("S3_ENABLED", "false").lower() == "true",

allocator_bot/models.py

@@ -8,6 +8,10 @@ class AppConfig(BaseModel):
         description="The host URL and port number where the app is running."
     )
     app_api_key: str = Field(description="The API key to access the bot.")
+    agent_model: str = Field(
+        default="qwen/qwen3.5-397b-a17b",
+        description="The model slug used by the agent.",
+    )
     openrouter_api_key: str = Field(
         description="OpenRouter API key for AI functionality."
     )

allocator_bot/portfolio.py

@@ -3,7 +3,7 @@
 
 import pandas as pd
 from openbb_fmp import FMPEquityHistoricalFetcher
-from pypfopt import EfficientFrontier, expected_returns, risk_models  # type: ignore
+from pypfopt import EfficientFrontier, expected_returns, risk_models
 
 from .config import config
 
@@ -24,7 +24,7 @@ async def fetch_historical_prices(
         },
         credentials={"fmp_api_key": config.fmp_api_key or ""},
     )
-    return pd.DataFrame(p.model_dump() for p in price_data)  # type: ignore [union-attr]
+    return pd.DataFrame(p.model_dump() for p in price_data)  # type: ignore
 
 
 async def optimize_portfolio(

allocator_bot/utils.py

@@ -3,7 +3,7 @@
 import string
 import time
 
-from openbb_ai.models import LlmMessage  # type: ignore[import-untyped]
+from openbb_ai.models import LlmMessage
 
 
 def validate_api_key(token: str, api_key: str) -> bool:

allocator_bot/validation.py

@@ -4,8 +4,8 @@
 from datetime import datetime, timedelta, timezone
 
 import aiohttp
-import boto3  # type: ignore
-from botocore.exceptions import ClientError  # type: ignore
+import boto3
+from botocore.exceptions import ClientError
 from openbb_fmp import FMPEquityHistoricalFetcher
 
 from .models import AppConfig

k8s/02-configmap.yaml

@@ -6,6 +6,9 @@ data:
   # Host URL where the app will be accessible
   AGENT_HOST_URL: "http://allocator-bot-service"
 
+  # Model slug used by the agent
+  AGENT_MODEL: "qwen/qwen3.5-397b-a17b"
+
   # Data folder path for storing allocation data
   DATA_FOLDER_PATH: "data"
 

k8s/04-deployment.yaml

@@ -26,6 +26,11 @@ spec:
             configMapKeyRef:
               name: allocator-bot-config
               key: AGENT_HOST_URL
+        - name: AGENT_MODEL
+          valueFrom:
+            configMapKeyRef:
+              name: allocator-bot-config
+              key: AGENT_MODEL
         - name: APP_API_KEY
           valueFrom:
             secretKeyRef:

pyproject.toml

@@ -1,62 +1,65 @@
+[build-system]
+requires = ["hatchling"]
+build-backend = "hatchling.build"
+
 [project]
 name = "allocator-bot"
-version = "0.2.0"
+version = "0.3.0"
 description = "An asset allocation bot for OpenBB that uses PyPortfolioOpt to generate efficient frontier allocations."
-authors = [{ name = "Theodore Aptekarev", email = "aptekarev@gmail.com" }]
 readme = "README.md"
-requires-python = ">=3.10,<3.13"
-license = { text = "MIT" }
+requires-python = ">=3.10,<3.14"
+license = "MIT"
+authors = [
+  { name = "Theodore Aptekarev", email = "aptekarev@gmail.com" },
+]
 classifiers = [
-    "Programming Language :: Python :: 3",
-    "License :: OSI Approved :: MIT License",
-    "Operating System :: OS Independent",
+  "License :: OSI Approved :: MIT License",
+  "Operating System :: OS Independent",
+  "Programming Language :: Python :: 3",
 ]
 
 dependencies = [
-    "aiohttp>=3.9.0",
-    "boto3>=1.34.0",
-    "magentic>=0.40.0",
-    "openbb-ai>=1.7.4",
-    "openbb-fmp>=1.3.5",
-    "openbb-platform-api>=1.1.10",
-    "pandas>=2.2.3",
-    "pyportfolioopt>=1.5.6",
-    "sse-starlette>=2.1.3",
-    "tabulate>=0.9.0",
-    "theobb>=1.0.0",
+  "aiohttp>=3.9.0",
+  "boto3>=1.34.0",
+  "magentic>=0.40.0",
+  "openbb-ai>=1.7.4",
+  "openbb-core>=1.4.8",
+  "openbb-fmp>=1.3.5",
+  "openbb-platform-api>=1.1.13",
+  "pandas>=2.2.3",
+  "pyportfolioopt>=1.5.6",
+  "sse-starlette>=2.1.3",
+  "tabulate>=0.9.0",
+  "theobb>=1.0.0",
 ]
 
 [project.optional-dependencies]
 dev = [
-    "black>=24.4.2",
-    "pandas-stubs>=2.2.3.250527",
-    "pytest>=8.4.0",
-    "ruff>=0.4.4",
-    "types-boto3>=1.38.32",
+  "coverage>=7.9.1",
+  "httpx>=0.28.1",
+  "pandas-stubs>=2.2.3.250527",
+  "pytest-asyncio>=1.0.0",
+  "pytest-cov>=6.2.1",
+  "pytest>=8.4.0",
+  "ruff>=0.4.4",
+  "ty>=0.0.21",
+  "types-boto3>=1.38.32",
 ]
 
-[build-system]
-requires = ["hatchling"]
-build-backend = "hatchling.build"
-
 [project.scripts]
 allocator-bot = "allocator_bot.__main__:main"
 
-[tool.hatch.metadata]
-allow-direct-references = true
-
 [tool.hatch.build]
 include = ["allocator_bot/**"]
 
-[dependency-groups]
-dev = [
-    "coverage>=7.9.1",
-    "httpx>=0.28.1",
-    "pytest-asyncio>=1.0.0",
-    "pytest-cov>=6.2.1",
-]
+[tool.hatch.metadata]
+allow-direct-references = true
 
 [tool.pytest.ini_options]
 asyncio_mode = "auto"
 testpaths = ["tests"]
 addopts = "--cov=allocator_bot --cov-report=term-missing"
+filterwarnings = [
+  "ignore:UserImageMessage is deprecated:DeprecationWarning",
+  "ignore:Inheritance class ClientSession from ClientSession is discouraged:DeprecationWarning",
+]