Per-member AI model switching: right-click Type badge to change LLM/NN1/NN2

Replace global strategy system with per-member assignment map.
Default: USR01-04 LLM, USR05-07 NN1, USR08-10 NN2.
Right-click any member's Type badge in the leaderboard to change
their individual AI model. Human members (logged in) show Human
badge and skip the context menu.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

clearing_house/app.py

@@ -401,25 +401,7 @@ def api_member_detail(member_id):
 def _member_ai_type(member_id: str) -> str:
     if ai_trader.is_human_active(member_id):
         return "Human"
-    strategy = ai_trader.get_strategy()
-    if strategy in ("nn1", "nn2"):
-        return strategy.upper()
-    if strategy == "llm":
-        return "LLM"
-    member_num = int(member_id[-2:])
-    if strategy == "hybrid":
-        # USR01-04 LLM, USR05-07 NN1, USR08-10 NN2
-        if member_num <= 4:
-            return "LLM"
-        elif member_num <= 7:
-            return "NN1"
-        else:
-            return "NN2"
-    # hybrid-nn1 or hybrid-nn2
-    if strategy.startswith("hybrid-"):
-        nn_slot = strategy.split("-", 1)[1].upper()
-        return nn_slot if member_num <= 5 else "LLM"
-    return "LLM"
+    return ai_trader.get_member_strategy(member_id).upper()
 
 
 @app.route("/ch/api/market")
@@ -430,7 +412,7 @@ def api_market():
 @app.route("/ch/api/config")
 def api_config():
     result = {
-        "strategy": ai_trader.get_strategy(),
+        "member_strategies": ai_trader.get_all_member_strategies(),
         "obligation": db.CH_DAILY_OBLIGATION,
         "ai_interval": int(os.getenv("CH_AI_INTERVAL", "45")),
     }
@@ -442,13 +424,15 @@ def api_config():
     return jsonify(result)
 
 
-@app.route("/ch/api/strategy", methods=["POST"])
-def api_set_strategy():
+@app.route("/ch/api/member/<member_id>/strategy", methods=["POST"])
+def api_set_member_strategy(member_id):
+    """Set the AI model type for a specific member."""
+    member_id = member_id.upper().strip()
     data = request.get_json(force=True)
     strategy = data.get("strategy", "")
-    result = ai_trader.set_strategy(strategy)
-    _broadcast("config", {"strategy": result})
-    return jsonify({"status": "ok", "strategy": result})
+    result = ai_trader.set_member_strategy(member_id, strategy)
+    _broadcast("config", {"member_id": member_id, "strategy": result})
+    return jsonify({"status": "ok", "member_id": member_id, "strategy": result})
 
 
 # ── SSE ────────────────────────────────────────────────────────────────────────

clearing_house/ch_ai_trader.py

@@ -7,14 +7,9 @@ Three background threads:
      for each unoccupied member using the configured strategy.
   3. _control_listener_thread – listens for session start/stop/suspend/resume.
 
-Strategy is selected via CH_AI_STRATEGY env var:
-  "hybrid"     – USR01-04 LLM, USR05-07 NN1, USR08-10 NN2 (default)
-  "hybrid-nn1" – USR01-05 NN1, USR06-10 LLM
-  "hybrid-nn2" – USR01-05 NN2, USR06-10 LLM
-  "llm"        – all members use LLM
-  "nn1"        – all members use NN1 (Adilbai/stock-trading-rl-agent)
-  "nn2"        – all members use NN2 (RayMelius/stockex-nn-agent)
-  Legacy alias: "rl" → "nn1"
+Each member has an individually assignable AI model type: "llm", "nn1", or "nn2".
+Default: USR01-04 LLM, USR05-07 NN1, USR08-10 NN2.
+Per-member assignment can be changed at runtime via set_member_strategy().
 
 Call start() once from app.py after init_db().
 Call set_human_active(member_id) / set_human_inactive(member_id) on login/logout.
@@ -48,11 +43,7 @@ except ImportError:
 
 # ── Config ─────────────────────────────────────────────────────────────────────
 CH_AI_INTERVAL = int(os.getenv("CH_AI_INTERVAL", "45"))   # seconds between AI cycles
-# Normalize legacy strategy names on startup
-_raw_strategy = os.getenv("CH_AI_STRATEGY", "hybrid")
-_STRATEGY_ALIASES = {"rl": "nn1", "hybrid-nn1": "hybrid-nn1", "hybrid-nn2": "hybrid-nn2"}
-CH_AI_STRATEGY = _STRATEGY_ALIASES.get(_raw_strategy, _raw_strategy)
-VALID_STRATEGIES = {"llm", "nn1", "nn2", "hybrid", "hybrid-nn1", "hybrid-nn2"}
+VALID_MEMBER_STRATEGIES = {"llm", "nn1", "nn2"}
 CH_SOURCE      = "CLRH"
 
 OLLAMA_HOST  = os.getenv("OLLAMA_HOST", "")
@@ -76,6 +67,29 @@ _seq_lock  = threading.Lock()
 _producer = None
 _producer_lock = threading.Lock()
 
+# Per-member AI model assignment: member_id → "llm" | "nn1" | "nn2"
+# Default: USR01-04 LLM, USR05-07 NN1, USR08-10 NN2
+_member_strategies: dict[str, str] = {}
+_strategies_lock = threading.Lock()
+
+def _default_member_strategy(member_id: str) -> str:
+    """Default strategy based on member number."""
+    num = int(member_id[-2:])
+    if num <= 4:
+        return "llm"
+    elif num <= 7:
+        return "nn1"
+    return "nn2"
+
+def _init_member_strategies():
+    """Initialize default per-member strategies."""
+    with _strategies_lock:
+        for i in range(1, 11):
+            mid = f"USR{i:02d}"
+            _member_strategies[mid] = _default_member_strategy(mid)
+
+_init_member_strategies()
+
 
 # ── Public API ─────────────────────────────────────────────────────────────────
 
@@ -94,31 +108,30 @@ def is_human_active(member_id: str) -> bool:
         return member_id in _active_humans
 
 
-def get_strategy() -> str:
-    return CH_AI_STRATEGY
+def get_member_strategy(member_id: str) -> str:
+    """Get the AI model type for a specific member."""
+    with _strategies_lock:
+        return _member_strategies.get(member_id, _default_member_strategy(member_id))
 
 
-def set_strategy(strategy: str) -> str:
-    """Dynamically switch AI strategy. Returns the active strategy."""
-    global CH_AI_STRATEGY
+def set_member_strategy(member_id: str, strategy: str) -> str:
+    """Set the AI model type for a specific member. Returns the active strategy."""
     strategy = strategy.lower().strip()
-    # Support legacy aliases
-    strategy = _STRATEGY_ALIASES.get(strategy, strategy)
-    if strategy not in VALID_STRATEGIES:
-        return CH_AI_STRATEGY
+    if strategy not in VALID_MEMBER_STRATEGIES:
+        return get_member_strategy(member_id)
     if strategy != "llm" and not _rl_available:
-        print(f"[CH-AI] Cannot switch to {strategy}: RL deps not installed")
-        return CH_AI_STRATEGY
-    CH_AI_STRATEGY = strategy
-    # Tell RL trader which model slot to use
-    if _rl_available and strategy in ("nn1", "nn2"):
-        rl_trader.set_active_model(strategy)
-    elif _rl_available and strategy.startswith("hybrid-"):
-        nn_slot = strategy.split("-", 1)[1]
-        rl_trader.set_active_model(nn_slot)
-    # "hybrid" uses both nn1 and nn2, no single active model to set
-    print(f"[CH-AI] Strategy switched to: {strategy}")
-    return CH_AI_STRATEGY
+        print(f"[CH-AI] Cannot set {member_id} to {strategy}: RL deps not installed")
+        return get_member_strategy(member_id)
+    with _strategies_lock:
+        _member_strategies[member_id] = strategy
+    print(f"[CH-AI] {member_id} strategy → {strategy}")
+    return strategy
+
+
+def get_all_member_strategies() -> dict[str, str]:
+    """Return a copy of all per-member strategy assignments."""
+    with _strategies_lock:
+        return dict(_member_strategies)
 
 
 def start() -> None:
@@ -128,11 +141,14 @@ def start() -> None:
     threading.Thread(target=_trade_consumer_thread, daemon=True, name="ch-trade-consumer").start()
     threading.Thread(target=_simulation_thread,     daemon=True, name="ch-ai-sim").start()
     threading.Thread(target=_control_listener_thread, daemon=True, name="ch-control").start()
-    strategy = CH_AI_STRATEGY
-    if strategy != "llm" and not _rl_available:
-        strategy = "llm"
-        print("[CH-AI] WARNING: NN requested but deps missing, falling back to LLM")
-    print(f"[CH-AI] Background threads started (strategy={strategy})")
+    if not _rl_available:
+        # Force all members to LLM if RL deps missing
+        with _strategies_lock:
+            for mid in _member_strategies:
+                _member_strategies[mid] = "llm"
+        print("[CH-AI] WARNING: NN deps missing, all members forced to LLM")
+    strategies = get_all_member_strategies()
+    print(f"[CH-AI] Background threads started (strategies={strategies})")
 
 
 # ── Kafka helpers ──────────────────────────────────────────────────────────────
@@ -275,25 +291,8 @@ def _run_simulation_cycle():
 
 
 def _decide_order(member_id, capital, holdings, daily_trades, bbos, obligation_remaining):
-    """Dispatch to the configured strategy."""
-    strategy = CH_AI_STRATEGY
-
-    # Hybrid modes: split members between strategies
-    member_num = int(member_id[-2:])
-    if strategy == "hybrid" and _rl_available:
-        # Default hybrid: USR01-04 LLM, USR05-07 NN1, USR08-10 NN2
-        if member_num <= 4:
-            strategy = "llm"
-        elif member_num <= 7:
-            strategy = "nn1"
-        else:
-            strategy = "nn2"
-    elif strategy.startswith("hybrid-") and _rl_available:
-        nn_slot = strategy.split("-", 1)[1]  # "nn1" or "nn2"
-        if member_num <= 5:
-            strategy = nn_slot
-        else:
-            strategy = "llm"
+    """Dispatch to the per-member strategy."""
+    strategy = get_member_strategy(member_id)
 
     if strategy in ("nn1", "nn2") and _rl_available:
         try:

clearing_house/templates/dashboard.html

@@ -84,7 +84,7 @@
 <p style="color:var(--muted); font-size:11px; margin-top:8px;">
   Daily obligation: each member must trade at least {{ obligation }} securities.
   Holdings value is calculated at current market mid-price.
-  Click a row for full member detail. Right-click table to switch AI model (LLM / NN1 / NN2). Refreshes every 10 seconds.
+  Click a row for full member detail. Right-click a member's Type badge to switch their AI model. Refreshes every 10 seconds.
 </p>
 
 <!-- Member detail slide-out panel -->
@@ -170,6 +170,7 @@ function bindRowClicks() {
     tr.style.cursor = 'pointer';
     tr.onclick = () => openDetail(tr.dataset.member);
   });
+  bindContextMenus();
 }
 bindRowClicks();
 
@@ -313,75 +314,72 @@ async function openDetail(memberId) {
   }
 }
 
-// ── Right-click context menu: switch AI strategy ───────────────────
+// ── Right-click context menu: per-member AI model switch ────────────
 const ctxMenu = document.createElement('div');
 ctxMenu.id = 'strategy-menu';
 ctxMenu.style.cssText = `
   display:none; position:fixed; z-index:2000;
   background:var(--card-bg, #1e1e2e); border:1px solid var(--border, #444);
   border-radius:8px; padding:6px 0; box-shadow:0 4px 16px rgba(0,0,0,0.4);
-  min-width:180px; font-size:13px;
+  min-width:160px; font-size:13px;
 `;
 ctxMenu.innerHTML = `
-  <div style="padding:6px 14px; color:var(--muted); font-size:11px; font-weight:bold;">AI Strategy</div>
-  <div class="ctx-item" data-strategy="hybrid" style="padding:8px 14px; cursor:pointer;">Hybrid (LLM + NN1 + NN2)</div>
-  <div class="ctx-item" data-strategy="hybrid-nn1" style="padding:8px 14px; cursor:pointer;">Hybrid (NN1 + LLM)</div>
-  <div class="ctx-item" data-strategy="hybrid-nn2" style="padding:8px 14px; cursor:pointer;">Hybrid (NN2 + LLM)</div>
-  <div style="border-top:1px solid var(--border, #333); margin:4px 0;"></div>
-  <div class="ctx-item" data-strategy="nn1" style="padding:8px 14px; cursor:pointer;">All NN1</div>
-  <div class="ctx-item" data-strategy="nn2" style="padding:8px 14px; cursor:pointer;">All NN2</div>
-  <div class="ctx-item" data-strategy="llm" style="padding:8px 14px; cursor:pointer;">All LLM</div>
+  <div id="ctx-title" style="padding:6px 14px; color:var(--muted); font-size:11px; font-weight:bold;">Switch AI Model</div>
+  <div class="ctx-item" data-strategy="llm" style="padding:8px 14px; cursor:pointer;">LLM</div>
+  <div class="ctx-item" data-strategy="nn1" style="padding:8px 14px; cursor:pointer;">NN1</div>
+  <div class="ctx-item" data-strategy="nn2" style="padding:8px 14px; cursor:pointer;">NN2</div>
 `;
 document.body.appendChild(ctxMenu);
 
+let ctxMemberId = null;  // which member the menu is open for
+
 // Style hover
 ctxMenu.querySelectorAll('.ctx-item').forEach(item => {
   item.addEventListener('mouseenter', () => item.style.background = 'rgba(255,255,255,0.08)');
   item.addEventListener('mouseleave', () => item.style.background = 'none');
 });
 
-// Show on right-click anywhere on the leaderboard table
-document.getElementById('lb-table').addEventListener('contextmenu', (e) => {
-  e.preventDefault();
-  ctxMenu.style.display = 'block';
-  const x = Math.min(e.clientX, window.innerWidth - 200);
-  const y = Math.min(e.clientY, window.innerHeight - 140);
-  ctxMenu.style.left = x + 'px';
-  ctxMenu.style.top = y + 'px';
-  highlightCurrentStrategy();
-});
+function bindContextMenus() {
+  document.querySelectorAll('#lb-table tbody tr[data-member]').forEach(tr => {
+    // Right-click on the Type cell (3rd column)
+    const typeCell = tr.children[2];
+    if (!typeCell) return;
+    typeCell.addEventListener('contextmenu', (e) => {
+      e.preventDefault();
+      e.stopPropagation();
+      ctxMemberId = tr.dataset.member;
+      // If member is human, don't show menu
+      const badge = typeCell.querySelector('.badge-human');
+      if (badge) return;
+      ctxMenu.style.display = 'block';
+      const x = Math.min(e.clientX, window.innerWidth - 180);
+      const y = Math.min(e.clientY, window.innerHeight - 120);
+      ctxMenu.style.left = x + 'px';
+      ctxMenu.style.top = y + 'px';
+      document.getElementById('ctx-title').textContent = ctxMemberId + ' — AI Model';
+      // Highlight current strategy
+      const currentType = typeCell.textContent.trim().toLowerCase();
+      ctxMenu.querySelectorAll('.ctx-item').forEach(item => {
+        const isCurrent = item.dataset.strategy === currentType;
+        item.style.fontWeight = isCurrent ? 'bold' : 'normal';
+        item.style.color = isCurrent ? 'var(--accent, #42a5f5)' : 'var(--text, #ccc)';
+        const label = item.dataset.strategy.toUpperCase();
+        item.textContent = isCurrent ? label + ' \u2713' : label;
+      });
+    });
+  });
+}
+bindContextMenus();
 
 // Hide on click elsewhere
 document.addEventListener('click', () => ctxMenu.style.display = 'none');
 
-const STRATEGY_LABELS = {
-  'hybrid': 'Hybrid (LLM + NN1 + NN2)',
-  'hybrid-nn1': 'Hybrid (NN1 + LLM)',
-  'hybrid-nn2': 'Hybrid (NN2 + LLM)',
-  'nn1': 'All NN1',
-  'nn2': 'All NN2',
-  'llm': 'All LLM',
-};
-
-async function highlightCurrentStrategy() {
-  try {
-    const resp = await fetch('/ch/api/config');
-    const cfg = await resp.json();
-    ctxMenu.querySelectorAll('.ctx-item').forEach(item => {
-      const isCurrent = item.dataset.strategy === cfg.strategy;
-      item.style.fontWeight = isCurrent ? 'bold' : 'normal';
-      item.style.color = isCurrent ? 'var(--accent, #42a5f5)' : 'var(--text, #ccc)';
-      const base = STRATEGY_LABELS[item.dataset.strategy] || item.dataset.strategy;
-      item.textContent = isCurrent ? base + ' \u2713' : base;
-    });
-  } catch(e) {}
-}
-
 ctxMenu.querySelectorAll('.ctx-item').forEach(item => {
   item.addEventListener('click', async () => {
     ctxMenu.style.display = 'none';
+    if (!ctxMemberId) return;
     try {
-      const resp = await fetch('/ch/api/strategy', {
+      const resp = await fetch(`/ch/api/member/${ctxMemberId}/strategy`, {
         method: 'POST',
         headers: {'Content-Type': 'application/json'},
         body: JSON.stringify({strategy: item.dataset.strategy}),

docker-compose.yml

@@ -203,7 +203,6 @@ services:
       - GROQ_API_KEY=${GROQ_API_KEY:-}
       - GROQ_MODEL=${GROQ_MODEL:-llama-3.1-8b-instant}
       - OLLAMA_HOST=${OLLAMA_HOST:-}
-      - CH_AI_STRATEGY=${CH_AI_STRATEGY:-hybrid}
       - CH_RL_MODEL_REPO_NN1=${CH_RL_MODEL_REPO_NN1:-Adilbai/stock-trading-rl-agent}
       - CH_RL_MODEL_REPO_NN2=${CH_RL_MODEL_REPO_NN2:-RayMelius/stockex-nn-agent}
     extra_hosts: