Commit Graph

7 Commits

Author SHA1 Message Date
Andrew Kaszubski 6642047eaa feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests)
Implements comprehensive portfolio state management:
- Holding dataclass with long/short support and P&L calculations
- CashBalance for multi-currency cash management
- PortfolioState class with:
  - Real-time mark-to-market valuation
  - Multi-currency support with exchange rate conversion
  - Thread-safe state updates
  - Position tracking with average cost calculation
  - Portfolio snapshots for historical tracking
- PriceProvider and ExchangeRateProvider protocols
- Serialization/deserialization support

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 21:37:17 +11:00
Andrew Kaszubski 19171a4b31 feat(dataflows): add multi-timeframe OHLCV aggregation - Fixes #9 2025-12-26 15:48:40 +11:00
Andrew Kaszubski 4d693fb331 feat(dataflows): add FRED API integration for economic data - Fixes #8 2025-12-26 15:25:54 +11:00
Andrew Kaszubski b4653ca37b feat(tests): add test fixtures directory with mock data - Fixes #51
- Created tests/fixtures/ with FixtureLoader class (14 loader methods)

- Added stock_data fixtures: US, CN (with Chinese columns), standardized OHLCV

- Added metadata fixtures: 5 analysis examples with datetime parsing

- Added report_sections fixtures: 7 complete analyst report sections

- Added api_responses fixtures: OpenAI embeddings and error responses

- Added configurations fixtures: vendor and LLM provider configs

- Created comprehensive README.md (595 lines) documenting fixture usage

- Updated docs/testing/writing-tests.md with fixture examples

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 11:23:29 +11:00
Andrew Kaszubski 5ea9e905c5 feat(tests): restructure tests into unit/integration/e2e directories - Fixes #50
- Moved 5 unit tests to tests/unit/ (exceptions, logging, report, docs, conftest)

- Moved 4 integration tests to tests/integration/ (openrouter, akshare, cli, deepseek)

- Created tests/e2e/ directory with README.md and conftest.py placeholder

- Added pytestmark = pytest.mark.unit/integration to all test files

- Updated pytest.ini with testpaths for new structure

- Updated docs/testing/README.md with new directory structure

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 11:04:20 +11:00
Andrew Kaszubski 36de8f0470 feat(tests): add pytest conftest.py hierarchy with shared fixtures - Fixes #49
- Created tests/conftest.py with 12 shared fixtures (environment mocks, LangChain/ChromaDB mocking, configuration)

- Created tests/unit/conftest.py with 6 unit-specific fixtures (data vendors, sample data)

- Created tests/integration/conftest.py with 2 integration fixtures (live ChromaDB, temp dirs)

- Added pytest.ini with 7 custom markers (unit, integration, e2e, llm, chromadb, slow, requires_api_key)

- Added tests/test_conftest_hierarchy.py with 83 tests validating fixture infrastructure

- Updated docs/testing/README.md and writing-tests.md with fixture usage documentation

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 10:40:30 +11:00
Andrew Kaszubski c0dfb21c00 feat(docs): add comprehensive documentation structure - Fixes #52
- Add docs/ directory with 17 documentation files

- Architecture: multi-agent-system, data-flow, llm-integration

- API Reference: trading-graph, agents, dataflows

- Guides: adding-new-analyst, adding-llm-provider, adding-data-vendor, configuration

- Testing: README, running-tests, writing-tests

- Development: setup, contributing

- Update PROJECT.md with TESTING STRATEGY requirements

- Add test_documentation_structure.py for validation

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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 10:18:50 +11:00