b05cc88797
docs: add comprehensive documentation for new modules - Issue #48
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Documentation updates:
- CHANGELOG.md: Add entries for backtest, alerts, execution, memory,
portfolio, simulation, strategy modules (1672+ tests documented)
- docs/README.md: Add Module Reference section with links to new docs
- docs/modules/backtest.md: Complete backtest module documentation
- BacktestEngine, slippage/commission models
- ResultsAnalyzer metrics and trade statistics
- ReportGenerator for PDF/HTML/JSON/Markdown
- docs/api/rest-api.md: FastAPI REST API reference
- Authentication flow with JWT
- Strategies CRUD endpoints
- Error handling and configuration
Also fixes pytest conftest.py plugin conflict by removing explicit
pytest_plugins registration (pytest auto-discovers sub-conftest files)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 23:24:17 +11:00
6642047eaa
feat(portfolio): add Portfolio State for holdings and mark-to-market - Issue #29 (68 tests)
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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
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 21:37:17 +11:00
19171a4b31
feat(dataflows): add multi-timeframe OHLCV aggregation - Fixes #9
2025-12-26 15:48:40 +11:00
4d693fb331
feat(dataflows): add FRED API integration for economic data - Fixes #8
2025-12-26 15:25:54 +11:00
b4653ca37b
feat(tests): add test fixtures directory with mock data - Fixes #51
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- 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
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 11:23:29 +11:00
5ea9e905c5
feat(tests): restructure tests into unit/integration/e2e directories - Fixes #50
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- 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
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 11:04:20 +11:00
36de8f0470
feat(tests): add pytest conftest.py hierarchy with shared fixtures - Fixes #49
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- 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
🤖 Generated with [Claude Code](https://claude.com/claude-code )
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 10:40:30 +11:00
c0dfb21c00
feat(docs): add comprehensive documentation structure - Fixes #52
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- 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
🤖 Generated with Claude Code
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-26 10:18:50 +11:00
Andrew Kaszubski