- Add DATABENTO_DATASET_MIN_DATES for XNAS.BASIC (2024-07-01) and GLBX.MDP3 (2010-01-01)
- Validate start date against dataset minimum before running backtest
- Parse Databento API errors and show user-friendly messages
- Update date range hint to show dataset-specific availability
- Catch BentoClientError and show appropriate warning tone
- Pass data_source to derive_entry_spot in backtests.py
- Remove default 'synthetic' value for data_source in derive_entry_spot and validate_preview_inputs
- Update all tests to explicitly pass data_source parameter
- Improve error message with helpful suggestion for Databento/Yahoo Finance
- Change WindowPolicy from EXACT to BOUNDED for backtest fixture
- Pass data_source to run_read_only_scenario so real data can be used
- Fix injected provider identity preservation in BacktestPageService
- Add type: ignore for BacktestHistoricalProvider protocol assignment
- Revert TypedDict change to avoid cascading type issues in pages/
- Update tests to reflect new BOUNDED policy behavior
1. Fix Friday logic edge case comment
- Clarified get_default_backtest_dates() docstring
- Removed confusing 'at least a week old' comment
- Explicitly documented Friday behavior
2. Reorder validation checks in validate_date_range_for_symbol()
- Now checks start > end first (most fundamental)
- Then checks end > today (future dates)
- Finally checks symbol-specific bounds
- Users get most actionable error first
3. Add server-side numeric bounds validation
- New validate_numeric_inputs() function
- Validates units > 0, loan >= 0, 0 < LTV < 1
- Called in run_backtest() before service call
4. Add boundary tests
- Test start_date exactly at SYMBOL_MIN_DATES boundary
- Test same-day date range (start == end)
- Test end_date exactly today
- Test end_date tomorrow (future)
- Test validation order returns most actionable error
- Test near-zero and large values for units calculation
- Test LTV at boundaries (0, 1, 0.01, 0.99)
5. Add tests for validate_numeric_inputs
- Valid inputs, zero/negative values
- LTV boundary conditions
- Changed default date range from 5 days (Jan 2024) to 2 years (2022-2023)
- Added SYMBOL_MIN_DATES constant documenting data availability per symbol
- GLD minimum date: 2004-11-18 (ETF launch)
- GC futures minimum date: 1974-01-01
- XAU index minimum date: 1970-01-01
- Added UI hint showing GLD data availability from ETF launch
- Users can now run backtests across the full historical range
- Changed UI input from 'Underlying units' to 'Initial portfolio value ($)'
- Underlying units are now calculated as initial_value / entry_spot
- Updated default value to workspace gold_value instead of gold_ounces * entry_spot
- Result summary now shows both 'Initial value' and 'Underlying units'
- This allows users to specify how much they invest on day 1, and the system
automatically calculates the maximum purchasable shares/contracts
