43067bb275
- BacktestSettings dataclass with all configuration fields - BacktestSettingsRepository for persistence per workspace - Settings independent of portfolio configuration - Full validation for dates, symbols, LTV, etc. - 16 comprehensive tests Fields: - settings_id, name: identification - data_source: databento|yfinance|synthetic - dataset, schema: Databento configuration - start_date, end_date: date range - underlying_symbol, start_price, underlying_units: position config - loan_amount, margin_call_ltv: LTV analysis - template_slugs: strategies to test - cache_key, data_cost_usd: caching metadata - provider_ref: provider configuration
91 lines
3.2 KiB
Markdown
91 lines
3.2 KiB
Markdown
policy:
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subagent_usage:
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required: true
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rules:
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- prefer sub-agents for parallelizable implementation work
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- use sub-agents when implementing independent roadmap items
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- create worktrees for sub-agents working on the same codebase
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- review sub-agent output before merging to main
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- use `agent: implementation-reviewer` for code quality checks
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- use `agent: qa-validator` for end-to-end validation
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- chain sub-agents for multi-step workflows (plan → implement → review)
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- always use sub-agents unless the task is trivial or requires direct interaction
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test_loop:
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required: true
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rules:
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- run the app locally after changes
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- run real tests against the running app
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- for UI work, prefer Playwright/browser-visible checks
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- verify the exact changed route/page
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local_first:
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required: true
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rules:
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- use local Docker/OrbStack before deploy
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- deploy only after local behavior is verified
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confidence:
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rules:
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- browser-visible behavior beats log-only confidence
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- do not treat returned HTML as success if the page still has runtime/UI errors
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- do not claim a feature is live unless the rendered UI consumes it
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development_flow:
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tdd: [red, orange, green]
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build_rule:
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- make build must enforce lint first
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- if build is green, lint is already green
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review:
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required_before_merge: true
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install_tool: review_install_agents
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rules:
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- install review agents with the review_install_agents tool before running the review workflow if needed
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- use the full parallel review flow before merging worktree or sub-agent changes to main
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- do not merge based only on compile/test results
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backlog:
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review_after_each_sprint: true
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source_of_truth:
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- docs/roadmap/ROADMAP.yaml
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- docs/roadmap/backlog
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- docs/roadmap/in-progress
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- docs/roadmap/done
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- docs/roadmap/blocked
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- docs/roadmap/cancelled
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rules:
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- add newly discovered backlog items
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- reorder priorities and dependencies based on new knowledge
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- capture follow-up work explicitly
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compatibility:
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rules:
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- preserve shared domain compatibility across parallel worktrees
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- LombardPortfolio must remain available for strategy/core compatibility until intentionally removed everywhere
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learnings:
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nicegui:
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- ui.header must be a top-level page layout element
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- do not nest ui.header inside ui.column or similar containers
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options_page:
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- loading all expiries/chains before first paint can make the page appear broken
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- render fast first, then load incrementally
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nicegui_fastapi:
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- pages should not assume request.app.state is the right access path for shared services
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- prefer an explicit runtime/service registry
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docker_dev:
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- do not mount the whole repo over /app when the image contains required runtime scripts
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- prefer narrower mounts like ./app and ./config
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validation_checklist:
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- local Docker stack starts cleanly
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- /health returns OK
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- changed page opens in browser automation
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- no visible 500/runtime error
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- screenshot artifact captured when useful
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- relevant logs checked
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