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