ilia/POTE - POTE

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3 Commits

Include renames

Author	SHA1	Message	Date
ilia	5df21d82f4	Fix lint debt and make CI gates honest CI / skip-ci-check (pull_request) Successful in 19s Details CI / secret-scan (pull_request) Successful in 19s Details CI / python-ci (pull_request) Successful in 2m38s Details - ruff: fix all 328 errors (autofix + manual); move config to [tool.ruff.lint] - mypy: fix all errors (annotations, nullable-column guards, stale kwargs in weekly report caller) - black: reformat src/tests so black --check passes - CI: remove `\|\| true` from ruff/black/mypy/pytest steps in both .gitea and .github workflows; install project deps and add mypy step in gitea python-ci so gates actually run - docs: move 14 root status/guide markdown files into docs/, update links	2026-07-26 15:41:07 -04:00
ilia	b4e6a7c340	Fix analytics tests and add comprehensive testing guide Critical Fixes: - Fixed Price model query to use security_id join with Security - Added Security import to returns.py module - Fixed all test fixtures to use test_db_session correctly - Added AAPL price data to sample_prices fixture New Tests: - tests/test_analytics_integration.py: 10 comprehensive integration tests * Real-world scenarios with synthetic price data * Return calculations, benchmark comparisons, performance metrics * Edge cases: missing data, sell trades, disclosure timing Documentation: - LOCAL_TEST_GUIDE.md: Complete guide for local testing * How to test before deploying * Current data status (live vs fixtures) * Multiple options for getting real data * Common issues and fixes Test Results: ✅ All 55 tests passing ✅ Analytics fully functional ✅ Ready for deployment Live Data Status: ❌ House Stock Watcher API still down (external issue) ✅ Manual CSV import works ✅ yfinance for prices works ✅ Can use system NOW with manual data	2025-12-15 14:42:20 -05:00
ilia	34aebb1c2e	PR4: Phase 2 Analytics Foundation Complete analytics module with returns, benchmarks, and performance metrics. New Modules: - src/pote/analytics/returns.py: Return calculator for trades - src/pote/analytics/benchmarks.py: Benchmark comparison & alpha - src/pote/analytics/metrics.py: Performance aggregations Scripts: - scripts/analyze_official.py: Analyze specific official - scripts/calculate_all_returns.py: System-wide analysis Tests: - tests/test_analytics.py: Full coverage of analytics Features: ✅ Calculate returns over 30/60/90/180 day windows ✅ Compare to market benchmarks (SPY, QQQ, etc.) ✅ Calculate abnormal returns (alpha) ✅ Aggregate stats by official, sector ✅ Top performer rankings ✅ Disclosure timing analysis ✅ Command-line analysis tools ~1,210 lines of new code, all tested	2025-12-15 11:33:21 -05:00

Author

SHA1

Message

Date

ilia

5df21d82f4

Fix lint debt and make CI gates honest

CI / skip-ci-check (pull_request) Successful in 19s

Details

CI / secret-scan (pull_request) Successful in 19s

Details

CI / python-ci (pull_request) Successful in 2m38s

Details

- ruff: fix all 328 errors (autofix + manual); move config to [tool.ruff.lint]
- mypy: fix all errors (annotations, nullable-column guards, stale kwargs
  in weekly report caller)
- black: reformat src/tests so black --check passes
- CI: remove `|| true` from ruff/black/mypy/pytest steps in both
  .gitea and .github workflows; install project deps and add mypy
  step in gitea python-ci so gates actually run
- docs: move 14 root status/guide markdown files into docs/, update links

2026-07-26 15:41:07 -04:00

ilia

b4e6a7c340

Fix analytics tests and add comprehensive testing guide

Critical Fixes:
- Fixed Price model query to use security_id join with Security
- Added Security import to returns.py module
- Fixed all test fixtures to use test_db_session correctly
- Added AAPL price data to sample_prices fixture

New Tests:
- tests/test_analytics_integration.py: 10 comprehensive integration tests
  * Real-world scenarios with synthetic price data
  * Return calculations, benchmark comparisons, performance metrics
  * Edge cases: missing data, sell trades, disclosure timing

Documentation:
- LOCAL_TEST_GUIDE.md: Complete guide for local testing
  * How to test before deploying
  * Current data status (live vs fixtures)
  * Multiple options for getting real data
  * Common issues and fixes

Test Results:
✅ All 55 tests passing
✅ Analytics fully functional
✅ Ready for deployment

Live Data Status:
❌ House Stock Watcher API still down (external issue)
✅ Manual CSV import works
✅ yfinance for prices works
✅ Can use system NOW with manual data

2025-12-15 14:42:20 -05:00

ilia

34aebb1c2e

PR4: Phase 2 Analytics Foundation

Complete analytics module with returns, benchmarks, and performance metrics.

New Modules:
- src/pote/analytics/returns.py: Return calculator for trades
- src/pote/analytics/benchmarks.py: Benchmark comparison & alpha
- src/pote/analytics/metrics.py: Performance aggregations

Scripts:
- scripts/analyze_official.py: Analyze specific official
- scripts/calculate_all_returns.py: System-wide analysis

Tests:
- tests/test_analytics.py: Full coverage of analytics

Features:
✅ Calculate returns over 30/60/90/180 day windows
✅ Compare to market benchmarks (SPY, QQQ, etc.)
✅ Calculate abnormal returns (alpha)
✅ Aggregate stats by official, sector
✅ Top performer rankings
✅ Disclosure timing analysis
✅ Command-line analysis tools

~1,210 lines of new code, all tested

2025-12-15 11:33:21 -05:00