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Phase 3 Progress Tracker

Last Updated: 2026-01-11
Status: 2/10 Complete

Quick Status

Priority PR # Title Status Owner Completion Date
P0 🔴 #1 Fix Plotting Crash ✅ DONE AI Agent 2026-01-11
P0 🔴 #2 Add Yahoo Integration Test ✅ DONE AI Agent 2026-01-11
P1 🟠 #3 Remove Dead Cache Code ⏳ TODO - -
P1 🟠 #4 Add Cache Corruption Handling ⏳ TODO - -
P1 🟠 #5 Improve Crumb Mechanism ⏳ TODO - -
P2 🟡 #6 Add Session Reuse ⏳ TODO - -
P2 🟡 #7 Vectorize V2 Signal ⏳ TODO - -
P2 🟡 #8 Add Smoke Test ⏳ TODO - -
P3 🟢 #9 Unify Plotting API ⏳ TODO - -
P3 🟢 #10 Add Edge Case Tests ⏳ TODO - -

Legend:
⏳ TODO | 🚧 IN PROGRESS | ✅ DONE | ❌ BLOCKED

Detailed Progress

PR #1: Fix Plotting Crash 🔴 P0

  • Status: ✅ DONE

  • Actual Time: 1 hour

  • Completed: 2026-01-11

  • Dependencies: None

  • Risk: LOW

  • Files Modified:

    • src/plotting.py - Added Series/str dual input support
    • tests/test_plotting.py - Created 7 comprehensive tests
    • scripts/test_plotting.py - Enhanced to test both modes
    • scripts/pr1_synthetic_demo.py - New end-to-end verification

  • Acceptance: ✅ All 46 tests pass (pytest tests/ -v)

  • Notes:

    Implemented Option A from PHASE3_PLAN.md:
- Updated plot_equity_curve() to accept pd.Series | str
- Renamed parameters to match calling code (output_file vs out_path)
- Added isinstance() type checking
- Created comprehensive test suite (7 tests)
- Verified backward compatibility (CSV path still works)
- Created synthetic demo for network-independent testing

Commit: de00c91 "fix: accept Series or str in plot_equity_curve()"
Test Guide: TESTING_PR1.md

PR #2: Add Yahoo Integration Test 🔴 P0

  • Status: ✅ DONE

  • Actual Time: 1 hour

  • Completed: 2026-01-11

  • Dependencies: None

  • Risk: LOW

  • Files Modified:

    • tests/test_yahoo.py - Added TestYahooIntegration class with 3 tests

  • Tests Added: 3 new integration tests (49 total now)

  • Acceptance: ✅ All tests pass, 100% offline

  • Notes:

    Added 3 comprehensive integration tests:
1. test_fetch_yahoo_data_full_flow - Full flow with mocked network
2. test_fetch_yahoo_data_incremental_update - Cache merge testing
3. test_fetch_yahoo_data_with_cache_disabled - Cache bypass testing

All tests use mocked urlopen calls - no real network requests.
Validates cache strategy works correctly to minimize 429 errors.

Test Guide: TESTING_PR2.md

  • Files: tests/test_yahoo.py

  • Acceptance: pytest tests/test_yahoo.py::TestYahooIntegration -v passes offline

  • Notes:

    [Agent work notes here]

PR #3: Remove Dead Cache Code 🟠 P1

  • Status: ⏳ TODO
  • Estimated Time: 1 hour
  • Dependencies: PR #2 (to ensure coverage)
  • Risk: LOW
  • Files: src/yahoo.py, tests/test_yahoo.py
  • Acceptance: grep -r "_load_from_cache" src/ tests/ returns empty
  • Notes: 
    [Agent work notes here]

PR #4: Add Cache Corruption Handling 🟠 P1

  • Status: ⏳ TODO
  • Estimated Time: 1 hour
  • Dependencies: PR #3 (clean code first)
  • Risk: LOW
  • Files: src/yahoo.py
  • Acceptance: Corrupt cache triggers warning and recovery
  • Notes: 
    [Agent work notes here]

PR #5: Improve Crumb Mechanism 🟠 P1

  • Status: ⏳ TODO
  • Estimated Time: 2 hours
  • Dependencies: PR #2 (need integration tests)
  • Risk: MEDIUM
  • Files: src/yahoo.py
  • Acceptance: 10/10 successful fetches in loop
  • Notes: 
    [Agent work notes here]

PR #6: Add Session Reuse 🟡 P2

  • Status: ⏳ TODO
  • Estimated Time: 2 hours
  • Dependencies: PR #5 (need stable fetch first)
  • Risk: MEDIUM
  • Files: src/yahoo.py, scripts/demo_latest.py
  • Acceptance: Single TCP connection for ES+SPY fetch
  • Notes: 
    [Agent work notes here]

PR #7: Vectorize V2 Signal 🟡 P2

  • Status: ⏳ TODO
  • Estimated Time: 2 hours
  • Dependencies: None (independent)
  • Risk: LOW
  • Files: src/signal.py, tests/test_signal.py
  • Acceptance: 10k bars complete <1 sec, matches old implementation
  • Notes: 
    [Agent work notes here]

PR #8: Add Smoke Test 🟡 P2

  • Status: ⏳ TODO
  • Estimated Time: 1 hour
  • Dependencies: PR #1 (need working demo)
  • Risk: LOW
  • Files: tests/test_integration.py (new)
  • Acceptance: Mocked demo runs <5 sec offline
  • Notes: 
    [Agent work notes here]

PR #9: Unify Plotting API 🟢 P3

  • Status: ⏳ TODO
  • Estimated Time: 1 hour
  • Dependencies: PR #1 (builds on fix)
  • Risk: LOW
  • Files: src/plotting.py
  • Acceptance: Both plot_equity_curve(Series) and plot_equity_curve(csv_path) work
  • Notes: 
    [Agent work notes here]

PR #10: Add Edge Case Tests 🟢 P3

  • Status: ⏳ TODO
  • Estimated Time: 2 hours
  • Dependencies: None (independent)
  • Risk: LOW
  • Files: tests/test_signal.py
  • Acceptance: 8 edge case tests pass
  • Notes: 
    [Agent work notes here]

Completion Checklist

Before marking Phase 3 as COMPLETE:

  • All 10 PRs have status ✅ DONE
  • Full test suite passes: pytest tests/ -v
  • Demo runs successfully: python scripts/demo_latest.py --lookback 365
  • No dead code remains: grep -r "TODO\|FIXME\|XXX" src/
  • All plots generate: ls results/*.png
  • Cache system works: ls data/*_persistent.csv
  • Documentation updated: AI_CONTEXT.md reflects current state
  • No flaky tests: Run test suite 5x, all pass
  • Code review complete: No AI slop, clean, professional

Agent Session Log

Session 1: Audit & Planning (2026-01-10)

Agent: Initial
Tasks:

  • ✅ Audited entire codebase vs documentation
  • ✅ Identified 10 critical issues
  • ✅ Created Phase 3 execution plan
  • ✅ Prepared agent task templates
  • ✅ Updated AI_CONTEXT.md with accurate info

Findings:

  • Plotting completely broken (signature mismatch)
  • No end-to-end integration tests
  • ~60 lines of dead cache code
  • V2 signal 10-100x slower than necessary
  • No error handling for corrupt caches

Next Steps:

  • Execute PR #1 (Fix Plotting) - CRITICAL for demo
  • Execute PR #2 (Integration Tests) - Foundation for testing

Session 2: [PR Number] - [Title]

Agent: [Name/ID]
Date: [YYYY-MM-DD]
Tasks:

  • Task 1
  • Task 2

Issues Encountered:

[Details]

Resolution:

[How resolved]

Metrics

Before Phase 3

  • ❌ Demo crashes at plotting step
  • ⚠️ 0 integration tests with mocked network
  • ⚠️ ~60 lines of dead code (25% of yahoo.py)
  • ⚠️ V2 signal: 2.5 seconds for 1000 bars
  • ⚠️ No cache corruption handling
  • ⚠️ 2 HTTP connections per ticker fetch

After Phase 3 (Target)

  • ✅ Demo runs end-to-end without errors
  • ✅ 100% offline testability
  • ✅ 0 lines of dead code
  • ✅ V2 signal: <0.1 seconds for 1000 bars
  • ✅ Robust cache error handling with logging
  • ✅ 1 HTTP connection per demo run (session reuse)

Notes & Lessons Learned

[Add notes here as work progresses]

Example:
- PR #1: Chose Option A (update plotting.py) because it's more flexible
- PR #3: Found additional dead code in _get_cache_dir(), removed it too
- PR #7: Vectorized version 50x faster, not just 10x as estimated