Progress Report - November 23, 2025

Project: Trader-7

✅ Completed

• Sprint 5: Reporting Panel shipped - Full reporting dashboard with 8 KPIs, equity curve, drawdown charts, trade statistics, and symbol breakdown
• Public Report Generator - Twitter-optimized 1200x630 PNG image generator for social sharing (no dollar amounts for privacy)
• 41 unit tests for reporting utilities - Comprehensive coverage of all metric calculations with edge case testing
• Paper trading pipeline fully operational - 3 positions persisting across Railway container restarts
• 5 critical bug fixes deployed - WAL sync, symbol normalization, health check accessor, position tracker column, live trading compatibility
• Dashboard deprecation warnings resolved - Migrated 19 occurrences of use_container_width=True to width='stretch'
• Analytics SQL error fixed - Corrected column name from direction to side in invalidation query

🐛 Issues & Learnings

Issue: Trades Page TypeError on None Values

• Root Cause: P&L and price columns could be None for unclosed trades, causing NoneType.__format__ error
• Fix: Added None checks with fallback values ('-' for prices, '$0.00' for P&L)
• Prevention: Always handle None in display formatters, especially for optional database columns
• Time Impact: ~15 minutes

Issue: Streamlit Deprecation Warnings (19 occurrences)

• Root Cause: Streamlit deprecated use_container_width=True parameter
• Fix: Replaced with width='stretch' across analytics.py, overview.py, reporting.py
• Prevention: Monitor Streamlit changelog during upgrades
• Time Impact: ~10 minutes

Issue: SQL "no such column: direction" Error

• Root Cause: Invalidation query used direction but trades table uses side column
• Fix: Changed column name in query and DataFrame
• Prevention: Verify column names against actual schema before deploying
• Time Impact: ~5 minutes

Issue: Pandas FutureWarning for Frequency Alias

• Root Cause: freq='1H' is deprecated, pandas now requires lowercase '1h'
• Fix: Updated date_range frequency parameter
• Prevention: Use lowercase frequency aliases in pandas
• Time Impact: ~2 minutes

Issue: Gitignore Blocking Test Files (Discovered)

• Root Cause: Pattern test_*.py was ignoring ALL test files in repo, not just root-level scratch files
• Fix: Changed to /test_*.py to only match root directory
• Impact: 50+ previously-ignored test files now tracked in git
• Time Impact: ~10 minutes

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Impact Summary

Sprint 5 Reporting Panel is fully shipped and deployed, giving Trader-7 a complete performance analytics dashboard with professional public report generation for social sharing. Paper trading is now stable with 3 positions actively monitored. Multiple production bugs were identified and fixed within hours of discovery, demonstrating rapid iteration capability.

Next Steps

• Monitor open positions for TP/SL triggers
• Begin Sprint 6 planning (potential: live trading preparation, backtesting framework)
• Validate reporting calculations against actual trade outcomes

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Generated from progress.md on 2025-11-23 at 22:30