Feature/clean collections

.dockerignore

@@ -69,6 +69,11 @@ coverage.xml
 .mypy_cache/
 .ruff_cache/
 
+# Build-context trimming (not needed inside the image)
+artifacts/
+quant-strategies/
+tests/
+
 # Temporary files
 *.tmp
 *.temp

.env.example

@@ -62,6 +62,11 @@ PGADMIN_DEFAULT_EMAIL=admin@quant.local
 PGADMIN_DEFAULT_PASSWORD=quantpass
 PGADMIN_CONFIG_SERVER_MODE=False
 
+# Optional Redis for recent overlay cache
+# To enable Redis service by default in Compose: export COMPOSE_PROFILES=redis
+USE_REDIS_RECENT=false
+REDIS_URL=redis://redis:6379/0
+
 # Cache directory (for temporary files)
 CACHE_DIR=./cache
 
@@ -79,15 +84,3 @@ OPENAI_MODEL=gpt-5-mini
 # Get API key at: https://console.anthropic.com/
 ANTHROPIC_API_KEY=your_anthropic_api_key_here
 ANTHROPIC_MODEL=claude-3-5-sonnet-20241022
-
-# ======================
-# CONFIGURATION PREFIX
-# ======================
-# All config environment variables use QUANTPY_ prefix
-# Example: QUANTPY_DATA_DEFAULT_INTERVAL=1h
-# Example: QUANTPY_BACKTEST_INITIAL_CAPITAL=100000
-
-# Common overrides:
-# QUANTPY_DATA_DEFAULT_INTERVAL=1h
-# QUANTPY_BACKTEST_INITIAL_CAPITAL=100000
-# QUANTPY_BACKTEST_DEFAULT_COMMISSION=0.001

.github/workflows/ci.yml

@@ -1,5 +1,8 @@
 name: CI
 
+permissions:
+  contents: read
+
 on:
   push:
     branches: [ main ]
@@ -10,6 +13,10 @@ jobs:
   ci:
     name: Code Quality & Tests
     runs-on: ubuntu-latest
+    env:
+      UNIFIED_MODELS_SQLITE: "1"   # Force SQLite for unified models during CI
+      TESTING: "true"               # Enable test-mode code paths
+      DATABASE_URL: "sqlite:///quant_unified_test.db"  # Safety: default DB points to SQLite
     steps:
       - name: Checkout
         uses: actions/checkout@v4

.github/workflows/release.yml

@@ -1,5 +1,8 @@
 name: Release
 
+permissions:
+  contents: read
+
 on:
   push:
     tags:

.gitignore

@@ -37,6 +37,7 @@ exports/*
 !exports/**/.gitkeep
 dist/
 build/
+artifacts/
 *.tar.gz
 *.whl
 
@@ -60,6 +61,11 @@ lean_config.json
 *.iml
 *.iws
 
+# pyenv / direnv
+.python-version
+.direnv/
+.envrc
+
 # Testing and Type Checking
 .coverage
 .coverage.*

CONTRIBUTING.md

@@ -0,0 +1,32 @@
+# Contributing
+
+Thanks for your interest in contributing to quant-system!
+
+## License and Use
+
+This repository is released under the Business Source License 1.1 (BUSL‑1.1).
+Commercial use is restricted until the Change Date listed in `LICENSE`. On that
+date, the project will convert to the MIT License.
+
+## Deprecations and Import Paths
+
+We recently renamed modules:
+
+- `src.core.portfolio_manager` → `src.core.collection_manager` (class: `PortfolioManager`)
+- `src.utils.tradingview_alert_exporter` → `src.utils.tv_alert_exporter`
+
+Compatibility shims exist for now and will emit `DeprecationWarning`. Please
+update imports to the new modules. The shims are scheduled for removal after
+the next minor release.
+
+## Development
+
+- Use `docker compose` and the unified CLI. See `README.md` and `docs/docker.md`.
+- Run `pre-commit` locally: `pre-commit install && pre-commit run -a`.
+- Tests run inside Docker via the pre-commit hook.
+
+## Pull Requests
+
+- Keep PRs focused and small.
+- Include tests for behavior changes.
+- Pass pre-commit hooks (format, lint, tests).

DOCKERFILE

@@ -1,5 +1,5 @@
 # Multi-stage build for optimized production image
-FROM python:3.12-slim as base
+FROM python:3.12-slim AS base
 
 # Set environment variables
 ENV PYTHONUNBUFFERED=1 \
@@ -35,7 +35,7 @@ RUN poetry config virtualenvs.create false \
     && rm -rf $POETRY_CACHE_DIR
 
 # Production stage
-FROM python:3.12-slim as production
+FROM python:3.12-slim AS production
 
 # Set environment variables
 ENV PYTHONUNBUFFERED=1 \
@@ -78,7 +78,7 @@ HEALTHCHECK --interval=30s --timeout=30s --start-period=5s --retries=3 \
 CMD ["python", "-m", "src.cli.unified_cli", "--help"]
 
 # Development stage
-FROM base as development
+FROM base AS development
 
 # Install development dependencies
 RUN poetry install --no-root
@@ -96,7 +96,7 @@ ENV ENVIRONMENT=development
 CMD ["bash"]
 
 # Testing stage
-FROM development as testing
+FROM development AS testing
 
 # Install test dependencies
 RUN poetry install
@@ -109,7 +109,7 @@ COPY pytest.ini ./
 CMD ["poetry", "run", "pytest", "tests/", "-v"]
 
 # Jupyter stage for data analysis
-FROM development as jupyter
+FROM development AS jupyter
 
 # Install Jupyter and additional analysis tools
 RUN poetry add jupyter jupyterlab plotly seaborn
@@ -128,7 +128,7 @@ RUN mkdir -p /app/.jupyter && \
 CMD ["jupyter", "lab", "--allow-root", "--config=/app/.jupyter/jupyter_notebook_config.py"]
 
 # API stage for web services
-FROM production as api
+FROM production AS api
 
 # Expose API port
 EXPOSE 8000

LICENSE

@@ -1,21 +1,34 @@
-MIT License
-
-Copyright (c) 2024 Louis Letcher
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.
+Business Source License 1.1
+
+Licensor: Louis Letcher
+
+Licensed Work: quant-system
+The Licensed Work is the repository at the following URL:
+https://github.com/LouisLetcher/quant-system (or its successors)
+
+Additional Use Grant: You may use, copy, modify, create derivative works, and
+redistribute the Licensed Work, for non-commercial purposes only.
+
+Change Date: 2028-01-01
+
+Change License: On the Change Date, the Licensor will make the Licensed Work
+available under the MIT License.
+
+Terms
+
+The Licensor permits you to use, copy, modify, create derivative works, and
+redistribute the Licensed Work; provided, however, that any use is for
+non-commercial purposes only. Any commercial use of the Licensed Work is
+prohibited, except with the Licensor's prior written approval.
+
+This License does not grant you any trademark rights for the Licensor’s marks.
+
+To the extent permitted by applicable law, the Licensed Work is provided "as is"
+and the Licensor disclaims all warranties and conditions, whether express or
+implied, including but not limited to implied warranties of merchantability,
+fitness for a particular purpose, title, and non-infringement.
+
+Any copy of the Licensed Work you make must include this License.
+
+For more information about the Business Source License, please see
+https://mariadb.com/bsl11/