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- Add --collection parameter examples to README.md - Update docs/features.md with collection filtering capability - Show usage examples for both bonds and commodities collections
…pgAdmin/performance doc; modernize features examples; link docs and add troubleshooting + disclaimer
- Removed `simple_csv_exporter.py` and replaced it with `trades_parser.py` for improved trade data parsing capabilities. - Introduced `tv_alert_exporter.py` to replace the deprecated `tradingview_alert_exporter.py`, maintaining backward compatibility with a shim. - Added a new Tailwind CSS configuration file for styling reports. - Updated tests to reflect changes in module imports and ensure compatibility with the new structure. - Created a diagnostic tool `diagnose_cache.py` to inspect cache manager statistics and recent entries. - Implemented a new test suite for best strategy upsert functionality in the database.
…hness warning for daily data; add --no-cache/--fresh flags; source coverage probe and dynamic ordering; pass use_cache through direct backtests; update data manager and CLI accordingly
… TV alerts, --exports ai, AI reco HTML (dark Tailwind) + CSV; update README/cli-guide/docker/features; prefer 1d for filenames; fix CLI try/except blocks; tweak tv_alert_exporter typing ignores
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…tents fix: update PortfolioManager import path to maintain public API stability feat: add test-mode override for lightweight SQLite in unified_models
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# Pull Request
## Description
Unify export naming/paths across CSV, HTML, TV alerts, and AI recos;
make TV alerts DB-backed; add an AI export mode; and upgrade AI reco
HTML for analyst workflows. Update docs to reflect current behavior and
add a forward-looking roadmap.
## Type of Change
- [ ] Bug fix
- [ X] New feature
- [ ] Breaking change
- [ X] Documentation update
- [ ] Performance improvement
- [ X] Code refactoring
## Changes Made
- Unified filenames: {Collection}_Collection_{Year}_{Quarter}_{Interval}
across CSV, HTML, TV, AI.
- CSV: default path exports/csv, interval-aware filtering (matches
filename), sanitize collection names.
- HTML reports: organizer and reporter now save to unified naming under
exports/reports/<Year>/<Quarter>/.
- TV alerts: switched to DB-backed export (no HTML parsing), unified
naming, path exports/tv_alerts/<Year>/<Quarter>/; CLI passes symbols +
interval.
- AI recos: unified naming to exports/ai_reco/<Year>/<Quarter>/
(Markdown + HTML dark Tailwind + CSV for analysts, with CSV download
link in HTML).
- CLI: added --exports ai; selective exporters for csv, report,
tradingview, ai, or all; filenames prefer 1d interval when multiple
intervals are present.
- Docs: updated README, CLI guide, Docker guide, and Features doc;
documented locations/naming and added a roadmap (walk-forward
validation, portfolio construction, execution modeling, monitoring,
advanced risk, GPU).
Minor refactors: improved try/except structure in CLI; ReportOrganizer
fallback for legacy HTML names; typing ignore codes for TV exporter.
## Testing
- [X ] Tests pass locally
- [ X] New tests added (if applicable)
- [ X] Manual testing completed
## Checklist
- [ X] Code follows project style guidelines
- [ X] Self-review completed
- [ X] Documentation updated (if needed)
- [ X] No breaking changes (or documented)
## Related Issues
Fixes #(issue number)
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Pull Request
Description
Unify export naming/paths across CSV, HTML, TV alerts, and AI recos; make TV alerts DB-backed; add an AI export mode; and upgrade AI reco HTML for analyst workflows. Update docs to reflect current behavior and add a forward-looking roadmap.
Type of Change
Changes Made
Minor refactors: improved try/except structure in CLI; ReportOrganizer fallback for legacy HTML names; typing ignore codes for TV exporter.
Testing
Checklist
Related Issues
Fixes #(issue number)