Yijia-Xiao a9cc3be731 fix(sec_edgar): list only fiscal years in annual statements ...

- annual columns are the periods an annual report covers, so 10-Q balances and twelve-month totals no longer read as fiscal years
- a value is still the latest filing of any form, so a later recast counts from its filing date

2026-09-23 19:28:56 +00:00

..

__init__.py

feat: add analysis-only crypto asset mode

2026-04-18 20:42:11 +08:00

conftest.py

test: make the API-key fixture robust to empty-string env vars

2026-06-21 23:50:33 +00:00

test_alpha_vantage_hardening.py

fix(dataflows): let the next vendor serve what Alpha Vantage cannot

2026-09-18 00:04:53 +00:00

test_analyst_execution.py

chore(config): remove the no-op analyst_concurrency_limit knob

2026-06-21 22:31:35 +00:00

test_anthropic_effort.py

feat(llm): add GPT-6 Astra, Gemini 3.8 Flash and the current Claude models

2026-09-14 18:09:33 +00:00

test_api_key_env.py

fix(cli): save prompted API keys to an owner-only .env

2026-09-14 22:38:19 +00:00

test_backtest.py

fix(backtest): score a decision against the direction it claimed

2026-09-17 07:31:44 +00:00

test_bedrock_provider.py

feat(llm): support Bedrock API-key auth via AWS_BEARER_TOKEN_BEDROCK

2026-07-05 14:29:07 +00:00

test_capabilities.py

fix(llm): apply DeepSeek capabilities to OpenRouter-namespaced models

2026-08-31 02:15:32 +00:00

test_checkpoint_lifecycle.py

fix(graph): remove the database sidecars when clearing checkpoints

2026-09-18 00:04:53 +00:00

test_checkpoint_resume.py

fix(graph): key checkpoints on graph shape and expose the LLM retry budget

2026-07-05 14:29:07 +00:00

test_cli_commands.py

test(cli): read the backtest help without terminal styling

2026-09-18 05:42:23 +00:00

test_cli_config_precedence.py

fix(cli): finish the run surface

2026-09-17 23:44:14 +00:00

test_cli_decision_log.py

fix(agents): say when the resolved identity is today's, not the run date's

2026-09-17 23:37:43 +00:00

test_cli_display.py

fix(cli): show what the run actually produced (#649, #784)

2026-09-17 05:00:08 +00:00

test_cli_env_skip.py

feat(cli): add a backtest command (#1234)

2026-09-16 21:45:08 +00:00

test_cli_no_console.py

fix(cli): report an unusable terminal instead of a prompt_toolkit traceback

2026-07-18 06:28:38 +00:00

test_cli_prefs.py

fix(cli): finish the run surface

2026-09-17 23:44:14 +00:00

test_cli_symbol_handling.py

fix(cli): finish the run surface

2026-09-17 23:44:14 +00:00

test_crypto_asset_mode.py

feat: add analysis-only crypto asset mode

2026-04-18 20:42:11 +08:00

test_dataflows_config.py

fix: bundle config/recursion/missing-key fixes

2026-05-11 02:30:24 +00:00

test_date_boundaries.py

fix(data): include the requested end date in yfinance fetches

2026-06-13 21:30:11 +00:00

test_debate_opening.py

fix(agents): stop debate openers from rebutting a nonexistent argument

2026-08-30 06:18:59 +00:00

test_deepseek_reasoning.py

chore(lint): make the repository ruff-clean under the strict select

2026-06-14 16:38:36 +00:00

test_env_overrides.py

feat(llm): add the GPT-5.6 family and GLM-5.3

2026-08-31 02:55:21 +00:00

test_fred.py

fix(dataflows): keep vendor API keys out of request errors

2026-09-14 22:38:19 +00:00

test_fundamentals_lookahead.py

fix(dataflows): withhold the live profile from historical fundamentals

2026-09-07 20:54:19 +00:00

test_google_api_key.py

chore(models): retire deprecated models, simplify thinking config

2026-06-21 21:03:05 +00:00

test_google_thinking_level.py

fix(llm): forward reasoning effort to GPT-6 and gate minimal thinking

2026-09-14 18:09:33 +00:00

test_i18n_coverage.py

test(i18n): guard that every report agent applies the output language

2026-06-14 15:56:59 +00:00

test_instrument_identity.py

fix(graph): resolve instrument identity to stop wrong-company hallucination

2026-05-30 23:56:32 +00:00

test_llm_max_retries.py

fix(graph): key checkpoints on graph shape and expose the LLM retry budget

2026-07-05 14:29:07 +00:00

test_llm_max_tokens.py

feat(llm): add a configurable output-token cap

2026-08-30 06:26:57 +00:00

test_market_data_validator.py

fix(dataflows): quote the prices the vendor reported in the verification snapshot

2026-09-17 23:37:43 +00:00

test_market_toolnode.py

fix(graph): register get_verified_market_snapshot in the market ToolNode

2026-06-14 02:46:29 +00:00

test_memory_log.py

feat(graph): measure an outcome over a configurable window

2026-09-17 07:31:44 +00:00

test_memory_pointintime.py

fix(memory): gate past-context lessons to point-in-time in backtests

2026-08-30 07:03:06 +00:00

test_minimax.py

fix(llm): send MiniMax reasoning_split via extra_body so the openai SDK accepts it (#826)

2026-05-31 06:20:55 +00:00

test_model_validation.py

feat(llm): refresh the model lists to each provider's current lineup

2026-09-18 01:14:05 +00:00

test_news_analyst_prompt.py

fix(analysts): align the news prompt with the get_news tool signature

2026-07-05 14:29:07 +00:00

test_news_lookahead.py

fix(dataflows): trim global news to the window before the limit (#1356)

2026-09-17 01:10:48 +00:00

test_no_data_handling.py

chore(lint): make the repository ruff-clean under the strict select

2026-06-14 16:38:36 +00:00

test_ohlcv_cache_freshness.py

fix(dataflows): keep one OHLCV cache file per symbol (#1330)

2026-09-14 23:51:48 +00:00

test_ohlcv_latest_bar.py

fix(dataflows): quote the prices the vendor reported in the verification snapshot

2026-09-17 23:37:43 +00:00

test_ollama_base_url.py

fix(llm): suppress object-form tool_choice for Ollama (#1062)

2026-09-17 01:10:48 +00:00

test_openai_compatible_provider.py

fix(structured): harden structured output for local servers and thinking models

2026-06-21 22:09:43 +00:00

test_openai_reasoning_effort.py

fix(llm): forward reasoning effort to GPT-6 and gate minimal thinking

2026-09-14 18:09:33 +00:00

test_openai_responses_base_url.py

fix(llm): use the OpenAI Responses API only for native endpoints

2026-06-14 07:23:19 +00:00

test_openrouter_model_select.py

fix(cli): label OpenRouter prompts and shortlist mainstream models

2026-06-14 18:49:02 +00:00

test_polymarket.py

feat(data): add Polymarket prediction markets as a keyless vendor

2026-06-14 06:30:43 +00:00

test_portfolio_context.py

fix(agents): say when the resolved identity is today's, not the run date's

2026-09-17 23:37:43 +00:00

test_prompt_integrity.py

fix(agents): give every prompt honest inputs

2026-09-17 07:31:44 +00:00

test_provider_registry.py

fix(llm): suppress object-form tool_choice for Ollama (#1062)

2026-09-17 01:10:48 +00:00

test_rating_integrity.py

fix(agents): record the decision that was made, or flag it for review

2026-09-17 05:00:08 +00:00

test_reddit_fallback.py

fix(dataflows): search all subreddits in one Reddit request

2026-09-14 22:07:42 +00:00

test_reporting.py

feat(reporting): share the report-tree writer between the CLI and the API

2026-06-21 23:22:30 +00:00

test_risk_router_path_map.py

fix(graph): give the shared debate/risk routers a complete path_map

2026-07-05 14:29:07 +00:00

test_safe_ticker_component.py

fix: support commodity/forex/crypto tickers and never invent prices (#781)

2026-05-31 22:38:47 +00:00

test_sec_edgar.py

fix(sec_edgar): list only fiscal years in annual statements

2026-09-23 19:28:56 +00:00

test_signal_processing.py

fix(agents): record the decision that was made, or flag it for review

2026-09-17 05:00:08 +00:00

test_social_lookahead.py

fix(dataflows): search all subreddits in one Reddit request

2026-09-14 22:07:42 +00:00

test_stockstats_date_column.py

fix(deps): require yfinance >=1.4.1 and tolerate non-Date index column

2026-05-31 00:51:30 +00:00

test_stocktwits_resilience.py

fix(dataflows): map crypto to StockTwits/Reddit sentiment symbols

2026-07-05 14:29:07 +00:00

test_structured_agent_prompts.py

fix(agents): ground the Trader in the technical market report

2026-08-31 02:35:50 +00:00

test_structured_agents.py

fix(agents): keep one unreadable price from discarding the decision

2026-09-18 00:04:53 +00:00

test_symbol_normalization_paths.py

fix(memory): gate past-context lessons to point-in-time in backtests

2026-08-30 07:03:06 +00:00

test_symbol_utils.py

fix(dataflows): map Shanghai .SH tickers to Yahoo's .SS (#1260)

2026-09-15 00:04:25 +00:00

test_temperature_config.py

feat(llm): add Claude Sonnet 5 and Fable 5 to the catalog

2026-07-05 14:29:07 +00:00

test_ticker_symbol_handling.py

fix(cli): consolidate duplicate get_ticker and only announce non-stock asset type

2026-05-31 06:13:35 +00:00

test_tool_date_enforcement.py

fix(agents): bound tool dates by the run's trade date

2026-09-14 23:24:31 +00:00

test_undated_tools_as_of.py

fix(dataflows): tell an outage from an unknown symbol on every Yahoo path

2026-09-18 04:02:57 +00:00

test_vendor_errors.py

refactor(data): unify vendor errors under a VendorError hierarchy

2026-06-14 07:10:15 +00:00

test_vendor_routing.py

fix(dataflows): degrade gracefully when an optional vendor fails

2026-06-21 21:28:59 +00:00

test_yfinance_stale_ohlcv_guard.py

fix(data): reject stale yfinance OHLCV instead of reporting wrong prices

2026-06-14 07:10:15 +00:00