Skip to content

feat: ship phase 1 step 1 foundation - #1

Merged
tradersurfer merged 1 commit into
mainfrom
phase-1-step-1-foundation
Jul 21, 2026
Merged

feat: ship phase 1 step 1 foundation#1
tradersurfer merged 1 commit into
mainfrom
phase-1-step-1-foundation

Conversation

@tradersurfer

Copy link
Copy Markdown
Owner

Phase 1, Step 1 Implementation

Implements the five approved foundations for LEVI public alpha:

What's Included

  • User Trading Profiles — Validated profiles with safe paper-trading defaults (1% per trade, 3% daily loss limit)
  • Mode Router — Deterministic policies for day trading, swing trading, and investing/holding
  • User Workspaces — Isolated, configurable per-user workspace with MEMORY.md, MOOD.md, BEHAVIOR.md
  • Evidence Contract — Vendor-neutral evidence model supporting screenshots, CSV, Excel, PDF, charts, broker statements, options chains, and more
  • What You Need Gate — Pre-analysis evidence validation that blocks only on missing required inputs
  • FastAPI Integration/api/what-you-need endpoint on existing application

Scope Integrity

✅ Zero scope drift
✅ No authentication
✅ No broker connections
✅ No market-data integrations
✅ No file parsers (protocol only)
✅ Existing paper-trading and alert modes unchanged

Testing

✅ 31 total tests passing (11 new focused tests)
✅ All security isolation tests pass (user/evidence boundaries enforced)
✅ Path traversal prevention verified
✅ Cross-user access prevention verified

Changes

  • 21 files changed
  • 791 insertions
  • 4 deletions
  • 1 commit: 165b0cb

Next Steps

After merge to main: Begin Phase 2 parallel workstreams

  • Phase 2A: Evidence ingestion (parsers, storage)
  • Phase 2B: Broker paper adapter
  • Phase 3: Market data feeds

Ready for public v0.1.0 alpha (paper trading only).

@tradersurfer
tradersurfer merged commit 90408d4 into main Jul 21, 2026
2 checks passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant