Files
btc-trading/AGENTS.md
Gemini CLI f544b06753 feat: enhance trade tracking with fees, PnL, and refined logging (v1.7.3)
- Implement real-time fee and realized PnL tracking using get_executions.
- Rename 'side' column to 'trade' in CSV log and dashboard (Enter/Exit labels).
- Add automatic CSV header migration (side -> trade).
- Enhance dashboard with session PnL (USD/BTC), total fees, and used leverage.
- Improve signal detection with candle-internal crossover logic.
- Add robust retry mechanism with failure window tracking.
- Sync exchange leverage automatically based on direction.
- Update config with robustness and mode-specific leverage settings.
2026-03-07 22:57:51 +01:00

5.1 KiB

Agent Development Guidelines

Project Overview

This is a Bitcoin trading dashboard with FastAPI backend, PostgreSQL database, and technical analysis features. The system consists of:

  • Backend: FastAPI (Python 3.9+)
  • Frontend: HTML/JS dashboard with lightweight-charts
  • Database: PostgreSQL (TimescaleDB optimized)
  • Features: Real-time candle data, technical indicators (SMA, EMA, RSI, MACD, Bollinger Bands), trading strategy simulation, backtesting

Build/Lint/Test Commands

Setup

# Create and activate virtual environment
python -m venv venv
venv\Scripts\activate  # Windows
# or source venv/bin/activate  # Linux/Mac

# Install dependencies
pip install -r requirements.txt

Running Development Server

# Quick start (Windows)
start_dev.cmd

# Quick start (Linux/Mac)
chmod +x start_dev.sh
./start_dev.sh

# Manual start
uvicorn src.api.server:app --reload --host 0.0.0.0 --port 8000

Testing

# Test database connection
python -c "from src.data_collector.database import get_db; print('Database connection test successful')"

# Run single test (using pytest framework)
python -m pytest tests/ -v -k "test_function_name"

Environment Setup

Environment variables in .env file:

DB_HOST=20.20.20.20
DB_PORT=5433
DB_NAME=btc_data
DB_USER=btc_bot
DB_PASSWORD=your_password

Code Style Guidelines

Python Standards

  • Follow PEP 8 style guide
  • Use type hints consistently throughout
  • Module names should be lowercase with underscores
  • Class names should use PascalCase
  • Function and variable names should use snake_case
  • Constants should use UPPER_CASE
  • All functions should have docstrings
  • Use meaningful variable names (avoid single letter names except for loop counters)

Imports

  • Group imports in order: standard library, third-party, local
  • Use relative imports for internal modules
  • Sort imports alphabetically within each group

Error Handling

  • Use explicit exception handling with specific exceptions
  • Log errors with appropriate context
  • Don't suppress exceptions silently
  • Use try/except/finally blocks for resource management

Naming Conventions

  • Classes: PascalCase
  • Functions and variables: snake_case
  • Constants: UPPER_CASE
  • Private methods: _private_method
  • Protected attributes: _protected_attribute

Documentation

  • All public functions should have docstrings in Google style format
  • Class docstrings should explain the class purpose and usage
  • Complex logic should be commented appropriately
  • API endpoints should be documented in docstrings
  • Use inline comments for complex operations

Data Processing

  • Use async/await for database operations
  • Handle database connection pooling properly
  • Validate incoming data before processing
  • Use pydantic models for data validation
  • Ensure proper timezone handling for datetime operations

Security

  • Never log sensitive information (passwords, tokens)
  • Use environment variables for configuration
  • Validate all input data
  • Use prepared statements for database queries to prevent injection

Asynchronous Programming

  • Use asyncio for concurrent database operations
  • Use async context managers for resource management
  • Implement timeouts for database operations
  • Handle task cancellation appropriately

Configuration

  • Use pydantic-settings for configuration management
  • Load environment variables with python-dotenv
  • Provide default values for configuration settings

Logging

  • Use logging module with appropriate log levels (DEBUG, INFO, WARNING, ERROR)
  • Include contextual information in log messages
  • Use structured logging where appropriate
  • Log exceptions with traceback information

Testing

  • Write unit tests for core components
  • Test database operations asynchronously
  • Mock external services where appropriate
  • Test both success and failure cases
  • Ensure tests are isolated

AI Coding Agent Rules

File Structure and Organization

  • Organize code into logical modules: api, data_collector, strategies, etc.
  • Use consistent naming across the codebase
  • Follow existing project conventions when adding new features
  • Place new code in corresponding directories (src/strategies/ for strategies)

Code Quality

  • Maintain clean, readable code
  • Write efficient code with good performance characteristics
  • Follow existing code patterns for consistency
  • Ensure proper error handling in all code paths
  • Use type hints and validate with mypy when applicable

Documentation

  • Update docstrings when modifying functions or classes
  • Add usage comments for complex logic
  • Update README.md if adding major new features
  • Document any new environment variables or configuration options

Integration

  • Respect existing patterns for API endpoints and database access
  • Follow established data flow patterns
  • Ensure compatibility with existing code when making changes
  • Maintain backward compatibility for public APIs

Dependencies

  • Only add dependencies to requirements.txt when necessary
  • Check for conflicts with existing dependencies
  • Keep dependency versions pinned to avoid breaking changes
  • Avoid adding heavyweight dependencies unless truly required