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8 changes: 4 additions & 4 deletions .github/DEVELOPMENT_WORKFLOW.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,15 +4,15 @@ This document outlines the development workflow for transitioning PowerTrader AI

## 🎯 Overview

**Current State**: Advanced prototype (40-50% production ready)
**Current State**: Phase 1 (Security Foundations) substantially complete
**Target**: Production-grade enterprise trading platform
**Timeline**: 16 weeks organized in 4 phases
**Methodology**: Agile development with security-first approach

## 📋 Project Structure

### GitHub Project Organization
- **Repository**: PowerTrader_AI
- **Repository**: `sjackson0109/PowerTraderAI`
- **Main Branch**: `main` (production-ready code)
- **Development Branch**: `development-phase1` through `development-phase4`
- **Feature Branches**: `feature/task-description`
Expand Down Expand Up @@ -276,8 +276,8 @@ This document outlines the development workflow for transitioning PowerTrader AI

1. **Repository Setup**
```bash
git clone https://github.com/[username]/PowerTrader_AI.git
cd PowerTrader_AI
git clone https://github.com/sjackson0109/PowerTraderAI.git
cd PowerTraderAI
python -m venv .venv
source .venv/bin/activate # or .venv\Scripts\activate on Windows
pip install -r requirements.txt
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14 changes: 14 additions & 0 deletions .gitignore
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Expand Up @@ -200,6 +200,9 @@ futures_*_onoff.txt
*_dca_signal.txt
neural_*.txt
memory_*.txt
memories_*.txt
signals_dca_*.txt
trainer_last_training_time.txt
*.html
alerts_version.txt

Expand All @@ -226,3 +229,14 @@ app/AVAX/
.DS_Store
Thumbs.db
desktop.ini

# Local-only skills (not committed to repo)
.github/skills/

# Specific files to ignore
app/*.db-shm
app/*.db-wal
app/*.txt

# Temporary scratch directories
_brainstorming_tmp/
41 changes: 22 additions & 19 deletions QUICK_START.md
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Expand Up @@ -4,25 +4,30 @@

## 📍 Current Status Summary

- **Current State:** Advanced prototype (40-50% production ready)
- **Critical Issue:** System not safe for live trading due to security vulnerabilities
- **Current State:** Phase 1 (Security Foundations) substantially complete — see GitHub issues for active backlog
- **Active Backlog:** Feature issues #100–#106 raised (Personas, Multi-LLM, MCP, Macro Data, Sentiment, Risk Metrics, Docker)
- **Development Plan:** 4-phase approach over 16 weeks
- **Immediate Need:** Phase 1 security fixes before any live trading
- **Immediate Need:** Phase 2 functional completeness
Comment thread
sjackson0109 marked this conversation as resolved.

## 🚨 BEFORE YOU START - SAFETY FIRST

### ⚠️ Critical Actions Required
1. **DISABLE LIVE TRADING** until Phase 1 complete
1. **Verify paper trading mode** is active before making any code changes to trading logic
2. **Backup current system** completely
3. **Use paper trading mode only**
4. **Create development environment** separate from any live systems
3. **Create development environment** separate from any live systems

```bash
# 1. Backup current system
cp -r PowerTrader_AI PowerTrader_AI_BACKUP_$(date +%Y%m%d)
# Windows (PowerShell):
Copy-Item -Recurse PowerTraderAI "PowerTraderAI_BACKUP_$(Get-Date -Format yyyyMMdd)"
# Linux/Mac:
# cp -r PowerTraderAI PowerTraderAI_BACKUP_$(date +%Y%m%d)

# 2. Verify no live trading is occurring
grep -r "paper_trading.*False" app/ && echo "⚠️ LIVE TRADING ENABLED - DISABLE NOW"
# Windows (PowerShell):
Select-String -Path app\*.py -Pattern 'paper_trading.*False'
# Linux/Mac:
# grep -r "paper_trading.*False" app/ && echo "⚠️ LIVE TRADING ENABLED - DISABLE NOW"

# 3. Create development branch
git checkout -b development-phase1
Expand All @@ -33,7 +38,7 @@ git checkout -b development-phase1
### Step 1: Environment Setup (5 minutes)
```bash
# Clone or navigate to repository
cd PowerTrader_AI
cd PowerTraderAI

# Activate virtual environment
.venv\Scripts\activate # Windows
Expand All @@ -43,7 +48,7 @@ cd PowerTrader_AI
pip install -r requirements.txt

# Verify system status
python app/pt_comprehensive_test.py
python app/test_dependencies.py
```

### Step 2: GitHub Project Setup (10 minutes)
Expand All @@ -62,16 +67,14 @@ python scripts/create_github_issues.py --token YOUR_TOKEN --owner YOUR_USERNAME
python scripts/create_github_issues.py --token YOUR_TOKEN --owner YOUR_USERNAME
```

### Step 3: Start Phase 1 Development (NOW)
### Step 3: Pick up the next Sprint task
```bash
# Review Phase 1 priorities
cat TODO.md | grep -A 20 "Phase 1:"

# Pick first critical task
git checkout -b feature/secure-credential-management

# Start with the highest priority security issue
# Example: Replace plaintext credentials
# Review the active sprint on the GitHub Project board:
# https://github.com/users/sjackson0109/projects/11/views/1
#
# Filter by Status=Ready to find unassigned tasks.
# Create a branch for the issue you pick up:
git checkout -b feature/<short-description>
```

### Step 4: Follow Development Workflow
Expand Down
26 changes: 15 additions & 11 deletions README.md
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Expand Up @@ -58,8 +58,8 @@ PowerTrader AI+ is a comprehensive, institutional-quality trading platform that
### Installation
```bash
# Clone the repository
git clone <repository-url>
cd PowerTrader_AI
git clone https://github.com/sjackson0109/PowerTraderAI
cd PowerTraderAI

# Create and activate virtual environment (STRONGLY recommended)
python -m venv .venv
Expand All @@ -85,7 +85,7 @@ python pt_hub.py
### Quick Installation (One-Command Setup)
```bash
# For experienced users - complete setup in one command
git clone <repository-url> && cd PowerTrader_AI && python -m venv .venv && .venv\Scripts\activate && python install_dependencies.py && cd app && python pt_hub.py
git clone https://github.com/sjackson0109/PowerTraderAI && cd PowerTraderAI && python -m venv .venv && .venv\Scripts\activate && python install_dependencies.py && cd app && python pt_hub.py
```

### Troubleshooting Installation
Expand All @@ -108,21 +108,25 @@ python install_dependencies.py
### Desktop Application

```bash
# Launch the full desktop interface
python app/pt_desktop_app.py
# Windows: double-click start_powertrader.bat, or run directly:
start_powertrader.bat

# Alternatively, launch the hub directly:
python app/pt_hub.py
```

## 📁 Project Structure

```
PowerTrader_AI/
PowerTraderAI/
├── README.md # Main project documentation (this file)
├── requirements.txt # Python dependencies
├── LICENSE # Project license
├── start_powertrader.bat # Windows launcher
├── app/ # Main application code
│ ├── pt_hub.py # Core PowerTrader Hub interface
│ ├── pt_desktop_app.py # Desktop application launcher
│ ├── pt_hub.py # Core PowerTrader Hub (main entry point)
│ ├── pt_api_server.py # Headless server entry point (Docker/VPS)
│ ├── institutional_trading.py # Enterprise trading engine
│ ├── compliance_audit_system.py # Regulatory compliance
│ ├── portfolio_optimizer.py # Modern Portfolio Theory
Expand All @@ -149,9 +153,9 @@ PowerTrader_AI/

## 📋 System Requirements

- **Python**: 3.8 or higher
- **Operating System**: Windows, macOS, or Linux
- **Memory**: 4GB RAM minimum (8GB recommended for institutional features)
- **Python**: 3.11 or higher (3.13 recommended)
- **Operating System**: Windows 10/11 (primary), macOS, or Linux
- **Memory**: 8GB RAM minimum (16GB recommended)
- **Storage**: 2GB free space
- **Network**: Internet connection for market data

Expand Down
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