Activity Reports

Here is an overview of the activity reports. This section serves as a central entry point and logbook for recent interventions, structural changes, and improvements to the Augmented Financial Analyst project.

Here you can quickly scan the timeline of updates — most recent first — and directly access the detailed reports for each operation.

LLM Wiki implementation V2 — V2 validation and closure

May 2026 | Type: Architecture / Governance / AI Performance
Delivery of V2 of the wiki, activation of missing operational sections, re-test SC-009 completed and validated.

LLM Wiki implementation V1 — structured AI knowledge base

May 2026 | Type: Architecture / Governance / AI Tooling
Creation of a structured Markdown wiki at docs/llm-wiki/ as the primary AI knowledge base, with 5 decision entries, 4 pattern files, a task-oriented index, 7 automated structural tests, and a CI guard workflow.

AI usage coach — removal

May 2026 | Type: Automation / Workflow / Governance
Full removal of the AI coach agent after two iterations — metrics too thin to produce useful session evaluations, and token overhead working against the tool's own objective.

Token noise cleanup before LLM Wiki implementation

May 2026 | Type: Governance / Automation / Quality
Implementation of a token-noise cleanup foundation (scope rule, log rotation, regression checks, and refreshed QA reports) before starting the LLM Wiki rollout.

E2E Validation – Holding Detail Page and Refactoring of Page Objects and Locators

May 2026 | Type: Automation / E2E / Quality
Addition of a dedicated E2E test for the holding detail page and full refactor of Playwright locators and Page Objects.

AI usage coach — session collection hardening and external alternative experiment

April 2026 | Type: Automation / Workflow / Governance
Improvement of the AI usage coach through the introduction of structured checkpoints, a checkpoint-writing hook, and two non-regression tests. Installation of the GitHub Copilot usage insights extension as an external solution track.

Dashboard global E2E validation on Chromium

April 2026 | Type: Automation / E2E / Quality
Addition of a dedicated E2E dashboard test suite covering authenticated navigation, key dashboard display formats, color cues, as well as a clearer authentication setup failure signal.

Documentation test coverage report

April 2026 | Type: Documentation / Quality / Governance
Creation of the first test coverage report for the project documentation: inventory and categorization of 7 automated tests, dedicated EN/FR report pages, navigation integration, and global coverage rate update from 68% to 88%.

AI usage coach agent — prompt quality and token optimization

April 2026 | Type: Automation / Workflow / Governance
Setup of an AI coach agent that observes session quality and token pressure, then delivers targeted recommendations to reduce waste and sharpen prompting habits. Auto-initialized at each session start via hook; reports generated on explicit demand.

Completion of Marketstack API E2E tests

April 2026 | Type: Automation / API Testing / Security / Reliability
Completion of Marketstack API E2E controls with robust failure scenarios (timeout, HTTP 500, invalid JSON), secure local Windows (DPAPI) and CI key handling, and full EN/FR operational documentation alignment.

Task 7 of the E2E automated tests framework - Traceability, retry, and safe CI/CD

April 2026 | Type: Automation / CI-CD / Security / Reliability
Playwright E2E hardening through login self-healing, CI retry validation, and a secure GitHub Actions gate that avoids exposing production credentials.

Activity Report Tag Refactor

April 2026 | Type: Governance / Documentation / Quality Assurance
Refactor of activity-report tags into a canonical taxonomy with deterministic migration scripts, stricter governance checks, and EN/FR alignment.

Task 6 of the E2E automated tests framework - Advanced API tests

April 2026 | Type: Automation / API Testing / Reliability
Implementation of Playwright network controls (monitoring, interception, and mocking) to stabilize E2E scenarios, reduce back-end dependency, and improve UI/API diagnostics.

Missing market data on holdings

April 2026 | Type: Debugging / Bug Fix / Pipeline Reliability
In-depth investigation of missing recent prices in the UI. The main cause was tied to weekend processing dates versus EOD availability, not to a global API outage.

Data too long for column ticker - Schema alignment fix

April 2026 | Type: Debugging / Bug Fix / Data Validation
Root-cause identification and fix for the "Data too long for column 'ticker'" error in the ETL pipeline. Schema/ORM consistency was achieved by increasing VARCHAR(10) to VARCHAR(255), with comprehensive TDD test coverage and formalized debugging workflow documentation.

Task 5 of the E2E automated tests framework - Performance and robustness optimization

April 2026 | Type: Automation / Performance / Security / Reliability
Storage State industrialization, complete out-of-repo secret handling, and secure local execution on Windows to accelerate E2E runs while reinforcing robustness.

Task 4 of the E2E automated tests framework - Data intelligence (Faker and DDT)

April 2026 | Type: Automation / Quality / Test Data
Implementation of synthetic data generation with Faker and Data-Driven Testing to run dynamic, stable, and maintainable scenarios through an external JSON file.

Task 3 of the E2E automated tests framework - Environment hardening and credential protection

April 2026 | Type: Automation / Security / E2E automated test framework Reliability
Dynamic environment management (.env / .env.qa), protection of test credentials, Playwright scope cleanup, and stabilized execution commands for QA.

April 2026 | Type: Automation / Quality / Test Architecture
Introduction of LoginPage -> HomePage chaining, creation of a first login E2E scenario, and correction of the e2e/ subproject organization to prepare the next framework components.

Fixing clickable tag links in the bilingual documentation

April 2026 | Type: Documentation / Bug Fix / Reliability
Fix of clickable tag rendering in bilingual documentation, addition of a bilingual regression test, and realignment of displayed coverage indicators.

Task 1 of the E2E automated tests framework - Establishing the technical foundations

April 2026 | Type: Automation / Quality / Test Infrastructure
Implementation of the initial Playwright foundation in e2e/src/, with modular structure, multi-browser configuration, ESLint linting, smoke test, and Git hygiene adapted to E2E artifacts.

Strategic rationale for the E2E tests automation framework choices

April 2026 | Type: Strategy / Automation / Technical Positioning
Summary of the analysis that led to choosing Playwright + TypeScript as the long-term E2E direction, balancing product reliability, AI experimentation, and market-relevant skills.

GitHub Issue Bridge Access (Owner-Only Approval)

April 2026 | Type: Internal Workflow / Governance / Automation
Implementation of a repository-scoped AI issue bridge with a propose-approve lifecycle, mandatory owner approval before any write, full audit trail, and dedicated CLI commands.

SMTP Alert Hardening Configuration

March 2026 | Type: Reliability / Security / Observability
SMTP alert hardening with explicit security mode (starttls/ssl/none), configurable timeout, and clearer fail-open diagnostics.

GitHub Issue Creation Automation from Repository Workflow

March 2026 | Type: Automation / Process Improvement
Standardization and automation of GitHub issue creation directly from the repository, with dry-run mode and explicit error handling.

Quota-Aware Import Policy with Targeted Retry

March 2026 | Type: Feature / Reliability / Cost Control
Implementation of a four-mode quota guard (normal, eco, protection, blocked) with targeted single-pass retry, a local fallback counter when the Marketstack account endpoint is unavailable, and configurable thresholds via config.ini. Coverage: 60% → 82%.

CSV Fallback Bug Fix — Data Reliability Restoration

March 2026 | Type: Debugging / Fix / Data Integrity
Diagnosis and fix of a silent CSV fallback that froze portfolio prices, with operator email alerting, removal of inserts with missing API prices, and cleanup of 11,977 corrupted historical rows.