pal-e-docs

Review: Trade history and performance

review-1702-2026-07-02 Review

review ready
Project

Verdict: READY

Template Completeness

  • [x] Type -- Feature
  • [x] Lineage -- references parent #6 and dependency #3
  • [x] Repo -- ldraney/kalshi-assistant
  • [x] User Story -- well-formed As/I want/So that
  • [x] Context -- explains trade records origin, read-only nature, navigation flow
  • [x] File Targets -- 2 targets (controller + views), clear boundary with DO NOT TOUCH list
  • [x] Feature Flag -- mobile_trade_history specified (note: no docs/feature-flags.md exists yet in repo; template says skip with "none" when absent, but forward planning is acceptable)
  • [x] Acceptance Criteria -- 4 criteria, all testable
  • [x] Test Expectations -- unit + integration tests with run command
  • [x] Constraints -- model ownership boundary, pagination, Turbo Frames
  • [x] Checklist -- standard 3-item checklist
  • [x] Related -- project slug and parent/dependency issues

Traceability

  • [x] story:portfolio-builder label -- AI Portfolio Builder story
  • [x] story note verified -- story-kalshi-assistant-portfolio-builder exists in pal-e-docs
  • [x] story entry verified -- portfolio-builder row found in project-kalshi-assistant user-stories section
  • [x] arch:frontend label -- Frontend architecture component
  • [x] arch note verified -- arch-frontend note exists in pal-e-docs (Turbo Native iOS shell, Hotwire/Turbo views)
  • [x] Forgejo issue -- ldraney/kalshi-assistant#17, state: open

File Targets

  • [x] app/controllers/trades_controller.rb -- to be created. Standard Rails controller path. Consistent with scaffold pattern from #1.
  • [x] app/views/trades/ -- to be created. Standard Rails view directory. Consistent with Rails conventions.
  • [x] DO NOT TOUCH boundary -- app/models/trade.rb (owned by #3), app/controllers/dashboard_controller.rb (separate ticket). Clean ownership separation.
Note: The Rails app does not exist yet (greenfield project). File targets cannot be verified against existing code because dependencies #1 (Rails scaffold) and #3 (strategy engine) have not been implemented. Paths follow standard Rails conventions and are reasonable.

Repo Placement

OK -- issue filed on ldraney/kalshi-assistant, file targets are Rails files in the same repo. Single-repo ticket, no cross-repo concerns.

Dependencies

  • #1 (Rails app scaffold) -- implicit dependency, currently in todo column (sprint 1)
  • #3 (Strategy engine -- trade records) -- explicit dependency, currently in todo column (sprint 2). Provides the Trade model this ticket consumes.
  • #16 (Live strategy dashboard) -- explicit dependency ("navigation context comes from the dashboard"), currently in backlog column (sprint 4). Same sprint but dashboard links to trade history.
  • #6 (Mobile app) -- parent issue, currently in backlog (sprint 4).
Dependencies are documented in the Lineage section. Sprint ordering is correct: sprint 1 and 2 dependencies must complete before this sprint 4 work begins.

Acceptance Criteria

4 criteria, all verifiable by an agent:
  • Trade history table sorted by date (newest first) -- verifiable via integration test
  • Filter by date range -- verifiable via controller test
  • Filter by market or outcome -- verifiable via controller test
  • Summary stats (P&L, win rate, total trades) -- verifiable via unit test
Test run command is valid: bin/rails test test/controllers/trades_controller_test.rb

Blast Radius

Minimal. This is a read-only view ticket -- it adds a controller and views that consume data from the Trade model (owned by #3). No data mutations. No downstream consumers. No cross-service impact. The Turbo Frames constraint keeps updates scoped to the trades page.

Decomposition Assessment

No decomposition needed.
  • 2 file targets in 1 repo -- under threshold
  • 4 acceptance criteria -- under threshold
  • Estimated agent work: well under 5 minutes (standard CRUD controller + views)
  • 1 point ticket -- correctly sized

Recommendation

No action needed. Scope is solid, traceability complete, and ticket is correctly sized for a single agent pass.
Minor observation: The Feature Flag section specifies mobile_trade_history but the repo has no docs/feature-flags.md. Per template guidance, this should be "none" when no flag infrastructure exists. However, this is forward planning and not blocking -- the flag can be implemented when the flag infrastructure is created as part of the Rails scaffold or a separate ticket.