fix: enable cross-job portfolio continuity

- Remove job_id filter from get_current_position_from_db()
- Position queries now search across all jobs for the model
- Prevents portfolio reset when new jobs run overlapping dates
- Add test coverage for cross-job position continuity

agent_tools/tool_trade.py

@@ -34,8 +34,11 @@ def get_current_position_from_db(
     Returns ending holdings and cash from that previous day, which becomes the
     starting position for the current day.
 
+    NOTE: Searches across ALL jobs for the given model, enabling portfolio continuity
+    even when new jobs are created with overlapping date ranges.
+
     Args:
-        job_id: Job UUID
+        job_id: Job UUID (kept for compatibility but not used in query)
         model: Model signature
         date: Current trading date (will query for date < this)
         initial_cash: Initial cash if no prior data (first trading day)
@@ -51,13 +54,14 @@ def get_current_position_from_db(
 
     try:
         # Query most recent trading_day BEFORE current date (previous day's ending position)
+        # NOTE: Removed job_id filter to enable cross-job continuity
         cursor.execute("""
             SELECT id, ending_cash
             FROM trading_days
-            WHERE job_id = ? AND model = ? AND date < ?
+            WHERE model = ? AND date < ?
             ORDER BY date DESC
             LIMIT 1
-        """, (job_id, model, date))
+        """, (model, date))
 
         row = cursor.fetchone()
 

tests/unit/test_cross_job_position_continuity.py

@@ -0,0 +1,229 @@
+"""Test portfolio continuity across multiple jobs."""
+import pytest
+import tempfile
+import os
+from agent_tools.tool_trade import get_current_position_from_db
+from api.database import get_db_connection
+
+
+@pytest.fixture
+def temp_db():
+    """Create temporary database with schema."""
+    fd, path = tempfile.mkstemp(suffix='.db')
+    os.close(fd)
+
+    conn = get_db_connection(path)
+    cursor = conn.cursor()
+
+    # Create trading_days table
+    cursor.execute("""
+        CREATE TABLE IF NOT EXISTS trading_days (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            job_id TEXT NOT NULL,
+            model TEXT NOT NULL,
+            date TEXT NOT NULL,
+            starting_cash REAL NOT NULL,
+            ending_cash REAL NOT NULL,
+            profit REAL NOT NULL,
+            return_pct REAL NOT NULL,
+            portfolio_value REAL NOT NULL,
+            reasoning_summary TEXT,
+            reasoning_full TEXT,
+            completed_at TEXT,
+            session_duration_seconds REAL,
+            UNIQUE(job_id, model, date)
+        )
+    """)
+
+    # Create holdings table
+    cursor.execute("""
+        CREATE TABLE IF NOT EXISTS holdings (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            trading_day_id INTEGER NOT NULL,
+            symbol TEXT NOT NULL,
+            quantity INTEGER NOT NULL,
+            FOREIGN KEY (trading_day_id) REFERENCES trading_days(id) ON DELETE CASCADE
+        )
+    """)
+
+    conn.commit()
+    conn.close()
+
+    yield path
+
+    if os.path.exists(path):
+        os.remove(path)
+
+
+def test_position_continuity_across_jobs(temp_db):
+    """Test that position queries see history from previous jobs."""
+    # Insert trading_day from job 1
+    conn = get_db_connection(temp_db)
+    cursor = conn.cursor()
+
+    cursor.execute("""
+        INSERT INTO trading_days (
+            job_id, model, date, starting_cash, ending_cash,
+            profit, return_pct, portfolio_value, completed_at
+        )
+        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
+    """, (
+        "job-1-uuid",
+        "deepseek-chat-v3.1",
+        "2025-10-14",
+        10000.0,
+        5121.52,  # Negative cash from buying
+        0.0,
+        0.0,
+        14993.945,
+        "2025-11-07T01:52:53Z"
+    ))
+
+    trading_day_id = cursor.lastrowid
+
+    # Insert holdings from job 1
+    holdings = [
+        ("ADBE", 5),
+        ("AVGO", 5),
+        ("CRWD", 5),
+        ("GOOGL", 20),
+        ("META", 5),
+        ("MSFT", 5),
+        ("NVDA", 10)
+    ]
+
+    for symbol, quantity in holdings:
+        cursor.execute("""
+            INSERT INTO holdings (trading_day_id, symbol, quantity)
+            VALUES (?, ?, ?)
+        """, (trading_day_id, symbol, quantity))
+
+    conn.commit()
+    conn.close()
+
+    # Mock get_db_connection to return our test db
+    import agent_tools.tool_trade as trade_module
+    original_get_db_connection = trade_module.get_db_connection
+
+    def mock_get_db_connection(path):
+        return get_db_connection(temp_db)
+
+    trade_module.get_db_connection = mock_get_db_connection
+
+    try:
+        # Now query position for job 2 on next trading day
+        position, _ = get_current_position_from_db(
+            job_id="job-2-uuid",  # Different job
+            model="deepseek-chat-v3.1",
+            date="2025-10-15",
+            initial_cash=10000.0
+        )
+
+        # Should see job 1's ending position, NOT initial $10k
+        assert position["CASH"] == 5121.52
+        assert position["ADBE"] == 5
+        assert position["AVGO"] == 5
+        assert position["CRWD"] == 5
+        assert position["GOOGL"] == 20
+        assert position["META"] == 5
+        assert position["MSFT"] == 5
+        assert position["NVDA"] == 10
+    finally:
+        # Restore original function
+        trade_module.get_db_connection = original_get_db_connection
+
+
+def test_position_returns_initial_state_for_first_day(temp_db):
+    """Test that first trading day returns initial cash."""
+    # Mock get_db_connection to return our test db
+    import agent_tools.tool_trade as trade_module
+    original_get_db_connection = trade_module.get_db_connection
+
+    def mock_get_db_connection(path):
+        return get_db_connection(temp_db)
+
+    trade_module.get_db_connection = mock_get_db_connection
+
+    try:
+        # No previous trading days exist
+        position, _ = get_current_position_from_db(
+            job_id="new-job-uuid",
+            model="new-model",
+            date="2025-10-13",
+            initial_cash=10000.0
+        )
+
+        # Should return initial position
+        assert position == {"CASH": 10000.0}
+    finally:
+        # Restore original function
+        trade_module.get_db_connection = original_get_db_connection
+
+
+def test_position_uses_most_recent_prior_date(temp_db):
+    """Test that position query uses the most recent date before current."""
+    conn = get_db_connection(temp_db)
+    cursor = conn.cursor()
+
+    # Insert two trading days
+    cursor.execute("""
+        INSERT INTO trading_days (
+            job_id, model, date, starting_cash, ending_cash,
+            profit, return_pct, portfolio_value, completed_at
+        )
+        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
+    """, (
+        "job-1",
+        "model-a",
+        "2025-10-13",
+        10000.0,
+        9500.0,
+        -500.0,
+        -5.0,
+        9500.0,
+        "2025-11-07T01:00:00Z"
+    ))
+
+    cursor.execute("""
+        INSERT INTO trading_days (
+            job_id, model, date, starting_cash, ending_cash,
+            profit, return_pct, portfolio_value, completed_at
+        )
+        VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
+    """, (
+        "job-2",
+        "model-a",
+        "2025-10-14",
+        9500.0,
+        12000.0,
+        2500.0,
+        26.3,
+        12000.0,
+        "2025-11-07T02:00:00Z"
+    ))
+
+    conn.commit()
+    conn.close()
+
+    # Mock get_db_connection to return our test db
+    import agent_tools.tool_trade as trade_module
+    original_get_db_connection = trade_module.get_db_connection
+
+    def mock_get_db_connection(path):
+        return get_db_connection(temp_db)
+
+    trade_module.get_db_connection = mock_get_db_connection
+
+    try:
+        # Query for 2025-10-15 should use 2025-10-14's ending position
+        position, _ = get_current_position_from_db(
+            job_id="job-3",
+            model="model-a",
+            date="2025-10-15",
+            initial_cash=10000.0
+        )
+
+        assert position["CASH"] == 12000.0  # From 2025-10-14, not 2025-10-13
+    finally:
+        # Restore original function
+        trade_module.get_db_connection = original_get_db_connection