feat: autonomous trading engine — full implementation

- Database migration 018 with 13 tables for trading engine state
- Trading engine service (services/trading/) with 12 pure computation modules:
  position sizer, stop-loss manager, reserve pool, circuit breaker,
  risk tier controller, correlation matrix, tax lots, trading window,
  gradual entry, notifications, micro-trading, backtester
- Core TradingEngine with pre-trade evaluation pipeline and integration wiring
- FastAPI HTTP service with 14 endpoints (health, config, decisions, metrics, backtest)
- Performance tracker with Sharpe ratio, drawdown, profit factor computation
- 194 Python tests (165 property-based + 29 integration)
- Frontend: 13 TanStack Query hooks, 7 dashboard panels, tabbed Trading Engine page
- Helm chart entry, network policy, nginx proxy, ingress for trading-engine
- Shared infrastructure: enums, Redis keys, TradingConfig in AppConfig

services/trading/tax_lots.py

@@ -0,0 +1,132 @@
+"""Tax lot tracking for cost basis and wash sale detection.
+
+Feature: autonomous-trading-engine
+
+Pure computation module for FIFO tax lot closing and wash sale
+detection within the 30-day window. Used by the Trading Engine
+for tax-loss harvesting awareness.
+"""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+from datetime import date, timedelta
+
+
+@dataclass
+class TaxLot:
+    """A single tax lot representing a purchase of shares."""
+
+    ticker: str
+    quantity: int
+    cost_basis_per_share: float
+    acquisition_date: date
+    status: str = "open"  # open | closed | washed
+
+
+@dataclass
+class ClosedLot:
+    """Result of closing a tax lot via FIFO."""
+
+    ticker: str
+    quantity: int
+    cost_basis_per_share: float
+    exit_price: float
+    realized_pnl: float
+    acquisition_date: date
+    closed_date: date
+
+
+class TaxLotTracker:
+    """Pure computation for FIFO lot closing and wash sale detection."""
+
+    def close_lots_fifo(
+        self,
+        lots: list[TaxLot],
+        quantity: int,
+        exit_price: float,
+        exit_date: date,
+    ) -> list[ClosedLot]:
+        """Close lots in FIFO order (earliest acquired first).
+
+        Processes open lots sorted by acquisition_date ascending,
+        closing shares until the requested quantity is fulfilled.
+        Returns a list of ClosedLot records with realized P&L.
+
+        Parameters
+        ----------
+        lots:
+            All tax lots for the ticker (open ones will be selected).
+        quantity:
+            Number of shares to close.
+        exit_price:
+            Price per share at exit.
+        exit_date:
+            Date the lots are being closed.
+
+        Returns
+        -------
+        list[ClosedLot]
+            Closed lot records in FIFO order.
+        """
+        open_lots = sorted(
+            [lot for lot in lots if lot.status == "open"],
+            key=lambda lot: lot.acquisition_date,
+        )
+
+        closed: list[ClosedLot] = []
+        remaining = quantity
+
+        for lot in open_lots:
+            if remaining <= 0:
+                break
+
+            close_qty = min(lot.quantity, remaining)
+            realized_pnl = (exit_price - lot.cost_basis_per_share) * close_qty
+
+            closed.append(
+                ClosedLot(
+                    ticker=lot.ticker,
+                    quantity=close_qty,
+                    cost_basis_per_share=lot.cost_basis_per_share,
+                    exit_price=exit_price,
+                    realized_pnl=realized_pnl,
+                    acquisition_date=lot.acquisition_date,
+                    closed_date=exit_date,
+                )
+            )
+
+            remaining -= close_qty
+
+        return closed
+
+    def check_wash_sale(
+        self,
+        loss_date: date,
+        purchases: list[TaxLot],
+    ) -> bool:
+        """Check whether any purchase falls within the 30-day wash sale window.
+
+        A wash sale occurs when the same ticker is purchased within
+        30 days before or after a loss-closing date.
+
+        Parameters
+        ----------
+        loss_date:
+            The date the loss was realized.
+        purchases:
+            Tax lots representing purchases of the same ticker.
+
+        Returns
+        -------
+        bool
+            True if any purchase is within the 30-day window.
+        """
+        window_start = loss_date - timedelta(days=30)
+        window_end = loss_date + timedelta(days=30)
+
+        for lot in purchases:
+            if window_start <= lot.acquisition_date <= window_end:
+                return True
+
+        return False