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CLAUDE.md: how a PR gets merged, where a new preference goes, checking behaviour offline - #38

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Oct 14, 2026
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robdevops merged 2 commits into
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Three notes for future sessions, learned while working on #37. Only CLAUDE.md changes.

  • Merging: main takes only a branch that is up to date with it and green on both CI jobs. Merge origin/main into the work branch (a merge commit, never a rebase), run the tests, push, wait for CI on that head, then merge the PR with a merge commit.
  • New preferences: a new preference goes in five places: PREFERENCE_KEYS and preference_values (lib/config.py), defaults/preferences.conf, the README's preferences table and its key count, and DEFAULTS plus the key count in tests/test_config.py. The tests catch all but the README.
  • Offline checking: while Yahoo and Sharesight are unreachable (the cloud environment's network policy can block them), behaviour is checked against the offline fixtures in tests/common.py. A refactor is checked by comparing old and new output.

The branch also carries a merge of main (#37's merge commit), which brings it up to date and changes no files.

🤖 Generated with Claude Code

https://claude.ai/code/session_01JVEkZofdPjQ4jtXFKipeUX


Generated by Claude Code

…s; checking behaviour offline

- main takes only a branch that is up to date with it and green on both CI jobs: merge origin/main in (a merge commit), test,
  push, wait for CI on that head, then merge the PR with a merge commit.
- A new preference goes in config's PREFERENCE_KEYS and preference_values, defaults/preferences.conf, the README table and its
  key count, and tests/test_config.py; the tests catch all but the README.
- With Yahoo and Sharesight out of reach, behaviour is checked against the offline fixtures, and a refactor by comparing old
  and new output.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01JVEkZofdPjQ4jtXFKipeUX
@robdevops
robdevops merged commit 60b2cb9 into main Oct 14, 2026
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