What you will learn
- Separate research and execution configuration
- Review a versioned change
- Maintain an experiment register
- Roll back a failed candidate without losing records
Separate research and execution configuration
Separate research configuration from execution configuration. A notebook experiment should not activate account behavior merely by changing a shared default. Deployment or activation needs its own deliberate controlled path.
Review a versioned change
Review a proposed change against its problem, expected behavior and evidence. Include risk and rollback implications. A large collection of unrelated edits makes it harder to identify what caused an outcome.
Maintain an experiment register
An experiment register records hypotheses, variants, data periods and decisions. It prevents repeated rediscovery of rejected approaches and makes selection visible when presenting a successful candidate.
Roll back a failed candidate without losing records
Rollback should restore a known behavior version without deleting fills, account history or incident evidence. Recovery must reconcile existing state with the restored logic rather than pretending the intervening period never occurred.
Worked example
A candidate is rejected after introducing duplicate requests. Rolling back the code is useful, but deleting the execution log would remove the evidence needed to reconcile any actual fills.
Try it yourself
Write a rollback checklist that preserves records and verifies the resulting account state before new activity.
Show the worked solution
Identify the known version, stop conflicting actions, retain logs and configuration history, reconcile orders and positions, restore the approved behavior and verify it with the documented checks. Rollback is not a data reset.
Apply this to your course project
Build a demo strategy with unit, replay and failure-path tests.
Keep the calculation inputs, assumptions and decisions with your work. Practical exercises are self-reviewed; the scored knowledge checks assess the questions shown, not an independent certification of practical competence.