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Add organized security documentation addressing Gemini code review findings:

**Critical Fixes (PR281_CRITICAL_FIXES.md)**
- ChromaDB reset flag hardening (2 min fix)
- Path traversal prevention via input validation (10 min)
- CLI input validation at entry point (5 min)
Total time: 15-20 minutes

**Future Hardening Roadmap (FUTURE_HARDENING.md)**
- 20 security enhancements organized by priority (P0/P1/P2)
- 3-6 month phased implementation timeline
- Production readiness guidelines
- Compliance and enterprise considerations

**Key Findings**
- Gemini Issue TauricResearch#1 (Jupyter token): False positive - placeholder syntax
- Gemini Issue TauricResearch#2 (File uploads): Confirmed - wildcard accept with no validation
- Additional 15 architectural security issues documented for future work

**Organization**
- Clean docs/security/ structure (no root clutter)
- Quick reference tables and scannable formatting
- Actionable code snippets with before/after examples
- Risk matrix and effort estimates

Suitable for upstream contribution and production planning.
…view

Implement the top 3 critical security fixes identified in Gemini code review:

**Fix 1: ChromaDB Reset Protection**
- Changed `allow_reset=True` to `False` in memory.py
- Prevents catastrophic database deletion in production
- File: tradingagents/agents/utils/memory.py:13

**Fix 2: Path Traversal Prevention**
- Added `validate_ticker_symbol()` function with comprehensive validation
- Applied validation to 5 functions using ticker in file paths:
  - get_YFin_data_window()
  - get_YFin_data()
  - get_data_in_range()
  - get_finnhub_company_insider_sentiment()
  - get_finnhub_company_insider_transactions()
- Blocks: path traversal (../, \\), invalid chars, length > 10
- File: tradingagents/dataflows/local.py

**Fix 3: CLI Input Validation**
- Added validation loop to get_ticker() with user-friendly error messages
- Prevents malicious input at entry point
- Validates format, blocks traversal, limits length
- File: cli/main.py:499-521

**Testing:**
- Validation logic verified with attack vectors:
  - ../../etc/passwd (blocked ✓)
  - Long tickers (blocked ✓)
  - Special characters (blocked ✓)
  - Valid tickers: AAPL, BRK.B (pass ✓)

**Changes:**
- 3 files changed, 65 insertions(+), 3 deletions(-)
- Implementation time: ~20 minutes
- Zero breaking changes to existing functionality

**References:**
- Security analysis: docs/security/PR281_CRITICAL_FIXES.md
- Future roadmap: docs/security/FUTURE_HARDENING.md

Addresses critical path traversal (CWE-22) and data loss vulnerabilities.
Export security review and patterns cheatsheet for wiki publication:
- TradingAgents-Security-Review.md (11KB) - Comprehensive review
- Security-Patterns-Cheatsheet.md (13KB) - Reusable code patterns

Ready for upload to https://github.com/jackspace/redditmonger/wiki
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Summary of Changes

Hello @jackspace, I'm Gemini Code Assist1! I'm currently reviewing this pull request and will post my feedback shortly. In the meantime, here's a summary to help you and other reviewers quickly get up to speed!

This pull request significantly bolsters the application's security posture by integrating critical fixes and establishing a foundational security documentation framework. It directly addresses potential path traversal vulnerabilities and data loss risks through enhanced input validation and secure database configuration. Furthermore, it provides a detailed roadmap for ongoing security hardening, reflecting a proactive approach to system integrity.

Highlights

  • Enhanced Input Validation: Implemented robust validation for ticker symbols in the CLI and dataflow functions to prevent path traversal and other injection attacks, ensuring user inputs are sanitized before use.
  • ChromaDB Security Hardening: Disabled the 'allow_reset' flag for the ChromaDB client, preventing accidental or malicious database resets and enhancing data integrity in production environments.
  • Comprehensive Security Documentation: Introduced a new 'docs/security' directory containing a detailed security hardening roadmap, critical fixes applied, and a security patterns cheatsheet to guide future security efforts.
  • Security Review Findings & Fixes: Addressed critical vulnerabilities identified during a comprehensive security review, including a false positive for a Jupyter token and disabling an unused file upload wildcard feature that posed significant risks.
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Code Review

This pull request introduces important security fixes, primarily by adding input validation for ticker symbols to prevent path traversal vulnerabilities. It also disables a potentially dangerous database reset feature in ChromaDB. The changes are well-documented with new markdown files explaining the security issues and future hardening plans.

My review focuses on improving code maintainability and correctness. Specifically:

  • In cli/main.py, I suggest simplifying the error handling.
  • In tradingagents/dataflows/local.py, I've pointed out a small redundancy in the validation logic.

Overall, these are great improvements to the security posture of the application.

Comment on lines +503 to +521
try:
# Validate ticker format
if not ticker or len(ticker) > 10:
console.print("[red]Error: Ticker must be 1-10 characters[/red]")
continue

# Check for path traversal attempts
if '..' in ticker or '/' in ticker or '\\' in ticker:
console.print("[red]Error: Invalid characters in ticker symbol[/red]")
continue

# Validate characters (alphanumeric, dots, hyphens only)
if not all(c.isalnum() or c in '.-' for c in ticker):
console.print("[red]Error: Ticker can only contain letters, numbers, dots, and hyphens[/red]")
continue

return ticker.upper() # Return normalized uppercase ticker
except Exception as e:
console.print(f"[red]Error validating ticker: {e}[/red]")

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medium

The try...except Exception block is too broad and can hide important errors. For instance, if the user presses Ctrl+C, typer.prompt raises a typer.Abort exception, which would be caught here, printing an error and continuing the loop instead of exiting the program as expected. The validation logic itself is unlikely to raise exceptions. It's better to remove the try...except block and let exceptions like Abort propagate naturally.

        # Validate ticker format
        if not ticker or len(ticker) > 10:
            console.print("[red]Error: Ticker must be 1-10 characters[/red]")
            continue

        # Check for path traversal attempts
        if '..' in ticker or '/' in ticker or '\' in ticker:
            console.print("[red]Error: Invalid characters in ticker symbol[/red]")
            continue

        # Validate characters (alphanumeric, dots, hyphens only)
        if not all(c.isalnum() or c in '.-' for c in ticker):
            console.print("[red]Error: Ticker can only contain letters, numbers, dots, and hyphens[/red]")
            continue

        return ticker.upper()  # Return normalized uppercase ticker

raise ValueError(f"Invalid ticker symbol: {symbol}")

# Prevent path traversal patterns
if '..' in symbol or '/' in symbol or '\\' in symbol:

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medium

The checks for / and \ are redundant because the regular expression r'^[A-Za-z0-9.\-]+$' on line 27 already ensures the symbol does not contain these characters. You can simplify this check to only look for ...

Suggested change
if '..' in symbol or '/' in symbol or '\\' in symbol:
if '..' in symbol:

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2 participants