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Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

[0.2.0] - 2026-09-02

Added — Iteration 175 (Quality Hardening & Observability Depth)

  • OpenTelemetry business-span coverage for four namespaces (backtrader.backtest.*, backtrader.strategy.*, backtrader.ai.*, backtrader.live.*) with 13 phase spans and bt.* business attributes; opt-in via OTEL_ENABLED=true, true-no-op cold path otherwise.
  • Jaeger all-in-one service in docker/compose/dev.yml under --profile observability (OTLP gRPC 4317, HTTP 4318, UI 16686).
  • Playwright e2e/a11y/ suite for 7 Critical_Page_Set pages (axe-core WCAG 2.1 A/AA scan, blocks on critical/serious).
  • Playwright e2e/i18n/en-us-no-chinese.spec.ts and e2e/smoke-175/journeys.spec.ts (5 user journeys).
  • scripts/dev/check_i18n_coverage.py (strict + check-parity); scripts/ci/check_orm_schema_drift.py (blocking) and scripts/ci/check_migration_safety.py (advisory) for DB migration governance.
  • scripts/dev/check_all.sh and root pyproject.toml [tool.uv.workspace] for monorepo entry-point.
  • Five new CI jobs: backend-mypy-services, frontend-a11y, frontend-i18n, frontend-e2e-smoke, monorepo-check (advisory).
  • New documentation: docs/explanation/accessibility-baseline.md, docs/explanation/python-monorepo.md, docs/how-to/database-migration-playbook.md, docs/reference/frontend-bundle-budget.md.
  • business_span() helper in app/utils/tracing.py and 8 unit tests (tests/test_telemetry_e2e.py 8/8 green).

Changed — Iteration 175

  • Frontend coverage thresholds raised to lines/functions/branches/statements ≥ 75% (global) and ≥ 90% (8 High_Coverage_Core modules).
  • Lighthouse categories:accessibility threshold raised from 0.8 → 0.9 across 7 pages.
  • Vite manualChunks split into 5 vendor chunks (element-plus, vue-router, pinia, echarts, monaco-editor).
  • scripts/ci/check_bundle_size.sh enforces entry chunk gzip ≤ 300 KB and login-route non-vendor JS ≤ 4 (blocking).
  • mypy strict scope expanded to 3 services subpackages (optimization, log_parser, ai_trading).
  • iterations/README.md updated; 173B disposition formalised in docs/iterations/迭代175-质量加固与可观测性纵深/173B_disposition.md (T2/T7/T10 all deferred to 176).
  • Modernized the backend analytics integration for Fincore 0.5, preserving manual fallbacks and explicit per-metric provenance where a Fincore operation is not applicable.
  • Hardened PostgreSQL initialization for legacy uppercase enum labels without applying text functions to native enum columns.
  • Retired the legacy workstation release script so it cannot bypass the protected-tag, artifact-only release workflow.

Notes — Iteration 175 deferrals

  • Six remaining app.services.* subpackages and a11y/i18n content-side cleanups deferred to iteration 176 — see docs/iterations/迭代175-质量加固与可观测性纵深/RETROSPECTIVE.md and docs/explanation/REFACTORING_BACKLOG.md § "176 候选".

[0.2.0-rc1] - 2026-05-24

Added

  • Strategy trust kernel for backtest results, including strategy scoring, overfitting diagnostics, and strategy explanation surfaces.
  • Overfitting detection support for Walk-forward, Out-of-Sample, and Monte Carlo methods with frontend evidence cards and rerun controls.
  • API performance baselines with pytest-benchmark for login, strategy listing, backtest submission/result retrieval, RAG search, and KB Chat roundtrip.
  • Backtest task throughput baselines for five-strategy submission, status polling, and submit-and-poll roundtrip.
  • Docker Hub release workflow for tag-triggered backend/frontend image publishing.
  • v0.2.0 RC release notes in docs/RELEASE_NOTES_V0.2.0.md.

Changed

  • Split large backend services by extracting workspace lifecycle/unit/optimization helpers and manual gateway helper/IB Client Portal modules while preserving compatibility facades.
  • Split large frontend views into focused AI chat and workspace components plus rendering composables.
  • Raised frontend coverage thresholds to lines/statements 34%, functions 40%, and branches 45%.
  • Extended backend B904 and mypy ratchets to selected service/API scopes.
  • Updated README coverage target tables and v0.2.0 RC quick-start guidance.

Quality

  • Documented API and backtest throughput baselines in docs/perf-baseline-v0.2.0.md.
  • Added pytest-benchmark to backend development dependencies and registered the performance pytest marker.
  • Fixed AppLayout test stubs for current Element Plus icon, drawer, dropdown, and theme-switching behavior.

Known Boundaries

  • This is a release candidate, not the final v0.2.0 production release.
  • Performance baselines measure API, database, serialization, and task orchestration overhead; they do not run real strategy subprocesses.
  • AI observability, multi-model routing, VaR/CVaR, factor analytics, performance attribution, and market-regime detection remain planned for later v0.2.x iterations.
  • Docker Hub publishing requires DOCKERHUB_USERNAME and DOCKERHUB_TOKEN GitHub secrets.

[0.1.0] - 2026-05-20

Breaking Changes

  • Removed deprecated API endpoints:
    • /api/v1/backtest/* (use /api/v1/backtests/*)
    • /api/v1/live-trading-crypto/* (use /api/v1/live-trading/*)
    • /api/v1/backtests/optimization/grid (use /api/v1/optimization/submit)
    • /api/v1/backtests/optimization/bayesian (use /api/v1/optimization/submit)
  • Removed DeprecationHeadersMiddleware (no longer needed)

Added

  • Database performance indexes for backtest_tasks, optimization_tasks, paper_trading_orders
  • API performance monitoring middleware with X-Process-Time header
  • Slow request logging (>500ms threshold)
  • Knowledge base retrieval settings with quant-oriented defaults for hybrid search, context window size, query threshold, and conversation-memory behavior
  • Retrieval diagnostics in RAG / KB Chat responses, including actual search query, retrieval profile, search mode, history usage, and index coverage ratio
  • Conversation-aware query rewriting for follow-up questions so AI chat can reuse recent user intent and cited document titles
  • Knowledge base UI controls for editing retrieval profile, search mode, top_k, min similarity, context chunk budget, and prompt suffix
  • AI chat UI panels for retrieval diagnostics and current knowledge-base retrieval profile visibility
  • AI trading logs table with full audit trail (migration 0005)
  • Composite listing indexes for backtest task queries (migration 0004)
  • Trading workspace fields for enhanced workspace management (migration 0003)

Changed

  • Unified Alembic migration chain (fixed dual-head branch issue)
  • Optimized slow request threshold from 5s to 500ms
  • Updated frontend dependencies: axios, dayjs, dompurify, autoprefixer
  • Upgraded the RAG scorer from a single keyword hit ratio to a configurable hybrid ranking pipeline that combines title hits, content hits, phrase overlap, recency reranking, and per-document diversification
  • Strengthened AI Copilot prompt orchestration for quant research, strategy review, and Backtrader code generation with explicit assumptions, risk, data, and backtest sections
  • KB Chat now inherits retrieval behavior from per-knowledge-base settings instead of hard-coded top_k=10 / min_similarity=0
  • Backtrader strategy generation prompts now target the full AIStrategyDraft schema, including assumptions, risk points, data source hints, backtest defaults, and execution plan

Removed

  • app/api/backtest.py — legacy singular backtest routes
  • app/api/live_trading.py — legacy crypto trading routes
  • app/api/live_trading_complete.py — orphaned Cerebro-based API
  • app/middleware/deprecation.py — deprecation headers middleware
  • Legacy optimization proxy functions from backtest_enhanced.py

[1.0.0] - 2026-03-26

Added

Core Features

  • Backtest Engine: Full Backtrader integration with async execution
  • Strategy Management: Create, edit, delete, version control for strategies
  • Parameter Optimization: Grid search and Bayesian optimization support
  • Paper Trading: Simulated trading with real-time data
  • Live Trading: MT5/CTP exchange integration with gateway management
  • Analytics Dashboard: Performance metrics, equity curves, drawdown analysis
  • Real-time Monitoring: WebSocket-based live updates

Backend Architecture

  • FastAPI async REST API with JWT authentication
  • SQLAlchemy 2.0 async ORM with repository pattern
  • RBAC permission system (admin/user roles)
  • Strategy sandbox execution for security
  • Alembic database migrations
  • Multi-database support (SQLite/PostgreSQL/MySQL)

Frontend Features

  • Vue 3 + TypeScript + Vite SPA
  • Element Plus UI components
  • ECharts visualization (K-lines, equity curves, metrics)
  • Monaco Editor for strategy code editing
  • Pinia state management
  • i18n internationalization (Chinese/English)

Testing & Quality

  • 1785+ backend unit tests with 86%+ coverage
  • Playwright E2E tests (5 browser targets)
  • Ruff linting (line-length=100)
  • TypeScript strict mode
  • Pre-commit hooks

CI/CD Pipeline

  • GitHub Actions CI with lint, test, security scan
  • Nightly test runs with coverage badges
  • PR automation with review checklists
  • Preview deployments

Security

  • JWT token-based authentication
  • Password hashing with bcrypt
  • Strategy code sandboxing
  • Input validation with Pydantic
  • CORS configuration
  • Rate limiting support

Documentation

  • API documentation (OpenAPI/Swagger)
  • Architecture design document
  • Development guide
  • Strategy development guide
  • Project context for AI agents

Version History Summary

Version Date Key Changes
0.2.0 2026-09-02 General availability: Iteration 175 hardening, Fincore 0.5 compatibility, and release guardrails
0.2.0-rc1 2026-05-24 AI trust kernel, engineering debt reduction, performance baselines, Docker release workflow
1.0.0 2026-03-26 Initial stable release
0.9.0 2026-03-20 Live trading integration
0.8.0 2026-03-15 Paper trading system
0.7.0 2026-03-10 Parameter optimization
0.6.0 2026-03-05 Analytics dashboard
0.5.0 2026-02-28 Strategy management
0.4.0 2026-02-20 Backtest engine
0.3.0 2026-02-15 Authentication system
0.1.0 2026-02-01 Project scaffolding

For detailed commit history, see GitHub Releases.