Merge rebrand from AI-Trader to AI-Trader-Server

Complete rebrand of project to reflect REST API service architecture: - Updated all documentation (README, guides, API reference) - Updated Docker configuration (compose, Dockerfile, images) - Updated all repository URLs to Xe138/AI-Trader-Server - Updated all Docker images to ghcr.io/xe138/ai-trader-server - Added fork acknowledgment crediting HKUDS/AI-Trader - Updated GitHub Actions workflows and shell scripts All 4 phases completed with validation checkpoints. Co-Authored-By: Claude <noreply@anthropic.com>
2026-04-01 17:17:24 -04:00 · 2025-11-01 12:11:34 -04:00
parent 85cfed2617 67454c4292
commit 0e739a9720
27 changed files with 190 additions and 179 deletions
--- a/docs/DOCKER.md
+++ b/docs/DOCKER.md
@@ -11,8 +11,8 @@

 1. **Clone repository:**
   ```bash
-   git clone https://github.com/Xe138/AI-Trader.git
-   cd AI-Trader
+   git clone https://github.com/Xe138/AI-Trader-Server.git
+   cd AI-Trader-Server
   ```

 2. **Configure environment:**
@@ -70,13 +70,13 @@ docker-compose up

 **Priority order:**
 1. `configs/custom_config.json` (if exists) - **Highest priority**
-2. Command-line argument: `docker-compose run ai-trader configs/other.json`
+2. Command-line argument: `docker-compose run ai-trader-server configs/other.json`
 3. `configs/default_config.json` (fallback)

 **Advanced: Use a different config file name:**

 ```bash
-docker-compose run ai-trader configs/my_special_config.json
+docker-compose run ai-trader-server configs/my_special_config.json
 ```

 ## Usage Examples
@@ -94,7 +94,7 @@ docker-compose logs -f  # Follow logs

 ### Run with custom config
 ```bash
-docker-compose run ai-trader configs/custom_config.json
+docker-compose run ai-trader-server configs/custom_config.json
 ```

 ### Stop containers
@@ -156,10 +156,10 @@ docker-compose up

 ```bash
 # Backup
-tar -czf ai-trader-backup-$(date +%Y%m%d).tar.gz data/agent_data/
+tar -czf ai-trader-server-backup-$(date +%Y%m%d).tar.gz data/agent_data/

 # Restore
-tar -xzf ai-trader-backup-YYYYMMDD.tar.gz
+tar -xzf ai-trader-server-backup-YYYYMMDD.tar.gz
 ```

 ## Using Pre-built Images
@@ -167,7 +167,7 @@ tar -xzf ai-trader-backup-YYYYMMDD.tar.gz
 ### Pull from GitHub Container Registry

 ```bash
-docker pull ghcr.io/hkuds/ai-trader:latest
+docker pull ghcr.io/xe138/ai-trader-server:latest
 ```

 ### Run without Docker Compose
@@ -177,12 +177,12 @@ docker run --env-file .env \
  -v $(pwd)/data:/app/data \
  -v $(pwd)/logs:/app/logs \
  -p 8000-8003:8000-8003 \
-  ghcr.io/hkuds/ai-trader:latest
+  ghcr.io/xe138/ai-trader-server:latest
 ```

 ### Specific version
 ```bash
-docker pull ghcr.io/hkuds/ai-trader:v1.0.0
+docker pull ghcr.io/xe138/ai-trader-server:v1.0.0
 ```

 ## Troubleshooting
@@ -239,7 +239,7 @@ docker pull ghcr.io/hkuds/ai-trader:v1.0.0
 Run bash inside container for debugging:

 ```bash
-docker-compose run --entrypoint /bin/bash ai-trader
+docker-compose run --entrypoint /bin/bash ai-trader-server
 ```

 ### Build Multi-platform Images
@@ -247,13 +247,13 @@ docker-compose run --entrypoint /bin/bash ai-trader
 For ARM64 (Apple Silicon) and AMD64:

 ```bash
-docker buildx build --platform linux/amd64,linux/arm64 -t ai-trader .
+docker buildx build --platform linux/amd64,linux/arm64 -t ai-trader-server .
 ```

 ### View Container Resource Usage

 ```bash
-docker stats ai-trader-app
+docker stats ai-trader-server
 ```

 ### Access MCP Services Directly
@@ -295,10 +295,10 @@ cp configs/default_config.json configs/aggressive.json
 # Edit each config...

 # Test conservative strategy
-docker-compose run ai-trader configs/conservative.json
+docker-compose run ai-trader-server configs/conservative.json

 # Test aggressive strategy
-docker-compose run ai-trader configs/aggressive.json
+docker-compose run ai-trader-server configs/aggressive.json
 ```

 **Method 3: Temporarily switch configs**
--- a/docs/RELEASING.md
+++ b/docs/RELEASING.md
@@ -31,30 +31,30 @@ Tag push automatically triggers `.github/workflows/docker-release.yml`:
 3. ✅ Logs into GitHub Container Registry
 4. ✅ Extracts version from tag
 5. ✅ Builds Docker image with caching
-6. ✅ Pushes to `ghcr.io/hkuds/ai-trader:VERSION`
-7. ✅ Pushes to `ghcr.io/hkuds/ai-trader:latest`
+6. ✅ Pushes to `ghcr.io/xe138/ai-trader-server:VERSION`
+7. ✅ Pushes to `ghcr.io/xe138/ai-trader-server:latest`

 ### 4. Verify Build

-1. Check GitHub Actions: https://github.com/Xe138/AI-Trader/actions
+1. Check GitHub Actions: https://github.com/Xe138/AI-Trader-Server/actions
 2. Verify workflow completed successfully (green checkmark)
-3. Check packages: https://github.com/Xe138/AI-Trader/pkgs/container/ai-trader
+3. Check packages: https://github.com/Xe138/AI-Trader-Server/pkgs/container/ai-trader-server

 ### 5. Test Release

 ```bash
 # Pull released image
-docker pull ghcr.io/hkuds/ai-trader:v1.0.0
+docker pull ghcr.io/xe138/ai-trader-server:v1.0.0

 # Test run
 docker run --env-file .env \
  -v $(pwd)/data:/app/data \
-  ghcr.io/hkuds/ai-trader:v1.0.0
+  ghcr.io/xe138/ai-trader-server:v1.0.0
 ```

 ### 6. Create GitHub Release (Optional)

-1. Go to https://github.com/Xe138/AI-Trader/releases/new
+1. Go to https://github.com/Xe138/AI-Trader-Server/releases/new
 2. Select tag: `v1.0.0`
 3. Release title: `v1.0.0 - Docker Deployment Support`
 4. Add release notes:
@@ -67,8 +67,8 @@ This release adds full Docker support for easy deployment.
 ### Pull and Run

 ```bash
-docker pull ghcr.io/hkuds/ai-trader:v1.0.0
-docker run --env-file .env -v $(pwd)/data:/app/data ghcr.io/hkuds/ai-trader:v1.0.0
+docker pull ghcr.io/xe138/ai-trader-server:v1.0.0
+docker run --env-file .env -v $(pwd)/data:/app/data ghcr.io/xe138/ai-trader-server:v1.0.0
 ```

 Or use Docker Compose:
@@ -137,13 +137,13 @@ If automated build fails, manual push:

 ```bash
 # Build locally
-docker build -t ghcr.io/hkuds/ai-trader:v1.0.0 .
+docker build -t ghcr.io/xe138/ai-trader-server:v1.0.0 .

 # Login to GHCR
 echo $GITHUB_TOKEN | docker login ghcr.io -u USERNAME --password-stdin

 # Push
-docker push ghcr.io/hkuds/ai-trader:v1.0.0
-docker tag ghcr.io/hkuds/ai-trader:v1.0.0 ghcr.io/hkuds/ai-trader:latest
-docker push ghcr.io/hkuds/ai-trader:latest
+docker push ghcr.io/xe138/ai-trader-server:v1.0.0
+docker tag ghcr.io/xe138/ai-trader-server:v1.0.0 ghcr.io/xe138/ai-trader-server:latest
+docker push ghcr.io/xe138/ai-trader-server:latest
 ```
--- a/docs/deployment/docker-deployment.md
+++ b/docs/deployment/docker-deployment.md
@@ -7,8 +7,8 @@ Production Docker deployment guide.
 ## Quick Deployment

 ```bash
-git clone https://github.com/Xe138/AI-Trader.git
-cd AI-Trader
+git clone https://github.com/Xe138/AI-Trader-Server.git
+cd AI-Trader-Server
 cp .env.example .env
 # Edit .env with API keys
 docker-compose up -d
@@ -23,8 +23,8 @@ docker-compose up -d
 ```yaml
 # docker-compose.yml
 services:
-  ai-trader:
-    image: ghcr.io/xe138/ai-trader:latest
+  ai-trader-server:
+    image: ghcr.io/xe138/ai-trader-server:latest
    # ... rest of config
 ```

@@ -33,7 +33,7 @@ services:
 ```yaml
 # docker-compose.yml
 services:
-  ai-trader:
+  ai-trader-server:
    build: .
    # ... rest of config
 ```
@@ -84,10 +84,10 @@ healthcheck:
 docker ps

 # Resource usage
-docker stats ai-trader
+docker stats ai-trader-server

 # Logs
-docker logs -f ai-trader
+docker logs -f ai-trader-server
 ```

 ---
--- a/docs/deployment/monitoring.md
+++ b/docs/deployment/monitoring.md
@@ -20,13 +20,13 @@ curl http://localhost:8080/health

 ```bash
 # View logs
-docker logs -f ai-trader
+docker logs -f ai-trader-server

 # Filter errors
-docker logs ai-trader 2>&1 | grep -i error
+docker logs ai-trader-server 2>&1 | grep -i error

 # Export logs
-docker logs ai-trader > ai-trader.log 2>&1
+docker logs ai-trader-server > ai-trader-server.log 2>&1
 ```

 ---
@@ -35,10 +35,10 @@ docker logs ai-trader > ai-trader.log 2>&1

 ```bash
 # Database size
-docker exec ai-trader du -h /app/data/jobs.db
+docker exec ai-trader-server du -h /app/data/jobs.db

 # Job statistics
-docker exec ai-trader sqlite3 /app/data/jobs.db \
+docker exec ai-trader-server sqlite3 /app/data/jobs.db \
  "SELECT status, COUNT(*) FROM jobs GROUP BY status;"
 ```

--- a/docs/deployment/scaling.md
+++ b/docs/deployment/scaling.md
@@ -19,15 +19,15 @@ For parallel simulations, deploy multiple instances:
 ```yaml
 # docker-compose.yml
 services:
-  ai-trader-1:
-    image: ghcr.io/xe138/ai-trader:latest
+  ai-trader-server-1:
+    image: ghcr.io/xe138/ai-trader-server:latest
    ports:
      - "8081:8080"
    volumes:
      - ./data1:/app/data

-  ai-trader-2:
-    image: ghcr.io/xe138/ai-trader:latest
+  ai-trader-server-2:
+    image: ghcr.io/xe138/ai-trader-server:latest
    ports:
      - "8082:8080"
    volumes:
--- a/docs/developer/CONTRIBUTING.md
+++ b/docs/developer/CONTRIBUTING.md
@@ -1,4 +1,4 @@
-# Contributing to AI-Trader
+# Contributing to AI-Trader-Server

 Guidelines for contributing to the project.

--- a/docs/developer/development-setup.md
+++ b/docs/developer/development-setup.md
@@ -17,8 +17,8 @@ Local development without Docker.
 ### 1. Clone Repository

 ```bash
-git clone https://github.com/Xe138/AI-Trader.git
-cd AI-Trader
+git clone https://github.com/Xe138/AI-Trader-Server.git
+cd AI-Trader-Server
 ```

 ### 2. Create Virtual Environment
--- a/docs/developer/testing.md
+++ b/docs/developer/testing.md
@@ -1,6 +1,6 @@
 # Testing Guide

-Guide for testing AI-Trader during development.
+Guide for testing AI-Trader-Server during development.

 ---

--- a/docs/reference/data-formats.md
+++ b/docs/reference/data-formats.md
@@ -1,6 +1,6 @@
 # Data Formats

-File formats and schemas used by AI-Trader.
+File formats and schemas used by AI-Trader-Server.

 ---

--- a/docs/user-guide/configuration.md
+++ b/docs/user-guide/configuration.md
@@ -1,6 +1,6 @@
 # Configuration Guide

-Complete guide to configuring AI-Trader.
+Complete guide to configuring AI-Trader-Server.

 ---

@@ -323,5 +323,5 @@ docker-compose up -d
 curl http://localhost:8080/health

 # Check logs for errors
-docker logs ai-trader | grep -i error
+docker logs ai-trader-server | grep -i error
 ```
--- a/docs/user-guide/integration-examples.md
+++ b/docs/user-guide/integration-examples.md
@@ -1,6 +1,6 @@
 # Integration Examples

-Examples for integrating AI-Trader with external systems.
+Examples for integrating AI-Trader-Server with external systems.

 ---

@@ -14,7 +14,7 @@ See complete Python client in [API_REFERENCE.md](../../API_REFERENCE.md#client-l
 import aiohttp
 import asyncio

-class AsyncAITraderClient:
+class AsyncAITraderServerClient:
    def __init__(self, base_url="http://localhost:8080"):
        self.base_url = base_url

@@ -48,7 +48,7 @@ class AsyncAITraderClient:

 # Usage
 async def main():
-    client = AsyncAITraderClient()
+    client = AsyncAITraderServerClient()
    job = await client.trigger_simulation("2025-01-16", models=["gpt-4"])
    result = await client.wait_for_completion(job["job_id"])
    print(f"Simulation completed: {result['status']}")
@@ -104,7 +104,7 @@ echo "Results saved to results_$DATE.json"

 Add to crontab:
 ```bash
-0 6 * * * /path/to/daily_simulation.sh >> /var/log/ai-trader.log 2>&1
+0 6 * * * /path/to/daily_simulation.sh >> /var/log/ai-trader-server.log 2>&1
 ```

 ---
@@ -120,7 +120,7 @@ import time

 def trigger_simulation(**context):
    response = requests.post(
-        "http://ai-trader:8080/simulate/trigger",
+        "http://ai-trader-server:8080/simulate/trigger",
        json={"start_date": "{{ ds }}", "models": ["gpt-4"]}
    )
    response.raise_for_status()
@@ -128,19 +128,19 @@ def trigger_simulation(**context):

 def wait_for_completion(**context):
    job_id = context["task_instance"].xcom_pull(task_ids="trigger")
-    
+
    while True:
-        response = requests.get(f"http://ai-trader:8080/simulate/status/{job_id}")
+        response = requests.get(f"http://ai-trader-server:8080/simulate/status/{job_id}")
        status = response.json()
-        
+
        if status["status"] in ["completed", "partial", "failed"]:
            return status
-        
+
        time.sleep(30)

 def fetch_results(**context):
    job_id = context["task_instance"].xcom_pull(task_ids="trigger")
-    response = requests.get(f"http://ai-trader:8080/results?job_id={job_id}")
+    response = requests.get(f"http://ai-trader-server:8080/results?job_id={job_id}")
    return response.json()

 default_args = {
@@ -152,7 +152,7 @@ default_args = {
 }

 dag = DAG(
-    "ai_trader_simulation",
+    "ai_trader_server_simulation",
    default_args=default_args,
    schedule_interval="0 6 * * *",  # Daily at 6 AM
    catchup=False
@@ -183,7 +183,7 @@ trigger_task >> wait_task >> fetch_task

 ## Generic Workflow Automation

-Any HTTP-capable automation service can integrate with AI-Trader:
+Any HTTP-capable automation service can integrate with AI-Trader-Server:

 1. **Trigger:** POST to `/simulate/trigger`
 2. **Poll:** GET `/simulate/status/{job_id}` every 10-30 seconds
--- a/docs/user-guide/troubleshooting.md
+++ b/docs/user-guide/troubleshooting.md
@@ -1,6 +1,6 @@
 # Troubleshooting Guide

-Common issues and solutions for AI-Trader.
+Common issues and solutions for AI-Trader-Server.

 ---

@@ -9,16 +9,16 @@ Common issues and solutions for AI-Trader.
 ### Container Won't Start

 **Symptoms:**
- `docker ps` shows no ai-trader container
+- `docker ps` shows no ai-trader-server container
 - Container exits immediately after starting

 **Debug:**
 ```bash
 # Check logs
-docker logs ai-trader
+docker logs ai-trader-server

 # Check if container exists (stopped)
-docker ps -a | grep ai-trader
+docker ps -a | grep ai-trader-server
 ```

 **Common Causes & Solutions:**
@@ -64,10 +64,10 @@ chmod -R 755 data logs configs
 **Debug:**
 ```bash
 # Check if API process is running
-docker exec ai-trader ps aux | grep uvicorn
+docker exec ai-trader-server ps aux | grep uvicorn

 # Test internal health (always port 8080 inside container)
-docker exec ai-trader curl http://localhost:8080/health
+docker exec ai-trader-server curl http://localhost:8080/health

 # Check configured port
 grep API_PORT .env
@@ -82,7 +82,7 @@ Another service is using your configured port.
 # Find conflicting service
 sudo lsof -i :8080

-# Change AI-Trader port
+# Change AI-Trader-Server port
 echo "API_PORT=8889" >> .env
 docker-compose down
 docker-compose up -d
@@ -94,7 +94,7 @@ curl http://localhost:8889/health
 **If MCP services didn't start:**
 ```bash
 # Check MCP processes
-docker exec ai-trader ps aux | grep python
+docker exec ai-trader-server ps aux | grep python

 # Should see 4 MCP services on ports 8000-8003
 ```
@@ -102,7 +102,7 @@ docker exec ai-trader ps aux | grep python
 **If database issues:**
 ```bash
 # Check database file
-docker exec ai-trader ls -l /app/data/jobs.db
+docker exec ai-trader-server ls -l /app/data/jobs.db

 # If missing, restart to recreate
 docker-compose restart
@@ -121,13 +121,13 @@ docker-compose restart
 **Debug:**
 ```bash
 # Check worker logs
-docker logs ai-trader | grep -i "worker\|simulation"
+docker logs ai-trader-server | grep -i "worker\|simulation"

 # Check database
-docker exec ai-trader sqlite3 /app/data/jobs.db "SELECT * FROM job_details;"
+docker exec ai-trader-server sqlite3 /app/data/jobs.db "SELECT * FROM job_details;"

 # Check MCP service accessibility
-docker exec ai-trader curl http://localhost:8000/health
+docker exec ai-trader-server curl http://localhost:8000/health
 ```

 **Solutions:**
@@ -173,7 +173,7 @@ done
 **Check if agent is stuck:**
 ```bash
 # View real-time logs
-docker logs -f ai-trader
+docker logs -f ai-trader-server

 # Look for repeated errors or infinite loops
 ```
@@ -204,7 +204,7 @@ curl -X POST http://localhost:8080/simulate/trigger \
 **Option 2: Manually Download Data**

 ```bash
-docker exec -it ai-trader bash
+docker exec -it ai-trader-server bash
 cd data
 python get_daily_price.py  # Downloads latest data
 python merge_jsonl.py       # Merges into database
@@ -242,7 +242,7 @@ grep AUTO_DOWNLOAD_PRICE_DATA .env
 **Workaround:**
 ```bash
 # Pre-download data in batches
-docker exec -it ai-trader bash
+docker exec -it ai-trader-server bash
 cd data

 # Download in stages (wait 1 min between runs)
@@ -269,7 +269,7 @@ exit
 }
 ```

-**Cause:** AI-Trader allows only 1 concurrent job by default.
+**Cause:** AI-Trader-Server allows only 1 concurrent job by default.

 **Solutions:**

@@ -279,7 +279,7 @@ exit
 curl http://localhost:8080/health  # Verify API is up

 # Query recent jobs (need to check database)
-docker exec ai-trader sqlite3 /app/data/jobs.db \
+docker exec ai-trader-server sqlite3 /app/data/jobs.db \
  "SELECT job_id, status FROM jobs ORDER BY created_at DESC LIMIT 5;"
 ```

@@ -292,7 +292,7 @@ curl http://localhost:8080/simulate/status/{job_id}
 **Force-stop stuck job (last resort):**
 ```bash
 # Update job status in database
-docker exec ai-trader sqlite3 /app/data/jobs.db \
+docker exec ai-trader-server sqlite3 /app/data/jobs.db \
  "UPDATE jobs SET status='failed' WHERE status IN ('pending', 'running');"

 # Restart service
@@ -386,7 +386,7 @@ docker-compose up -d

 ```bash
 # Re-download price data
-docker exec -it ai-trader bash
+docker exec -it ai-trader-server bash
 cd data
 python get_daily_price.py
 python merge_jsonl.py
@@ -418,7 +418,7 @@ exit
 **3. MCP services overloaded**
 ```bash
 # Check CPU usage
-docker stats ai-trader
+docker stats ai-trader-server
 ```

 ---
@@ -430,7 +430,7 @@ docker stats ai-trader
 **If higher:**
 ```bash
 # Check memory
-docker stats ai-trader
+docker stats ai-trader-server

 # Restart if needed
 docker-compose restart
@@ -442,34 +442,34 @@ docker-compose restart

 ```bash
 # Container status
-docker ps | grep ai-trader
+docker ps | grep ai-trader-server

 # Real-time logs
-docker logs -f ai-trader
+docker logs -f ai-trader-server

 # Check errors only
-docker logs ai-trader 2>&1 | grep -i error
+docker logs ai-trader-server 2>&1 | grep -i error

 # Container resource usage
-docker stats ai-trader
+docker stats ai-trader-server

 # Access container shell
-docker exec -it ai-trader bash
+docker exec -it ai-trader-server bash

 # Database inspection
-docker exec -it ai-trader sqlite3 /app/data/jobs.db
+docker exec -it ai-trader-server sqlite3 /app/data/jobs.db
 sqlite> SELECT * FROM jobs ORDER BY created_at DESC LIMIT 5;
 sqlite> SELECT status, COUNT(*) FROM jobs GROUP BY status;
 sqlite> .quit

 # Check file permissions
-docker exec ai-trader ls -la /app/data
+docker exec ai-trader-server ls -la /app/data

 # Test API connectivity
 curl -v http://localhost:8080/health

 # View all environment variables
-docker exec ai-trader env | sort
+docker exec ai-trader-server env | sort
 ```

 ---
@@ -480,7 +480,7 @@ If your issue isn't covered here:

 1. **Check logs** for specific error messages
 2. **Review** [API_REFERENCE.md](../../API_REFERENCE.md) for correct usage
-3. **Search** [GitHub Issues](https://github.com/Xe138/AI-Trader/issues)
+3. **Search** [GitHub Issues](https://github.com/Xe138/AI-Trader-Server/issues)
 4. **Open new issue** with:
   - Error messages from logs
   - Steps to reproduce
--- a/docs/user-guide/using-the-api.md
+++ b/docs/user-guide/using-the-api.md
@@ -1,6 +1,6 @@
 # Using the API

-Common workflows and best practices for AI-Trader API.
+Common workflows and best practices for AI-Trader-Server API.

 ---