docs: finalize v0.3.0 changelog for release

Consolidated all unreleased changes into v0.3.0 release dated 2025-11-03.

Key additions:
- Development Mode with mock AI provider
- Config Override System for Docker
- Async Price Download (non-blocking)
- Resume Mode (idempotent execution)
- Reasoning Logs API (GET /reasoning)
- Project rebrand to AI-Trader-Server

Includes comprehensive bug fixes for context injection, simulation
re-runs, database reliability, and configuration handling.
This commit is contained in:
2025-11-03 00:19:12 -05:00
parent e590cdc13b
commit 1095798320

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@@ -7,13 +7,43 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
## [Unreleased]
### Fixed
- **Dev Mode Warning in Docker** - DEV mode startup warning now displays correctly in Docker logs
- Added FastAPI `@app.on_event("startup")` handler to trigger warning on API server startup
- Previously only appeared when running `python api/main.py` directly (not via uvicorn)
- Docker compose now includes `DEPLOYMENT_MODE` and `PRESERVE_DEV_DATA` environment variables
## [0.3.0] - 2025-11-03
## [0.3.0] - 2025-10-31
### Added - Development & Testing Features
- **Development Mode** - Mock AI provider for cost-free testing
- `DEPLOYMENT_MODE=DEV` enables mock AI responses with deterministic stock rotation
- Isolated dev database (`trading_dev.db`) separate from production data
- `PRESERVE_DEV_DATA=true` option to prevent dev database reset on startup
- No AI API costs during development and testing
- All API responses include `deployment_mode` field
- Startup warning displayed when running in DEV mode
- **Config Override System** - Docker configuration merging
- Place custom configs in `user-configs/` directory
- Startup merges user config with default config
- Comprehensive validation with clear error messages
- Volume mount: `./user-configs:/app/user-configs`
### Added - Enhanced API Features
- **Async Price Download** - Non-blocking data preparation
- `POST /simulate/trigger` no longer blocks on price downloads
- New job status: `downloading_data` during data preparation
- Warnings field in status response for download issues
- Better user experience for large date ranges
- **Resume Mode** - Idempotent simulation execution
- Jobs automatically skip already-completed model-days
- Safe to re-run jobs without duplicating work
- `status="skipped"` for already-completed executions
- Error-free job completion when partial results exist
- **Reasoning Logs API** - Access AI decision-making history
- `GET /reasoning` endpoint for querying reasoning logs
- Filter by job_id, model_name, date, include_full_conversation
- Includes conversation history and tool usage
- Database-only storage (no JSONL files)
- AI-powered summary generation for reasoning sessions
- **Job Skip Status** - Enhanced job status tracking
- New status: `skipped` for already-completed model-days
- Better differentiation between pending, running, and skipped
- Accurate job completion detection
### Added - Price Data Management & On-Demand Downloads
- **SQLite Price Data Storage** - Replaced JSONL files with relational database
@@ -83,13 +113,22 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Windmill integration patterns and examples
### Changed
- **Project Rebrand** - AI-Trader renamed to AI-Trader-Server
- Updated all documentation for new project name
- Updated Docker images to ghcr.io/xe138/ai-trader-server
- Updated GitHub Actions workflows
- Updated README, CHANGELOG, and all user guides
- **Architecture** - Transformed from batch-only to API-first service with database persistence
- **Data Storage** - Migrated from JSONL files to SQLite relational database
- Price data now stored in `price_data` table instead of `merged.jsonl`
- Tools/price_tools.py updated to query database
- Position data remains in database (already migrated in earlier versions)
- Position data fully migrated to database-only storage (removed JSONL dependencies)
- Trade tools now read/write from database tables with lazy context injection
- **Deployment** - Simplified to single API-only Docker service (REST API is new in v0.3.0)
- **Logging** - Removed duplicate MCP service log files for cleaner output
- **Configuration** - Simplified environment variable configuration
- **Added:** `DEPLOYMENT_MODE` (PROD/DEV) for environment control
- **Added:** `PRESERVE_DEV_DATA` (default: false) to keep dev data between runs
- **Added:** `AUTO_DOWNLOAD_PRICE_DATA` (default: true) - Enable on-demand downloads
- **Added:** `MAX_SIMULATION_DAYS` (default: 30) - Maximum date range size
- **Added:** `API_PORT` for host port mapping (default: 8080, customizable for port conflicts)
@@ -137,6 +176,35 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- **Monitoring** - Health checks and status tracking
- **Persistence** - SQLite database survives container restarts
### Fixed
- **Context Injection** - Runtime parameters correctly injected into MCP tools
- ContextInjector always overrides AI-provided parameters (defense-in-depth)
- Hidden context parameters from AI tool schema to prevent hallucination
- Resolved database locking issues with concurrent tool calls
- Proper async handling of tool reloading after context injection
- **Simulation Re-runs** - Prevent duplicate execution of completed model-days
- Fixed job hanging when re-running partially completed simulations
- `_execute_date()` now skips already-completed model-days
- Job completion status correctly reflects skipped items
- **Agent Initialization** - Correct parameter passing in API mode
- Fixed BaseAgent initialization parameters in ModelDayExecutor
- Resolved async execution and position storage issues
- **Database Reliability** - Various improvements for concurrent access
- Fixed column existence checks before creating indexes
- Proper database path resolution in dev mode (prevents recursive _dev suffix)
- Module-level database initialization for uvicorn reliability
- Fixed database locking during concurrent writes
- Improved error handling in buy/sell functions
- **Configuration** - Improved config handling
- Use enabled field from config to determine which models run
- Use config models when empty models list provided
- Correct handling of merged runtime configs in containers
- Proper get_db_path() usage to pass base database path
- **Docker** - Various deployment improvements
- Removed non-existent data scripts from Dockerfile
- Proper respect for dev mode in entrypoint database initialization
- Correct closure usage to capture db_path in lifespan context manager
### Breaking Changes
- **Batch Mode Removed** - All simulations now run through REST API
- v0.2.0 used sequential batch execution via Docker entrypoint
@@ -147,7 +215,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- `merged.jsonl` no longer used (replaced by `price_data` table)
- Automatic on-demand downloads eliminate need for manual data fetching
- **Configuration Variables Changed**
- Added: `AUTO_DOWNLOAD_PRICE_DATA`, `MAX_SIMULATION_DAYS`, `API_PORT`
- Added: `DEPLOYMENT_MODE`, `PRESERVE_DEV_DATA`, `AUTO_DOWNLOAD_PRICE_DATA`, `MAX_SIMULATION_DAYS`, `API_PORT`
- Removed: `RUNTIME_ENV_PATH`, MCP service ports, `WEB_HTTP_PORT`
- MCP services now use fixed internal ports (not exposed to host)