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docs: update changelog for v0.5.0 release
🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
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33
CHANGELOG.md
33
CHANGELOG.md
@@ -7,7 +7,24 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
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## [Unreleased]
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## [0.5.0] - 2025-11-07
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### Added
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- **Comprehensive Test Coverage Improvements** - Increased coverage from 61% to 84.81% (+23.81 percentage points)
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- 406 passing tests (up from 364 with 42 failures)
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- Added 57 new tests across 7 modules
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- New test suites:
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- `tools/general_tools.py`: 26 tests (97% coverage) - config management, conversation extraction
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- `tools/price_tools.py`: 11 tests - NASDAQ symbol validation, weekend date handling
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- `api/price_data_manager.py`: 12 tests (85% coverage) - date expansion, prioritization, progress callbacks
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- `api/routes/results_v2.py`: 3 tests (98% coverage) - validation, deprecated parameters
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- `agent/reasoning_summarizer.py`: 2 tests (87% coverage) - trade formatting, error handling
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- `api/routes/period_metrics.py`: 2 tests (100% coverage) - edge cases
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- `agent/mock_provider`: 1 test (100% coverage) - string representation
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- **Database Connection Management** - Context manager pattern to prevent connection leaks
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- New `db_connection()` context manager for guaranteed cleanup
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- Updated 16+ test files to use context managers
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- Fixes 42 test failures caused by SQLite database locking
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- **Date Range Support in /results Endpoint** - Query multiple dates in single request with period performance metrics
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- `start_date` and `end_date` parameters replace deprecated `date` parameter
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- Returns lightweight format with daily portfolio values and period metrics for date ranges
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@@ -22,6 +39,22 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
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- Single date: `?start_date=2025-01-16` or `?end_date=2025-01-16`
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- Date range: `?start_date=2025-01-16&end_date=2025-01-20`
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- Old `?date=2025-01-16` now returns 422 error with migration instructions
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- Database schema improvements:
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- Added CHECK constraint for `action_type` field (must be 'buy', 'sell', or 'hold')
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- Added ON DELETE CASCADE to trading_days foreign key
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- Updated `drop_all_tables()` to match new schema (trading_days, actions vs old positions, trading_sessions)
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### Fixed
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- **Critical:** Database connection leaks causing 42 test failures
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- Root cause: Tests opened SQLite connections but didn't close them on failures
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- Solution: Created `db_connection()` context manager with guaranteed cleanup in finally block
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- All test files updated to use context managers
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- Test suite SQL statement errors:
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- Updated INSERT statements with all required fields (config_path, date_range, models, created_at)
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- Fixed SQL binding mismatches in test fixtures
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- API integration test failures:
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- Fixed date parameter handling for new results endpoint
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- Updated test assertions for API field name changes
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### Migration Guide
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