mirror of
https://github.com/Xe138/AI-Trader.git
synced 2026-04-01 17:17:24 -04:00
docs: add implementation plan and update roadmap
This commit is contained in:
74
ROADMAP.md
74
ROADMAP.md
@@ -78,6 +78,77 @@ This document outlines planned features and improvements for the AI-Trader proje
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- Unified tool for virtual environments and package management
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- Unified tool for virtual environments and package management
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- Drop-in pip replacement with improved UX
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- Drop-in pip replacement with improved UX
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### v0.5.0 - Advanced Quantitative Modeling (Planned)
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**Focus:** Enable AI agents to create, test, and deploy custom quantitative models
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#### Model Development Framework
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- **Quantitative Model Creation** - AI agents build custom trading models
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- New MCP tool: `tool_model_builder.py` for model development operations
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- Support for common model types:
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- Statistical arbitrage models (mean reversion, cointegration)
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- Machine learning models (regression, classification, ensemble)
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- Technical indicator combinations (momentum, volatility, trend)
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- Factor models (multi-factor risk models, alpha signals)
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- Model specification via structured prompts/JSON
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- Integration with pandas, numpy, scikit-learn, statsmodels
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- Time series cross-validation for backtesting
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- Model versioning and persistence per agent signature
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#### Model Testing & Validation
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- **Backtesting Engine** - Rigorous model validation before deployment
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- Walk-forward analysis with rolling windows
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- Out-of-sample performance metrics
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- Statistical significance testing (t-tests, Sharpe ratio confidence intervals)
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- Overfitting detection (train/test performance divergence)
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- Transaction cost simulation (slippage, commissions)
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- Risk metrics (VaR, CVaR, maximum drawdown)
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- Anti-look-ahead validation (strict temporal boundaries)
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#### Model Deployment & Execution
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- **Production Model Integration** - Deploy validated models into trading decisions
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- Model registry per agent (`agent_data/[signature]/models/`)
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- Real-time model inference during trading sessions
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- Feature computation from historical price data
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- Model ensemble capabilities (combine multiple models)
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- Confidence scoring for predictions
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- Model performance monitoring (track live vs. backtest accuracy)
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- Automatic model retraining triggers (performance degradation detection)
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#### Data & Features
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- **Feature Engineering Toolkit** - Rich data transformations for model inputs
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- Technical indicators library (RSI, MACD, Bollinger Bands, ATR, etc.)
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- Price transformations (returns, log returns, volatility)
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- Market regime detection (trending, ranging, high/low volatility)
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- Cross-sectional features (relative strength, sector momentum)
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- Alternative data integration hooks (sentiment, news signals)
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- Feature caching and incremental computation
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- Feature importance analysis
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#### API Endpoints
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- **Model Management API** - Control and monitor quantitative models
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- `POST /models/create` - Create new model specification
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- `POST /models/train` - Train model on historical data
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- `POST /models/backtest` - Run backtest with specific parameters
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- `GET /models/{model_id}` - Retrieve model metadata and performance
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- `GET /models/{model_id}/predictions` - Get historical predictions
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- `POST /models/{model_id}/deploy` - Deploy model to production
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- `DELETE /models/{model_id}` - Archive or delete model
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#### Benefits
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- **Enhanced Trading Strategies** - Move beyond simple heuristics to data-driven decisions
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- **Reproducibility** - Systematic model development and validation process
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- **Risk Management** - Quantify model uncertainty and risk exposure
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- **Learning System** - Agents improve trading performance through model iteration
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- **Research Platform** - Compare effectiveness of different quantitative approaches
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#### Technical Considerations
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- Anti-look-ahead enforcement in model training (only use data before training date)
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- Computational resource limits per model (prevent excessive training time)
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- Model explainability requirements (agents must justify model choices)
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- Integration with existing MCP architecture (models as tools)
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- Storage considerations for model artifacts and training data
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## Contributing
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## Contributing
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We welcome contributions to any of these planned features! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines.
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We welcome contributions to any of these planned features! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines.
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@@ -94,7 +165,8 @@ To propose a new feature:
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- **v0.2.0** - Docker deployment support
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- **v0.2.0** - Docker deployment support
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- **v0.3.0** - REST API, on-demand downloads, database storage (current)
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- **v0.3.0** - REST API, on-demand downloads, database storage (current)
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- **v0.4.0** - Enhanced simulation management (planned)
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- **v0.4.0** - Enhanced simulation management (planned)
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- **v0.5.0** - Advanced quantitative modeling (planned)
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---
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---
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Last updated: 2025-10-31
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Last updated: 2025-11-01
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826
docs/plans/2025-11-01-rebrand-ai-trader-server.md
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826
docs/plans/2025-11-01-rebrand-ai-trader-server.md
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@@ -0,0 +1,826 @@
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# AI-Trader to AI-Trader-Server Rebrand Implementation Plan
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> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
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**Goal:** Rebrand the project from "AI-Trader" to "AI-Trader-Server" across all documentation, configuration, and Docker files to reflect its REST API service architecture.
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**Architecture:** Layered approach with 4 phases: (1) Core user docs, (2) Configuration files, (3) Developer/deployment docs, (4) Internal metadata. Each phase has validation checkpoints.
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**Tech Stack:** Markdown, JSON, YAML (docker-compose), Dockerfile, Shell scripts
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---
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## Phase 1: Core User-Facing Documentation
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### Task 1: Update README.md
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**Files:**
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- Modify: `README.md`
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**Step 1: Update title and tagline**
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Replace line 3:
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```markdown
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# 🚀 AI-Trader: Can AI Beat the Market?
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```
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With:
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```markdown
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# 🚀 AI-Trader-Server: REST API for AI Trading
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```
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**Step 2: Update subtitle/description (line 10)**
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Replace:
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```markdown
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**REST API service for autonomous AI trading competitions. Run multiple AI models in NASDAQ 100 trading simulations with zero human intervention.**
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```
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With:
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```markdown
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**REST API service for autonomous AI trading competitions. Deploy multiple AI models in NASDAQ 100 simulations via HTTP endpoints with zero human intervention.**
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```
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**Step 3: Update all GitHub repository URLs**
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Find and replace all instances:
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- `github.com/HKUDS/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
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- `github.com/Xe138/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
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Specific lines to check: 80, 455, 457
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**Step 4: Update Docker image references**
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Find and replace:
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- `ghcr.io/hkuds/ai-trader` → `ghcr.io/xe138/ai-trader-server`
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Specific lines: 456
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**Step 5: Add fork acknowledgment section**
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After line 446 (before License section), add:
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```markdown
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---
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## 🙏 Acknowledgments
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This project is a fork of [HKUDS/AI-Trader](https://github.com/HKUDS/AI-Trader), re-architected as a REST API service for external orchestration and integration.
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---
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```
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**Step 6: Commit**
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```bash
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git add README.md
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git commit -m "docs: rebrand README from AI-Trader to AI-Trader-Server"
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```
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---
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### Task 2: Update QUICK_START.md
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**Files:**
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- Modify: `QUICK_START.md`
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**Step 1: Search for repository references**
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```bash
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grep -n "github.com" QUICK_START.md
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grep -n "ai-trader" QUICK_START.md
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```
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**Step 2: Update git clone command**
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Find the git clone command and update:
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```bash
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git clone https://github.com/Xe138/AI-Trader-Server.git
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cd AI-Trader-Server
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```
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**Step 3: Update Docker image references**
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Replace all instances of:
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- `ghcr.io/hkuds/ai-trader` → `ghcr.io/xe138/ai-trader-server`
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- Container name `ai-trader` → `ai-trader-server` (if mentioned)
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**Step 4: Update project name references**
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Replace:
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- "AI-Trader" → "AI-Trader-Server" in titles/headings
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- Keep "ai-trader" lowercase in paths/commands as-is (will be handled in Docker phase)
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**Step 5: Commit**
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```bash
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git add QUICK_START.md
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git commit -m "docs: update QUICK_START for AI-Trader-Server rebrand"
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```
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---
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### Task 3: Update API_REFERENCE.md
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**Files:**
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- Modify: `API_REFERENCE.md`
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|
**Step 1: Update header and project references**
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Find and replace:
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- "AI-Trader" → "AI-Trader-Server" in titles
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- GitHub URLs: `github.com/HKUDS/AI-Trader` or `github.com/Xe138/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
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**Step 2: Update Docker image references in examples**
|
||||||
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||||||
|
Replace:
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||||||
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- `ghcr.io/hkuds/ai-trader` → `ghcr.io/xe138/ai-trader-server`
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
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git add API_REFERENCE.md
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git commit -m "docs: rebrand API_REFERENCE to AI-Trader-Server"
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|
```
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||||||
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---
|
||||||
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||||||
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### Task 4: Update CHANGELOG.md
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||||||
|
**Files:**
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|
- Modify: `CHANGELOG.md`
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||||||
|
**Step 1: Add rebrand entry at top**
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||||||
|
Add new entry at the top of the changelog:
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||||||
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```markdown
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## [Unreleased]
|
||||||
|
|
||||||
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### Changed
|
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|
- Rebranded project from AI-Trader to AI-Trader-Server to reflect REST API service architecture
|
||||||
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- Updated all repository references to github.com/Xe138/AI-Trader-Server
|
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|
- Updated Docker image references to ghcr.io/xe138/ai-trader-server
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||||||
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|
||||||
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```
|
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|
||||||
|
**Step 2: Update any GitHub URLs in existing entries**
|
||||||
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|
||||||
|
Find and replace:
|
||||||
|
- `github.com/HKUDS/AI-Trader` → `github.com/Xe138/AI-Trader-Server`
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
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git add CHANGELOG.md
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||||||
|
git commit -m "docs: add rebrand entry to CHANGELOG"
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|
```
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||||||
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---
|
||||||
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||||||
|
### Task 5: Validate Phase 1
|
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||||||
|
**Step 1: Check all links**
|
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|
||||||
|
```bash
|
||||||
|
# Extract URLs and verify they exist
|
||||||
|
grep -oP 'https://github\.com/[^)\s]+' README.md QUICK_START.md API_REFERENCE.md
|
||||||
|
```
|
||||||
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|
||||||
|
**Step 2: Search for any remaining old references**
|
||||||
|
|
||||||
|
```bash
|
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|
grep -r "github.com/HKUDS" README.md QUICK_START.md API_REFERENCE.md CHANGELOG.md
|
||||||
|
grep -r "ghcr.io/hkuds" README.md QUICK_START.md API_REFERENCE.md CHANGELOG.md
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No matches
|
||||||
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||||||
|
**Step 3: Verify markdown renders correctly**
|
||||||
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|
||||||
|
```bash
|
||||||
|
# If markdown linter available
|
||||||
|
markdownlint README.md QUICK_START.md API_REFERENCE.md || echo "Linter not available - manual review needed"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Phase 2: Configuration Files
|
||||||
|
|
||||||
|
### Task 6: Update docker-compose.yml
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `docker-compose.yml`
|
||||||
|
|
||||||
|
**Step 1: Update service and container names**
|
||||||
|
|
||||||
|
Find the service definition and update:
|
||||||
|
|
||||||
|
```yaml
|
||||||
|
services:
|
||||||
|
ai-trader-server: # Changed from ai-trader
|
||||||
|
container_name: ai-trader-server # Changed from ai-trader
|
||||||
|
image: ai-trader-server:latest # Changed from ai-trader:latest
|
||||||
|
# ... rest of config
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update any comments**
|
||||||
|
|
||||||
|
Replace "AI-Trader" references in comments with "AI-Trader-Server"
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add docker-compose.yml
|
||||||
|
git commit -m "chore: update docker-compose service names for rebrand"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 7: Update Dockerfile
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `Dockerfile`
|
||||||
|
|
||||||
|
**Step 1: Update LABEL metadata (if present)**
|
||||||
|
|
||||||
|
Find any LABEL instructions and update:
|
||||||
|
|
||||||
|
```dockerfile
|
||||||
|
LABEL org.opencontainers.image.title="AI-Trader-Server"
|
||||||
|
LABEL org.opencontainers.image.source="https://github.com/Xe138/AI-Trader-Server"
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update comments**
|
||||||
|
|
||||||
|
Replace "AI-Trader" in comments with "AI-Trader-Server"
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add Dockerfile
|
||||||
|
git commit -m "chore: update Dockerfile metadata for rebrand"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 8: Update .env.example
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `.env.example`
|
||||||
|
|
||||||
|
**Step 1: Update header comments**
|
||||||
|
|
||||||
|
If there's a header comment describing the project, update:
|
||||||
|
|
||||||
|
```bash
|
||||||
|
# AI-Trader-Server Configuration
|
||||||
|
# REST API service for autonomous AI trading
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update any inline comments mentioning project name**
|
||||||
|
|
||||||
|
Replace "AI-Trader" → "AI-Trader-Server" in explanatory comments
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add .env.example
|
||||||
|
git commit -m "chore: update .env.example comments for rebrand"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 9: Update configuration JSON files
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `configs/default_config.json`
|
||||||
|
- Modify: Any other JSON configs in `configs/`
|
||||||
|
|
||||||
|
**Step 1: Check for project name references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "AI-Trader" configs/
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update comments if JSON allows (or metadata fields)**
|
||||||
|
|
||||||
|
If configs have metadata/description fields, update them:
|
||||||
|
|
||||||
|
```json
|
||||||
|
{
|
||||||
|
"project": "AI-Trader-Server",
|
||||||
|
"description": "REST API service configuration"
|
||||||
|
}
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add configs/
|
||||||
|
git commit -m "chore: update config files for rebrand"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 10: Validate Phase 2
|
||||||
|
|
||||||
|
**Step 1: Test Docker build**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
docker build -t ai-trader-server:test .
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: Build succeeds
|
||||||
|
|
||||||
|
**Step 2: Test docker-compose syntax**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
docker-compose config
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No errors, shows parsed configuration
|
||||||
|
|
||||||
|
**Step 3: Search for remaining old references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "ai-trader" docker-compose.yml Dockerfile .env.example configs/
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: Only lowercase "ai-trader-server" or necessary backward-compatible references
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Phase 3: Developer & Deployment Documentation
|
||||||
|
|
||||||
|
### Task 11: Update CLAUDE.md
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `CLAUDE.md`
|
||||||
|
|
||||||
|
**Step 1: Update project overview header**
|
||||||
|
|
||||||
|
Replace the first paragraph starting with "AI-Trader is..." with:
|
||||||
|
|
||||||
|
```markdown
|
||||||
|
AI-Trader-Server is an autonomous AI trading competition platform where multiple AI models compete in NASDAQ 100 trading with zero human intervention. Each AI starts with $10,000 and uses standardized MCP (Model Context Protocol) tools to make fully autonomous trading decisions.
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update Docker deployment commands**
|
||||||
|
|
||||||
|
Find all docker commands and update image names:
|
||||||
|
- `docker pull ghcr.io/hkuds/ai-trader:latest` → `docker pull ghcr.io/xe138/ai-trader-server:latest`
|
||||||
|
- `docker build -t ai-trader-test .` → `docker build -t ai-trader-server-test .`
|
||||||
|
- `docker run ... ai-trader-test` → `docker run ... ai-trader-server-test`
|
||||||
|
|
||||||
|
**Step 3: Update GitHub Actions URLs**
|
||||||
|
|
||||||
|
Replace:
|
||||||
|
- `https://github.com/HKUDS/AI-Trader/actions` → `https://github.com/Xe138/AI-Trader-Server/actions`
|
||||||
|
|
||||||
|
**Step 4: Update repository references**
|
||||||
|
|
||||||
|
Replace all instances of:
|
||||||
|
- `HKUDS/AI-Trader` → `Xe138/AI-Trader-Server`
|
||||||
|
|
||||||
|
**Step 5: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add CLAUDE.md
|
||||||
|
git commit -m "docs: update CLAUDE.md for AI-Trader-Server rebrand"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 12: Update docs/user-guide/ documentation
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `docs/user-guide/configuration.md`
|
||||||
|
- Modify: `docs/user-guide/using-the-api.md`
|
||||||
|
- Modify: `docs/user-guide/integration-examples.md`
|
||||||
|
- Modify: `docs/user-guide/troubleshooting.md`
|
||||||
|
|
||||||
|
**Step 1: Batch find and replace project name**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/user-guide/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update repository URLs**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/user-guide/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' "$file"
|
||||||
|
sed -i 's|github\.com/Xe138/AI-Trader\([^-]\)|github.com/Xe138/AI-Trader-Server\1|g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Update Docker image references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/user-guide/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 4: Update code example class names in integration-examples.md**
|
||||||
|
|
||||||
|
Find and update:
|
||||||
|
```python
|
||||||
|
class AITraderClient: # → AITraderServerClient
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 5: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add docs/user-guide/
|
||||||
|
git commit -m "docs: rebrand user guide documentation"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 13: Update docs/developer/ documentation
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `docs/developer/CONTRIBUTING.md`
|
||||||
|
- Modify: `docs/developer/development-setup.md`
|
||||||
|
- Modify: `docs/developer/testing.md`
|
||||||
|
- Modify: `docs/developer/architecture.md`
|
||||||
|
- Modify: `docs/developer/database-schema.md`
|
||||||
|
- Modify: `docs/developer/adding-models.md`
|
||||||
|
|
||||||
|
**Step 1: Batch find and replace project name**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/developer/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update repository URLs**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/developer/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' "$file"
|
||||||
|
sed -i 's|github\.com/Xe138/AI-Trader\([^-]\)|github.com/Xe138/AI-Trader-Server\1|g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Update Docker references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/developer/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
|
||||||
|
sed -i 's/ai-trader-test/ai-trader-server-test/g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 4: Update architecture diagrams in architecture.md**
|
||||||
|
|
||||||
|
Manually review ASCII art diagrams and update labels:
|
||||||
|
- "AI-Trader" → "AI-Trader-Server"
|
||||||
|
|
||||||
|
**Step 5: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add docs/developer/
|
||||||
|
git commit -m "docs: rebrand developer documentation"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 14: Update docs/deployment/ documentation
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `docs/deployment/docker-deployment.md`
|
||||||
|
- Modify: `docs/deployment/production-checklist.md`
|
||||||
|
- Modify: `docs/deployment/monitoring.md`
|
||||||
|
- Modify: `docs/deployment/scaling.md`
|
||||||
|
|
||||||
|
**Step 1: Batch find and replace project name**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/deployment/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update Docker image references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/deployment/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
|
||||||
|
sed -i 's/container_name: ai-trader/container_name: ai-trader-server/g' "$file"
|
||||||
|
sed -i 's/ai-trader:/ai-trader-server:/g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Update monitoring commands**
|
||||||
|
|
||||||
|
Update any Docker exec commands:
|
||||||
|
```bash
|
||||||
|
docker exec -it ai-trader-server sqlite3 /app/data/jobs.db
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 4: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add docs/deployment/
|
||||||
|
git commit -m "docs: rebrand deployment documentation"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 15: Update docs/reference/ documentation
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `docs/reference/environment-variables.md`
|
||||||
|
- Modify: `docs/reference/mcp-tools.md`
|
||||||
|
- Modify: `docs/reference/data-formats.md`
|
||||||
|
|
||||||
|
**Step 1: Batch find and replace project name**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/reference/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update any code examples or Docker references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
cd docs/reference/
|
||||||
|
for file in *.md; do
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Commit**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add docs/reference/
|
||||||
|
git commit -m "docs: rebrand reference documentation"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 16: Update root-level maintainer docs
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Modify: `docs/DOCKER.md` (if exists)
|
||||||
|
- Modify: `docs/RELEASING.md` (if exists)
|
||||||
|
|
||||||
|
**Step 1: Check if files exist**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
ls -la docs/DOCKER.md docs/RELEASING.md 2>/dev/null || echo "Files may not exist"
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update project references if files exist**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
if [ -f docs/DOCKER.md ]; then
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' docs/DOCKER.md
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' docs/DOCKER.md
|
||||||
|
fi
|
||||||
|
|
||||||
|
if [ -f docs/RELEASING.md ]; then
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' docs/RELEASING.md
|
||||||
|
sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' docs/RELEASING.md
|
||||||
|
fi
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Commit if changes made**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add docs/DOCKER.md docs/RELEASING.md 2>/dev/null && git commit -m "docs: rebrand maintainer documentation" || echo "No maintainer docs to commit"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 17: Validate Phase 3
|
||||||
|
|
||||||
|
**Step 1: Search for remaining old references in docs**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "AI-Trader[^-]" docs/ --include="*.md" | grep -v "AI-Trader-Server"
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No matches
|
||||||
|
|
||||||
|
**Step 2: Search for old repository URLs**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "github.com/HKUDS/AI-Trader" docs/ --include="*.md"
|
||||||
|
grep -r "github.com/Xe138/AI-Trader[^-]" docs/ --include="*.md"
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No matches
|
||||||
|
|
||||||
|
**Step 3: Search for old Docker images**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "ghcr.io/hkuds/ai-trader" docs/ --include="*.md"
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No matches
|
||||||
|
|
||||||
|
**Step 4: Verify documentation cross-references**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
# Check for broken markdown links
|
||||||
|
find docs/ -name "*.md" -exec grep -H "\[.*\](.*\.md)" {} \;
|
||||||
|
```
|
||||||
|
|
||||||
|
Manual review needed: Verify links point to correct files
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Phase 4: Internal Configuration & Metadata
|
||||||
|
|
||||||
|
### Task 18: Update GitHub Actions workflows
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Check: `.github/workflows/` directory
|
||||||
|
|
||||||
|
**Step 1: Check if workflows exist**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
ls -la .github/workflows/ 2>/dev/null || echo "No workflows directory"
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update workflow files if they exist**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
if [ -d .github/workflows ]; then
|
||||||
|
cd .github/workflows/
|
||||||
|
for file in *.yml *.yaml; do
|
||||||
|
[ -f "$file" ] || continue
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$file"
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$file"
|
||||||
|
sed -i 's|github\.com/HKUDS/AI-Trader|github.com/Xe138/AI-Trader-Server|g' "$file"
|
||||||
|
done
|
||||||
|
cd ../..
|
||||||
|
fi
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Commit if changes made**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add .github/workflows/ 2>/dev/null && git commit -m "ci: update workflows for AI-Trader-Server rebrand" || echo "No workflows to commit"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 19: Update shell scripts
|
||||||
|
|
||||||
|
**Files:**
|
||||||
|
- Check: `scripts/` directory and root-level `.sh` files
|
||||||
|
|
||||||
|
**Step 1: Find all shell scripts**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
find . -maxdepth 2 -name "*.sh" -type f | grep -v ".git" | grep -v ".worktrees"
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 2: Update comments and echo statements in scripts**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
for script in $(find . -maxdepth 2 -name "*.sh" -type f | grep -v ".git" | grep -v ".worktrees"); do
|
||||||
|
sed -i 's/AI-Trader\([^-]\)/AI-Trader-Server\1/g' "$script"
|
||||||
|
sed -i 's/ai-trader:/ai-trader-server:/g' "$script"
|
||||||
|
sed -i 's/ai-trader-test/ai-trader-server-test/g' "$script"
|
||||||
|
done
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 3: Update Docker image references in scripts**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
for script in $(find . -maxdepth 2 -name "*.sh" -type f | grep -v ".git" | grep -v ".worktrees"); do
|
||||||
|
sed -i 's|ghcr\.io/hkuds/ai-trader|ghcr.io/xe138/ai-trader-server|g' "$script"
|
||||||
|
done
|
||||||
|
```
|
||||||
|
|
||||||
|
**Step 4: Commit changes**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git add scripts/ *.sh 2>/dev/null && git commit -m "chore: update shell scripts for rebrand" || echo "No scripts to commit"
|
||||||
|
```
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
### Task 20: Final validation and cleanup
|
||||||
|
|
||||||
|
**Step 1: Comprehensive search for old project name**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "AI-Trader[^-]" . --include="*.md" --include="*.json" --include="*.yml" --include="*.yaml" --include="*.sh" --include="Dockerfile" --include=".env.example" --exclude-dir=.git --exclude-dir=.worktrees --exclude-dir=node_modules --exclude-dir=venv | grep -v "AI-Trader-Server"
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: Only matches in Python code (if any), data files, or git history
|
||||||
|
|
||||||
|
**Step 2: Search for old repository URLs**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "github\.com/HKUDS/AI-Trader" . --include="*.md" --include="*.json" --include="*.yml" --include="*.yaml" --exclude-dir=.git --exclude-dir=.worktrees
|
||||||
|
grep -r "github\.com/Xe138/AI-Trader[^-]" . --include="*.md" --include="*.json" --include="*.yml" --include="*.yaml" --exclude-dir=.git --exclude-dir=.worktrees
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No matches
|
||||||
|
|
||||||
|
**Step 3: Search for old Docker images**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
grep -r "ghcr\.io/hkuds/ai-trader" . --include="*.md" --include="*.yml" --include="*.yaml" --include="Dockerfile" --include="*.sh" --exclude-dir=.git --exclude-dir=.worktrees
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No matches
|
||||||
|
|
||||||
|
**Step 4: Test Docker build with new name**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
docker build -t ai-trader-server:test .
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: Build succeeds
|
||||||
|
|
||||||
|
**Step 5: Test docker-compose validation**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
docker-compose config
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: No errors, service name is `ai-trader-server`
|
||||||
|
|
||||||
|
**Step 6: Review git status**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git status
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: All changes committed, working tree clean
|
||||||
|
|
||||||
|
**Step 7: Review commit history**
|
||||||
|
|
||||||
|
```bash
|
||||||
|
git log --oneline -20
|
||||||
|
```
|
||||||
|
|
||||||
|
Expected: Should see commits for each phase of rebrand
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Validation Summary
|
||||||
|
|
||||||
|
After completing all tasks, verify:
|
||||||
|
|
||||||
|
- [ ] All "AI-Trader" references updated to "AI-Trader-Server" in documentation
|
||||||
|
- [ ] All GitHub URLs point to `github.com/Xe138/AI-Trader-Server`
|
||||||
|
- [ ] All Docker references use `ghcr.io/xe138/ai-trader-server`
|
||||||
|
- [ ] Fork acknowledgment added to README.md
|
||||||
|
- [ ] docker-compose.yml uses `ai-trader-server` service/container name
|
||||||
|
- [ ] All documentation cross-references work
|
||||||
|
- [ ] Docker build succeeds
|
||||||
|
- [ ] No broken links in documentation
|
||||||
|
- [ ] All changes committed with clear commit messages
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Notes
|
||||||
|
|
||||||
|
- **Python code:** No changes needed to class names or internal identifiers
|
||||||
|
- **Data files:** No changes needed to existing data or databases
|
||||||
|
- **Git remotes:** Repository remote URLs are separate and handled by user
|
||||||
|
- **Docker registry:** Publishing new images is a separate deployment task
|
||||||
|
- **Backward compatibility:** This is a clean-break rebrand, no compatibility needed
|
||||||
|
|
||||||
|
---
|
||||||
|
|
||||||
|
## Estimated Time
|
||||||
|
|
||||||
|
- **Phase 1:** 15-20 minutes (4 core docs)
|
||||||
|
- **Phase 2:** 10-15 minutes (configs and Docker)
|
||||||
|
- **Phase 3:** 30-40 minutes (all docs subdirectories)
|
||||||
|
- **Phase 4:** 10-15 minutes (workflows and scripts)
|
||||||
|
- **Total:** ~65-90 minutes
|
||||||
Reference in New Issue
Block a user