Added new pre-v1.0 release (v0.5.0) with two new API endpoints:
1. Performance Metrics API (GET /metrics/performance)
- Query model performance over custom date ranges
- Returns total return, trade count, win rate, daily P&L stats
- Enables model comparison and strategy evaluation
2. Status & Coverage Endpoint (GET /status)
- Comprehensive system status in single endpoint
- Price data coverage (symbols, date ranges, gaps)
- Model simulation progress (date ranges, completion %)
- System health (database, MCP services, disk usage)
Updated version history:
- Added v0.4.0 (current release)
- Added v0.5.0 (planned)
- Renamed v1.3.0 to "Advanced performance metrics"
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Co-Authored-By: Claude <noreply@anthropic.com>
Systematic debugging revealed DeepSeek returns tool_calls in non-standard
format that bypasses LangChain's parse_tool_call():
**Root Cause:**
- OpenAI standard: {function: {name, arguments}, id}
- DeepSeek format: {name, args, id}
- LangChain's parse_tool_call() returns None when no 'function' key
- Result: Raw tool_call with string args → Pydantic validation error
**Solution:**
- ToolCallArgsParsingWrapper detects non-standard format
- Normalizes to OpenAI standard before LangChain processing
- Converts {name, args, id} → {function: {name, arguments}, id}
- Added diagnostic logging to identify format variations
**Impact:**
- DeepSeek models now work via OpenRouter
- No breaking changes to other providers (defensive design)
- Diagnostic logs help debug future format issues
Fixes validation errors:
tool_calls.0.args: Input should be a valid dictionary
[type=dict_type, input_value='{"symbol": "GILD", ...}', input_type=str]
The planned v0.4.0 "Simplified Simulation Control" features were
already implemented in v0.3.0:
- POST /simulate/trigger with optional start_date (auto-resume when null)
- Required end_date parameter for target date
- replace_existing flag (equivalent to force_resimulate)
- Automatic detection of last completed date per model
- Idempotent behavior by default
Updated version history to reflect v1.0.0 as the next planned release
after v0.3.0.
Add comprehensive suite of testing scripts for different workflows:
- test.sh: Interactive menu for all testing operations
- quick_test.sh: Fast unit test feedback (~10-30s)
- run_tests.sh: Main test runner with full configuration options
- coverage_report.sh: Coverage analysis with HTML/JSON/terminal reports
- ci_test.sh: CI/CD optimized testing with JUnit/coverage XML output
Features:
- Colored terminal output with clear error messages
- Consistent option flags across all scripts
- Support for test markers (unit, integration, e2e, slow, etc.)
- Parallel execution support
- Coverage thresholds (default: 85%)
- Virtual environment and dependency checks
Documentation:
- Update CLAUDE.md with testing section and examples
- Expand docs/developer/testing.md with comprehensive guide
- Add scripts/README.md with quick reference
All scripts are tested and executable. This standardizes the testing
process for local development, CI/CD, and pull request workflows.
Expand database migration strategy section to include:
- Automated schema migration system requirements
- Migration version tracking and rollback
- Zero-downtime migration procedures
- Pre-production recommendation to delete/recreate databases
Current state: Minimal migrations (pre-production)
Future: Full migration system for production deployments
Co-Authored-By: Claude <noreply@anthropic.com>
- Add v1.1.0 API Authentication & Security as next priority after v1.0.0
- Include comprehensive security features: API keys, RBAC, rate limiting, audit trail
- Add security warning to v1.0.0 noting lack of authentication
- Resequence all subsequent versions (v1.1-v1.6) to accommodate new feature
- Update version history to reflect new roadmap structure
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Major changes:
- Simplified v0.4.0 to focus on smart date-based simulation API with automatic resume
- Added v1.0.0 milestone for production stability, testing, and validation
- Reorganized post-1.0 features into manageable v1.x releases:
- v1.1.0: Position history & analytics
- v1.2.0: Performance metrics & analytics
- v1.3.0: Data management API
- v1.4.0: Web dashboard UI
- v1.5.0: Advanced configuration & customization
- Moved quantitative modeling to v2.0.0 (major version bump)
Key improvements:
- v0.4.0 now has single /simulate/to-date endpoint with idempotent behavior
- Explicit force_resimulate flag prevents accidental re-simulation
- v1.0.0 includes comprehensive quality gates and production readiness checklist
- Each v1.x release focuses on specific domain for easier implementation
Reorganize documentation into user-focused, developer-focused, and deployment-focused sections.
**New structure:**
- Root: README.md (streamlined), QUICK_START.md, API_REFERENCE.md
- docs/user-guide/: configuration, API usage, integrations, troubleshooting
- docs/developer/: contributing, development setup, testing, architecture
- docs/deployment/: Docker deployment, production checklist, monitoring
- docs/reference/: environment variables, MCP tools, data formats
**Changes:**
- Streamline README.md from 831 to 469 lines
- Create QUICK_START.md for 5-minute onboarding
- Create API_REFERENCE.md as single source of truth for API
- Remove 9 outdated specification docs (v0.2.0 API design)
- Remove DOCKER_API.md (content consolidated into new structure)
- Remove docs/plans/ directory with old design documents
- Update CLAUDE.md with documentation structure guide
- Remove orchestration-specific references
**Benefits:**
- Clear entry points for different audiences
- No content duplication
- Better discoverability through logical hierarchy
- All content reflects current v0.3.0 API
Add comprehensive web dashboard interface to planned features for v0.4.0.
Web UI Features:
- Job management dashboard
* View/monitor active, pending, and completed jobs
* Start new simulations with form-based configuration
* Real-time job progress monitoring
* Cancel running jobs
- Results visualization
* Performance charts (P&L over time, cumulative returns)
* Position history timeline
* Model comparison views
* Trade log explorer with filtering
- Configuration management
* Model configuration editor
* Date range selection with calendar picker
* Price data coverage visualization
- Technical implementation
* Modern frontend framework (React, Vue.js, or Svelte)
* Real-time updates via WebSocket or Server-Sent Events
* Responsive design for mobile access
* Chart library for visualizations
* Single container deployment alongside API
The web UI will provide an accessible interface for users who prefer
graphical interaction over API calls, while maintaining the same
functionality available through the REST API.
Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
Remove all future releases (v0.5.0-v0.7.0) and infrastructure/enhancement
sections from roadmap. Focus exclusively on v0.4.0 planned features.
v0.4.0 - Enhanced Simulation Management remains with:
- Resume/continue API for advancing from last completed date
- Position history tracking and analysis
- Advanced performance metrics (Sharpe, Sortino, drawdown, win rate)
- Price data management endpoints
Removed sections:
- v0.5.0 Real-Time Trading Support
- v0.6.0 Multi-Strategy & Portfolio Management
- v0.7.0 Alternative Data & Advanced Features
- Future Enhancements (infrastructure, data, UI, AI/ML, integration, testing)
Keep roadmap focused on near-term deliverables with clear scope.
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Co-Authored-By: Claude <noreply@anthropic.com>
Create ROADMAP.md documenting planned features across multiple releases.
Planned releases:
- v0.4.0: Enhanced simulation management
* Resume/continue API for advancing from last completed date
* Position history tracking and analysis
* Advanced performance metrics (Sharpe, Sortino, drawdown)
* Price data management endpoints
- v0.5.0: Real-time trading support
* Live market data integration
* Real-time simulation mode
* Scheduled automation
* WebSocket price feeds
- v0.6.0: Multi-strategy & portfolio management
* Strategy composition and ensembles
* Advanced risk controls
* Portfolio-level optimization
* Dynamic allocation
- v0.7.0: Alternative data & advanced features
* News and sentiment analysis
* Market regime detection
* Custom indicators
* Event-driven strategies
Future enhancements:
- Kubernetes deployment and cloud provider support
- Alternative databases (PostgreSQL, TimescaleDB)
- Web UI dashboard with real-time visualization
- Model training and reinforcement learning
- Webhook notifications and plugin system
- Performance and chaos testing
Key feature: Resume API in v0.4.0
- POST /simulate/resume - Continue from last completed date
- POST /simulate/continue - Extend existing simulations
- Automatic detection of completion state per model
- Support for daily incremental updates
Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
