docs: update CHANGELOG.md for v0.2.0 release

Update changelog with comprehensive release notes including:
- All features added during alpha testing phase
- Configuration improvements and new documentation
- Bug fixes and stability improvements
- Corrected release date to 2025-10-31

Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>

.env.example

@@ -30,3 +30,9 @@ WEB_HTTP_PORT=8888
 
 # Agent Configuration
 AGENT_MAX_STEP=30
+
+# Data Volume Configuration
+# Base directory for all persistent data (will contain data/, logs/, configs/ subdirectories)
+# Use relative paths (./volumes) or absolute paths (/home/user/ai-trader-volumes)
+# Defaults to current directory (.) if not set
+VOLUME_PATH=.

.gitignore

@@ -57,6 +57,7 @@ delete.py
 refresh_data.sh
 
 # Config files (optional - uncomment if needed)
+configs/custom_config.json
 configs/day_config.json
 configs/hour_config.json
 configs/test_config.json

CHANGELOG.md

@@ -7,30 +7,50 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
-## [0.2.0] - 2025-10-30
+## [0.2.0] - 2025-10-31
 
 ### Added
 - Complete Docker deployment support with containerization
 - Docker Compose orchestration for easy local deployment
 - Multi-stage Dockerfile with Python 3.10-slim base image
 - Automated CI/CD pipeline via GitHub Actions for release builds
+- Automatic draft release creation with version tagging
 - Docker images published to GitHub Container Registry (ghcr.io)
 - Comprehensive Docker documentation (docs/DOCKER.md)
 - Release process documentation (docs/RELEASING.md)
+- Data cache reuse design documentation (docs/DESIGN_DATA_CACHE_REUSE.md)
 - CLAUDE.md repository guidance for development
 - Docker deployment section in main README
 - Environment variable configuration via docker-compose
 - Sequential startup script (entrypoint.sh) for data fetch, MCP services, and trading agent
 - Volume mounts for data and logs persistence
-- Pre-built image support from ghcr.io/hkuds/ai-trader
+- Pre-built image support from ghcr.io/xe138/ai-trader
+- Configurable volume path for persistent data
+- Configurable web interface host port
+- Automated merged.jsonl creation during price fetching
+- API key registration URLs in .env.example
 
 ### Changed
-- Updated .env.example with Docker-specific configuration and paths
+- Updated .env.example with Docker-specific configuration, API key URLs, and paths
 - Updated .gitignore to exclude git worktrees directory
 - Removed deprecated version tag from docker-compose.yml
+- Updated repository URLs to Xe138/AI-Trader fork
+- Docker Compose now uses pre-built image by default
+- Simplified Docker config file selection with convention over configuration
+- Fixed internal ports with configurable host ports
+- Separated data scripts from volume mount directory
+- Reduced log flooding during data fetch
+- OPENAI_API_BASE can now be left empty in configuration
 
 ### Fixed
 - Docker Compose configuration now follows modern best practices (version-less)
+- Prevent restart loop on missing API keys with proper validation
+- Docker tag generation now converts repository owner to lowercase
+- Validate GITHUB_REF is a tag in docker-release workflow
+- Correct Dockerfile FROM AS casing
+- Module import errors for MCP services resolved with PYTHONPATH
+- Prevent price data overwrite on container restart
+- Merge script now writes to current directory for volume compatibility
 
 ## [0.1.0] - Initial Release
 

data/get_daily_price.py

@@ -1,8 +1,12 @@
-import requests
-import os
-from dotenv import load_dotenv
-load_dotenv()
 import json
+import os
+import subprocess
+import sys
+
+import requests
+from dotenv import load_dotenv
+
+load_dotenv()
 
 
 all_nasdaq_100_symbols = [
@@ -42,4 +46,15 @@ if __name__ == "__main__":
     for symbol in all_nasdaq_100_symbols:
         get_daily_price(symbol)
 
-    get_daily_price("QQQ")
+    get_daily_price("QQQ")
+
+    # Automatically run merge after fetching
+    print("\n📦 Merging price data...")
+    try:
+        script_dir = os.path.dirname(os.path.abspath(__file__))
+        merge_script = os.path.join(script_dir, "merge_jsonl.py")
+        subprocess.run([sys.executable, merge_script], check=True)
+        print("✅ Price data merged successfully")
+    except Exception as e:
+        print(f"⚠️  Failed to merge data: {e}")
+        print("   Please run 'python merge_jsonl.py' manually")

data/merge_jsonl.py

@@ -18,7 +18,8 @@ all_nasdaq_100_symbols = [
 ]
 
 # 合并所有以 daily_price 开头的 json，逐文件一行写入 merged.jsonl
-current_dir = os.path.dirname(__file__)
+# Use current working directory instead of script directory for volume compatibility
+current_dir = os.getcwd()
 pattern = os.path.join(current_dir, 'daily_price*.json')
 files = sorted(glob.glob(pattern))
 

docker-compose.yml

@@ -5,8 +5,9 @@ services:
     # build: .
     container_name: ai-trader-app
     volumes:
-      - ./data:/app/data
-      - ./logs:/app/logs
+      - ${VOLUME_PATH:-.}/data:/app/data
+      - ${VOLUME_PATH:-.}/logs:/app/logs
+      - ${VOLUME_PATH:-.}/configs:/app/configs
     environment:
       # AI Model API Configuration
       - OPENAI_API_BASE=${OPENAI_API_BASE}

docs/DOCKER.md

@@ -53,10 +53,30 @@ AGENT_MAX_STEP=30
 
 ### Custom Trading Configuration
 
-Pass a custom config file:
+**Simple Method (Recommended):**
+
+Create a `configs/custom_config.json` file - it will be automatically used:
 
 ```bash
-docker-compose run ai-trader configs/my_config.json
+# Copy default config as starting point
+cp configs/default_config.json configs/custom_config.json
+
+# Edit your custom config
+nano configs/custom_config.json
+
+# Run normally - custom_config.json is automatically detected!
+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`
+3. `configs/default_config.json` (fallback)
+
+**Advanced: Use a different config file name:**
+
+```bash
+docker-compose run ai-trader configs/my_special_config.json
 ```
 
 ## Usage Examples
@@ -92,16 +112,43 @@ docker-compose up
 
 ### Volume Mounts
 
-Docker Compose mounts two volumes:
+Docker Compose mounts three volumes for persistent data. By default, these are stored in the project directory:
 
 - `./data:/app/data` - Price data and trading records
 - `./logs:/app/logs` - MCP service logs
+- `./configs:/app/configs` - Configuration files (allows editing configs without rebuilding)
 
-Data persists across container restarts. To reset:
+### Custom Volume Location
+
+You can change where data is stored by setting `VOLUME_PATH` in your `.env` file:
+
+```bash
+# Store data in a different location
+VOLUME_PATH=/home/user/trading-data
+
+# Or use a relative path
+VOLUME_PATH=./volumes
+```
+
+This will store data in:
+- `/home/user/trading-data/data/`
+- `/home/user/trading-data/logs/`
+- `/home/user/trading-data/configs/`
+
+**Note:** The directory structure is automatically created. You'll need to copy your existing configs:
+```bash
+# After changing VOLUME_PATH
+mkdir -p /home/user/trading-data/configs
+cp configs/custom_config.json /home/user/trading-data/configs/
+```
+
+### Reset Data
+
+To reset all trading data:
 
 ```bash
 docker-compose down
-rm -rf data/agent_data/* logs/*
+rm -rf ${VOLUME_PATH:-.}/data/agent_data/* ${VOLUME_PATH:-.}/logs/*
 docker-compose up
 ```
 
@@ -227,13 +274,45 @@ Services exposed on host:
 
 ### Test Different Configurations
 
-```bash
-# Create test config
-cp configs/default_config.json configs/test_config.json
-# Edit test_config.json
+**Method 1: Use the standard custom_config.json**
 
-# Run with test config
-docker-compose run ai-trader configs/test_config.json
+```bash
+# Create and edit your config
+cp configs/default_config.json configs/custom_config.json
+nano configs/custom_config.json
+
+# Run - automatically uses custom_config.json
+docker-compose up
+```
+
+**Method 2: Test multiple configs with different names**
+
+```bash
+# Create multiple test configs
+cp configs/default_config.json configs/conservative.json
+cp configs/default_config.json configs/aggressive.json
+
+# Edit each config...
+
+# Test conservative strategy
+docker-compose run ai-trader configs/conservative.json
+
+# Test aggressive strategy
+docker-compose run ai-trader configs/aggressive.json
+```
+
+**Method 3: Temporarily switch configs**
+
+```bash
+# Temporarily rename your custom config
+mv configs/custom_config.json configs/custom_config.json.backup
+cp configs/test_strategy.json configs/custom_config.json
+
+# Run with test strategy
+docker-compose up
+
+# Restore original
+mv configs/custom_config.json.backup configs/custom_config.json
 ```
 
 ## Production Deployment

entrypoint.sh

@@ -38,12 +38,18 @@ fi
 echo "✅ Environment variables validated"
 
 # Step 1: Data preparation
-echo "📊 Fetching and merging price data..."
-# Run scripts from /app/scripts but output to /app/data
-cd /app/data
-python /app/scripts/get_daily_price.py
-python /app/scripts/merge_jsonl.py
-cd /app
+echo "📊 Checking price data..."
+if [ -f "/app/data/merged.jsonl" ] && [ -s "/app/data/merged.jsonl" ]; then
+    echo "✅ Using existing price data ($(wc -l < /app/data/merged.jsonl) stocks)"
+    echo "   To refresh data, delete /app/data/merged.jsonl and restart"
+else
+    echo "📊 Fetching and merging price data..."
+    # Run script from /app/scripts but output to /app/data
+    # Note: get_daily_price.py now automatically calls merge_jsonl.py after fetching
+    cd /app/data
+    python /app/scripts/get_daily_price.py
+    cd /app
+fi
 
 # Step 2: Start MCP services in background
 echo "🔧 Starting MCP services..."
@@ -57,7 +63,19 @@ sleep 3
 
 # Step 4: Run trading agent with config file
 echo "🤖 Starting trading agent..."
-CONFIG_FILE="${1:-configs/default_config.json}"
+
+# Smart config selection: custom_config.json takes precedence if it exists
+if [ -f "configs/custom_config.json" ]; then
+    CONFIG_FILE="configs/custom_config.json"
+    echo "✅ Using custom configuration: configs/custom_config.json"
+elif [ -n "$1" ]; then
+    CONFIG_FILE="$1"
+    echo "✅ Using specified configuration: $CONFIG_FILE"
+else
+    CONFIG_FILE="configs/default_config.json"
+    echo "✅ Using default configuration: configs/default_config.json"
+fi
+
 python main.py "$CONFIG_FILE"
 
 # Cleanup on exit

main.sh

@@ -10,8 +10,8 @@ echo "🚀 Launching AI Trader Environment..."
 
 echo "📊 Now getting and merging price data..."
 cd ./data
+# Note: get_daily_price.py now automatically calls merge_jsonl.py after fetching
 python get_daily_price.py
-python merge_jsonl.py
 cd ../
 
 echo "🔧 Now starting MCP services..."