Claude/merge backtest to gamma 1ug7u #47
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Add code validation, API docs fetching, and comprehensive test suite
Replace generic `except:` with specific `except json.JSONDecodeError:` to improve error handling and satisfy flake8-bandit security linting.
…-H2GzE Improve error handling in coordinator agent JSON parsing
Co-authored-by: SL-Mar <126812704+SL-Mar@users.noreply.github.com>
Co-authored-by: SL-Mar <126812704+SL-Mar@users.noreply.github.com>
Change license to Apache 2.0 and document all CLI functions
Set gamma as default branch
Co-authored-by: SL-Mar <126812704+SL-Mar@users.noreply.github.com>
…to-apache-2-0 [WIP] Update all license references to Apache 2.0
[WIP] Fix mypy errors in gamma branch CI
[WIP] Fix MIT license references in the repository
Co-authored-by: SL-Mar <126812704+SL-Mar@users.noreply.github.com>
Remove legacy version references from README
Script to fix branch/tag mismatch: - Resets main to restored beta content (v1.0.0) - Updates gamma with v2.0.0 and testing warning - Creates proper version tags (v1.0.0, v1.1.0, v2.0.0) - Deletes deprecated v0.x tags
Add branch and tag cleanup script for repository restructuring
Claude/sync main gamma f r2 y1
- Add comprehensive CLI integration tests with smoke tests and mocked workflows - Fix pip-audit to fail on vulnerabilities (remove || true) - Add coverage threshold (50%) and update codecov action - Add separate integration test job in CI - Add CONTRIBUTING.md with development setup and coding standards
- Add requirements-lock.txt with pinned versions for reproducible builds - Add optional extras for LLM providers (openai, anthropic, mistral, all-llm) - Add http_utils.py with retry logic (exponential backoff) and response caching - Update article_tools.py to use new HTTP utilities for better reliability - Simplify code of conduct section in CONTRIBUTING.md
Enhance CI/CD pipeline and add comprehensive integration tests
Add a new scheduler module for fully automated strategy generation: - NotionClient: Publish strategy articles to Notion databases - ArticleGenerator: Generate formatted reports from backtest results - ScheduledRunner: APScheduler-based job runner with persistence - AutomatedBacktestPipeline: End-to-end workflow orchestration New CLI commands: - quantcoder schedule start: Start scheduled automation - quantcoder schedule run: Run pipeline once manually - quantcoder schedule status: View run statistics - quantcoder schedule config: Configure Notion credentials Features: - Papers -> Backtest -> Best Strategy -> Notion workflow - Algorithms kept in QuantConnect, articles published to Notion - Configurable schedules (hourly, daily, weekly) - Tracks processed papers to avoid duplicates - Persistent state across restarts - Min Sharpe thresholds for generation and publishing https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
- Set default max_strategies_per_run (batch limit) to 10 - Align notion_min_sharpe with min_sharpe_ratio by default - Clarify in help text: algos meeting acceptance criteria stay in QC - Notion article published only for successful algos https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
New spot generation workflow: - `quantcoder download 1 2 3` - Download multiple articles - `quantcoder summarize 1 2 3` - Creates individual summaries + consolidated - `quantcoder summaries` - List all available summaries with IDs - `quantcoder generate 6` - Generate code from consolidated summary #6 Storage model: - Individual summaries stored in ~/.quantcoder/summaries/ - Consolidated summaries auto-created when summarizing multiple articles - Consolidated gets next available ID, stores references to sources - Same `generate` command works for both individual and consolidated Implementation: - SummaryStore: Manages summary storage with index - IndividualSummary/ConsolidatedSummary: Data models - LLM consolidation: Merges multiple summaries into coherent strategy - Updated CLI commands to accept multiple IDs https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
- Add --backtest flag to generate command to run QuantConnect backtest - Add --min-sharpe option (default 0.5) for acceptance threshold - Add --start-date and --end-date options for backtest period - Auto-publish to Notion when Sharpe meets threshold - Add _publish_to_notion helper for article creation - Export StrategyArticle, ScheduleConfig, ScheduleInterval, PipelineConfig from scheduler This enables the spot generation workflow to optionally backtest generated code and publish successful strategies to Notion, matching the batch workflow behavior. https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
- Add TavilyClient for Tavily Search API integration - Add DeepSearchTool with LLM-based relevance filtering - Add --deep flag to search command for semantic search - Add --no-filter flag to skip LLM filtering - Add --tavily-key option to schedule config command - Add has_tavily_api_key() and get_tavily_api_key() to Config - Export DeepSearchTool and TavilyClient from tools module - Add 19 tests for deep search functionality Usage: quantcoder search "momentum strategy" --deep quantcoder schedule config --tavily-key tvly-xxx The deep search uses Tavily's semantic search with academic domain filtering (arXiv, SSRN, etc.) and optional LLM filtering to identify papers with implementable quantitative trading strategies. https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
Spot workflow (generate command): - Add --evolve flag to run evolution after backtest passes - Add --gens option (default 5) for evolution generations - Add --variants option (default 3) for variants per generation - Add _run_evolution() helper function for evolution execution Batch workflow (schedule run/start commands): - Add --evolve, --gens, --variants options to schedule run - Add same options to schedule start for scheduled runs - Add evolve_strategies, evolution_generations, evolution_variants to PipelineConfig Usage: # Spot workflow quantcoder generate 1 --backtest --evolve --gens 5 # Batch workflow quantcoder schedule run --evolve --gens 5 quantcoder schedule start --interval daily --evolve https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
- Create logging_config.py with log rotation, JSON structured logging, and webhook alerting - Add LoggingConfigSettings to config.toml for configurable log levels, rotation size/count - Update CLI with `logs` command group: show, list, clear, config subcommands - Add AutoStats persistence to disk (session history, load_latest, list_sessions) - Integrate new logging system into CLI setup with Rich console handler https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
Complete guide covering all QuantCoder features: - Two workflows (Spot and Batch) - All CLI commands - Configuration options - Logging and monitoring - Deep search with Tavily - Strategy evolution - Notion integration https://claude.ai/code/session_01SwNvxUMWNQ3RYpdCNg38xY
Combines gamma's production-ready features with new capabilities: - Scheduler and automated pipeline from backtest-workflow - Tavily deep search for semantic paper discovery - Notion integration for publishing - Centralized logging with rotation and webhooks Kept gamma's production features: - Async aiohttp for article tools - Keyring-based secure credential storage - Security CVE fixes in dependencies - Docker support and production docs https://claude.ai/code/session_01C3JqCdz2wAs1RmPhW3SMrT
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Title: Merge automate-backtest-workflow features into gamma
Description:
Summary
New Features Added
Production Features Preserved (from gamma)
Files Changed
scheduler/,logging_config.py,deep_search.py