Skip to content

CHANGELOG.md

Latest commit

 

History

History
216 lines (176 loc) · 7.63 KB

CHANGELOG.md

File metadata and controls

216 lines (176 loc) · 7.63 KB

Changelog

All notable changes to QuantCoder CLI will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[2.1.0-alpha.2] - 2026-02-09

Changed

  • Default evolution generations reduced from 10 to 3 (more practical for real-world use)
  • Backtest results now display 6 structured metrics: Sharpe Ratio, Total Return, CAGR, Max Drawdown, Win Rate, Total Trades
  • evolve show elite pool display includes CAGR, Win Rate, and Trades
  • Evolution engine final results log includes all 6 metrics

Added

  • --push-to-qc flag on evolve start — automatically creates a QuantConnect project with the best evolved variant, uploads code, and compiles

[2.0.0] - 2026-02-09

Breaking Changes

  • Cloud LLM providers removed — Anthropic, OpenAI, Mistral (cloud), and DeepSeek providers have been deleted. QuantCoder now runs exclusively on local models via Ollama.
  • No API keys required — load_api_key() and save_api_key() are now no-ops. The CLI no longer prompts for API keys on startup.
  • ModelConfig simplified — Removed coordinator_provider, code_provider (duplicate), risk_provider, summary_provider, summary_model, ollama_model fields. New fields: code_model, reasoning_model, ollama_timeout.
  • LLMFactory API changed — Now uses task-based routing: LLMFactory.create(task="coding") instead of LLMFactory.create("anthropic", api_key="...").
  • Dependencies removed — openai, anthropic, mistralai packages no longer required.

Added

  • Ollama-only local inference — All LLM calls route through Ollama
    • qwen2.5-coder:14b for code generation, refinement, error fixing
    • mistral for reasoning, summarization, chat
  • Task-based model routing — LLMFactory.create(task=...) automatically selects the right model
  • OllamaProvider enhancements — check_health(), list_models(), configurable timeout (default 600s)
  • Backwards-compatible config loading — Old config files with unknown fields are handled gracefully; /v1 suffix stripped from ollama_base_url

Changed (from pre-release)

  • Multi-Agent Architecture: Specialized agents for algorithm generation
  • Autonomous Pipeline: Self-improving strategy generation with learning database
  • Library Builder: Batch strategy generation across 13+ categories
  • AlphaEvolve Evolution: LLM-driven structural variation of algorithms
  • Tool System: Pluggable architecture (search, download, summarize, generate, validate, backtest)
  • Rich Terminal UI: Modern CLI with syntax highlighting, panels, progress indicators
  • MCP Integration: QuantConnect Model Context Protocol for validation and backtesting
  • Configuration System: TOML-based with dataclasses
  • Package renamed from quantcli to quantcoder

Removed

  • Tkinter GUI (replaced by Rich terminal in pre-release)
  • Legacy OpenAI SDK v0.28 support
  • All cloud LLM providers (Anthropic, OpenAI, Mistral cloud, DeepSeek)
  • Optional dependency groups [openai], [anthropic], [mistral], [all-llm]

[1.1.0] - Beta Release

Added

  • LLM Client Abstraction (llm_client.py)
    • LLMClient class with modern OpenAI SDK v1.x+ support
    • LLMResponse dataclass for standardized responses
    • Token usage tracking
    • simple_prompt() convenience method
  • QuantConnect Static Validator (qc_validator.py)
    • QuantConnectValidator class for code analysis
    • Division by zero detection
    • Missing .IsReady indicator checks
    • None value risk detection in comparisons
    • max()/min() on potentially None values
    • Portfolio access pattern validation
    • Severity levels (error, warning, info)
    • Formatted report generation
  • Unit Tests (tests/test_llm_client.py)
    • LLMClient initialization tests
    • Chat completion tests
    • Error handling tests
  • Documentation
    • TESTING_GUIDE.md - Comprehensive testing documentation
    • MAIN_VS_BETA.md - Branch comparison guide
    • .env.example - Environment variable template

Changed

  • processor.py: Refactored to use LLMClient instead of direct OpenAI calls
  • processor.py: Enhanced code generation prompts with defensive programming requirements
    • Added runtime safety check requirements
    • Added IsReady check reminders
    • Added None guard requirements
    • Added zero-division protection patterns
  • cli.py: Added verbose flag handling improvements
  • setup.py: Updated dependencies for OpenAI v1.x+
  • requirements.txt: Added explicit dependency versions

Fixed

  • Lazy loading for Tkinter imports (better startup performance)
  • Improved error handling in PDF download

Dependencies

  • Upgraded OpenAI SDK from v0.28 to v1.x+
  • Added pytest for testing

[1.0.0] - Legacy Release

Features

  • Article Search: CrossRef API integration
    • Search by query keywords
    • Configurable result count
    • HTML export of results
  • PDF Download: Multiple download methods
    • Direct URL download
    • Unpaywall API fallback for open access
    • Manual browser fallback
  • NLP Processing: spaCy-based text analysis
    • PDF text extraction (pdfplumber)
    • Text preprocessing (URL removal, normalization)
    • Heading detection (title-cased sentences)
    • Section splitting
    • Keyword analysis for trading signals and risk management
  • Code Generation: OpenAI GPT-4 integration
    • Strategy summarization
    • QuantConnect algorithm generation
    • AST validation
    • Iterative refinement (up to 6 attempts)
  • Tkinter GUI: Desktop interface
    • Search panel with results table
    • Summary display with copy/save
    • Code display with syntax highlighting (Monokai theme)
  • CLI Commands
    • search <query> - Search articles
    • list - Show cached results
    • download <id> - Download PDF
    • summarize <id> - Generate summary
    • generate-code <id> - Generate algorithm
    • open-article <id> - Open in browser
    • interactive - Launch GUI

Dependencies

  • Python 3.8+
  • OpenAI SDK v0.28 (legacy)
  • pdfplumber 0.10+
  • spaCy 3.x with en_core_web_sm
  • Click 8.x
  • python-dotenv
  • Pygments
  • InquirerPy

Branch History

main ────●──────────────────────────────●──────────────▶
         │                              │
       v1.0                           v1.1
      (legacy)                    (LLM client +
                                   validator)
                                        ▲
                                        │
beta ───────────────────────────────────┘

develop ──────────────────────────────────────────────▶
   ▲                                              (v2.0)
   │
gamma ─┘

Migration Notes

v1.0 → v1.1

  1. Update OpenAI SDK:

    pip uninstall openai
pip install openai>=1.0.0

  2. Ensure OPENAI_API_KEY environment variable is set

  3. No CLI command changes required

v1.1 → v2.0 (future)

  1. Package renamed:

    pip uninstall quantcli
pip install quantcoder

  2. CLI command prefix changes:

    # Old
quantcli search "query"

# New
quantcoder search "query"

  3. New commands available:

    quantcoder auto start --query "..."
quantcoder library build

Links