chore(main): release 0.2.1 (#249)

Release-As: 0.2.1

CHANGELOG.md

@@ -1,5 +1,14 @@
 # Changelog
 
+## [0.2.1](https://github.com/microsoft/RD-Agent/compare/v0.2.0...v0.2.1) (2024-09-10)
+
+
+### Bug Fixes
+
+* default model value in config ([#256](https://github.com/microsoft/RD-Agent/issues/256)) ([c097585](https://github.com/microsoft/RD-Agent/commit/c097585f631f401c2c0966f6ad4c17286924f011))
+* fix_dotenv_error ([#257](https://github.com/microsoft/RD-Agent/issues/257)) ([923063c](https://github.com/microsoft/RD-Agent/commit/923063c1fd957c4ed42e97272c72b5e9545451dc))
+* readme ([#248](https://github.com/microsoft/RD-Agent/issues/248)) ([8cede22](https://github.com/microsoft/RD-Agent/commit/8cede2209922876490148459e1134da828e1fda0))
+
 ## [0.2.0](https://github.com/microsoft/RD-Agent/compare/v0.1.0...v0.2.0) (2024-09-07)
 
 

README.md

@@ -1,14 +1,13 @@
-<h2 align="center">
+<h3 align="center">
   <img src="docs/_static/logo.png" alt="RA-Agent logo" style="width:70%; ">
-
+  
-  <a href="https://rdagent.azurewebsites.net">🖥️ Live Demo</a> | <a href="https://rdagent.azurewebsites.net/factor_loop">🎥 Demo Video</a>  | <a href="https://rdagent.readthedocs.io/en/latest/index.html">📖 Documentation</a>
+  <a href="https://rdagent.azurewebsites.net" target="_blank">🖥️ Live Demo</a> | <a href="https://rdagent.azurewebsites.net/factor_loop" target="_blank">🎥 Demo Video</a>  | <a href="https://rdagent.readthedocs.io/en/latest/index.html" target="_blank">📖 Documentation</a> | <a href="#-paperwork-list"> 📃 Papers </a>
-</h2>
+</h3>
 
 [![CI](https://github.com/microsoft/RD-Agent/actions/workflows/ci.yml/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/ci.yml)
 [![CodeQL](https://github.com/microsoft/RD-Agent/actions/workflows/github-code-scanning/codeql/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/github-code-scanning/codeql)
 [![Dependabot Updates](https://github.com/microsoft/RD-Agent/actions/workflows/dependabot/dependabot-updates/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/dependabot/dependabot-updates)
 [![Lint PR Title](https://github.com/microsoft/RD-Agent/actions/workflows/pr.yml/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/pr.yml)
-[![Readthedocs Preview](https://github.com/microsoft/RD-Agent/actions/workflows/readthedocs-preview.yml/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/readthedocs-preview.yml)
 [![Release.yml](https://github.com/microsoft/RD-Agent/actions/workflows/release.yml/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/release.yml)
 [![Platform](https://img.shields.io/badge/platform-Linux-blue)](https://pypi.org/project/rdagent/#files)
 [![PyPI](https://img.shields.io/pypi/v/rdagent)](https://pypi.org/project/rdagent/)
@@ -18,6 +17,7 @@
 [![pre-commit](https://img.shields.io/badge/pre--commit-enabled-brightgreen?logo=pre-commit)](https://github.com/pre-commit/pre-commit)
 [![Checked with mypy](https://www.mypy-lang.org/static/mypy_badge.svg)](http://mypy-lang.org/)
 [![Ruff](https://img.shields.io/endpoint?url=https://raw.githubusercontent.com/astral-sh/ruff/main/assets/badge/v2.json)](https://github.com/astral-sh/ruff)
+[![Readthedocs Preview](https://github.com/microsoft/RD-Agent/actions/workflows/readthedocs-preview.yml/badge.svg)](https://github.com/microsoft/RD-Agent/actions/workflows/readthedocs-preview.yml) <!-- this badge is too long, please place it in the last one to make it pretty --> 
 
 # 📰 News
 | 🗞️ News        | 📝 Description                 |
@@ -90,22 +90,30 @@ Users must ensure Docker is installed before attempting most scenarios. Please r
 
 The **[🖥️ Live Demo](https://rdagent.azurewebsites.net/)** is implemented by the following commands(each item represents one demo, you can select the one you prefer):
 
-- Run the **Automated Quantitative Trading & Iterative Factors Evolution**:  Qlib self-loop factor proposal and implementation application
+- Run the **Automated Quantitative Trading & Iterative Factors Evolution**:  [Qlib](http://github.com/microsoft/qlib) self-loop factor proposal and implementation application
   ```sh
   rdagent fin_factor
   ```
 
-- Run the **Automated Quantitative Trading & Iterative Model Evolution**: Qlib self-loop model proposal and implementation application
+- Run the **Automated Quantitative Trading & Iterative Model Evolution**: [Qlib](http://github.com/microsoft/qlib) self-loop model proposal and implementation application
   ```sh
   rdagent fin_model
   ```
 
 - Run the **Automated Medical Prediction Model Evolution**: Medical self-loop model proposal and implementation application
+  >(1) Apply for an account at [PhysioNet](https://physionet.org/). <br /> (2) Request access to FIDDLE preprocessed data: [FIDDLE Dataset](https://physionet.org/content/mimic-eicu-fiddle-feature/1.0.0/). <br />
+  (3) Place your username and password in `.env`.
+  ```bash
+  cat << EOF  >> .env
+  DM_USERNAME=<your_username>
+  DM_PASSWORD=<your_password>
+  EOF
+  ```
   ```sh
   rdagent med_model
   ```
 
-- Run the **Automated Quantitative Trading & Factors Extraction from Financial Reports**:  Run the Qlib factor extraction and implementation application based on financial reports
+- Run the **Automated Quantitative Trading & Factors Extraction from Financial Reports**:  Run the [Qlib](http://github.com/microsoft/qlib) factor extraction and implementation application based on financial reports
   ```sh
   # 1. Generally, you can run this scenario using the following command:
   rdagent fin_factor_report --report_folder=<Your financial reports folder path>
@@ -162,10 +170,10 @@ The supported scenarios are listed below:
 
 Different scenarios vary in entrance and configuration. Please check the detailed setup tutorial in the scenarios documents.
 
-Here is a gallery of successful explorations. You can download the source code and view the execution trace using the command below:
+Here is a gallery of [successful explorations](https://github.com/SunsetWolf/rdagent_resource/releases/download/demo_traces/demo_traces.zip) (5 traces showed in **[🖥️ Live Demo](https://rdagent.azurewebsites.net/)**). You can download and view the execution trace using the command below:
 
 ```bash
-rdagent ui --port 80 --log_dir gallary/
+rdagent ui --port 80 --log_dir ./demo_traces
 ```
 
 Please refer to **[📖readthedocs_scen](https://rdagent.readthedocs.io/en/latest/scens/catalog.html)** for more details of the scenarios.

docs/scens/data_copilot_fin.rst

@@ -27,7 +27,7 @@ And this is where the **Finance Data Copilot** steps in.
 
     <div style="display: flex; justify-content: center; align-items: center;">
       <video width="600" controls>
-        <source src="https://rdagent.azurewebsites.net/media/65bb598f1372c1857ccbf09b2acf5d55830911625048c03102291098.mp4" type="video/mp4">
+        <source src="https://rdagent.azurewebsites.net/media/7b14b2bd3d8771da9cf7eb799b6d96729cec3d35c8d4f68060f3e2fd.mp4" type="video/mp4">
         Your browser does not support the video tag.
       </video>
     </div>

docs/scens/model_agent_fin.rst

@@ -24,7 +24,7 @@ And this is where the **Finance Model Agent** steps in.
 
     <div style="display: flex; justify-content: center; align-items: center;">
       <video width="600" controls>
-        <source src="https://rdagent.azurewebsites.net/media/65bb598f1372c1857ccbf09b2acf5d55830911625048c03102291098.mp4" type="video/mp4">
+        <source src="https://rdagent.azurewebsites.net/media/d85e8cab1da1cd3501d69ce837452f53a971a24911eae7bfa9237137.mp4" type="video/mp4">
         Your browser does not support the video tag.
       </video>
     </div>

docs/scens/model_agent_med.rst

@@ -19,7 +19,7 @@ In this task, we aim at predicting the whether the patients will suffer from Acu
 
     <div style="display: flex; justify-content: center; align-items: center;">
       <video width="600" controls>
-        <source src="https://rdagent.azurewebsites.net/media/65bb598f1372c1857ccbf09b2acf5d55830911625048c03102291098.mp4" type="video/mp4">
+        <source src="https://rdagent.azurewebsites.net/media/1653542fc1b9fa14a306c35c1b1fc48288f980793f38abe82b023af9.mp4" type="video/mp4">
         Your browser does not support the video tag.
       </video>
     </div>
@@ -96,7 +96,14 @@ You can try our demo by running the following command:
     
   - Apply for an account at `PhysioNet <https://physionet.org/>`_.
   - Request access to FIDDLE preprocessed data: `FIDDLE Dataset <https://physionet.org/content/mimic-eicu-fiddle-feature/1.0.0/>`_.
-  - Place your username and password in `.rdagent.app.data_mining.conf`.
+  - Place your username and password in `.env`.
+
+    .. code-block:: bash
+
+        cat << EOF  >> .env
+        DM_USERNAME=<your_username>
+        DM_PASSWORD=<your_password>
+        EOF
 
 
 - 🚀 Run the Application

docs/scens/model_copilot_general.rst

@@ -22,7 +22,7 @@ And this is where the **General Model Copilot** steps in.
 
     <div style="display: flex; justify-content: center; align-items: center;">
       <video width="600" controls>
-        <source src="https://rdagent.azurewebsites.net/media/65bb598f1372c1857ccbf09b2acf5d55830911625048c03102291098.mp4" type="video/mp4">
+        <source src="https://rdagent.azurewebsites.net/media/b35f904765b05099b0fcddbebe041a04f4d7bde239657e5fc24bf0cc.mp4" type="video/mp4">
         Your browser does not support the video tag.
       </video>
     </div>

rdagent/app/cli.py

@@ -5,11 +5,16 @@ This will
 - make rdagent a nice entry and
 - autoamtically load dotenv
 """
+from dotenv import load_dotenv
+
+load_dotenv(".env")
+# 1) Make sure it is at the beginning of the script so that it will load dotenv before initializing BaseSettings.
+# 2) The ".env" argument is necessary to make sure it loads `.env` from the current directory.
+
 import subprocess
 from importlib.resources import path as rpath
 
 import fire
-from dotenv import load_dotenv
 
 from rdagent.app.data_mining.model import main as med_model
 from rdagent.app.general_model.general_model import (
@@ -20,8 +25,6 @@ from rdagent.app.qlib_rd_loop.factor_from_report import main as fin_factor_repor
 from rdagent.app.qlib_rd_loop.model import main as fin_model
 from rdagent.app.utils.info import collect_info
 
-load_dotenv()
-
 
 def ui(port=80, log_dir="", debug=False):
     """

rdagent/app/general_model/general_model.py

@@ -1,9 +1,3 @@
-from dotenv import load_dotenv
-
-from rdagent.scenarios.general_model.scenario import GeneralModelScenario
-
-load_dotenv(override=True)
-
 import fire
 
 from rdagent.components.coder.model_coder.task_loader import (
@@ -13,6 +7,7 @@ from rdagent.components.document_reader.document_reader import (
     extract_first_page_screenshot_from_pdf,
 )
 from rdagent.log import rdagent_logger as logger
+from rdagent.scenarios.general_model.scenario import GeneralModelScenario
 from rdagent.scenarios.qlib.developer.model_coder import QlibModelCoSTEER
 
 

rdagent/components/benchmark/conf.py

@@ -2,13 +2,8 @@ from dataclasses import field
 from pathlib import Path
 from typing import Optional
 
-from dotenv import load_dotenv
 from pydantic_settings import BaseSettings
 
-# Load environment variables
-load_dotenv(verbose=True, override=True)
-
-
 DIRNAME = Path("./")
 
 

rdagent/components/runner/conf.py

@@ -2,12 +2,6 @@ from __future__ import annotations
 
 from pathlib import Path
 
-from dotenv import load_dotenv
-from pydantic_settings import BaseSettings
-
-# make sure that env variable is loaded while calling Config()
-load_dotenv(verbose=True, override=True)
-
 from pydantic_settings import BaseSettings
 
 

rdagent/core/conf.py

@@ -2,15 +2,11 @@ from __future__ import annotations
 
 from pathlib import Path
 
-from dotenv import load_dotenv
 from pydantic_settings import BaseSettings
 
 # TODO: use pydantic for other modules in Qlib
 # from pydantic_settings import BaseSettings
 
-# make sure that env variable is loaded while calling Config()
-load_dotenv(verbose=True, override=True)
-
 
 class RDAgentSettings(BaseSettings):
     # TODO: (xiao) I think LLMSetting may be a better name.
@@ -38,7 +34,7 @@ class RDAgentSettings(BaseSettings):
     chat_openai_api_key: str = ""
     chat_azure_api_base: str = ""
     chat_azure_api_version: str = ""
-    chat_model: str = ""
+    chat_model: str = "gpt-4-turbo"
     chat_max_tokens: int = 3000
     chat_temperature: float = 0.5
     chat_stream: bool = True