mt5-quant/CHANGELOG.md

# Changelog

## [1.34.0] — 2026-07-02

- docs: update changelog and tool documentation for rolling backtest
- feat: add rolling backtest and optimization improvements
- fix: sync Cargo.lock, remove unused Agents config from optimizer
- fix: sync Cargo.lock version, remove unused agents config from optimizer


## [1.33.0] — 2026-06-25

### Added
- **`src/utils/` module**: shared `read_file_as_utf8` utility for UTF-16LE BOM detection, used across set file and config handlers.
- **OS detection and diagnostics**: `utility.rs` gains `OsType` enum, `get_os_context`, `get_system_memory`, and `crossover_server_running` helper for better CrossOver diagnostics.
- **Wine binary detection**: MT5.app and CrossOver now detect both `wine` and `wine64` binaries; Homebrew and Linux paths add `wine` alongside `wine64`.

### Changed
- **Optimizer launch mechanism**: rewritten from `/mt5mcp_backtest.ini` + `.bat` to `/config:` INI + shell script. Now patches `terminal.ini` directly with full optimization parameters and appends agent configuration — no longer relies on batch file or separate INI.
- **Removed unused local agent config**: stripped the `[Agents]` section (4 entries with UUIDs/IPs/ports) from `terminal.ini` output — no local agent processes are used.
- **OptMode reset**: removed as a separate step; now included inline in `terminal.ini` patching during optimizer startup.
- **Wine prefix resolution**: changed from 2-parent to 3-parent traversal, matching the backtest pipeline's Wine prefix logic.
- **Optimizer `/config:` INI**: now includes `Model=4` and `Period=M1` in the test-configuration passed via `/config:` flag (previously hardcoded in the older INI-based approach).
- **Set file parsing**: parameter delimiter changed from `:` to `=` (matches actual MT5 .set format); `||Y` sweep param parsing rewritten to split on `||` for accurate range extraction.
- **OptimizationParams**: `model` parameter removed (was hardcoded to `0` everywhere anyway; MT5 now defaults correctly).

### Fixed
- **Cargo.lock sync**: lockfile version field is now kept in sync with the release process.
- **Set file cross-platform reading**: `.set` files are now read as UTF-16LE (with BOM) or UTF-8 regardless of platform, fixing potential encoding issues on macOS/Linux.
- **Read-only set file overwrite**: handles pre-existing read-only files during `.set` write by removing them first.


## [1.32.4] — 2026-04-25

### Fixed
- **HTML report extraction**: `ShutdownTerminal=1` does not cause `terminal64.exe` to exit on Wine/macOS.
  Inactivity watchdog now waits 30 s for the report file after the tester log goes quiet, then kills
  MT5 unconditionally — no longer depends on natural process exit.
- **Duplicate deals**: tester agent log writes each deal twice; deduplicated via `HashSet<deal_number>`
  in `parse_journal_deals`.
- **Entry direction inference**: all journal deals were marked `entry="in"` because no direction info
  exists in the log. Fixed with a per-symbol position tracker (signed lot accumulation) to infer
  "in" / "out" correctly.
- **`list_deals` returning 0 results**: `is_closed_trade()` was gating on `profit != 0.0`; journal
  deals legitimately have zero profit. Removed the profit gate.
- **Wrong tester log selected**: `Agent-0.0.0.0` logs only contain startup lines, not deal lines.
  `find_active_tester_agent_log` now prefers `Agent-127.0.0.1` and tiebreaks by file size.

### Added
- `launch_backtest` exposes `shutdown` (default `true`) and `inactivity_kill_secs` (default: disabled;
  set to e.g. `120` to enable the inactivity watchdog) as explicit tool parameters.
- Report DB stores deals in SQLite; all analytics tools resolve by `report_id` / `report_dir` / latest.

### Verified
- 1-month DPS21/XAUUSD.cent/M5 backtest produces full HTML report: win_rate=70%,
  profit_factor=0.77, sharpe=-3.61, max_dd=6.93%. All 17 analytics tools return real data.


## [1.31.5] — 2026-04-22

- feat: add check_update and update tools with background auto-check
- release: v1.31.4
- fix: update all scripts for correctness and consistency
- release: v1.31.3
- docs: clean up public repo — remove IDE files, fix stale refs
- release: v1.31.2
- refactor: reduce handler boilerplate in analysis and experts modules
- fix: registryType mcpbPackageType → mcpb


## [1.31.4] — 2026-04-22

- fix: update all scripts for correctness and consistency
- release: v1.31.3
- docs: clean up public repo — remove IDE files, fix stale refs
- release: v1.31.2
- refactor: reduce handler boilerplate in analysis and experts modules
- fix: registryType mcpbPackageType → mcpb


## [1.31.3] — 2026-04-22

- docs: clean up public repo — remove IDE files, fix stale refs
- release: v1.31.2
- refactor: reduce handler boilerplate in analysis and experts modules
- fix: registryType mcpbPackageType → mcpb


## [1.31.2] — 2026-04-22

- refactor: reduce handler boilerplate in analysis and experts modules
- fix: registryType mcpbPackageType → mcpb


## [1.31.1] — 2026-04-22

- Minor improvements and bug fixes