diff --git a/CHANGELOG.md b/CHANGELOG.md index b1c4a25..a94d83a 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -1,353 +1,37 @@ -# ๐Ÿ“‹ QuantumBotX Changelog +# Changelog -## ๐Ÿ”„ **BETA Status: Open-Source Release" -**Version:** BETA v2.0.2 -**Date:** September 2025 -**Status:** ๐Ÿงช BETA (Ready for public testing) +All notable changes to this project are documented in this file. ---- +## [Unreleased] -## ๐ŸŽฏ **Investment Highlights** +### Planned +- Add explicit Python compatibility test matrix for 3.12, 3.13, and 3.14. -**Why QuantumBotX Stands Out:** -- **Educational Focus**: One of the few trading platforms with comprehensive beginner education -- **Cultural Intelligence**: Specifically designed for Indonesian market psychology and Islamic calendar -- **Risk-Conscious**: Ultra-conservative defaults and beginner safeguards -- **Professional Architecture**: Built with enterprise-level error handling and testing framework +## [2026-05-19] ---- +### Changed +- Clarified startup flow in `README.md` to include first-run database initialization. +- Added troubleshooting steps for `no such table` database errors. +- Added troubleshooting steps for resolving local conflict after forced history updates. -## ๐Ÿ“ˆ **v2.0.3 - "Global Expansion & Multilingual"** โœจ +### Fixed +- Fixed database initialization path in `core/__init__.py` so schema setup uses + the project root `bots.db` in script mode. -### ๐ŸŒ **Internationalization (i18n) System** โญโญโญ -- **Complete Language Support**: Indonesian and English fully implemented -- **Global Language Switcher**: Fixed position toggle in top-right corner -- **Persistent Language Preferences**: Remembers user choice across sessions -- **Extensible Architecture**: Ready for Chinese, Arabic, Spanish, Russian additions -- **Centralized Translation**: 80+ UI elements translated with clean dictionary system +### Repository Maintenance +- Rewrote `main` branch history to remove large generated artifacts and datasets: + - `QuantumBotX-Installer.exe` + - `QuantumBotX-Portable.zip` + - `lab/*_data.csv` + - `lab/backtest_data/*.csv` +- Updated `.gitignore` to keep generated backtest datasets out of Git. +- Removed obsolete remote branches: + - `fix/update-numpy` + - `fix-vercel-json-syntax` -### ๐ŸŽฏ **Data Integration Enhancements** -- **Smart MT5 Detection**: Intelligent environment checking with fallback guidance -- **Automatic Data Download**: One-click market data fetching with progress tracking -- **Multi-Instrument Support**: Forex, Gold, Indices, Commodities, Crypto data handling -- **Broker Symbol Aliasing**: Automatic symbol mapping for different brokers (XM, FBS, IC Markets) -- **Data Quality Verification**: Automatic validation of downloaded historical data +## [2025-09] -### ๐Ÿ›  **Setup & Installation Improvements** -- **Automated MT5 Installer**: One-command setup script with dependency management -- **Comprehensive Setup Guide**: 50+ page MT5 integration documentation -- **Environment Configuration**: Enhanced .env templates with broker-specific settings -- **Connection Testing**: Built-in MT5 connectivity verification tools -- **Troubleshooting Guides**: Detailed error resolution for common setup issues - -### โš™๏ธ **Settings & Preferences Expansion** -- **Global App Settings**: Language, theme, and user preferences management -- **Profile Management**: User profile editing with local data storage -- **Quick Settings Panel**: Toggle notifications, auto-updates, demo mode -- **Version Information**: App version tracking and update notifications -- **Future API Preview**: Preparatory UI for upcoming QuantumBotX API features - -### ๐Ÿ“Š **Navigation & UI Improvements** -- **Dynamic Navigation**: Context-aware menu items based on language and features -- **Real-time Updates**: Language changes apply instantly without page reload -- **Holiday Integration**: Bahasa Indonesia support for Ramadan/Christmas features -- **Accessibility Enhancement**: Better screen reader support with proper labels - -### ๐Ÿ”ง **Developer Experience** -- **Global Translation System**: Page-agnostic translation keys for consistent UI -- **Dynamic Content Loading**: SEO-friendly progressive enhancement -- **Fallback Translation**: Intelligent English fallback for missing translations -- **Translation Validation**: Built-in checks for missing translation keys - ---- - -## ๐Ÿ“ˆ **v2.0.2 - "Production Ready Improvements"** - -### ๐Ÿ”ฅ **Critical Bug Fixes** -- **Symbol Validation**: Fixed automated broker symbol detection and migration -- **Backtest Stability**: Enhanced data validation and error recovery in backtesting engine -- **Memory Optimization**: Reduced RAM usage for long-running bots with data cleanup -- **Database Integrity**: Strengthened SQLite connection pooling and retry mechanisms - -### โšก **Performance Enhancements** -- **Bot Initialization**: 40% faster bot startup with optimized symbol verification -- **Backtest Speed**: Parallel processing for multiple backtest scenarios -- **API Response Time**: Optimized Flask routes for faster dashboard loading -- **Data Download**: Intelligent caching system for historical market data - -### ๐Ÿ›ก๏ธ **Safety Improvements** -- **Account Protection**: Enhanced emergency brakes with multiple kill switches -- **Risk Validation**: Double-validation of lot sizes and risk percentages -- **Holiday Detection**: Improved Ramadan/Christmas trading pause mechanisms -- **Error Recovery**: Automatic bot restart and state preservation - ---- - -## ๐ŸŽช **v2.0 - "Professional Foundation"** (Completed) -*Released: September 2025* - -### ๐Ÿš€ **Major New Features** - -#### ๐Ÿง  **AI-Powered Indonesian Mentor** โญโญโญ -- **Personal Guidance**: Indonesian-language AI mentor with cultural understanding -- **Emotional Analysis**: Evaluates trading psychology and provides coping strategies -- **Risk Assessment**: Intelligent evaluation of risk/reward patterns -- **Motivational Support**: Contextual encouragement based on performance -- **Database Integration**: Automatic trade logging for AI analysis - -#### ๐ŸŽฏ **Strategy Switcher System** โญโญโญ -- **Market Condition Detection**: Automatic trending/ranging/volatile market identification -- **Dynamic Strategy Adaptation**: Switches strategies based on current market regime -- **Performance Scoring**: Algorithm ranks strategy effectiveness -- **Seamless Transitions**: 0-downtime strategy switching - -#### ๐Ÿ“Š **Advanced Backtesting Engine** โญโญโญ -- **Realistic Cost Modeling**: Includes spreads, slippage, and execution costs -- **Instrument-Specific Logic**: Different parameters for Forex, Gold, Crypto, Indices -- **Performance Analytics**: Detailed equity curves, drawdowns, Sharpe ratio -- **Multi-Timeframe Analysis**: Cross-validation across different timeframes - -#### ๐ŸŒ **Index Trading Expansion** โญโญโญ -- **Stock Index Support**: Professional US30, US100, US500, DE30 trading -- **Index Momentum Strategy**: Gap detection and institutional-level analysis -- **Conservative Position Sizing**: Risk-adjusted money management for indices -- **Market Hours Awareness**: Respects different index trading sessions - -### ๐Ÿ“ˆ **Enhanced Trading Strategies** - -#### ๐ŸŒŸ **New Strategies Added** -- **Index Momentum**: Stock index momentum with institutional-grade analysis -- **Index Breakout Pro**: Professional breakout detection for indices -- **Market Condition Detector**: Smart market regime switching -- **Performance Scorer**: Strategy evaluation and ranking system - -#### ๐Ÿ›  **Strategy Improvements** -- **ATR Improvements**: More sophisticated volatility measurements -- **Multi-Timeframe**: Enhanced analysis across timeframes -- **Risk Controls**: Better integration with emergency breaks -- **Parameter Optimization**: Smoother parameter ranges - -### ๐ŸŽ“ **Educational Framework Expansion** - -#### ๐Ÿ“š **Documentation Suite** -- **Beginner Guide**: Step-by-step learning path (Week 1-12) -- **FAQ System**: Comprehensive answers to common questions -- **Quick Start**: Fast-track setup for experienced traders -- **Parameter Education**: Plain English explanations for all settings - -#### ๐Ÿงญ **Learning Improvements** -- **Strategy Ratings**: 2-12 complexity scale with market guidance -- **Market-Specific**: Tailored recommendations by asset class -- **Progressive Learning**: Week-by-week improvement plans -- **Risk Education**: Real-world risk management training - -### ๐Ÿ›ก๏ธ **Safety & Risk Management** - -#### โšก **Safety Features** -- **Emergency Brakes**: Multiple layers of account protection -- **Volatility Protection**: Automatic position reduction in turbulence -- **Beginner Safeguards**: Parameter capping and warning systems -- **Conservative Defaults**: Safe starting configurations - -#### ๐Ÿ“Š **Risk Management** -- **ATR-Based Sizing**: Dynamic position sizing based on volatility -- **Account Protection**: Percentage-of-account risk limits -- **Position Validation**: Real-time position size verification -- **Risk Escalation**: Multiple risk levels for different scenarios - -### ๐ŸŒ **Multi-Broker & Multi-Asset** - -#### ๐Ÿ› **Broker Support** -- **XM Indonesia**: Specialized Indonesian market support -- **Exness**: Verified integration with ultra-low spreads -- **Alpari, FBS**: Additional broker compatibility -- **Symbol Migration**: Automatic broker symbol mapping - -#### ๐Ÿ’ฐ **Asset Classes** -- **Forex**: 10+ currency pairs with optimized strategies -- **Gold (XAUUSD)**: Ultra-conservative handling with special protections -- **Crypto**: 24/7 weekend mode for BTCUSD, ETHUSD -- **Indices**: Professional stock index trading capabilities -- **Commodities**: Silver, oil trading foundations - -### ๐ŸŽ‰ **Cultural & Regional Features** - -#### ๐Ÿ‡ฎ๐Ÿ‡ฉ **Indonesian Market Focus** -- **Ramadan Mode**: Automatic prayer time detection and trading pauses -- **Holiday Recognition**: Christmas and major Islamic holidays -- **Time Zone Optimization**: Jakarta time (WIB) awareness -- **Cultural Sensitivity**: Indonesian user interface and support - -#### ๐Ÿ•Œ **Islamic Features** -- **Zakat Calculator**: Post-profit Islamic giving calculations -- **Charity Tracker**: Integration with Islamic charity platforms -- **Ramadan Adjustments**: Modified risk parameters during holy month - -### ๐Ÿงช **Development & Testing Infra** - -#### ๐Ÿงช **Testing Suite** -- **30+ Test Scripts**: Comprehensive validation framework -- **Multi-Broker Testing**: Cross-broker compatibility verification -- **Strategy Testing**: Individual strategy performance validation -- **Integration Testing**: End-to-end workflow verification - -#### ๐Ÿ”ง **Development Tools** -- **Symbol Migration Tools**: Automated broker symbol discovery -- **Bot State Management**: Debug and recovery utilities -- **Performance Analysis**: Bottleneck identification and optimization -- **Market Diagnostics**: Real-time condition analysis - -### ๐Ÿ–ฅ **User Experience** - -#### ๐Ÿ“ฑ **Interface Improvements** -- **Dashboard Design**: Cleaner, more intuitive interface -- **Real-Time Updates**: Live bot status and performance -- **Error Handling**: User-friendly error messages in Indonesian -- **Export Features**: CSV export for trading records - -#### โš™ **Configuration** -- **Easy Setup**: Simplified configuration process -- **Parameter Guidance**: Contextual help for settings -- **Save/Load Profiles**: Configurable trading profiles -- **Backup System**: Automated configuration backups - ---- - -## ๐Ÿ“Š **v1.0 - "Core Trading Platform"** -*Released: Early 2025* - -### ๐ŸŽฏ **Core Features Delivered** -- Basic MT5 integration and bot management -- 6 initial trading strategies (MA Crossover, RSI, Bollinger) -- Simple backtesting capabilities -- Forex trading focus (EURUSD, GBPUSD, USDJPY) -- Basic risk management (stop loss, take profit) -- SQLite database foundation -- Web-based dashboard interface - ---- - -## ๐ŸŒŸ **v0.5 - "Prototype & Testing"** -*Released: Mid-2024* - -### ๐Ÿงช **Prototype Features** -- Initial MT5 API integration -- Basic bot framework -- Simple strategy architecture -- Demo account functionality -- Basic web interface - ---- - -## ๐Ÿ”ฎ **Upcoming: v2.1 - "Intelligence Enhancement"** - -### ๐Ÿš€ **Planned Features** -- **Telegram Notifications**: Real-time trading alerts and performance updates -- **MACD_STOCH_FILTER**: Advanced precision entry strategy -- **Smart Parameter Optimization**: AI-assisted strategy tuning -- **Portfolio Analytics**: Advanced risk/correlation analysis -- **Market Regime Detection**: Enhanced automatic strategy switching - ---- - -## ๐Ÿ“Š **Performance Metrics (v2.0)** - -### ๐Ÿ† **Backtest Results (Across All Strategies)** -- **Historical Testing**: 5+ years of market data tested -- **Average Win Rate**: 58-72% across different market conditions -- **Maximum Drawdown**: Controlled below 15% in backtests -- **Annualized Returns**: 15-35% depending on risk tolerance - -### ๐Ÿงช **Real-world Testing** -- **Demo Account Testing**: 6+ months of live demo trading -- **Strategy Validation**: Cross-market performance verification -- **Risk Assessment**: Conservative parameter validation -- **Stability Testing**: 24/7 continuous operation verification - ---- - -## ๐Ÿ”’ **Security & Compliance** - -### ๐Ÿ›ก๏ธ **Security Measures** -- **Account Protection**: Conservative risk limits and emergency brakes -- **Input Validation**: All user inputs validated and sanitized -- **Error Handling**: Comprehensive error catching and logging -- **API Security**: Secure credential management and storage - -### ๐Ÿ“ **Compliance Features** -- **Risk Warnings**: Multiple layers of trading risk disclosures -- **Conservative Defaults**: Safe starting configurations -- **Educational Emphasis**: Strong focus on learning and risk awareness -- **Demo First**: Mandatory demo account testing before live trading - ---- - -## ๐Ÿ“ž **Beta Testing Program** - -**Welcome to Our BETA Program!** ๐ŸŽ‰ - -### ๐ŸŽฏ **What We're Testing** -- **Stability**: Platform reliability under various market conditions -- **Performance**: Strategy effectiveness across different brokers -- **User Experience**: Interface usability and learning curve -- **Educational Value**: How effectively users learn to trade safely - -### ๐Ÿ“‹ **Beta Participation Requirements** -- Active trading account (demo account available) -- Computer with MetaTrader 5 installed -- Internet connection for real-time trading -- Willingness to provide feedback and bug reports - -### ๐ŸŽ **Beta Benefits** -- **Full Feature Access**: Complete v2.0 feature set -- **Direct Developer Access**: Rapid bug fixes and feature requests -- **Exclusive Community**: Premium trading group access -- **Free Updates**: Lifetime upgrades included - ---- - -## ๐Ÿค **Contributing & Community** - -### ๐Ÿ›  **Open-Source Contribution** -- **Feature Requests**: GitHub issues for enhancement suggestions -- **Bug Reports**: Detailed bug reports with reproduction steps -- **Code Contributions**: Pull requests welcome for improvements -- **Documentation**: Help improve guides and tutorials - -### ๐ŸŒ **Community Support** -- **Indonesian Support**: Native language assistance -- **Educational Resources**: Community learning materials -- **Market Insights**: Indonesian trading community integration -- **Mentorship Program**: Community trading education - ---- - -## ๐Ÿ“ˆ **Vision: v3.0 - "AI Revolution"** - -*Aimed for: 2025-2026* - -### ๐Ÿš€ **Planned AI Features** -- **Machine Learning Optimization**: Predictive strategy performance -- **Sentiment Analysis**: News and social media integration -- **Multi-Broker Arbitrage**: Automatic cross-broker opportunities -- **Community Marketplace**: User-created strategies and trading plans -- **Advanced Analytics**: Portfolio optimization and correlation analysis - ---- - -**Built with โค๏ธ by Chrisnov IT Solutions** -*Supporting Indonesian traders globally, one safe trade at a time* - ---- - -## ๐Ÿ“ **Beta Terms & Conditions** - -1. **Education First**: This platform prioritizes learning over profits -2. **Demo Before Live**: Mandatory demo account testing required -3. **Risk Awareness**: Traders acknowledge educational nature of platform -4. **Feedback Required**: Active participation in beta testing program -5. **Community Focused**: Emphasis on helpful, supportive trading community - ---- - -*Last updated: September 2025 | ยฉ Chrisnov IT Solutions* +### Notes +- Previous beta-era notes existed in a long-form marketing style document. +- Historical feature development from that period remains in git history and + project docs, while this changelog now focuses on operational release notes. diff --git a/README.md b/README.md index 42d0dab..b31a00c 100644 --- a/README.md +++ b/README.md @@ -20,6 +20,11 @@ Always test on a demo account before considering any live trading. Experimental cross-platform work belongs on dedicated development branches, not on `main`. +## Recent Changes + +For operational updates, setup-impacting fixes, and repository maintenance +notes, see [CHANGELOG.md](CHANGELOG.md). + ## Features - MT5 account connection and symbol validation. @@ -42,6 +47,12 @@ on `main`. - MetaTrader 5 terminal installed locally. - Python 3.12 recommended. +### Python Version Status + +- Recommended and verified: Python `3.12.x` (tested with `3.12.10`). +- Newer versions such as `3.13` and `3.14` may work, but are currently treated + as compatibility tests, not primary baseline. + ### Experimental - Linux with Wine may work for MT5, but it is not the primary support target. @@ -65,7 +76,7 @@ on `main`. 2. Create and activate a virtual environment: ```bash - python -m venv venv + py -3.12 -m venv venv .\venv\Scripts\activate ```