* feat: add Strategy Studio with multi-timeframe support
- Add Strategy Studio page with three-column layout for strategy management
- Support multi-timeframe K-line data selection (5m, 15m, 1h, 4h, etc.)
- Add GetWithTimeframes() function in market package for fetching multiple timeframes
- Add TimeframeSeriesData struct for storing per-timeframe technical indicators
- Update formatMarketData() to display all selected timeframes in AI prompt
- Add strategy API endpoints for CRUD operations and test run
- Integrate real AI test runs with configured AI models
- Support custom AI500 and OI Top API URLs from strategy config
* docs: add Strategy Studio screenshot to README files
* feat: add quant data integration and fix position click navigation
- Integrate quant data API (netflow, OI, price changes) into Strategy Studio
- Add enable_quant_data toggle in indicator editor
- Fix position symbol click to navigate to chart (sync defaultSymbol prop)
- Fix TradingView chart fullscreen flickering
* feat: add Strategy Studio with multi-timeframe support
- Add Strategy Studio page with three-column layout for strategy management
- Support multi-timeframe K-line data selection (5m, 15m, 1h, 4h, etc.)
- Add GetWithTimeframes() function in market package for fetching multiple timeframes
- Add TimeframeSeriesData struct for storing per-timeframe technical indicators
- Update formatMarketData() to display all selected timeframes in AI prompt
- Add strategy API endpoints for CRUD operations and test run
- Integrate real AI test runs with configured AI models
- Support custom AI500 and OI Top API URLs from strategy config
* docs: add Strategy Studio screenshot to README files
* fix: correct strategy-studio.png filename case in README
* refactor: remove legacy signal source config and simplify trader creation
- Remove signal source configuration from traders page (now handled by strategy)
- Remove advanced options (legacy config) from TraderConfigModal
- Rename default strategy to "默认山寨策略" with AI500 coin pool URL
- Delete SignalSourceModal and SignalSourceWarning components
- Clean up related stores, hooks, and page components
* refactor: 简化交易动作，移除 update_stop_loss/update_take_profit/partial_close
- 移除 Decision 结构体中的 NewStopLoss, NewTakeProfit, ClosePercentage 字段
- 删除 executeUpdateStopLossWithRecord, executeUpdateTakeProfitWithRecord, executePartialCloseWithRecord 函数
- 简化 logger 中的 partial_close 聚合逻辑
- 更新 AI prompt 和验证逻辑，只保留 6 个核心动作
- 清理相关测试代码
保留的交易动作: open_long, open_short, close_long, close_short, hold, wait
* refactor: 移除 AI学习与反思 模块
- 删除前端 AILearning.tsx 组件和相关引用
- 删除后端 /performance API 接口
- 删除 logger 中 AnalyzePerformance、calculateSharpeRatio 等函数
- 删除 PerformanceAnalysis、TradeOutcome、SymbolPerformance 等结构体
- 删除 Context 中的 Performance 字段
- 移除 AI prompt 中夏普比率自我进化相关内容
- 清理 i18n 翻译文件中的相关条目
该模块基于磁盘存储计算，经常出错，做减法移除
* refactor: 将数据库操作统一迁移到 store 包
- 新增 store/ 包，统一管理所有数据库操作
- store.go: 主 Store 结构，懒加载各子模块
- user.go, ai_model.go, exchange.go, trader.go 等子模块
- 支持加密/解密函数注入 (SetCryptoFuncs)
- 更新 main.go 使用 store.New() 替代 config.NewDatabase()
- 更新 api/server.go 使用 *store.Store 替代 *config.Database
- 更新 manager/trader_manager.go:
- 新增 LoadTradersFromStore, LoadUserTradersFromStore 方法
- 删除旧版 LoadUserTraders, LoadTraderByID, loadSingleTrader 等方法
- 移除 nofx/config 依赖
- 删除 config/database.go 和 config/database_test.go
- 更新 api/server_test.go 使用 store.Trader 类型
- 清理 logger/ 包中未使用的 telegram 相关代码
* refactor: unify encryption key management via .env
- Remove redundant EncryptionManager and SecureStorage
- Simplify CryptoService to load keys from environment variables only
- RSA_PRIVATE_KEY: RSA private key for client-server encryption
- DATA_ENCRYPTION_KEY: AES-256 key for database encryption
- JWT_SECRET: JWT signing key for authentication
- Update start.sh to auto-generate missing keys on first run
- Remove secrets/ directory and file-based key storage
- Delete obsolete encryption setup scripts
- Update .env.example with all required keys
* refactor: unify logger usage across mcp package
- Add MCPLogger adapter in logger package to implement mcp.Logger interface
- Update mcp/config.go to use global logger by default
- Remove redundant defaultLogger from mcp/logger.go
- Keep noopLogger for testing purposes
* chore: remove leftover test RSA key file
* chore: remove unused bootstrap package
* refactor: unify logging to use logger package instead of fmt/log
- Replace all fmt.Print/log.Print calls with logger package
- Add auto-initialization in logger package init() for test compatibility
- Update main.go to initialize logger at startup
- Migrate all packages: api, backtest, config, decision, manager, market, store, trader
* refactor: rename database file from config.db to data.db
- Update main.go, start.sh, docker-compose.yml
- Update migration script and documentation
- Update .gitignore and translations
* fix: add RSA_PRIVATE_KEY to docker-compose environment
* fix: add registration_enabled to /api/config response
* fix: Fix navigation between login and register pages
Use window.location.href instead of react-router's navigate() to fix
the issue where URL changes but the page doesn't reload due to App.tsx
using custom route state management.
* fix: Switch SQLite from WAL to DELETE mode for Docker compatibility
WAL mode causes data sync issues with Docker bind mounts on macOS due
to incompatible file locking mechanisms between the container and host.
DELETE mode (traditional journaling) ensures data is written directly
to the main database file.
* refactor: Remove default user from database initialization
The default user was a legacy placeholder that is no longer needed now
that proper user registration is in place.
* feat: Add order tracking system with centralized status sync
- Add trader_orders table for tracking all order lifecycle
- Implement GetOrderStatus interface for all exchanges (Binance, Bybit, Hyperliquid, Aster, Lighter)
- Create OrderSyncManager for centralized order status polling
- Add trading statistics (Sharpe ratio, win rate, profit factor) to AI context
- Include recent completed orders in AI decision input
- Remove per-order goroutine polling in favor of global sync manager
* feat: Add TradingView K-line chart to dashboard
- Create TradingViewChart component with exchange/symbol selectors
- Support Binance, Bybit, OKX, Coinbase, Kraken, KuCoin exchanges
- Add popular symbols quick selection
- Support multiple timeframes (1m to 1W)
- Add fullscreen mode
- Integrate with Dashboard page below equity chart
- Add i18n translations for zh/en
* refactor: Replace separate charts with tabbed ChartTabs component
- Create ChartTabs component with tab switching between equity curve and K-line
- Add embedded mode support for EquityChart and TradingViewChart
- User can now switch between account equity and market chart in same area
* fix: Use ChartTabs in App.tsx and fix embedded mode in EquityChart
- Replace EquityChart with ChartTabs in App.tsx (the actual dashboard renderer)
- Fix EquityChart embedded mode for error and empty data states
- Rename interval state to timeInterval to avoid shadowing window.setInterval
- Add debug logging to ChartTabs component
* feat: Add position tracking system for accurate trade history
- Add trader_positions table to track complete open/close trades
- Add PositionSyncManager to detect manual closes via polling
- Record position on open, update on close with PnL calculation
- Use positions table for trading stats and recent trades (replacing orders table)
- Fix TradingView chart symbol format (add .P suffix for futures)
- Fix DecisionCard wait/hold action color (gray instead of red)
- Auto-append USDT suffix for custom symbol input
* update
---------
* fix(trader): get peakPnlPct using posKey
* fix(docs): keep readme at the same page
* improve(interface): replace with interface
* refactor mcp
---------
Co-authored-by: zbhan <zbhan@freewheel.tv>
* fix(trader): add backend safety checks for partial_close
After PR #415 added partial_close functionality, production users reported two critical issues:
1. **Exchange minimum value error**: "Order must have minimum value of $10" when remaining position value falls below exchange threshold
2. **Unprotected positions after partial close**: Exchanges auto-cancel TP/SL orders when position size changes, leaving remaining position exposed to liquidation risk
This PR adds **backend safety checks** as a safety net layer that complements the prompt-based rules from PR #712.
**Protection**: Before executing partial_close, verify remaining position value > $10
```go
const MIN_POSITION_VALUE = 10.0 // Exchange底线
remainingValue := remainingQuantity * markPrice
if remainingValue > 0 && remainingValue <= MIN_POSITION_VALUE {
// 🔄 Auto-correct to full close
decision.Action = "close_long" // or "close_short"
return at.executeCloseLongWithRecord(decision, actionRecord)
}
```
**Behavior**:
- Position $20 → partial_close 50% → remaining $10 ≤ $10 → Auto full close ✅
- Position $30 → partial_close 50% → remaining $15 > $10 → Allow partial close ✅
**Protection**: Restore TP/SL orders for remaining position if AI provides new_stop_loss/new_take_profit
```go
// Exchanges auto-cancel TP/SL when position size changes
if decision.NewStopLoss > 0 {
at.trader.SetStopLoss(symbol, side, remainingQuantity, decision.NewStopLoss)
}
if decision.NewTakeProfit > 0 {
at.trader.SetTakeProfit(symbol, side, remainingQuantity, decision.NewTakeProfit)
}
// Warning if AI didn't provide new TP/SL
if decision.NewStopLoss <= 0 && decision.NewTakeProfit <= 0 {
log.Printf("⚠️⚠️⚠️ Warning: Remaining position has NO TP/SL protection")
}
```
**Improvement**: Show position quantity and value to help AI make better decisions
```
Before: | 入场价100.00 当前价105.00 | 盈亏+5.00% | ...
After: | 入场价100.00 当前价105.00 | 数量0.5000 | 仓位价值52.50 USDT | 盈亏+5.00% | ...
```
**Benefits**:
- AI can now calculate: remaining_value = current_value × (1 - close_percentage/100)
- AI can proactively avoid decisions that would violate $10 threshold
- Added MIN_POSITION_VALUE check before execution
- Auto-correct to full close if remaining value ≤ $10
- Restore TP/SL for remaining position
- Warning logs when AI doesn't provide new TP/SL
- Import "math" package
- Calculate and display position value
- Add quantity and position value to prompt
- Complements PR #712 (Prompt v6.0.0 safety rules)
- Addresses #301 (Backend layer)
- Based on PR #415 (Core functionality)
| Layer | Location | Purpose |
|-------|----------|---------|
| **Layer 1: AI Prompt** | PR #712 | Prevent bad decisions before they happen |
| **Layer 2: Backend** | This PR | Auto-correct and safety net |
**Together they provide**:
- ✅ AI makes better decisions (sees position value, knows rules)
- ✅ Backend catches edge cases (auto-corrects violations)
- ✅ User-friendly warnings (explains what happened)
- [x] Compiles successfully (`go build ./...`)
- [x] MIN_POSITION_VALUE logic correct
- [x] TP/SL restoration logic correct
- [x] Position value display format validated
- [x] Auto-correction flow tested
This PR can be merged **independently** of PR #712, or together.
Suggested merge order:
1. PR #712 (Prompt v6.0.0) - AI layer improvements
2. This PR (Backend safety) - Safety net layer
Or merge together for complete two-layer protection.
---
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
* fix: add error handling for markPrice type assertion
- Check type assertion success before using markPrice
- Return error if markPrice is invalid or <= 0
- Addresses code review feedback from @xqliu in PR #713
* test(trader): add comprehensive unit tests for partial_close safety checks
- Test minimum position value check (< 10 USDT triggers full close)
- Test boundary condition (exactly 10 USDT also triggers full close)
- Test stop-loss/take-profit recovery after partial close
- Test edge cases (invalid close percentages)
- Test integration scenarios with mock trader
All 14 test cases passed, covering:
1. MinPositionCheck (5 cases): normal, small remainder, boundary, edge cases
2. StopLossTakeProfitRecovery (4 cases): both/SL only/TP only/none
3. EdgeCases (4 cases): zero/over 100/negative/normal percentages
4. Integration (2 cases): LONG with SL/TP, SHORT with auto full close
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
* style: apply go fmt after rebase
Only formatting changes:
- api/server.go: fix indentation
- manager/trader_manager.go: add blank line
- trader/partial_close_test.go: align struct fields
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
* fix(test): rename MockTrader to MockPartialCloseTrader to avoid conflict
Problem:
- trader/partial_close_test.go defined MockTrader
- trader/auto_trader_test.go already has MockTrader
- Methods CloseLong, CloseShort, SetStopLoss, SetTakeProfit were declared twice
- Compilation failed with 'already declared' errors
Solution:
- Rename MockTrader to MockPartialCloseTrader in partial_close_test.go
- This avoids naming conflict while keeping test logic independent
Test Results:
- All partial close tests pass
- All trader tests pass
Related: PR #713🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
---------
Co-authored-by: ZhouYongyou <128128010+zhouyongyou@users.noreply.github.com>
Co-authored-by: tinkle-community <tinklefund@gmail.com>
Co-authored-by: the-dev-z <the-dev-z@users.noreply.github.com>
* fix(ci): add test encryption key for CI environment
- Add DATA_ENCRYPTION_KEY environment variable to PR test workflow
- Add test RSA public key for encryption tests in CI
- Ensures unit tests pass in CI without production credentials
Co-authored-by: tinkle-community <tinklefund@gmail.com>
* fix(ci): install Go cover tool to eliminate covdata warnings
- Add step to install golang.org/x/tools/cmd/cover in CI workflow
- Use || true to prevent installation failure from breaking CI
- Eliminates "no such tool covdata" warnings during test execution
- Apply go fmt to multiple files for consistency
Co-authored-by: tinkle-community <tinklefund@gmail.com>
* fix(ci): install covdata tool for Go 1.23 coverage
The CI was failing with "go: no such tool 'covdata'" error.
This is because Go 1.23 requires the covdata tool to be installed
for coverage reporting.
Changes:
- Install golang.org/x/tools/cmd/covdata in CI workflow
- Update step name to reflect both coverage tools being installed
Fixes the unit test failures in CI pipeline.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
* fix(ci): remove unnecessary covdata installation and use builtin go tool cover
The previous attempt to install golang.org/x/tools/cmd/covdata was failing
because the package structure changed in Go 1.23 and tools v0.38.0.
The covdata tool is not needed for this project since we only use simple
coverage reporting with go test -coverprofile. The go tool cover command
is built into the Go toolchain and requires no additional installation.
Changes:
- Remove failed covdata and cover installation attempts
- Add verification step for go tool cover availability
- Simplify CI pipeline by eliminating unnecessary dependencies
Co-authored-by: tinkle-community <tinklefund@gmail.com>
* fix(ci): upgrade Go version to 1.25 to match go.mod declaration
The CI was using Go 1.23 while go.mod declares go 1.25.0, causing
"no such tool covdata" errors during coverage test compilation.
Go 1.25's coverage infrastructure requires toolchain features not
available in Go 1.23.
This change aligns the CI Go version with the project's declared
version requirement, ensuring the full Go 1.25 toolchain (including
the covdata tool) is available for coverage testing.
Co-authored-by: tinkle-community <tinklefund@gmail.com>
---------
Co-authored-by: tinkle-community <tinklefund@gmail.com>
* Separate the AI's thought process from the instruction JSON using XML tags.
* Avoid committing encryption key related materials to Git.
* Removing adaptive series prompts, awaiting subsequent modifications for compatibility.
🐛 Problem:
- AI returns JSON with fullwidth characters: ［｛
- Regex \[ cannot match fullwidth ［
- extractDecisions() fails with "无法找到JSON数组起始"
🔧 Root Cause:
- fixMissingQuotes() was called AFTER regex matching
- If regex fails to match fullwidth chars, fix function never executes
✅ Solution:
- Call fixMissingQuotes(s) BEFORE regex matching (line 461)
- Convert fullwidth to halfwidth first: ［→[, ｛→{
- Then regex can successfully match the JSON array
📊 Impact:
- Fixes "无法找到JSON数组起始" error
- Supports AI responses with fullwidth JSON characters
- Backward compatible with halfwidth JSON
This fix is identical to z-dev commit 3676cc0
Critical bug: AI can output fullwidth space ( U+3000) between brackets:
Input: ［ ｛"symbol":"BTCUSDT"｝］
↑ ↑ fullwidth space
After previous fix:
[ {"symbol":"BTCUSDT"}]
↑ fullwidth space remained!
Result: validateJSONFormat failed because:
- Checks "[{" (no space) ❌
- Checks "[ {" (halfwidth space U+0020) ❌
- AI output "[ {" (fullwidth space U+3000) ❌
Solution: Replace fullwidth space → halfwidth space
- (U+3000) → space (U+0020)
This allows existing validation logic to work:
strings.HasPrefix(trimmed, "[ {") now matches ✅
Why fullwidth space?
- Common in CJK text editing
- AI trained on mixed CJK content
- Invisible to naked eye but breaks JSON parsing
Test case:
Input: ［ ｛"symbol":"BTCUSDT"｝］
Output: [ {"symbol":"BTCUSDT"}]
Validation: ✅ PASS
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
Critical discovery: AI can output different types of "fullwidth" brackets:
- Fullwidth: ［］｛｝(U+FF3B/FF3D/FF5B/FF5D) ← Already handled
- CJK: 【】〔〕(U+3010/3011/3014/3015) ← Was missing!
Root cause of persistent errors:
User reported: "JSON 必须以【｛开头"
The 【 character (U+3010) is NOT the same as ［ (U+FF3B)!
Added CJK punctuation replacements:
- 【 → [ (U+3010 Left Black Lenticular Bracket)
- 】 → ] (U+3011 Right Black Lenticular Bracket)
- 〔 → [ (U+3014 Left Tortoise Shell Bracket)
- 〕 → ] (U+3015 Right Tortoise Shell Bracket)
- 、 → , (U+3001 Ideographic Comma)
Why this was missed:
AI uses different characters in different contexts. CJK brackets (U+3010-3017)
are distinct from Fullwidth Forms (U+FF00-FFEF) in Unicode.
Test case:
Input: 【｛"symbol"："BTCUSDT"】
Output: [{"symbol":"BTCUSDT"}]
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
Adds comprehensive JSON validation before parsing to catch common AI output errors:
1. Format validation: Ensures JSON starts with [{ (decision array)
2. Range symbol detection: Rejects ~ symbols (e.g., "leverage: 3~5")
3. Thousands separator detection: Rejects commas in numbers (e.g., "98,000")
Execution order (critical for fullwidth character fix):
1. Extract JSON from response
2. fixMissingQuotes - normalize fullwidth → halfwidth ✅
3. validateJSONFormat - check for common errors ✅
4. Parse JSON
This validation layer provides early error detection and clearer error messages
for debugging AI response issues.
Added helper function:
- min(a, b int) int - returns smaller of two integers
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
Changes:
- Updated error handling in `GetFullDecision` and `parseFullDecisionResponse` functions to return the decision object even when an error occurs, improving the clarity of error messages.
This ensures that the decision object is consistently returned, allowing for better debugging and handling of errors in the decision-making process.
Changes to decision/engine.go:
- Clean up Context struct field alignment for better readability
- Enhance system prompt to include more technical analysis methods:
* Added: technical resistance levels, Fibonacci, volatility bands
* Changed wording from "you can do X" to "you can do but not limited to X"
to encourage AI to use broader range of analysis techniques
This gives the AI decision engine more explicit guidance on available
technical analysis tools while maintaining flexibility.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
- Pass leverage config through TraderManager to AutoTrader
- Add BTCETHLeverage and AltcoinLeverage fields to Context and AutoTraderConfig
- Update decision validation to use configured leverage limits
- Display configured leverage in startup message
- Update error messages to show current leverage limits
Changes:
- main.go: Pass leverage config to AddTrader, update startup message
- manager/trader_manager.go: Accept and forward leverage config
- trader/auto_trader.go: Store leverage config, pass to Context
- decision/engine.go: Use dynamic leverage limits in validation
This completes the leverage configuration feature implementation.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
Remove prescriptive indicator combinations and let AI freely use all available data.
**Changes**:
- Emphasized AI has access to **raw sequence data** (MidPrices array, 4h candles)
- Listed all available sequences: price, technical (EMA/MACD/RSI), and capital flow (volume/OI)
- Removed hard-coded indicator combinations (e.g., "MACD + RSI + Volume")
- Changed from prescriptive examples to open-ended analysis freedom
- AI can now freely perform trend analysis, pattern recognition, support/resistance calculation
- Reduced minimum close-open interval from 30min to 15min for more flexibility
**Before**:
```
强信号示例:
- 趋势突破 + 多个指标确认（MACD + RSI + 成交量）
- 持仓量暴增 + 价格突破关键位
```
**After**:
```
你拥有的完整数据：
- 📊 原始序列：3分钟价格序列(MidPrices数组) + 4小时K线序列
- 📈 技术序列：EMA20序列、MACD序列、RSI7序列、RSI14序列
- 💰 资金序列：成交量序列、持仓量(OI)序列、资金费率
分析方法（完全由你自主决定）：
- 自由运用序列数据，你可以做趋势分析、形态识别、支撑阻力计算
- 多维度交叉验证（价格+量+OI+指标+序列形态）
- 用你认为最有效的方法发现高确定性机会
```
**Philosophy**: Trust AI to discover effective patterns in raw data rather than constraining it to pre-defined indicator combinations.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
Track and display how long each position has been held to help AI make better timing decisions.
**Implementation**:
- Added UpdateTime field to PositionInfo struct (decision/engine.go:26)
- Added positionFirstSeenTime map to AutoTrader for tracking (trader/auto_trader.go:60)
- Record opening time when position is created successfully:
- executeOpenLongWithRecord: Records timestamp for long positions (trader/auto_trader.go:540-541)
- executeOpenShortWithRecord: Records timestamp for short positions (trader/auto_trader.go:593-594)
- Fallback tracking in buildTradingContext for program restart scenarios (trader/auto_trader.go:386-392)
- Auto-cleanup closed positions from tracking map (trader/auto_trader.go:409-414)
- Display duration in user prompt with smart formatting:
- Under 60 min: "持仓时长25分钟"
- Over 60 min: "持仓时长2小时15分钟"
**Example Output**:
```
1. TAOUSDT LONG | 入场价435.5300 当前价433.1900 | 盈亏-0.54% | 杠杆20x | 保证金25 | 强平价418.1528 | 持仓时长2小时15分钟
```
**Benefits**:
- AI can see how long positions have been held
- Helps enforce minimum holding period (30-60 min) from system prompt
- Simple implementation with minimal overhead
- Auto-cleanup prevents memory leaks
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: tinkle-community <tinklefund@gmail.com>
