- LoginPage: call completeRegistration instead of verifyOTP when qrCodeURL exists
- This ensures otp_verified is set to true for users completing OTP setup
- Backend: reorder maxUsers check to allow existing incomplete users to continue
- Backend: return OTP info when login with incomplete OTP setup
- Fix milliseconds to seconds conversion in parseCustomTime (AdvancedChart & ChartWithOrders)
- Add GetTraderOrdersFiltered to filter orders at database level by symbol/status
- Increase order limit from 50 to 200 for more historical orders
- Group multiple orders at same candle time and show count (B3, S5, etc.)
- Buy markers shown below bar (green), sell markers above bar (red)
- Convert all time.Time fields to int64 Unix milliseconds (UTC)
- Add PostgreSQL migration to convert timestamp columns to bigint
- Reduce Binance sync window from 7 days to 24 hours
- Fix dashboard trader name visibility (add nofx-text-main color)
- Add position value column to history table
- Remove hardcoded API keys from test files
- Add NowFunc to GORM config for UTC auto-generated timestamps
- Add .UTC() to all time.UnixMilli() calls in trader files
- Add .UTC() to all time.Now() calls in store and api files
- Fix TypeScript unused imports in frontend
- RemoveTrader now stops running trader before removing from memory
- handleUpdateTrader auto-restarts trader if it was running before update
- Add debug logs to trace scan_interval_minutes through update/save/load flow
- Add unified NofxOS API key configuration in IndicatorEditor
- Add language field to StrategyConfig for consistent prompt generation
- Auto-update prompt sections when interface language changes
- Remove scattered URL inputs from CoinSourceEditor and IndicatorEditor
- Create nofxos provider package with formatted data output
- Update kernel engine to use config-based language setting
- Add public strategy market API endpoint (/api/strategies/public)
- Add is_public and config_visible fields to Strategy model
- Add LoginRequiredOverlay component for unified auth prompts
- Add WhitelistFullPage for registration capacity limit
- Add StrategyMarketPage for browsing public strategies
- Unify navigation logic across HeaderBar, LandingPage, App
- Reduce klines API calls (fetch once on mount)
- Fix various page transition issues
- Migrate all store packages from raw database/sql to GORM ORM
- Add PostgreSQL support alongside SQLite
- Move EncryptedString type to crypto package for cleaner architecture
- Add automatic encryption/decryption for sensitive fields (API keys, secrets)
- Fix PostgreSQL AutoMigrate conflicts by skipping existing tables
- Fix duplicate /klines route registration
- Update tests to use GORM database connections
- Add database configuration support in config package
- Fix xyz dex balance calculation (use marginSummary for isolated margin)
- Add Alpaca provider for US stocks market data
- Add TwelveData provider for forex & metals market data
- Add Hyperliquid kline provider
- Centralize API keys in config system
- Add builder fee for order routing
- Improve chart UI with compact design
- Fix position history fee display precision
- Add comprehensive balance calculation tests
- Add /positions/history API endpoint
- Add position history types and API client
- Add translations for position history page
- Integrate PositionHistory component in App
- Switch to coinank free/open kline API (no authentication required)
- Add exchange badge display with brand colors (Binance/Bybit/OKX/Hyperliquid/Aster)
- Auto-convert OKX symbol format (BTCUSDT -> BTC-USDT-SWAP)
- Fallback to Binance data for unsupported exchanges (Bitget/Lighter)
- Pass exchange prop from trader account to chart component
- Add order sync support for Binance, Hyperliquid, Bybit, OKX, Bitget, Aster exchanges
- Fix weighted average exit price calculation for partial closes
- Handle position flip (翻仓) scenarios correctly
- Fix symbol normalization (ETH vs ETHUSDT)
- Skip order recording for exchanges with OrderSync to avoid duplicates
- Add chart timezone localization
- Add real-time position display with unrealized P&L during backtest
- Fix P&L calculation by tracking accumulated opening fees
- Add strategy coin source resolution (AI500, OI Top, mixed)
- Infer AI provider from model name for better compatibility
- Cap position size to available margin to prevent insufficient cash errors
- Fix trade markers on K-line chart (long/short instead of buy/sell)
- Add QuantData and OI ranking to backtest decision context
- Upgrade go-binance to v2.8.9 with new Algo Order API
- Migrate SetStopLoss/SetTakeProfit to use AlgoOrderTypeStopMarket/TakeProfitMarket
- Update cancel functions to handle both legacy and Algo orders
- Fix Lighter stop orders using correct order types (type=2/4) with TriggerPrice
- Add CancelAllOrders before opening positions for Bybit and Lighter
- Fix decision limit selector in API handler
- Add stop_loss/take_profit/confidence fields to DecisionAction
- Store decisions array in database with proper serialization
- Redesign DecisionCard with beautiful entry/SL/TP display
- Fix Lighter API field name mismatches (position/size, avg_entry_price/entry_price, sign/side)
- Fix GetBalance return format to match standard fields (totalWalletBalance, totalUnrealizedProfit)
- Fix GetPositions return format to match standard fields (positionAmt, markPrice, unRealizedProfit)
- Add API Key Index field to frontend with explanation
- Update Lighter referral link
- Disable Lighter testnet (mainnet only)
- Add load error tracking for better error messages
- Remove old Lighter V1 implementation files
- Remove test credentials from test files
- Fix backtest API 404 by registering routes in setupRoutes()
- Redesign BacktestPage with 3-step wizard configuration
- Add progress ring visualization with animation
- Add equity chart with trade markers using Recharts
- Add trade timeline with card-style display
- Add stats cards for equity, return, drawdown, sharpe
- Add tab navigation for overview/chart/trades/decisions
- Improve run history list with status icons
- Add lightweight-charts dependency (for future use)
- Add BitgetTrader with full trading implementation
- Support one-way position mode with proper API parameters
- Add Bitget to all exchange switch statements
- Update exchange icons (Bybit, OKX, Bitget, Lighter)
- Add Bitget to frontend exchange config modal
- Add OI ranking data fetching and formatting for AI prompts
- Fix trader update not saving strategy_id, ai_model_id, initial_balance
- Fix AI API key not set for non-qwen/deepseek providers
- Add strategy_id to trader config API response
- Remove old trader from memory before reloading on update
- Clean up unused useTraderActions.ts
- Add AI debate arena for multi-AI trading decisions
- Fix debate consensus calculation and display
- Fix vote parsing to support both <decision> and <final_vote> tags
- Fix JSON field name compatibility (stop_loss/stop_loss_pct)
- Fix symbol validation to prevent AI hallucinating invalid symbols
- Fix Bybit position side display (was uppercase, now lowercase for consistency)
- Fix NOFX logo navigation to home page
- Add detailed logging for debugging trade execution
- Add new MCP clients for Grok (xAI), OpenAI, Claude, Gemini, Kimi
- Update auto_trader, backtest, and strategy to support all providers
- Add provider icons and fix SVG gradient conflicts
- Add API application links and hints in model config modal
- Show model version in AI model list cards
- Add Chinese/English translations for provider hints
- Remove deprecated traders component files
- Add real-time data point to equity history API for chart/leaderboard consistency
- Fix chart legend showing 0% by finding each trader's last available data point
- Use consistent timestamp for all real-time data points in batch requests
- Increase chart trader limit from 5 to 10
- Remove Mini Stats Bar trader limit
- Add maxMktSz check for OKX market orders to prevent exceeding limits
- Increase margin safety buffer (0.1% fee + 1% buffer) for all exchanges
- Fix Binance position closure detection with direct trade queries
- Move Recent Completed Trades before Current Positions in AI prompt
- Update README screenshots with table layout for better alignment
- Fix initial balance using available_balance instead of total_equity
- Fix WSMonitor nil pointer by starting market monitor before loading traders
- Add strategy name display on traders list and dashboard pages
- Various position sync and trading improvements
API now returns default AI models (deepseek, qwen, openai, claude, gemini, grok) and exchanges (binance, bybit, okx, hyperliquid, aster, lighter) when database has no data.
- Add TRANSPORT_ENCRYPTION env config (default: false)
- Allow HTTP/IP access when transport encryption is disabled
- Add /api/crypto/config endpoint to expose encryption status
- Update WebCryptoEnvironmentCheck with 'disabled' status
- Update ExchangeConfigModal and AITradersPage to allow form submission when disabled
- Add i18n translations for disabled status (EN/CN)
- Update README with two deployment modes documentation
- Add strategy export/import functionality to Strategy Studio
- Fix trader deletion not removing from memory (competition page ghost data)
- Simplify TraderConfigViewModal: remove unused fields, show strategy name
- Improve quant data formatting: OI/Netflow multi-timeframe display
- Add configurable OI/Netflow toggles in indicator settings
- Clean up unused frontend components and dead code
Backend:
- Add GetByID method to TraderStore for fetching trader without userID
- Calculate total_pnl_pct in equity history API using initial_balance
- Falls back to first snapshot equity if initial_balance not set
Frontend (ComparisonChart):
- Redesign with modern UI: gradient fills, glow effects, rounded corners
- Add mini stats bar showing all traders with current PnL
- Improved tooltip with date, time, and trend icons
- Better Y-axis domain calculation ensuring zero is visible
- Bottom stats grid: Leader, Lead PnL, Gap, Data Points
- Use ComposedChart with Area + Line for visual depth
- Animated loading state with spinning indicator
- Fix OITopAPIResponse struct to use Code int (0=success) instead of Success bool
- Add all response fields from actual API (time_range_param, rank_type, limit)
- Add {symbol} placeholder validation warning in FetchQuantData
- Add API-level validation in strategy create/update to warn about missing {symbol}
- Remove initDefaultData() for exchanges, ai_models, strategies tables
- Change supported exchanges/models API to return static lists
- Add GetDefaultStrategyConfig(lang) with Chinese/English prompt templates
- Frontend passes language parameter when creating new strategy
- Remove system_config, beta_codes, signal_source tables and related code
- Simplify config.go to only read from .env (APIServerPort, JWTSecret, RegistrationEnabled)
- Remove GetCustomCoins, use all USDT perpetual contracts for WSMonitor
- Add trader_equity_snapshots table for equity tracking
- Remove signal source modal from frontend AITradersPage
- Fix WSMonitor nil panic by restoring initialization in main.go
- Add handleClosePosition API endpoint in server.go
- Add closePosition API function in frontend
- Add close position button to positions table in App.tsx and TraderDashboard.tsx
- Fix GetFullConfig to include passphrase field for OKX
- Fix OKX CloseLong/CloseShort to use position quantity directly (already in contracts)
* feat: add OKX exchange trading support
- Add OKX trader client with full trading API integration
- Support API Key, Secret Key, and Passphrase authentication
- Add OKX icon and frontend configuration modal
- Update exchange store and types for OKX fields
* fix: add passphrase column migration and fix exchange type mapping
* fix: show OKX input fields in exchange config modal
* fix: ensure all supported exchanges exist for user when listing
* fix: simplify exchange type check condition for OKX
* debug: add visible debug info for exchange id
* fix: remove debug info from exchange config modal
* fix: add OKX to exchange type condition in AITradersPage
* feat: complete OKX trading support and fix exchange config issues
- Add LIGHTER exchange UI support in AITradersPage
- Add passphrase field to UpdateExchangeConfigRequest type
- Fix OKX HTTP client to bypass proxy (disable system proxy)
- Auto-fetch initial balance from exchange when not set
- Support multiple balance field names for different exchanges
- Add detailed error messages when trader fails to load
- Add lighter_api_key_private_key field to exchange store
* 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: resolve multiple bugs preventing trader creation
Bug fixes:
1. Fix time.Time scanning error - SQLite stores datetime as TEXT, now parsing manually
2. Fix foreign key mismatch - traders table referenced exchanges(id) but exchanges uses composite primary key (id, user_id)
3. Add missing backtestManager field to Server struct
4. Add missing Shutdown method to Server struct
5. Fix NewFuturesTrader call - pass userId parameter
6. Fix UpdateExchange call - pass all required parameters
7. Add migrateTradersTable() to fix existing databases
These issues prevented creating new traders with 500 errors.
* fix(api): fix balance extraction field name mismatch
Binance API returns 'availableBalance' (camelCase) but code was looking for
'available_balance' (snake_case). Now supports both formats.
Also added 'totalWalletBalance' as fallback for total balance extraction.
* fix(frontend): add missing ConfirmDialogProvider to App
The delete trader button required ConfirmDialogProvider to be wrapped
around the App component for the confirmation dialog to work.
---------
Co-authored-by: NOFX Trader <nofx@local.dev>
