This release bundles substantial work since v0.2.3:
- Structured-output Research Manager, Trader, and Portfolio Manager
(canonical with_structured_output pattern, single LLM call per agent,
rendered markdown preserves the existing report shape).
- LangGraph checkpoint resume for crash recovery (--checkpoint flag).
- Persistent decision log replacing the per-agent BM25 memory, with
deferred reflection driven by yfinance returns + alpha vs SPY.
- DeepSeek, Qwen, GLM, and Azure OpenAI provider support; dynamic
OpenRouter model selection.
- Docker support; cache and logs moved to ~/.tradingagents/ to fix
Docker permission issues.
- Windows UTF-8 encoding fix on every file I/O site.
- 5-tier rating consistency (Buy / Overweight / Hold / Underweight / Sell)
across Research Manager, Portfolio Manager, signal processor, memory log.
Plus the small quality items in this commit:
1. Suppress noisy Pydantic serializer warnings from OpenAI Responses-API
parse path by defaulting structured-output to method="function_calling"
(root-cause fix, not a warnings filter — same typed result, no warnings).
2. Ship scripts/smoke_structured_output.py so contributors can verify
their provider's structured-output path with one command.
3. Add opt-in memory_log_max_entries config — when set, oldest resolved
memory log entries are pruned once the cap is exceeded; pending
entries (unresolved) are never pruned.
4. backend_url default changed from the OpenAI URL to None so the
per-provider client falls back to its native endpoint instead of
leaking OpenAI's URL into Gemini / other clients.
CHANGELOG.md added with the full v0.2.4 entry. 92 tests pass without API keys.
Long analyses can take many minutes; a crash or interruption forced users
to re-run from scratch and re-pay every LLM call. This adds an opt-in
checkpoint layer backed by per-ticker SQLite databases so the graph
resumes from the last successful node.
How to use:
- CLI: tradingagents analyze --checkpoint
- CLI: tradingagents analyze --clear-checkpoints
- Python: config["checkpoint_enabled"] = True
Lifecycle:
- propagate() recompiles the graph with a SqliteSaver when enabled and
injects a deterministic thread_id derived from ticker+date so the
same ticker+date resumes while a different date starts fresh.
- On successful completion the per-thread checkpoint rows are cleared.
- The context manager is closed in a try/finally so a crash never
leaks the SQLite connection or leaves the graph in checkpoint mode.
Storage: ~/.tradingagents/cache/checkpoints/<TICKER>.db
(override via TRADINGAGENTS_CACHE_DIR).
The checkpointer module is new (tradingagents/graph/checkpointer.py)
and the GraphSetup now returns the uncompiled workflow so it can be
recompiled with a saver when needed.
Adds langgraph-checkpoint-sqlite>=2.0.0 dependency. 3 new tests verify
the crash/resume cycle and that a different date starts fresh.
The previous per-agent BM25 memory was effectively dead code — its only
caller was a commented-out line in main.py. Replace it with a single
append-only markdown decision log driven by the propagate() lifecycle.
Lifecycle:
- store_decision() appends a pending entry at the end of every run
- _resolve_pending_entries() runs at the start of the next same-ticker
run, fetches yfinance returns + alpha vs SPY, and writes one LLM
reflection per resolved entry through an atomic temp-file rename
- Portfolio Manager consumes state["past_context"] (5 most recent
same-ticker entries plus 3 cross-ticker reflection-only excerpts)
Storage at ~/.tradingagents/memory/trading_memory.md
(override: TRADINGAGENTS_MEMORY_LOG_PATH).
Tag schema:
- Pending: [YYYY-MM-DD | TICKER | Rating | pending]
- Resolved: [YYYY-MM-DD | TICKER | Rating | +X.X% | +Y.Y% | Nd]
Removes rank-bm25 dependency and the legacy reflect_and_remember()
plumbing across reflection.py, trading_graph.py, and the agent factories.
49 new tests in tests/test_memory_log.py cover the storage, deferred
reflection, prompt injection, and legacy-removal paths. Full suite
(58 tests) passes in under 2 seconds without API keys.
- Point requirements.txt to pyproject.toml as single source of truth
- Resolve welcome.txt path relative to module for CLI portability
- Include cli/static files in package build
- Extract shared normalize_content for OpenAI Responses API and
Gemini 3 list-format responses into base_client.py
- Update README install and CLI usage instructions
- OpenAI: add GPT-5.4, GPT-5.4 Pro; remove o-series and legacy GPT-4o
- Anthropic: add Claude Opus 4.6, Sonnet 4.6; remove legacy 4.1/4.0/3.x
- Google: add Gemini 3.1 Pro, 3.1 Flash Lite; remove deprecated
gemini-3-pro-preview and Gemini 2.0 series
- xAI: clean up model list to match current API
- Simplify UnifiedChatOpenAI GPT-5 temperature handling
- Add missing tradingagents/__init__.py (fixes pip install building)
