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tradingagents/CHANGELOG.md
Yijia-Xiao 7c37249f80 chore: release v0.2.4 — structured agents, checkpoint, memory log, providers 
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.
2026-04-25 22:16:09 +00:00

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# Changelog
All notable changes to TradingAgents are documented here.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
and this project follows [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
Breaking changes within the 0.x line are called out explicitly.
## [0.2.4] — 2026-04-25
### Added
- **Structured-output decision agents.** Research Manager, Trader, and Portfolio
Manager now use `llm.with_structured_output(Schema)` on their primary call
and return typed Pydantic instances. Each provider's native structured-output
mode is used (`json_schema` for OpenAI / xAI, `response_schema` for Gemini,
tool-use for Anthropic, function-calling for OpenAI-compatible providers).
Render helpers preserve the existing markdown shape so memory log, CLI
display, and saved reports keep working unchanged. (#434)
- **LangGraph checkpoint resume** — opt-in via `--checkpoint`. State is saved
after each node so crashed or interrupted runs resume from the last
successful step. Per-ticker SQLite databases under
`~/.tradingagents/cache/checkpoints/`. `--clear-checkpoints` resets them. (#594)
- **Persistent decision log** replacing the per-agent BM25 memory. Decisions
are stored automatically at the end of `propagate()`; the next same-ticker
run resolves prior pending entries with realised return, alpha vs SPY, and
a one-paragraph reflection. Override path with `TRADINGAGENTS_MEMORY_LOG_PATH`.
Optional `memory_log_max_entries` config caps resolved entries; pending
entries are never pruned. (#578, #563, #564, #579)
- **DeepSeek, Qwen (Alibaba DashScope), GLM (Zhipu), and Azure OpenAI**
providers, plus dynamic OpenRouter model selection.
- **Docker support** — multi-stage build with separate dev and runtime images.
- **`scripts/smoke_structured_output.py`** — diagnostic that exercises the
three structured-output agents against any provider so contributors can
verify their setup with one command.
- **5-tier rating scale** (Buy / Overweight / Hold / Underweight / Sell) used
consistently by Research Manager, Portfolio Manager, signal processor, and
the memory log; Trader keeps 3-tier (Buy / Hold / Sell) since transaction
direction is naturally ternary.
- **Pytest fixtures** — lazy LLM client imports plus placeholder API keys so
the test suite runs cleanly without credentials. (#588)
### Changed
- **`backend_url` default is now `None`** rather than the OpenAI URL. Each
provider client falls back to its native default. The previous default
leaked the OpenAI URL into non-OpenAI clients (e.g. Gemini), producing
malformed request URLs for Python users who switched providers without
overriding `backend_url`. The CLI flow is unaffected.
- All file I/O passes explicit `encoding="utf-8"` so Windows users no longer
hit `UnicodeEncodeError` with the cp1252 default. (#543, #550, #576)
- Cache and log directories moved to `~/.tradingagents/` to resolve Docker
permission issues. (#519)
- `SignalProcessor` reads the rating from the Portfolio Manager's rendered
markdown via a deterministic heuristic — no extra LLM call.
- OpenAI structured-output calls default to `method="function_calling"` to
avoid noisy `PydanticSerializationUnexpectedValue` warnings emitted by
langchain-openai's Responses-API parse path. Same typed result, no warnings.
### Fixed
- Empty memory no longer triggers fabricated past-lessons in agent prompts;
the memory-log redesign makes this structurally impossible since only the
Portfolio Manager consults memory and only when entries exist. (#572)
- Tool-call logging processes every chunk message, not just the last one, and
memory score normalization handles empty score arrays. (#534, #531)
### Removed
- `FinancialSituationMemory` (the per-agent BM25 system) and the dead
`reflect_and_remember()` plumbing; subsumed by the persistent decision log.
- Hardcoded Google endpoint that caused 404 when `langchain-google-genai`
changed its API path. (#493, #496)
### Contributors
Thanks to everyone who shaped this release through code, design, and reports:
- [@claytonbrown](https://github.com/claytonbrown) — checkpoint resume (#594), test fixtures (#588), design feedback on cost tracking (#582) and structured validation (#583)
- [@Bcardo](https://github.com/Bcardo) — memory-log redesign (#579), empty-memory hallucination report (#572), encoding fix proposal (#570)
- [@voidborne-d](https://github.com/voidborne-d) — memory persistence design (#564), portfolio manager state fix (#503)
- [@mannubaveja007](https://github.com/mannubaveja007) — structured-output feature request (#434)
- [@kelder66](https://github.com/kelder66) — RAM-only memory issue (#563)
- [@Gujiassh](https://github.com/Gujiassh) — tool-call logging fix (#534), test stub PR (#533)
- [@iuyup](https://github.com/iuyup) — memory score normalization fix (#531)
- [@kaihg](https://github.com/kaihg) — Google base_url fix (#496)
- [@32ryh98yfe](https://github.com/32ryh98yfe) — Gemini 404 report (#493)
- [@uppb](https://github.com/uppb) — OpenRouter dynamic model selection (#482)
- [@guoz14](https://github.com/guoz14) — OpenRouter limited-model report (#337)
- [@samchenku](https://github.com/samchenku) — indicator name normalization (#490)
- [@JasonOA888](https://github.com/JasonOA888) — y_finance pandas import fix (#488)
- [@tiffanychum](https://github.com/tiffanychum) — stale import cleanup (#499)
- [@zaizou](https://github.com/zaizou) — Docker permission issue (#519)
- [@Stosman123](https://github.com/Stosman123), [@mauropuga](https://github.com/mauropuga), [@hotwind2015](https://github.com/hotwind2015) — Windows encoding bug reports (#543, #550, #576)
- [@nnishad](https://github.com/nnishad), [@atharvajoshi01](https://github.com/atharvajoshi01) — encoding fix proposals (#568, #549)
## [0.2.3] — 2026-03-29
### Added
- **Multi-language output** for analyst reports and final decisions, with a
CLI selector. Internal agent debate stays in English for reasoning quality. (#472)
- **GPT-5.4 family models** in the default catalog, with deep/quick model split.
- **Unified model catalog** as a single source of truth for CLI options and
provider validation.
### Changed
- `base_url` is forwarded to Google and Anthropic clients so corporate proxies
work consistently across providers. (#427)
- Standardised the Google `api_key` parameter to the unified `api_key` form.
### Fixed
- Backtesting fetchers no longer leak look-ahead data when `curr_date` is in
the middle of a fetched window. (#475)
- Invalid indicator names from the LLM are caught at the tool boundary instead
of crashing the run. (#429)
- yfinance news fetchers respect the same exponential-backoff retry as price
fetchers. (#445)
### Contributors
- [@ahmedk20](https://github.com/ahmedk20) — multi-language output (#472)
- [@CadeYu](https://github.com/CadeYu) — model catalog typing (#464)
- [@javierdejesusda](https://github.com/javierdejesusda) — unified Google API key parameter (#453)
- [@voidborne-d](https://github.com/voidborne-d) — yfinance news retry (#445)
- [@kostakost2](https://github.com/kostakost2) — look-ahead bias report (#475)
- [@lu-zhengda](https://github.com/lu-zhengda) — proxy/base_url support request (#427)
- [@VamsiKrishna2021](https://github.com/VamsiKrishna2021) — invalid indicator crash report (#429)
## [0.2.2] — 2026-03-22
### Added
- **Five-tier rating scale** (Buy / Overweight / Hold / Underweight / Sell)
introduced for the Portfolio Manager.
- **Anthropic effort level** support for Claude models.
- **OpenAI Responses API** path for native OpenAI models.
### Changed
- `risk_manager` renamed to `portfolio_manager` to match the role description
shown in the CLI display.
- Exchange-qualified tickers (e.g. `7203.T`, `BRK.B`) preserved across all
agent prompts and tool calls.
- Process-level UTF-8 default attempted for cross-platform consistency
(note: this approach did not actually take effect; replaced in v0.2.4 with
explicit per-call `encoding="utf-8"` arguments).
### Fixed
- yfinance rate-limit errors are retried with exponential backoff. (#426)
- HTTP client SSL customisation is supported for environments that need
custom certificate bundles. (#379)
- Report-section writes handle list-of-string content gracefully.
### Contributors
- [@CadeYu](https://github.com/CadeYu) — exchange-qualified ticker preservation (#413)
- [@yang1002378395-cmyk](https://github.com/yang1002378395-cmyk) — HTTP client SSL customisation (#379)
## [0.2.1] — 2026-03-15
### Security
- Patched `langchain-core` vulnerability (LangGrinch). (#335)
- Removed `chainlit` dependency affected by CVE-2026-22218.
### Added
- `pyproject.toml` build-system configuration; the project now installs via
modern packaging tooling.
### Removed
- `setup.py` — dependencies consolidated to `pyproject.toml`.
### Fixed
- Risk manager reads the correct fundamental report source. (#341)
- All `open()` calls receive an explicit UTF-8 encoding (initial pass).
- `get_indicators` tool handles comma-separated indicator names from the LLM. (#368)
- `Propagation` initialises every debate-state field so risk debaters never
see missing keys.
- Stock data parsing tolerates malformed CSVs and NaN values.
- Conditional debate logic respects the configured round count. (#361)
### Contributors
- [@RinZ27](https://github.com/RinZ27) — `langchain-core` security patch (#335)
- [@Ljx-007](https://github.com/Ljx-007) — risk manager fundamental-report fix (#341)
- [@makk9](https://github.com/makk9) — debate-rounds config issue (#361)
## [0.2.0] — 2026-02-04
This is the largest release since the initial public version. The framework
moved from single-provider to a multi-provider architecture and grew several
production-ready surfaces.
### Added
- **Multi-provider LLM support** (OpenAI, Google, Anthropic, xAI, OpenRouter,
Ollama) via a factory pattern, with provider-specific thinking configurations.
- **Alpha Vantage** integration as a configurable primary data provider, with
yfinance as a community-stability fallback.
- **Footer statistics** in the CLI: real-time tracking of LLM calls, tool
calls, and token usage via LangChain callbacks.
- **Post-analysis report saving** — the framework writes per-section markdown
files (analyst reports, debate transcripts, final decision) when a run
completes.
- **Announcements panel** — fetches updates from `api.tauric.ai/v1/announcements`
for the CLI welcome screen.
- **Tool fallbacks** so a single vendor outage does not stop the pipeline.
### Changed
- Risky / Safe risk debaters renamed to **Aggressive / Conservative** for
consistency with the displayed agent labels.
- Default data vendor switched to balance reliability and quota across
community deployments.
- Ollama and OpenRouter model lists updated; default endpoints clarified.
### Fixed
- Analyst status tracking and message deduplication in the live display.
- Infinite-loop guard in the agent loop; reflection and logging hardened.
- Various data-vendor implementation bugs and tool-signature mismatches.
### Contributors
This release is the first with substantial outside contributions; many community
PRs from late 2025 also landed here.
- [@luohy15](https://github.com/luohy15) — Alpha Vantage data-vendor integration (#235)
- [@EdwardoSunny](https://github.com/EdwardoSunny) — yfinance fetching optimisations (#245)
- [@Mirza-Samad-Ahmed-Baig](https://github.com/Mirza-Samad-Ahmed-Baig) — infinite-loop guard, reflection, and logging fixes (#89)
- [@ZeroAct](https://github.com/ZeroAct) — saved results path support (#29)
- [@Zhongyi-Lu](https://github.com/Zhongyi-Lu) — `.env` gitignore (#49)
- [@csoboy](https://github.com/csoboy) — local Ollama setup (#53)
- [@chauhang](https://github.com/chauhang) — initial Docker support attempt (#47, later reverted; the merged Docker support shipped in v0.2.4)
## [0.1.1] — 2025-06-07
### Removed
- Static site assets that had been bundled with v0.1.0; the public site now
lives separately.
## [0.1.0] — 2025-06-05
### Added
- **Initial public release** of the TradingAgents multi-agent trading
framework: market / sentiment / news / fundamentals analysts; bull and bear
researchers; trader; aggressive, conservative, and neutral risk debaters;
portfolio manager. LangGraph orchestration, yfinance data, per-agent
BM25 memory, single-provider OpenAI integration, interactive CLI.
[0.2.4]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.3...v0.2.4
[0.2.3]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.2...v0.2.3
[0.2.2]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.1...v0.2.2
[0.2.1]: https://github.com/TauricResearch/TradingAgents/compare/v0.2.0...v0.2.1
[0.2.0]: https://github.com/TauricResearch/TradingAgents/compare/v0.1.1...v0.2.0
[0.1.1]: https://github.com/TauricResearch/TradingAgents/compare/v0.1.0...v0.1.1
[0.1.0]: https://github.com/TauricResearch/TradingAgents/releases/tag/v0.1.0
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