Claude/sync main gamma f r2 y1

CHANGELOG.md

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+# Changelog
+
+All notable changes to QuantCoder CLI will be documented in this file.
+
+The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
+and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
+
+---
+
+## [Unreleased] - v2.0 (develop branch)
+
+### Added
+- **Multi-Agent Architecture**: Specialized agents for algorithm generation
+  - `CoordinatorAgent` - Orchestrates multi-agent workflow
+  - `UniverseAgent` - Generates stock selection logic (Universe.py)
+  - `AlphaAgent` - Generates trading signals (Alpha.py)
+  - `RiskAgent` - Generates risk management (Risk.py)
+  - `StrategyAgent` - Integrates components (Main.py)
+- **Autonomous Pipeline**: Self-improving strategy generation
+  - `AutonomousPipeline` - Continuous generation loop
+  - `LearningDatabase` - SQLite storage for patterns
+  - `ErrorLearner` - Analyzes and learns from errors
+  - `PerformanceLearner` - Tracks successful patterns
+  - `PromptRefiner` - Dynamically improves prompts
+- **Library Builder**: Batch strategy generation system
+  - 13+ strategy categories (momentum, mean reversion, factor, etc.)
+  - Checkpointing for resumable builds
+  - Coverage tracking and reporting
+- **Multi-LLM Support**: Provider abstraction layer
+  - OpenAI (GPT-4, GPT-4o)
+  - Anthropic (Claude 3, 3.5)
+  - Mistral (Mistral Large, Codestral)
+  - DeepSeek
+- **Tool System**: Pluggable tool architecture (Mistral Vibe pattern)
+  - `SearchArticlesTool`, `DownloadArticleTool`
+  - `SummarizeArticleTool`, `GenerateCodeTool`
+  - `ValidateCodeTool`, `ReadFileTool`, `WriteFileTool`
+- **Rich Terminal UI**: Modern CLI experience
+  - Interactive REPL with command history
+  - Syntax highlighting for generated code
+  - Progress indicators and panels
+  - Markdown rendering
+- **Parallel Execution**: AsyncIO + ThreadPool for concurrent agent execution
+- **MCP Integration**: QuantConnect Model Context Protocol for validation
+- **Configuration System**: TOML-based configuration with dataclasses
+
+### Changed
+- Package renamed from `quantcli` to `quantcoder`
+- Complete architectural rewrite
+- CLI framework enhanced with multiple execution modes
+- Removed Tkinter GUI in favor of Rich terminal interface
+
+### Removed
+- Tkinter GUI (replaced by Rich terminal)
+- Legacy OpenAI SDK v0.28 support
+
+---
+
+## [1.1.0] - Beta Release
+
+### Added
+- **LLM Client Abstraction** (`llm_client.py`)
+  - `LLMClient` class with modern OpenAI SDK v1.x+ support
+  - `LLMResponse` dataclass for standardized responses
+  - Token usage tracking
+  - `simple_prompt()` convenience method
+- **QuantConnect Static Validator** (`qc_validator.py`)
+  - `QuantConnectValidator` class for code analysis
+  - Division by zero detection
+  - Missing `.IsReady` indicator checks
+  - `None` value risk detection in comparisons
+  - `max()/min()` on potentially None values
+  - Portfolio access pattern validation
+  - Severity levels (error, warning, info)
+  - Formatted report generation
+- **Unit Tests** (`tests/test_llm_client.py`)
+  - LLMClient initialization tests
+  - Chat completion tests
+  - Error handling tests
+- **Documentation**
+  - `TESTING_GUIDE.md` - Comprehensive testing documentation
+  - `MAIN_VS_BETA.md` - Branch comparison guide
+  - `.env.example` - Environment variable template
+
+### Changed
+- `processor.py`: Refactored to use `LLMClient` instead of direct OpenAI calls
+- `processor.py`: Enhanced code generation prompts with defensive programming requirements
+  - Added runtime safety check requirements
+  - Added `IsReady` check reminders
+  - Added None guard requirements
+  - Added zero-division protection patterns
+- `cli.py`: Added verbose flag handling improvements
+- `setup.py`: Updated dependencies for OpenAI v1.x+
+- `requirements.txt`: Added explicit dependency versions
+
+### Fixed
+- Lazy loading for Tkinter imports (better startup performance)
+- Improved error handling in PDF download
+
+### Dependencies
+- Upgraded OpenAI SDK from v0.28 to v1.x+
+- Added pytest for testing
+
+---
+
+## [1.0.0] - Legacy Release
+
+### Features
+- **Article Search**: CrossRef API integration
+  - Search by query keywords
+  - Configurable result count
+  - HTML export of results
+- **PDF Download**: Multiple download methods
+  - Direct URL download
+  - Unpaywall API fallback for open access
+  - Manual browser fallback
+- **NLP Processing**: spaCy-based text analysis
+  - PDF text extraction (pdfplumber)
+  - Text preprocessing (URL removal, normalization)
+  - Heading detection (title-cased sentences)
+  - Section splitting
+  - Keyword analysis for trading signals and risk management
+- **Code Generation**: OpenAI GPT-4 integration
+  - Strategy summarization
+  - QuantConnect algorithm generation
+  - AST validation
+  - Iterative refinement (up to 6 attempts)
+- **Tkinter GUI**: Desktop interface
+  - Search panel with results table
+  - Summary display with copy/save
+  - Code display with syntax highlighting (Monokai theme)
+- **CLI Commands**
+  - `search <query>` - Search articles
+  - `list` - Show cached results
+  - `download <id>` - Download PDF
+  - `summarize <id>` - Generate summary
+  - `generate-code <id>` - Generate algorithm
+  - `open-article <id>` - Open in browser
+  - `interactive` - Launch GUI
+
+### Dependencies
+- Python 3.8+
+- OpenAI SDK v0.28 (legacy)
+- pdfplumber 0.10+
+- spaCy 3.x with en_core_web_sm
+- Click 8.x
+- python-dotenv
+- Pygments
+- InquirerPy
+
+---
+
+## Branch History
+
+```
+main ────●──────────────────────────────●──────────────▶
+         │                              │
+       v1.0                           v1.1
+      (legacy)                    (LLM client +
+                                   validator)
+                                        ▲
+                                        │
+beta ───────────────────────────────────┘
+
+develop ──────────────────────────────────────────────▶
+   ▲                                              (v2.0)
+   │
+gamma ─┘
+```
+
+---
+
+## Migration Notes
+
+### v1.0 → v1.1
+
+1. Update OpenAI SDK:
+   ```bash
+   pip uninstall openai
+   pip install openai>=1.0.0
+   ```
+
+2. Ensure `OPENAI_API_KEY` environment variable is set
+
+3. No CLI command changes required
+
+### v1.1 → v2.0 (future)
+
+1. Package renamed:
+   ```bash
+   pip uninstall quantcli
+   pip install quantcoder
+   ```
+
+2. CLI command prefix changes:
+   ```bash
+   # Old
+   quantcli search "query"
+
+   # New
+   quantcoder search "query"
+   ```
+
+3. New commands available:
+   ```bash
+   quantcoder auto start --query "..."
+   quantcoder library build
+   ```
+
+---
+
+## Links
+
+- [Version Guide](VERSIONS.md)
+- [Architecture Documentation](ARCHITECTURE.md)
+- [GitHub Repository](https://github.com/SL-Mar/quantcoder-cli)