SimTradeDesk: all versions and old releases

[0.8.0] - 2026-11-08
Added
- The strategy workspace now guides admins through a four-step flow that builds an encrypted strategy package from pasted source.
- Membership activation is recorded as a dated term with its seat count, and renewal, upgrade, and downgrade are handled through one flow.
Changed
- Membership activation and renewal dates and seat counts are computed by the server; the admin portal no longer accepts a client-supplied expiry date.
- Checkout accepts only the price IDs configured on the server; an unknown price fails instead of silently assigning a tier.
- Editing a user's notes or PTrade account bindings no longer changes their subscription state.
- Admin data access for subscriptions, orders, devices, and referrals is scoped to the admin's own brand.
- Device bindings can no longer bypass the per-account device limit.
- Sign-in, password-change, and license-verification attempts are rate limited.
- Subscription and license expiry are now judged against server time; changing the local system clock no longer extends access.
- Sign-in and device verification now require a successful online check on every launch; the offline grace period has been removed.
- Expired subscriptions can still sign in so users can reach the renewal entry; feature access is blocked server-side, and super admins are exempt from subscription expiry.
- License enforcement is hardened: license checks default on (removing the env flag no longer disables them), missing license files fail closed, customer-side admins cannot bypass a revoked license, auth-server deployments require the Supabase revocation control plane, and customer installers refuse to build without the license-verify URL.
- Normal deploys now target Tencent Cloud only. Supabase schema and Edge Function deploys are explicit manual commands (npm run deploy:supabase:*), and releases no longer deploy Supabase automatically.
- Removed the redundant root deploy.sh/deploy.cmd wrappers and duplicate deploy aliases; npm run deploy:tencent:* and npm run deploy:supabase:* are the supported entrypoints.
Fixed
- Admin portal user search now respects pagination and reports an accurate total instead of returning every match at once.
- Brand admins now only see their own brand's administrators in the admin list.
- Adding an administrator with an invalid role is now rejected instead of creating an unusable account.
- Strategy delivery errors no longer expose internal error details.

[0.7.11] - 2026-09-27
Added
- Multiple branded clients can now be installed on the same device, with fully isolated sign-in state and data.
- Admins can configure session timeout per brand from the admin portal.
- New admin roles with per-brand scope: super admin, brand admin, and brand operator.
- Low-code template version deletion.
Changed
- Low-code strategy export now delivers ready-to-run files matching the official PTrade format; the backtest range and capital follow your current settings.
- Refreshed result panel visuals.
Fixed
- Fixed sign-in state leaking between branded clients installed on the same device.
- Backtest startup now reports the concrete reason when access verification fails (subscription tier, expired sign-in, or unregistered device) instead of a generic error.

[0.7.10] - 2026-07-29
Changed
- Refresh backtest date ranges and low-code field/index catalogs immediately after market-data downloads complete.
- Harden Tencent Windows publishing for the zhengguan and customer-test brands with COS-backed artifacts, checksum verification, retry-safe uploads, and downloadable landing pages.
- Strengthen cross-platform embedded SimTradeAPI packaging and package launch contracts.
Fixed
- Resume existing market-data download tasks when the drawer reopens or a duplicate request conflicts, and recover authoritative task state after WebSocket interruptions.
- Deduplicate concurrent strategy source, history detail/log, and low-code catalog requests to avoid redundant calls and stale UI refreshes.
- Stabilize release UI smokes by dismissing the expected startup data drawer before real workbench input and retrying transient CDP polling failures.

[0.7.9] - 2026-07-28
Fixed
- Fix packaged desktop signaling renderer ready even when server startup fails: move resolveServerReady inside the try block and reject on error.
- Extend packaged cold-start timeout from 30 s to 120 s so the first-run server extraction has enough time.
- Update smoke package contract to cover the server-ready lifecycle, timeout configuration, and error path.
Changed
- Simplify the ZhongQuant landing page to a download-oriented layout, removing redundant marketing sections.

[0.7.8] - 2026-07-28
Fixed
- Stabilize desktop history loading: deduplicate concurrent API requests, cache results before logs arrive, guard against stale-selection race conditions.
- Add visible border to webadmin .btn-secondary / .btn-secondary-sm so they read as buttons instead of plain text.
Changed
- Automate Tencent Cloud deployment from release workflow: release.yml now triggers webadmin deploy and Windows installer publish (zhengguan + customer-test) on every release.

Full Changelog: https://github.com/kay-ou/SimTradeDeskX/compare/v0.7.6...v0.7.7

Changed
- Simplify market data updates to one automatic action that prefers incremental packages and falls back to a full baseline only when necessary.
- Show unified download and merge progress while market data updates run in the background.
Fixed
- Apply incremental update chains to a snapshot before publishing, preserving the existing usable dataset when a download or merge fails.
- Clean temporary download and snapshot files after successful, failed, or cancelled market data updates.

Added
- Add brand-aware desktop packaging, theme, module, and authentication configuration support.
- Add release and packaging infrastructure for customer/self-hosted deployments while keeping customer-only modules hidden in the public SimTradeDesk brand.
Changed
- Improve CI, release, package, and installer smoke coverage for desktop builds and customer Windows distribution.
- Improve history restore, configuration caching, and strategy selection behavior.
Fixed
- Fix packaged Windows multiprocessing failures by forcing an ASCII-safe joblib temporary directory.
- Fix desktop update-check string handling and Windows local release npm invocation.
- Fix Tencent Windows latest checksum publishing so each installer alias has a single-file verification path.

Bug Fixes
- Fix minute and period data lookup in the bundled PTrade API server so generated and backtested strategies resolve time-series indices correctly.
- Fix console UTF-8 initialization in PyInstaller server binaries to prevent encoding errors in packaged desktop builds.

Bug Fixes
- Fix get_fundamentals silently returning empty results when table is passed as a keyword argument (e.g., table='valuation'). The strategy data analyzer now correctly detects both positional and keyword arguments.

Changed
- Remove sandbox mode toggle from settings and API — broker profile now controls Python version compatibility
- Redesign user settings dropdown: low-frequency options collapsed under "Directories", T+1 moved next to market
- Simplify referral code display with tooltip

Bug Fixes
- Fix backtest task memory leak: release log_buffer and result after client fetches result, auto-cleanup stale tasks on new task creation
Changed
- release.py now builds SimTradeAPI server binary before the desktop client

Bug Fixes
- Show actual error details on download failure instead of generic message
- Lite data no longer blocks full data download due to version comparison mismatch
- Fix double-nested cn/cn directory after extracting lite tarball
- Default backtest dates now reflect actual date range of current market data
- Dark theme now applies to history version diff view
- verifyAccess errors now show the real reason instead of always "Subscription expired"
- Edge Function verify-access adds CORS preflight support, fixing dev environment cross-origin errors
- feature_flags table min_tier changed from free to basic to match frontend TIER_LEVEL

Features
- First-launch auto-download: data panel opens and downloads lightweight CSI 300 data (3 MB) automatically, no manual click needed
- Lite data mode: API server supports mode=lite for bootstrap dataset, independent from full data download

Bug Fixes
- Merged referral code display into the existing tier line to guarantee rendering

Bug Fixes
- Referral code now computed from user ID on the frontend instead of relying on JWT claims, fixing missing code display after login
- OAuth users (GitHub / Google) can now bind a referral code within 7 days of registration

Features
- Referral system: users enter referral code during registration; referrer earns commission on subscription payments
- Channel codes: admin can create custom-rate channel promotion codes
- Balance system: referral earnings auto-credited to account balance, applied toward subscription renewal
- Login panel shows personal referral code with one-click copy; register form includes referral input with usage hints
- Database backup: one-click remote Supabase backup to local SQLite, with daily auto-scheduling and 7-day snapshot rotation
- Build workflow: auto-copy strategy files to resources during packaging

Bug Fixes
- Fixed server-side access verification so users can fall back to JWT subscription metadata when the subscription row is missing or unreadable.
- Added runtime access verification before backtest and optimizer runs, including expired-subscription handling.
- Rebuilt the bundled SimTradeAPI server so packaged desktop builds include first-message WebSocket authentication.
Verification
- Added a more reliable WebSocket close-frame check to the security smoke test.

Improvements
- Improved release reliability by hardening CI verification logic and reducing false-negative publish checks caused by package index propagation delays.
- Synced latest SimTradeLab engine updates to improve backtest API compatibility and overall stability in desktop workflows.

Improvements
- Improved subscription state synchronization and permission validation to enhance expiration-state consistency and overall stability.

Bug Fixes
- macOS unsigned distribution stability: removed post-package ad-hoc re-sign of nested Electron components to prevent signature corruption that caused launch-time crashes on macOS 15.6.1
- macOS signature chain validation: added strict post-sign verification that rejects mixed signature chains (main app and embedded frameworks must be consistently ad-hoc or same Team ID), preventing dyld load failures
Build
- release workflow robustness: removed duplicate gh release create call in release workflow to avoid release-step conflicts
Release Notes
- This release continues to support unsigned macOS distribution (no Apple Developer certificate required)
- Users should install SimTradeDesk.app into /Applications and run mac-fix-gatekeeper.command once before first launch

Bug Fixes
- Improved backtest compatibility with the latest engine update
- Fixed run panel form wrapping issues on smaller widths
Stability
- Improved macOS stability and crash recovery behavior
Internal
- Internal cleanup and code quality improvements

Bug Fixes
- backtest engine — PTrade code format (.XSHG/.XSHE/.XBHS) now auto-converted to data format (.SS/.SZ) in get_index_stocks and set_benchmark
- backtest engine — get_index_stocks raises clear error when index data is missing, instead of silently returning empty list (which caused KeyError downstream)
- backtest engine — get_fundamentals returns DataFrame with correct columns when empty, preventing KeyError on sort_values

Bug Fixes
- Fix data download showing "failed" when it actually succeeded (cleanup/reset errors no longer mask success)
Security
- WebSocket auth migrated from URL query parameter to first-message protocol (key no longer leaks to logs/URLs)
- API key masked in server startup log (shows only first/last 4 chars)
- Config file permissions set to 0600 on creation (Linux/macOS)

New Features
- Version history for live.py: backtest.py and live.py now have independent version history timelines, with file name shown in panel title
Bug Fixes
- Fix momentum strategy history 500 error caused by NaN values in trade name field (missing stock names in CSI 300 dynamic constituents)
- Fix WebSocket log stream crash on malformed JSON messages
- Fix stripe-webhook missing signature header null check
- Fix device registration race condition via FOR UPDATE row lock
- Fix release.py silently swallowing stderr output
Improvements
- Replace fragile priceId.includes("premium") with STRIPE_PRICE_PREMIUM env var mapping (falls back to original behavior if unset)
- Extract SITE_URL env var for checkout redirect URLs (multi-environment support)
- Remove 27 unused i18n keys (13.5% reduction), fix inconsistent Chinese term for "drawdown"
- Improve us_simple strategy: data alignment for ATR calculation, log format fix

New Features
- 6 example strategies: breakout (Donchian), mean_revert (Bollinger), volume_price, momentum (CSI 300 rotation), turtle (ATR risk parity), gap (gap reversal)

New Features
- Live simulation permission gate: live.py entry file restricted to Premium users
- Lock icon + warning message on Segmented tabs and create button for Basic users
- Upgrade modal now lists "Live Simulation" in the feature comparison table

New Features
- Multi-entry file support: Strategies can now have both backtest.py and live.py entry files
- Editor file tabs: Segmented control in editor title bar to switch between entry files
- Create live.py: One-click button to create a live entry file from the editor
- Run entry selection: Choose which entry file to run (backtest/live) from the run panel
- API endpoints: GET /strategies/{name}/files and POST /strategies/{name}/files/{file}
- strategy_file passthrough: Backtest runs now record which entry file was used
Internal
- Added scripts/release.py for automated version bumping

New Features
- PDF report export: Export backtest results as PDF reports with metrics, charts and trade details
- Advanced analysis metrics: Added Sortino, Calmar, VaR, CVaR, tracking error, and drawdown duration to result panel
- App version display: Show current version number in the user dropdown menu
Build
- PyInstaller locales: Explicitly collect simtradelab/locales/*.json in server spec to prevent missing i18n translations in packaged builds

Build
- macOS single architecture: Removed Intel (x64) build, now only builds for Apple Silicon (arm64)
- Simplified macOS artifact name: DMG file no longer includes architecture suffix
- Package simtradelab data: Include simtradelab data files in server binary packaging
UI
- Editor find widget: Repositioned find widget and hidden tooltip overlays in Monaco editor

Bug Fixes
- Market switch after download: Download button disappeared when switching from CN to US after completing a download (phase state leak)
- Update check failure: Eliminated redundant GitHub API calls; use cached update info instead
Security
- US data download permission: Only premium users can download US market data, consistent with backtest permissions
- Lock market during download: Prevent switching markets while a download is in progress
Build
- macOS Gatekeeper fix: Release includes mac-fix-gatekeeper.command — double-click to bypass Gatekeeper block