External Sources:
- New ExternalSources.py module for real-time API data fetching
- Configurable refresh intervals, JSONPath extraction, and auth headers
- External sources can be used in signals for live strategy conditions
External Indicators:
- New ExternalIndicators.py module for historical API data
- Supports backtesting by fetching and caching historical data points
- Timestamps are matched to candle times during backtest execution
- Fear & Greed index and similar APIs now work in backtests
Signal System Enhancements:
- Added signal Blockly blocks for use in strategy builder
- New signal_blocks.js for dynamic signal block generation
- Signals category added to strategy toolbox
- PythonGenerator updated to handle signal_* block types
- process_signal() method added to StrategyInstance classes
notify_user Block Enhancement:
- Now supports dynamic values (variables, indicators, expressions)
- Can display indicator values and calculations in notifications
Bug Fixes:
- Fixed Socket.IO parse error causing strategies not to load on refresh
- Enhanced sanitize_for_json to handle pandas, datetime, bytes types
- Fixed external indicator name matching (underscore/space conversion)
- Fixed PRAGMA query missing fetch_all=True in ExternalIndicators
Dependencies:
- Added jsonpath-ng for JSONPath extraction from API responses
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Add exchange_validation.py module for validating exchange requirements
before running strategies (backtest, paper, live modes)
- Fix AttributeError in Signals.py: 'Indicators' object has no attribute
'indicators' - created IndicatorWrapper class for proper data access
- Fix testnet balance issue: explicitly pass testnet=False to all
connect_exchange calls to prevent pickle corruption from old testnet
Exchange objects
- Add balance exchange selector: display one exchange at a time with
dropdown to switch between connected exchanges (defaults to chart view)
- Add unique tbl_key generation for exchange_data to prevent duplicate
entries (format: user:exchange)
- Fix DataCache balance serialization for list types
- Update frontend error handling for exchange validation errors
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Implement a subscription system for public strategies:
Security & Auth:
- Bind WebSocket user identity at connect time (prevents spoofing)
- Add server-side ownership verification for all destructive operations
- Invalidate socket connections on logout
- Add XSS protection with HTML/JS escaping in frontend
Database:
- Add strategy_subscriptions table with proper indexes
- Fix get_all_rows_from_datacache to fall back to DB when cache empty
Backend:
- Add subscribe/unsubscribe endpoints with authorization checks
- Add get_user_strategies (owned + subscribed) and get_public_strategies_catalog
- Propagate indicator_owner_id through strategy instances for subscribed strategies
- Redact strategy internals (code, workspace) for non-owners
Frontend:
- Add "Add Public" button to browse and subscribe to public strategies
- Show subscribed strategies with creator badge and unsubscribe button
- Prevent editing of subscribed strategies (show info modal instead)
- Add public strategy browser modal
Tests:
- Update authorization tests for new subscription-required model
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Bug: trade_order_generators.js set skipAdditionalParsing=true which
caused json_base_generator.js to return early before processing <next>
sibling blocks. This meant set_flag and other blocks connected after
trade_action were silently dropped from the JSON.
Fix: Removed the unnecessary skipAdditionalParsing flag. The code path
it was meant to protect was already in an else branch, so the flag
served no purpose and broke <next> block handling.
Also includes minor fixes to Strategies.js and backtesting.js from
earlier session work.
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
- Fix market/symbol key mismatch in PythonGenerator.py (6 locations)
causing backtest to use wrong trading pair (BTC/USD vs BTC/USDT)
- Fix backtesting.py to always use default_source for backtest data
- Fix exchange/exchange_name key mismatch in app.py and BrighterTrades.py
causing strategy dialog to show wrong current chart exchange
- Add favicon links to standalone HTML templates
- Add AI strategy dialog template
- Update tests and documentation
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
EDM Integration:
- Add edm_client module for REST/WebSocket communication with exchange-data-manager
- Refactor candles.py to fetch data exclusively from EDM
- Add EDM session management for authenticated exchange access
- Update backtesting to use EDM for historical data
- Pass edm_client through to all strategy instances
- Add /api/edm-config, /api/chart-view, /health/edm endpoints
- Remove legacy candle-fetching code from DataCache_v3 and Exchange
UI Improvements:
- Make all popup dialogs draggable and resizable (exchange config, indicator, signal, trade)
- Add default trading source (exchange, symbol, timeframe) to strategy dialog
- Convert symbol fields to dropdowns with smart prioritization (popular pairs first)
- Fix signal dialog property dropdown initialization
Bug Fixes:
- Fix PythonGenerator regex to handle symbols starting with numbers (e.g., 0G/USDT)
- Fix EDM client date format (use Unix timestamps instead of ISO strings)
- Fix strategy default_source database migration
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
Key fixes:
- ExchangeInterface: Remove stale entries before creating new exchange connections
- LiveBroker: Optimize get_total_equity() to price only top 10 assets (was hanging on 462 testnet assets)
- LiveBroker: Add fiat currency skip list to avoid failed price lookups
- PythonGenerator: Fix market symbol regex to handle 2-5 char symbols (BTC/USDT)
New features:
- LiveStrategyInstance: Full live trading strategy execution
- Circuit breaker and position limits for live trading safety
- Restart-safe order reconciliation via client order IDs
Verified working:
- Live strategy starts on Binance testnet
- Orders placed and filled successfully
- Execution loop runs with active strategies
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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