# Changelog

All notable changes to this project are documented in this file.

## Unreleased

No unreleased changes yet.

## 2026-07-30 v1.0.4

- Updated notebook and Panel analysis for the SP Quant result database schema,
  including explicit `trading_instructions` columns for action, assets,
  scaled disequilibrium, and beta.
- Changed selected-pair market charts to read from the `market` table and kept
  legacy packed instruction JSON support for older result databases.
- Added `scaled_disequilibrium` and `beta` to selected-pair theoretical
  execution displays.
- Improved VS Code notebook usability with the `jupyter_bokeh` dependency,
  direct Plotly figure rendering, and a dropdown Analyze control for individual
  pair selection.
- Made the Panel app use the dark theme by default and reduced the sidebar
  width from 430 px to 215 px with responsive sidebar controls.
- Expanded tests and notebook verification coverage for the new database schema
  and Panel layout defaults.

## 2026-07-29 v1.0.3

- Removed invalid fixed sizing mode from Panel Tabulator grids to avoid Bokeh
  layout warnings while preserving compact table layout.
- Changed the Panel Calculate action to refresh the result-file list before
  loading data and removed the standalone Panel Refresh button.

## 2026-07-29 v1.0.2

- Added a Panel application for single-day SPBT result analysis with result-file
  selection, minimum TARGET-change input, pair TheoRet table, pair selector,
  selected-pair execution table, and market/trade chart.
- Added a launcher script for the Panel application.
- Changed notebook and Panel pair analysis to use per-row Analyze actions from
  the Pair TheoRet grid, deferring selected-pair calculations until clicked.
- Adjusted Panel sizing so key controls use compact widths and Pair TheoRet uses
  content width with vertical scrolling instead of full-width paginated layout.
- Added a FastListTemplate shell to the Panel application for sidebar controls
  and configurable app color accents.
- Made Plotly chart panes use all available horizontal space.

## 2026-07-28 v1.0.1

- Added the `spbt_day` notebook for interactive single-day backtest result
  analysis, including SQLite result file selection from the local data
  directory.
- Added selector-pair loading and dense ranking by `mr_score.final`, preserving
  rows with invalid score JSON for inspection.
- Added theoretical return calculation for ranked pairs from
  `trading_instructions`, including reusable helper functions and tests.
- Added a Plotly histogram for visual analysis of total theoretical return by
  pair.
- Moved notebook support code into reusable `scripts/spbt_day.py` helpers.
- Adjusted notebook table outputs to show all relevant rows and reduce
  redundant intermediate displays.
- Added an alphabetically sorted pair selector for individual pair analysis.
- Added selected-pair theoretical execution tables and aligned TheoRet
  calculations with target-delta trade generation.
- Added per-asset `strength` values to selected-pair theoretical execution
  tables.
- Corrected theoretical execution size to use
  `10000 * strength / reference_price`.
- Removed `:USD` quote suffixes from displayed pair names in notebook tables,
  chart hovers, and the pair selector dropdown while preserving full internal
  pair keys for calculations.
- Added `num_trades` to pair TheoRet summaries, counting asset-level theoretical
  trades from effective `TARGET` and `CLOSE` instructions.
- Added sortable interactive grids for the pair TheoRet and selected-pair
  theoretical execution tables.
- Styled interactive dataframe grids with black text on white backgrounds for
  readability across notebook themes.
- Added a selected-pair Plotly chart that overlays theoretical BUY/SELL
  executions on relative 1-minute market close data for both instruments.
- Anchored the selected-pair market chart at trading-day midnight and normalized
  relative prices to each instrument's close at that timestamp.
- Added a `min_pctg_change` threshold for ranked pair TheoRet calculations to
  skip small target-strength changes after a position is acquired.
- Added a notebook input field for the minimum TARGET strength-change threshold.

## 2026-07-25 v0.0.9

- Added contributing guidance and Python dependency declarations.
- Added placeholder files for active project directories.
- Updated ignore rules for local data, generated results, caches, and local
  environments.
- Documented unreleased changelog handling and release push behavior.

## 2026-07-25 v0.0.1

- Established the initial repository structure and project guidance.