Complete UTF-8 recovery, channel review, pinned portfolio surfaces and validation repairs

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Haozhe Wu committed 2026-10-10 23:05:38 +08:00
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@@ -5,6 +5,37 @@ This project adheres to [Semantic Versioning](https://semver.org/).
## [Unreleased]
### Maintenance — 2026-10-10
- Slack and Discord gain localized connection forms and read-only credential
probes (#1764, #1777). Slack verifies both bot identity and Socket Mode app
access; Discord requires a bot identity. HTTP 408/429 report temporary errors.
Failed probes leave saved settings unchanged. Discord admission policies
refresh without reconnecting.
- Recover sessions and attempts with invalid UTF-8 metadata, and skip malformed
message records while preserving readable neighbors and original files (#1775).
Redact environment-style credentials and URL userinfo (#1765); generic trade
journals retain quantities and prices instead of being misclassified as Futu
exports (#1766).
- Memory links recognize two-character identifiers (#1771). FTS recall expands
past stale index rows until enough current memories are found or the index is
exhausted (#1772).
- Pin portfolio research to an immutable snapshot (#1769): the agent accepts
`snapshot_id`, the CLI supports `portfolio show --snapshot-id ID`, REST accepts
the same identifier, and Web exports the displayed sanitized research snapshot
as JSON. Unavailable or revoked snapshots never fall back to newer data.
Technical indicators accept an optional ISO `end_date` and report provenance
plus a fingerprint of their exact input bars (#1768).
- Exclude top-level process exit codes and elapsed times from observed financial
evidence (#1767). Register existing figure/identity checks without changing
their predicates (#1691); extract compaction, tuning, usage accounting and
terminal outcome policy from the agent loop (#1631, #1678, #1662, #1641).
- Expand the options connector evidence checklist (#1770). Update compatible
Python/frontend dependencies and pinned CI actions (#1692, #1668, #1667,
#1666, #1665); align Vitest with its coverage plugin. Keep `uuid-utils` at
0.17.0 because the proposed 1.0.0 upgrade (#1670) conflicts with the current
LangChain constraint. Preserve mootdx's retirement from the public canary.
### Maintenance — 2026-10-09
- Channel edits to live-read settings apply without reconnecting, including a