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