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Changelog

All notable changes to Robson Bot will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

Changed - Repository Cleanup and Layout Normalization (2026-05-13)

  • Removed dead legacy roots from the repository: apps/, data/, k8s/, pyproject.toml, and sonar-project.properties.
  • Moved the worktree helper from devtools/ to scripts/ and updated the live developer and deployment docs to match the current layout.
  • Updated the pull request template and frontend deployment runbook to reference the current Rust + SvelteKit + rbx-infra structure.

Fixed - v2 CI/CD Pipeline (2026-04-14)

  • rustfmt.toml restored: Rich nightly-only configuration (imports_granularity, group_imports, wrap_comments, brace_style, where_single_line, normalize_comments, format_code_in_doc_comments) reinstated after being stripped down to stable-only options. Obsolete options version and edition_idioms removed (renamed/removed in current nightly).
  • CI uses nightly rustfmt: Added rustup toolchain install nightly --component rustfmt step; formatting check now runs cargo +nightly fmt --all --check instead of stable.
  • GitOps paths corrected: Build & Push Image job was targeting non-existent paths apps/prod/robson/robsond-deploy.yml in rbx-infra. Fixed to correct paths: apps/prod/robson/robsond-deploy.yml and apps/prod/robson/robsond-db-migrate-job.yml.
  • Codebase reformatted with nightly rustfmt (62 files, net −534 lines).

Added - Pattern Detection Engine (2025-12-28)

Core Engine (CORE 1.0)

  • Pattern Detection System: Deterministic, idempotent technical pattern recognition

    • 7 patterns implemented (5 candlestick + 2 chart):
      • Candlestick: Hammer, Inverted Hammer, Bullish Engulfing, Bearish Engulfing, Morning Star
      • Chart: Head & Shoulders, Inverted Head & Shoulders
    • Pure domain layer (NO Django dependencies in core)
    • Hexagonal architecture (ports & adapters)
    • All timestamps from exchange data (timezone-independent)
    • Idempotent persistence (stable uniqueness keys)
    • Module: apps/backend/monolith/api/application/pattern_engine/ (11 files, 3,176 lines)

  • Pattern Detectors:

    • HammerDetector - Bullish reversal (1 candle, confidence: 0.75)
    • InvertedHammerDetector - Bullish reversal (1 candle, confidence: 0.70)
    • EngulfingDetector - Bullish/Bearish reversal (2 candles, confidence: 0.80)
    • MorningStarDetector - Bullish reversal (3 candles, confidence: 0.85)
    • HeadAndShouldersDetector - Bearish reversal (multi-bar, confidence: 0.80)
    • InvertedHeadAndShouldersDetector - Bullish reversal (multi-bar, confidence: 0.80)

  • Pattern Lifecycle Management:

    • States: FORMING → CONFIRMED → INVALIDATED
    • Automatic confirmation checks (e.g., Hammer confirmed on close above high)
    • Automatic invalidation checks (e.g., Hammer invalidated on close below low)
    • PatternAlert emission (idempotent, uniqueness key: instance_id + alert_type + alert_ts)

  • Management Command:

    • python manage.py detect_patterns SYMBOL TIMEFRAME [--all|--candlestick|--chart]
    • Flexible detector selection (individual pattern flags: --hammer, --hns, etc.)
    • Rich terminal output with idempotency tracking
    • File: apps/backend/monolith/api/management/commands/detect_patterns.py (371 lines)

  • Tests:

    • 22+ test cases (869 lines)
    • Pure unit tests (helpers, golden OHLC sequences)
    • Idempotency integration tests (CRITICAL: 2nd run creates 0 instances/alerts)
    • Property tests (optional, requires Hypothesis)
    • File: apps/backend/monolith/api/tests/test_pattern_engine.py

  • Documentation:

    • ADR-0018: Architecture decision record
    • PATTERN_ENGINE_V1.md: Technical specification with detection rules
    • PATTERN_ENGINE_IMPLEMENTATION_PLAN.md: Milestones M1-M8
    • PATTERN_ENGINE_IMPLEMENTATION_SUMMARY.md: Usage guide with examples
    • PATTERN_ENGINE_SESSION_HANDOFF.md: Deployment guide

Key Features

  • ✅ Deterministic: Same OHLC → Same patterns (no randomness)
  • ✅ Idempotent: Re-scans create 0 duplicates (verified: alerts_created=0 on 2nd run)
  • ✅ Timezone-Independent: All timestamps from exchange data (no datetime.now())
  • ✅ Non-Executing: Emits alerts only (NO order placement)
  • ✅ Zero Schema Changes: Uses existing production models (PatternInstance, PatternAlert)

Integration Points

  • Uses existing MarketDataService for candle fetching (with caching)
  • Uses existing Django pattern models (no migrations required)
  • Output: PatternAlert table ready for EntryGate (CORE 1.2) consumption
  • Future: Hand-Span Trailing Stop (CORE 1.1) triggered on confirmed patterns

Added - BTC Portfolio Tracking (2025-12-26)

Backend

  • BTC-Portfolio Tracking: Complete portfolio valuation and profit tracking in BTC terms

    • New transaction types: DEPOSIT and WITHDRAWAL for external flows
    • New movement category: EXTERNAL for deposits/withdrawals
    • BTC fields in BalanceSnapshot: total_equity_btc, spot_btc_value, margin_btc_value

  • BTCConversionService: Price discovery and conversion service

    • Multi-route price discovery (direct pair, USDT, BUSD)
    • 60-second price caching to avoid rate limits
    • Converts any asset balance to BTC
    • File: apps/backend/monolith/api/services/btc_conversion_service.py (250 lines)

  • PortfolioBTCService: Portfolio calculation and profit tracking

    • Total portfolio value denominated in BTC
    • Profit formula: Current Balance (BTC) + Withdrawals (BTC) - Deposits (BTC)
    • Historical BTC value tracking
    • File: apps/backend/monolith/api/services/portfolio_btc_service.py (358 lines)

  • Binance Sync: Automatic deposit/withdrawal synchronization

    • Syncs from Binance API using get_deposit_history() and get_withdraw_history()
    • Deduplicates by binance_order_id
    • Only syncs successful transactions (status=6)
    • Extended AuditService with sync_deposits_and_withdrawals() method

  • REST API Endpoints:

    • GET /api/portfolio/btc/total/ - Current portfolio value in BTC
    • GET /api/portfolio/btc/profit/ - Profit in BTC with breakdown
    • GET /api/portfolio/btc/history/ - Historical BTC value over time
    • GET /api/portfolio/deposits-withdrawals/ - List of deposits/withdrawals

  • CLI Commands:

    • python manage.py portfolio_btc - Show portfolio in BTC
    • python manage.py portfolio_btc --profit - Show profit since inception
    • python manage.py sync_deposits --days-back 30 - Sync deposits/withdrawals

Frontend

  • BTCPortfolioDashboard Component: Complete portfolio dashboard with tabbed navigation

    • Overview Tab: Total value, profit metrics, account breakdown
    • History Tab: Interactive chart using Recharts with timeline filtering
    • Transactions Tab: Filterable table of deposits/withdrawals
    • Auto-refresh every 60 seconds
    • File: apps/frontend/src/components/logged/BTCPortfolioDashboard.jsx

  • Patrimony Component Updated: Now displays BTC-denominated portfolio

    • Shows total portfolio value in BTC
    • Displays profit/loss in BTC with color coding
    • Account and transaction summaries
    • File: apps/frontend/src/components/logged/Patrimony.jsx

  • Footer Updated:

    • Changed "Designed by Deepmind Team" → "Designed by RBX Robótica"
    • Removed debug text about application mode and BACKEND_URL

Testing

  • Unit Tests: test_btc_conversion_service.py

    • Price discovery edge cases
    • Zero division handling
    • Invalid asset handling
    • Cache behavior verification

  • Integration Tests: test_btc_portfolio_endpoints.py

    • Profit calculation correctness
    • API error handling
    • Transaction filtering
    • Empty data handling

  • Frontend Tests: BTCPortfolioDashboard.test.js

    • Loading and error states
    • Tab navigation
    • Data rendering
    • Auto-refresh functionality

Database

  • Migration 0019: Added BTC portfolio tracking fields
    • New transaction types: DEPOSIT, WITHDRAWAL
    • New category: EXTERNAL
    • New BalanceSnapshot fields: total_equity_btc, spot_btc_value, margin_btc_value

Changed

  • Updated AuditService to support external flow synchronization
  • Extended main_urls.py with BTC portfolio routes
  • Updated LoggedHomeScreen.jsx to include BTCPortfolioDashboard

Technical Details

  • Architecture: Hexagonal (Ports & Adapters)
  • Language: 100% English (code, comments, docs)
  • Testing: pytest (backend), vitest (frontend)
  • Frontend Library: Recharts 2.12.7 (already installed)
  • Backend: Django 5.2, Python 3.12

Migration Guide

# Apply database migration
python manage.py migrate api

# Sync historical deposits (last 90 days)
python manage.py sync_deposits --days-back 90

# Verify portfolio in BTC
python manage.py portfolio_btc --profit

Previous Versions

For versions prior to 2025-12-26, please refer to git history.