v0.5.0

Changelog: WATA v0.5.0

This release introduces significant changes, including a major configuration overhaul and enhanced security features. Please review the BREAKING CHANGES section carefully before upgrading.

We are also excited to announce our new dedicated documentation site: https://ioiti.github.io/wata-docs/

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💥 BREAKING CHANGES 💥

1. Configuration File Overhaul (config.json):

   • The structure of the trade section within config.json has been significantly refactored to improve organization, validation, and allow for more granular control over trading parameters.
   • Action Required: Users must update their config.json file to match the new structure. Please refer to the v0.5.0 Configuration Guide for the updated format and new options.
   • Key changes include:
     • Restructured trade.config into sub-sections: turbo_preference, buying_power, position_management, and general.
     • Introduced new configuration options like timezone, max_day_loss_percent, turbo price_range, stoploss_percent, max_profit_percent, API limits, retry settings, and more.
     • Removed the trade.rules.profit_per_days rule; its functionality is now part of the new day_trading rule type under trade.rules.
     • Added new rule types: day_trading, signal_validation, and market_hours.

2. Webhook Token Management:

   • Webhook authentication token management has been redesigned for enhanced security. Tokens are now stored encrypted in the file specified by webserver.persistant.token_path.
   • A new app_secret key has been added to the webserver section in config.json. Action Required: You must set a strong, unique secret key for webserver.app_secret in your config.json.
   • Action Required: The previous method of storing/retrieving the webhook token is no longer valid. Users must use the new watawebtoken command-line tool to view their current token or generate a new one after upgrading. Update your webhook sender (e.g., TradingView alerts) with the token obtained from watawebtoken.
     • View token: watawebtoken
     • Generate new token: watawebtoken --new
   • Refer to the Webhook Token Management documentation.

3. Saxo Authentication Configuration:

   • The username and password fields have been removed from the authentication.saxo section in config.json. Authentication now relies solely on the persisted OAuth token flow managed internally.

✨ Added

• New Trading Rules & Configuration:
  • Introduced day_trading rule with parameters for daily profit target, max daily loss percentage, threshold to stop entering trades, and end-of-day position closing time (68767aa, adbd05a).
  • Added signal_validation rule to reject signals older than a configurable duration (4136376, 037c39b).
  • Implemented market_hours rule to define trading start/end times and a "risky" trading period (4136376).
  • Added timezone configuration (general.timezone) for consistent time handling across the application (0808892, 42001d7).
  • Added turbo_preference.price_range to filter instruments by price (a07adc3).
  • Added position_management.performance_thresholds for stoploss_percent and max_profit_percent (ec74fe4).
  • Added buying_power.max_account_funds_to_use_percentage to control capital allocation per trade.
• Security Enhancements:
  • Implemented secure, encrypted storage for webhook authentication tokens (15e6b5a).
  • Introduced the watawebtoken command-line utility for managing webhook tokens (6446ffa).
• Configuration Validation: Added validation checks for the config.json structure and values (cb47632).
• Documentation:
  • Launched a new dedicated documentation website: https://ioiti.github.io/wata-docs/ (77522bb, etc.).
  • Added comprehensive Getting Started Guide and FAQ (914d2f2, ab8afd9).
  • Included architecture flowcharts and improved visual elements in documentation (e960b0b, c5199f0, c78d426, 9234619).
  • Enhanced README with badges, clearer setup instructions, risk warnings, and how-to guides (b0b1037, 7c52903, 76ac5e0, 47d0f37).
• Trading Logic: Instrument sorting and filtering now uses the 'Bid' price instead of 'Mid' price for potentially more accurate selection (a6f2943).

🔄 Changed

• Refactoring:
  • Refactored Saxo API token management and initialization logic for improved reliability and clarity (f383e69, 5747519, da628ae).
  • Refactored trading rule checks and signal action processing (bc7c06a).
  • Refactored position performance checking logic for efficiency (ec74fe4).
  • Refactored configuration management (958599f, 45f509d).
• API Interaction: Increased the frequency of the ping_saxo_api job to every 15 seconds (abd0dee).
• Logging:
  • Enhanced logging details for signal actions, timestamp validation, and token retrieval (bc7c06a, 037c39b, 8a37b40).
  • Adjusted some log levels for better verbosity control (8a37b40).
• User Experience: Added an emoji to the RabbitMQ readiness notification (6b940db).

❌ Removed

• Removed username and password fields from authentication.saxo in config.json (See Breaking Changes).
• Removed the trade.rules.profit_per_days configuration (functionality merged into day_trading rule).
• Deleted unused trade/__init__.py file (e2b5b1b).

🐛 Fixed

• Fixed Docker exec command interpretation and an import path for WebServerToken (8d878c1).
• Corrected case sensitivity issues in trading rule method calls (1ee5338).
• Fixed a logging variable name related to sorted data count (aed79af).

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Please update your configuration and webhook tokens as described in the BREAKING CHANGES section. Consult the new documentation site for detailed guidance.