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FinAI Research Workflow v0.2.0-alpha

FinAI Research Workflow v0.2.0-alpha Pre-release
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@csmar432 csmar432 released this 11 Jul 09:02
v0.2.0-alpha
90cbdc4

🎉 v0.2.0-alpha: Star Audit 全套修复

新增

  • 🆕 mcp_servers/_shared/_version.py — 单一真相源，避免硬编码版本漂移
  • 🆕 audit_guard.py Check 16 — 自动扫描 260 个 .py 文件检测 vX.Y.Z 漂移
  • 🆕 tests/test_version_drift.py — 14 个回归测试（CLI / 3 MCP / gen-arch-diagrams）
  • 🆕 3 条 GitHub Discussion 种子 (#135 / #136 / #137)
  • 🆕 GitHub Description 优化 — 准确数字（43 MCP / 47 methods / 30 templates）

修复 (11 处薄弱)

  • scripts/cli.py banner: v1.0.0 硬编码 → 动态读 pyproject
  • scripts/cli.py version_cmd: fallback "1.0.0" → 5 层 fallback
  • 3 个 MCP server (sec_edgar / cryptocompare / newsapi): APP_VERSION 硬编码 → 读 _shared._version
  • scripts/gen_architecture_diagrams.py: header(version="v1.0.0") → 动态
  • README.md: "~20 种" → "47 种"; "~30 Methods" → "47 Methods"
  • tests/test_research_directions_advanced.py: "12 directions" → 13
  • .gitignore: 新增 MANUAL_TASKS.md 防护

验证

✅ audit_guard:        16/16 checks passed
✅ test_version_drift: 14/14 new tests passed
✅ ruff:               All checks passed (scripts + mcp_servers + tests)
✅ CLI smoke:          v0.2.0-alpha · 43 MCP · 47 Methods · 30 Journal Templates

配套文档

📋 新增 MANUAL_TASKS.md（本地，gitignored）— 13 项手动任务完整指引，
含 HN/Reddit/知乎/awesome-list PR 模板全文复制即用。

⚠️ 此为 pre-release (alpha) 标签。下个稳定版是 0.3.0（在 Demo GIF

  • Topics + Awesome List 全部完成后发布）。

完整 CHANGELOG: 参见 CHANGELOG.md

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FinAI Research Workflow v1.0.1

FinAI Research Workflow v1.0.1 Latest
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@csmar432 csmar432 released this 08 Jul 13:15
v1.0.1
36953b7

FinAI Research Workflow v1.0.1

Patch release · Zenodo webhook bootstrap.

This is a no-op patch release whose sole purpose is to trigger the
Zenodo ↔ GitHub integration webhook (the original v1.0.0 release was
created before the integration toggle was enabled, so Zenodo did not
auto-archive it). The source tree is identical to v1.0.0.

What changed

  • Added CHANGELOG.md documenting v1.0.0 release notes
  • No code changes; all 8,048 tests, 47 econometric methods, 43 MCP
    servers, 30 journal templates, 17 AI skills unchanged

See

Assets 2
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FinAI Research Workflow v1.0.0

FinAI Research Workflow v1.0.0

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@csmar432 csmar432 released this 08 Jul 12:44
v1.0.0
f5d5b0c

FinAI Research Workflow v1.0.0

First Zenodo DOI release.

End-to-end AI research workflow for economics and finance — 8 stages from research idea to submission-ready manuscript, with human-in-the-loop checkpoints at every stage.

Highlights

  • 43 MCP data-source servers: A-shares (Tushare), US equities (yfinance), macro (FRED/World Bank/IMF/OECD), academic papers (OpenAlex/ArXiv/Semantic Scholar/NBER), SEC EDGAR, Eastmoney research reports, etc.
  • 47 econometric methods: Standard DID, modern staggered DID (Callaway-Sant'Anna, Sun-Abraham, Borusyak-Jaravel-Spinks), synthetic control, instrumental variables, panel GMM, RDD, mediation analysis, panel quantile, spatial regression, triple-diff DID, local projections, interactive fixed effects, robust wild-cluster bootstrap, Leamer bounds, Oster bounds, ...
  • 30 journal templates: 经济研究, 金融研究, 管理世界, JF, JFE, RFS, JPE, Econometrica, AER, JoE, etc.
  • 17 AI skills for Claude Code, Cursor, GitHub Copilot

What's tested

  • 8,048 pytest tests across 398 test files (32.2% coverage baseline)
  • All 47 econometric methods individually validated against analytical references (MAD ≤ 0.05)
  • 19-class robustness runner with JF/JFE/RFS-standard checks

Installation

pip install git+https://github.com/csmar432/finai-research.git
# Or:
git clone https://github.com/csmar432/finai-research
cd finai-research
pip install -e .

Quickstart

python scripts/start_research.py --topic "Carbon trading and green innovation"

Citation

See CITATION.cff. Zenodo DOI: to be assigned by Zenodo webhook within minutes of this release.

Bug fixes since 2026-07-08 audit

  • volatility_models.py::VolatilitySpillover.diebold_yilmaz: 4 silent bugs (statsmodels API drift, shape mismatch, pandas applymap deprecation, .loc slice) caused the main spillover path to silently fall back to correlation-based approximation. All fixed.
  • pyproject.toml pytest upper bound widened to <10.0 (was <9.0; depended on patched versions to satisfy lock).
  • Repository URL renamed from FinAI-Research-Workflow to finai-research (old URL still 301-redirects).

Limitations

  • All generated outputs (papers, reviews, design docs) require human review before submission. LLM-generated citations, statistical claims, and methodology descriptions must be verified independently.
  • Tested primarily on macOS Apple Silicon (M-series) and Ubuntu Linux. Windows has minor fallbacks (see event_monitor.py, sandbox.py).
  • LLM features require DeepSeek or compatible API key in .env.

Acknowledgments

  • 43 MCP servers built on top of open APIs (OpenAlex, FRED, World Bank, IMF DataMapper, OECD SDMX, Yahoo Finance, SEC EDGAR, Eastmoney, etc.).
  • Built with statsmodels, linearmodels, matplotlib, and pytest.
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v0.1.0

v0.1.0

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@github-actions github-actions released this 28 Jun 20:07
main
7ff3846

Changes

  • fix(examples): rewrite 01-quickstart to use real AgentPipeline API (#61) @csmar432
  • chore(CI): set --cov-fail-under=6 (fix pytest-cov hardcoded default) (#57) @csmar432
  • fix(v11): Docker健康检查 + 虚构模型名清理 + _beta_inc改进 (#44) @csmar432
  • fix(v8): activate all 43 MCP servers, remove dead schema files (#40) @csmar432
  • fix(ci): remove S110 from main ruff lint (#39) @csmar432
  • fix(v2): 25x overhead + LaTeX syntax + bootstrap SE + CI coverage (review 7.4) (#33) @csmar432
  • fix: Python 3.11 compatibility + Docker Build hatchling pin (#29) @csmar432
  • fix(data): make synthetic fallback opt-in (raise by default) (#30) @csmar432
  • fix(ci): migrate labeler.yml to actions/labeler v5/v6 schema (#28) @csmar432
  • fix: 项目元信息 + CI/CD + Skill/Agent 入版本控制 (3 commits) (#23) @csmar432
  • fix: MCP numbers (49→43), slug fixes, docs cleanup (#21) @csmar432
  • Fix/placeholder cleanup (#15) @csmar432
  • Fix/placeholder cleanup (#14) @csmar432
  • chore(fixes): comprehensive audit — 5 P0 data fixes + P1 docs + P2 banner (#13) @csmar432

📚 Documentation

  • refactor(audit-2026-06-27): 6 PRs — NORA orchestrator, data gate, LLM fallback, LaTeX backend, DID audit guard, startup check (#77) @csmar432
  • test-coverage: report_generator 7.3%→40.8%, _latex_escape bugfix, MAINTAINERS.md (#65) @csmar432
  • audit-fix round 3: numerical tests, CI coverage, S110 blocking, doc accuracy (#64) @csmar432
  • audit-fix round 2: journal counts, IK kernel constants, CI security, CONTRIBUTING (#63) @csmar432
  • audit-fix: S110 logging, CGM SE bug, misleading docs, stale scripts (#62) @csmar432
  • feat(econometrics): robustness 19-type, DID covariates, QTE, Oster Bounds (#60) @csmar432
  • feat: econometrics enhancement — robustness 19-type, DID covariates, HTE (#59) @csmar432
  • docs: high-ROI audit fixes — accurate numbers, S110 scope, API key clarity (#58) @csmar432
  • fix(P0): replace fake _honest_did with honestdid (Rambachan-Roth 2023) (#55) @csmar432
  • fix: complete S110 cleanup + document number accuracy v2 (#54) @csmar432
  • docs: audit fixes round 7 — accurate numbers, honest claims (#53) @csmar432
  • fix(v18): P0 学术诚信 + P1 工程质量的六项关键修复 (#51) @csmar432
  • fix(v17): Issue #22 close + ROADMAP/README/CONTRIBUTING sync (#50) @csmar432
  • fix(v16): 完成Issue #22 docstring examples + CHANGELOG更新 (#49) @csmar432
  • fix(v15): 关闭Issue #42 + metadata占位符清理 + modern_did docstring examples (#48) @csmar432
  • fix(v14): QualityGates加载诊断 + DOI占位符显式化 (#47) @csmar432
  • fix(v13): CI日志健壮性修复 + 期刊模板数字修正 (#46) @csmar432
  • fix(v10): 废弃脚本清理 + 依赖精简 + AI披露模板 + SECURITY修正 (#43) @csmar432
  • fix(v9): 版本号统一为 v0.1.0 + 文档卫生清理 (#41) @csmar432
  • fix(v5): git add missing test file + cross-platform README clarification (#38) @csmar432
  • fix(v4): ARCH-4 test migration + QUAL-2 strict mode + DATA-2 provenance (#36) @csmar432
  • fix(v3): 2 stub robustness tests + MCP base + circuit breaker (review v3) (#35) @csmar432
  • fix(P0): runtime crash + CS(2021)-IPW + legal disclaimers (#32) @csmar432

🔧 Maintenance

  • audit-fix round 3: numerical tests, CI coverage, S110 blocking, doc accuracy (#64) @csmar432
  • docs: high-ROI audit fixes — accurate numbers, S110 scope, API key clarity (#58) @csmar432
  • fix(P0): replace fake _honest_did with honestdid (Rambachan-Roth 2023) (#55) @csmar432
  • docs: audit fixes round 7 — accurate numbers, honest claims (#53) @csmar432
  • fix(v18): P0 学术诚信 + P1 工程质量的六项关键修复 (#51) @csmar432
  • fix(v12): 移除monkey-patch np.random.seed + 清理sys.path hack (#45) @csmar432
  • fix(v10): 废弃脚本清理 + 依赖精简 + AI披露模板 + SECURITY修正 (#43) @csmar432
  • fix(v9): 版本号统一为 v0.1.0 + 文档卫生清理 (#41) @csmar432
  • fix(P0): runtime crash + CS(2021)-IPW + legal disclaimers (#32) @csmar432
  • build(deps): update torch requirement from >=2.2.0 to >=2.12.0 (#10) @dependabot[bot]
  • build(deps): update numpy requirement from <2.0,>=1.26.0 to >=1.26.0,<3.0 (#9) @dependabot[bot]
  • build(deps): update duckdb requirement from <1.0,>=0.9.0 to >=0.9.0,<2.0 (#8) @dependabot[bot]
  • build(deps): update linearmodels requirement from <5.0,>=4.17 to >=4.17,<8.0 (#7) @dependabot[bot]
  • build(deps): update plotly requirement from <6.0,>=5.21.0 to >=5.21.0,<7.0 (#5) @dependabot[bot]
  • chore(deps): bump actions/upload-artifact from 4 to 7 (#3) @dependabot[bot]
  • chore(deps): bump docker/setup-buildx-action from 3 to 4 (#2) @dependabot[bot]
  • chore(deps): bump actions/labeler from 5 to 6 (#1) @dependabot[bot]
  • chore(deps): bump actions/checkout from 4 to 6 (#4) @dependabot[bot]

Contributors

@csmar432, @dependabot[bot], @xuzheyi, Cursor Agent, dependabot[bot] and 许哲逸

Full Changelog: ...v0.1.0

Contributors

xuzheyi, dependabot, and csmar432
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