Release 2026.628.0 — CalVer + auto-bump mechanism

CHANGELOG.md

@@ -1,6 +1,37 @@
+# Changelog
+
+Versioning: CalVer `YYYY.MMDD.MICRO`, where `MMDD` is the month and day with the
+leading zero dropped (PEP 440 form) and `MICRO` increments for multiple releases
+on the same day — e.g. `2026.628.0` for 2026-06-28, `2026.105.0` for Jan 5. The
+version is auto-bumped by `scripts/bump_version.py`; it is never hand-set.
+
 ## [Unreleased]
 
+## [2026.628.0] - 2026-06-28
+
 ### Added
+- **Consumer platform rework** — retired the Streamlit dashboard in favor of a
+  Next.js consumer app over a new HTTP/JSON API (`hrp/api/http`, `python -m
+  hrp.api.http`): conviction list, recommendation dossier, portfolio, track
+  record, Vault Assistant, settings, plus 8 research screens (momentum, value,
+  oversold, strong-trend, above-trend, low-volatility, unusual-volume,
+  dividends) with a price-data continuity guard.
+- **Data-freshness status + staleness banner** (`GET /api/status`) so views are
+  never silently empty; richer `hrp doctor`.
+- **Multi-provider LLM layer** (`hrp/llm`) — consult Claude, GPT, or Z.ai GLM via
+  the Vault Assistant model selector, `POST /api/consult`, or `hrp consult`.
+- **Unified `hrp` service CLI**: `start` / `stop` / `restart` / `status` /
+  `doctor` / `consult`.
+
+### Changed
+- Version scheme adopted: CalVer `YYYY.MMDD.MICRO`.
+- FastAPI apps report `hrp.__version__`; `hrp.agents` exports lazily (faster CLI).
+
+### Removed
+- Streamlit dashboard (`hrp/dashboard/`) and the `streamlit` / `plotly` /
+  `streamlit-authenticator` dependencies.
+
+### Added (prior, unreleased)
 - **Real-Time Data Ingestion** (TASK-007): WebSocket-based intraday data pipeline:
   - `PolygonWebSocketClient`: Auto-reconnecting WebSocket with heartbeat monitoring
   - `IntradayBarBuffer`: Thread-safe 10K-bar buffer with batch writes

hrp/__init__.py

@@ -4,20 +4,22 @@
 Personal quantitative research platform for systematic trading strategy development.
 """
 
+# Read the version from pyproject (CalVer YYYY.MMDD.MICRO, e.g. 2026.628.0) so
+# __version__ always matches the source in editable/dev installs without a
+# reinstall. Fall back to installed metadata for packaged installs without
+# pyproject on disk.
 try:
-    from importlib.metadata import version
+    import tomllib
+    from pathlib import Path
 
-    __version__ = version("hrp")
+    pyproject_path = Path(__file__).parent.parent / "pyproject.toml"
+    with open(pyproject_path, "rb") as f:
+        __version__ = tomllib.load(f)["project"]["version"]
 except Exception:
-    # Fallback: read version from pyproject.toml
     try:
-        import tomllib
-        from pathlib import Path
+        from importlib.metadata import version
 
-        pyproject_path = Path(__file__).parent.parent / "pyproject.toml"
-        with open(pyproject_path, "rb") as f:
-            data = tomllib.load(f)
-        __version__ = data["project"]["version"]
+        __version__ = version("hrp")
     except Exception:
         __version__ = "0.0.0"  # Final fallback
 

hrp/api/http/app.py

@@ -7,6 +7,7 @@
 from fastapi import Depends, FastAPI
 from fastapi.middleware.cors import CORSMiddleware
 
+from hrp import __version__
 from hrp.api.http.auth import require_token
 from hrp.api.http.routers import (
     assistant,
@@ -27,7 +28,7 @@ def create_app() -> FastAPI:
     app = FastAPI(
         title="HRP API",
         description="Advisory HTTP/JSON API for the HRP consumer front-end",
-        version="1.0.0",
+        version=__version__,
     )
 
     # CORS for the SPA front-end (different origin/port). Configurable via

hrp/ops/server.py

@@ -15,6 +15,8 @@
     generate_latest,
 )
 
+from hrp import __version__
+
 # Define custom metrics
 REQUEST_COUNT = Counter(
     "hrp_http_requests_total",
@@ -68,7 +70,7 @@ def create_app() -> FastAPI:
     app = FastAPI(
         title="HRP Ops",
         description="Health and metrics endpoints for HRP",
-        version="1.0.0",
+        version=__version__,
     )
 
     @app.get("/health")

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "hrp"
-version = "1.9.0"
+version = "2026.628.0"
 description = "Hedgefund Research Platform - Personal quantitative research for systematic trading"
 readme = "README.md"
 requires-python = ">=3.11"

scripts/bump_version.py

@@ -0,0 +1,82 @@
+#!/usr/bin/env python3
+"""Auto-bump the project version using CalVer ``YYYY.MMDD.MICRO``.
+
+You never specify the number: the date comes from the clock and ``MICRO``
+auto-increments when there is already a release for today. Run this as the first
+step of a release (the assistant does this automatically when opening a PR).
+
+    python scripts/bump_version.py            # bump pyproject + stamp CHANGELOG
+    python scripts/bump_version.py --print     # print the next version, no writes
+    python scripts/bump_version.py --current   # print the current version
+
+``MMDD`` drops the leading zero (PEP 440 form): June 28 -> ``628`` (so today is
+``2026.628.0``), Jan 5 -> ``105``. The single source of truth is
+``pyproject.toml``; ``hrp.__version__`` reads that literal.
+"""
+
+from __future__ import annotations
+
+import re
+import sys
+from datetime import date
+from pathlib import Path
+
+ROOT = Path(__file__).resolve().parent.parent
+PYPROJECT = ROOT / "pyproject.toml"
+CHANGELOG = ROOT / "CHANGELOG.md"
+
+# Match the version on the first `version = "..."` line of [project].
+_VERSION_RE = re.compile(r'^version = "([^"]+)"', re.MULTILINE)
+
+
+def current_version() -> str:
+    match = _VERSION_RE.search(PYPROJECT.read_text())
+    if not match:
+        raise SystemExit("error: could not find `version` in pyproject.toml")
+    return match.group(1)
+
+
+def next_version(today: date | None = None) -> str:
+    """Today's CalVer, incrementing MICRO past any existing same-day release."""
+    today = today or date.today()
+    # MMDD with no leading zero (PEP 440 form): June 28 -> 628, Jan 5 -> 105.
+    prefix = f"{today.year}.{today.month * 100 + today.day}"
+    current = current_version()
+    micro = 0
+    if current.startswith(prefix + "."):
+        try:
+            micro = int(current.rsplit(".", 1)[1]) + 1
+        except ValueError:
+            micro = 0
+    return f"{prefix}.{micro}"
+
+
+def _stamp_changelog(version: str) -> None:
+    if not CHANGELOG.exists():
+        return
+    text = CHANGELOG.read_text()
+    header = f"## [{version}] - {date.today().isoformat()}"
+    if header in text:
+        return
+    marker = "## [Unreleased]"
+    if marker in text:
+        # Open a release section right under [Unreleased]; it inherits the
+        # accumulated unreleased notes, leaving a fresh empty [Unreleased] on top.
+        text = text.replace(marker, f"{marker}\n\n{header}", 1)
+        CHANGELOG.write_text(text)
+
+
+def bump() -> str:
+    new = next_version()
+    PYPROJECT.write_text(_VERSION_RE.sub(f'version = "{new}"', PYPROJECT.read_text(), count=1))
+    _stamp_changelog(new)
+    return new
+
+
+if __name__ == "__main__":
+    if "--current" in sys.argv:
+        print(current_version())
+    elif "--print" in sys.argv:
+        print(next_version())
+    else:
+        print(bump())