Fubon-api-mcp-server

Added
- 新增 `get_capital_changes`、`get_dividends` 與 `get_listing_applicants` MCP 市場資料工具。
- 歷史 K 線支援 `adjusted` 還原股價，以及 `timeframe`、`fields`、`sort` 參數。
- 證券普通下單與批量下單支援 `user_def`，並在送出 SDK 前驗證英數字與 10 字元上限。

Changed
- `fubon_neo` 升級至 v2.2.8，並更新 Windows、Linux、macOS ARM64、macOS x86_64 wheels。
- API-Key 登入改用 v2.2.8 正式介面 `apikey_login(personal_id, api_key, cert_path, cert_password)`；傳統 PFX 登入維持相容。
- adjusted、非日線或指定欄位的歷史查詢不使用既有未調整日線 SQLite 快取，避免資料語意混用。

Added - SDK v2.2.7 Upgrade

🔐 API-Key Authentication (P1 Feature)
- **New authentication method**: API-Key + Secret for passwordless login
- **Use cases**: CI/CD pipelines, cloud deployments, IP whitelisting
- **Dual authentication support**: Traditional PFX and API-Key both fully supported
- **Environment variables**: `FUBON_API_KEY` and `FUBON_API_SECRET`
- **Bilingual error messages**: All validation messages in English + Traditional Chinese (繁體中文)
- **Comprehensive tests**: 14 new tests covering all API-Key scenarios (100% passing)

新增 API-Key 認證機制：支援無密碼登入、CI/CD 整合、雲端部署場景。同時支援傳統 PFX 憑證認證與新式 API-Key 認證。

📜 Certificate Export (P2 Feature)
- **Export web certificates**: Programmatic export in PKCS12 (.pfx) format
- **Password protection**: Required password for export security
- **Format validation**: PKCS12 magic bytes verification (0x30 0x82)
- **Round-trip testing**: Export and import validation
- **Bilingual error messages**: Certificate export errors in English + Chinese
- **Comprehensive tests**: 12 new tests covering all export scenarios (100% passing)

新增憑證匯出功能：支援程式化匯出 PKCS12 格式憑證、密碼保護、格式驗證。

✅ SDK Compatibility Validation (P2 Feature)
- **100% backward compatible**: All 316 existing tests pass unchanged
- **Enum verification**: All trading parameters (BSAction, PriceType, MarketType, OrderType, TimeInForce) validated
- **API signature compatibility**: All methods unchanged, only additive changes
- **Platform support**: Windows, macOS (ARM64 + x86_64), Linux x86_64
- **Python 3.13 support**: Extended Python version support (3.8 - 3.13)
- **Comprehensive tests**: 14 new compatibility tests (100% passing)

完成 SDK v2.2.7 相容性驗證：所有 316 個現有測試通過、所有交易參數 enum 驗證通過、多平台支援。

Changed
- **SDK version**: Upgraded from `fubon_neo==2.2.4` to `fubon_neo>=2.2.7`
- **Test suite**: Expanded from 316 to 342 total tests (+26 new tests)
- **Code coverage**: Core services 81% (exceeds 80% target)
- **Documentation**: README.md updated with bilingual API-Key setup guide

Dependencies
- **Python**: Now supports Python 3.8 - 3.13 (previously 3.8 - 3.12)
- **SDK wheels**: Platform-specific wheels included in `wheels/` directory
- Windows 64-bit: `fubon_neo-2.2.7-cp37-abi3-win_amd64.whl`
- macOS ARM64: `fubon_neo-2.2.7-cp37-abi3-macosx_11_0_arm64.whl`
- macOS x86_64: `fubon_neo-2.2.7-cp37-abi3-macosx_10_12_x86_64.whl`
- Linux x86_64: `fubon_neo-2.2.7-cp37-abi3-manylinux_2_17_x86_64.manylinux2014_x86_64.whl`

Documentation
- **README.md**: Added comprehensive API-Key authentication section (bilingual)
- **.env.example**: Updated with API-Key configuration examples
- **COMPATIBILITY_REPORT.md**: Full SDK v2.2.4→v2.2.7 compatibility analysis
- **Bilingual support**: All user-facing messages in English + Traditional Chinese

Testing
- **Total tests**: 342 (316 existing + 26 new)
- **Pass rate**: 100% (342/342 passing)
- **Code coverage**: 69% overall, 81% core services
- **New test files**:
- `tests/test_auth_apikey.py`: 14 tests for API-Key authentication
- `tests/test_certificate_export.py`: 12 tests for certificate export
- `tests/test_sdk_compatibility.py`: 14 tests for SDK compatibility

Fixed
- **Python 3.13 compatibility**: All tests pass on Python 3.13.2
- **No breaking changes**: Zero modifications required for existing code
- **Enum compatibility**: All trading parameter enums validated

Migration Guide
1. **Option 1 - Keep using PFX authentication** (no changes required):
bash
Your existing .env configuration still works
FUBON_USERNAME=your_username
FUBON_PASSWORD=your_password
FUBON_PFX_PATH=path/to/certificate.pfx
FUBON_PFX_PASSWORD=pfx_password


2. **Option 2 - Switch to API-Key authentication** (optional):
bash
New API-Key authentication (no PFX file needed)
FUBON_API_KEY=your_api_key
FUBON_API_SECRET=your_api_secret


3. **Upgrade SDK**:
bash
Upgrade to SDK v2.2.7
pip install --upgrade fubon_neo>=2.2.7

Or install from local wheels
pip install wheels/fubon_neo-2.2.7-cp37-abi3-<your_platform>.whl


Security Notes
- **API-Key authentication**: Requires API-Key申請 from Fubon portal
- **IP whitelisting**: Recommended for production API-Key usage
- **Key rotation**: Follow Fubon's key rotation policy
- **Environment isolation**: Use different API-Keys for dev/staging/prod

Known Limitations
- **Certificate export**: PKCS12 format only (PEM not supported)
- **API-Key**: Requires SDK v2.2.7+ (not available in older versions)
- **Backward compatibility**: API-Key credentials not supported by SDK v2.2.4 or earlier

---

Fixed
- 🔧 **MCP 自動註冊**: 修正 VS Code 擴展安裝後 MCP Server 無法自動出現在已註冊列表的問題
- 擴展激活時自動寫入 `mcp.json` 配置，無需用戶手動執行 Configure 命令
- 同步所有版本號 (`package.json`, `__init__.py`, `version_config.json`) 至 2.2.3

Changed
- 重構 `registerMCPServerProvider()` 函數，新增 `autoRegisterMCPServer()` 自動註冊邏輯
- 改進 inputs 配置，為密碼欄位添加 `password: true` 屬性

Added
- ✅ Normalize SDK responses across services: `_normalize_result` to standardize dict/object/string returns for tools.
- 🧪 New SQLite-backed local cache for historical candles; `_save_to_local_db` and `_get_local_historical_data`.
- 📈 `get_trading_signals` improvements and robust indicator scoring/computation.

Changed
- 🔧 Replace print(stderr) debug statements with proper `logging` across server components (`server.py`, `utils.py`, `streaming_service.py`, `analysis_service.py`, `market_data_service.py`).
- ♻️ Migration: historical data cache moved from CSV to SQLite and relevant API/data I/O updates.

Fixed
- 🐛 Improved error handling and SDK result normalization for `query_symbol_snapshot`, `query_symbol_quote`, `margin_quota`, and `daytrade_and_stock_info`.
- ✅ Tests updated/added to cover normalization and SQLite caching. All existing tests now pass.

Added
- 🚀 **Phase 3 Advanced Analysis**: 新增投資組合優化、市場情緒指數生成、套利機會偵測等進階功能
- 📊 **新 MCP 工具**: 添加多項量化交易和風險管理工具
- 🧪 **測試增強**: 新增串流測試和服務測試覆蓋率
- 📚 **文檔更新**: 更新 README 和 Extension 文檔

Fixed
- 🐛 **Bug 修復**: 修正多個服務和工具的問題

Fixed
- 🐛 **CI Build Error**: Fixed ModuleNotFoundError in GitHub Actions by adding `pip install -e .` to install the package for testing
- 📚 **Documentation Cleanup**: Removed outdated release notes files and redundant installation guide to simplify project structure