feat: add batch tagging system, multi-directory support, and dashboard sidebar controls (v7.35.0)

- Add persistent tag field to Backtest dataclass (saved/loaded as tag.json)
- Add retag_backtests() utility for batch retagging
- Support multi-directory BacktestReport.open() with Union[str, List[str], None]
- Extract tags from strategy metadata during backtest runs
- Dashboard: tag filter bar, tag badges in all tables and strategy pages
- Dashboard: collapsible tag groups in sidebar
- Dashboard: sidebar selection checkboxes and challenger flag buttons
- Dashboard: bidirectional sync between sidebar and compare modal
- MCP server: tag support in list_strategies, get_strategy_details, ranking, trading activity
- Bump version to v7.35.0

Author: MDUYN

examples/open.py

@@ -1,10 +1,11 @@
 import os
-from investing_algorithm_framework import BacktestReport, recalculate_backtests
+from investing_algorithm_framework import BacktestReport, recalculate_backtests, retag_backtests
 
 
 batch_one_path = os.path.join("examples", "batch_one")
 
 if __name__ == "__main__":
+    retag_backtests("batch_one", directory_path=batch_one_path)
     report = BacktestReport.open(directory_path=batch_one_path)
     recalculate_backtests(report.backtests)
     report.show()

examples/tutorial/notebooks/09_report_and_llm_workflow.ipynb

@@ -94,14 +94,22 @@
    "id": "4",
    "metadata": {},
    "outputs": [],
+   "source": []
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "5",
+   "metadata": {},
+   "outputs": [],
    "source": [
     "# Opens the dashboard in your browser (and renders inline in Jupyter)\n",
     "report.show()"
    ]
   },
   {
    "cell_type": "markdown",
-   "id": "5",
+   "id": "6",
    "metadata": {},
    "source": [
     "## Step 3 — Start the MCP Server (Connect Your LLM)\n",
@@ -147,7 +155,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "6",
+   "id": "7",
    "metadata": {},
    "source": [
     "## Step 4 — The LLM Toolkit (23 MCP Tools)\n",
@@ -196,7 +204,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "7",
+   "id": "8",
    "metadata": {},
    "source": [
     "## Step 5 — Ask the LLM to Analyze Your Strategies\n",
@@ -257,7 +265,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "8",
+   "id": "9",
    "metadata": {},
    "source": [
     "## Step 6 — The Iterative Workflow\n",
@@ -312,7 +320,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "9",
+   "id": "10",
    "metadata": {},
    "source": [
     "## Step 7 — Notes as Self-Contained Analysis Documents\n",
@@ -352,7 +360,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "10",
+   "id": "11",
    "metadata": {},
    "source": [
     "## Step 8 — Example Conversation with the LLM\n",
@@ -411,7 +419,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "11",
+   "id": "12",
    "metadata": {},
    "source": [
     "## Step 9 — Apply Selections & Export\n",
@@ -448,7 +456,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "12",
+   "id": "13",
    "metadata": {},
    "source": [
     "## Step 10 — You Can Also Save / Reload Programmatically\n",
@@ -461,7 +469,7 @@
   {
    "cell_type": "code",
    "execution_count": null,
-   "id": "13",
+   "id": "14",
    "metadata": {},
    "outputs": [],
    "source": [
@@ -472,7 +480,7 @@
   },
   {
    "cell_type": "markdown",
-   "id": "14",
+   "id": "15",
    "metadata": {},
    "source": [
     "## TL;DR — The Complete Workflow\n",

investing_algorithm_framework/__init__.py

@@ -22,7 +22,8 @@
     TradeStatus, generate_backtest_summary_metrics, generate_algorithm_id, \
     APPLICATION_DIRECTORY, DataSource, OrderExecutor, PortfolioProvider, \
     SnapshotInterval, AWS_S3_STATE_BUCKET_NAME, BacktestEvaluationFocus, \
-    save_backtests_to_directory, BacktestMetrics, DATA_DIRECTORY
+    save_backtests_to_directory, BacktestMetrics, DATA_DIRECTORY, \
+    retag_backtests
 from .infrastructure import AzureBlobStorageStateHandler, \
     CSVOHLCVDataProvider, CSVTickerDataProvider, \
     CCXTOHLCVDataProvider, CCXTTickerDataProvider, \
@@ -199,6 +200,7 @@
     "BacktestRun",
     "load_backtests_from_directory",
     "save_backtests_to_directory",
+    "retag_backtests",
     "DataError",
     "create_backtest_metrics_for_backtest",
     "recalculate_backtests",

investing_algorithm_framework/app/reporting/backtest_report.py

@@ -6,7 +6,6 @@
 from dataclasses import dataclass, field
 from typing import List, Union
 from datetime import datetime, timedelta
-from pathlib import Path
 
 from jinja2 import Environment, FileSystemLoader
 
@@ -86,6 +85,9 @@ class BacktestReport:
     directory_path: str = None
     # Backward compat with old API (backtest: Backtest)
     backtest: object = None
+    _source_tags: List[str] = field(
+        default_factory=list, repr=False
+    )
 
     def __post_init__(self):
         # Handle single Backtest passed as first positional arg:
@@ -136,46 +138,75 @@ def _is_backtest(backtest_path):
         return (
             os.path.exists(backtest_path)
             and os.path.isdir(backtest_path)
-            and os.path.isfile(os.path.join(backtest_path, "algorithm_id.json"))
+            and os.path.isfile(
+                os.path.join(backtest_path, "algorithm_id.json")
+            )
             and os.path.isdir(os.path.join(backtest_path, "runs"))
         )
 
     @staticmethod
     def open(
         backtests: List[Backtest] = None,
-        directory_path=None,
+        directory_path: Union[str, List[str], None] = None,
     ) -> "BacktestReport":
         loaded = []
+        source_tags = []
 
         if backtests is None:
             backtests = []
 
+        # Normalize directory_path to a list
         if directory_path is not None:
-            if BacktestReport._is_backtest(directory_path):
-                loaded.append(Backtest.open(directory_path))
+            if isinstance(directory_path, str):
+                dir_paths = [directory_path]
+            else:
+                dir_paths = list(directory_path)
+        else:
+            dir_paths = []
+
+        for dp in dir_paths:
+            tag = os.path.basename(os.path.normpath(dp))
+            if BacktestReport._is_backtest(dp):
+                loaded.append(Backtest.open(dp))
+                source_tags.append(tag)
             else:
-                for root, dirs, _ in os.walk(directory_path):
+                for root, dirs, _ in os.walk(dp):
                     for dir_name in dirs:
-                        subdir = os.path.join(root, dir_name)
-                        if BacktestReport._is_backtest(subdir):
-                            loaded.append(Backtest.open(subdir))
+                        subdir = os.path.join(
+                            root, dir_name
+                        )
+                        if BacktestReport._is_backtest(
+                            subdir
+                        ):
+                            loaded.append(
+                                Backtest.open(subdir)
+                            )
+                            source_tags.append(tag)
 
         for bt in backtests:
             if not isinstance(bt, Backtest):
                 raise OperationalException(
-                    "Provided backtest is not a valid Backtest instance."
+                    "Provided backtest is not a "
+                    "valid Backtest instance."
                 )
             loaded.append(bt)
+            source_tags.append('')
 
         if not loaded:
             raise OperationalException(
-                f"No valid backtests found at {directory_path}."
+                f"No valid backtests found "
+                f"at {directory_path}."
             )
 
-        return BacktestReport(
+        # Keep first dir for backward compat
+        first_dir = dir_paths[0] if dir_paths else None
+
+        report = BacktestReport(
             backtests=loaded,
-            directory_path=directory_path,
+            directory_path=first_dir,
         )
+        report._source_tags = source_tags
+        return report
 
     # ------------------------------------------------------------------
     # Full HTML assembly
@@ -317,10 +348,16 @@ def _build_strategies_data(self):
             if len(algo_name) > 8:
                 algo_name = algo_name[:8]
 
+            # Prefer persisted bt.tag, fall back to directory tag
+            tag = getattr(bt, 'tag', None) or ''
+            if not tag and i < len(self._source_tags):
+                tag = self._source_tags[i]
+
             strategies.append({
                 'id': f'strat-{i}',
                 'name': algo_name,
                 'color': color,
+                'tag': tag,
                 'summary': summary_dict,
                 'repEQ': rep_eq,
                 'runIds': run_ids,
@@ -391,8 +428,10 @@ def _build_run_data(self):
                 heatmap = {}
                 if m and m.monthly_returns:
                     for v, d in m.monthly_returns:
-                        y = d.year if hasattr(d, 'year') else int(str(d)[:4])
-                        mo = d.month if hasattr(d, 'month') else int(str(d)[5:7])
+                        y = d.year if hasattr(d, 'year') \
+                            else int(str(d)[:4])
+                        mo = d.month if hasattr(d, 'month') \
+                            else int(str(d)[5:7])
                         heatmap.setdefault(y, {})[mo] = round(
                             v * 100 if abs(v) < 1 else v, 2
                         )
@@ -410,12 +449,16 @@ def _build_run_data(self):
                         elif hasattr(t, 'last_reported_price'):
                             cp = t.last_reported_price or 0
                         pct = (ng / cost * 100) if cost else 0
+                        op_dt = t.opened_at
+                        cl_dt = t.closed_at
                         trades_list.append({
                             'id': idx_t,
                             'sym': sym,
-                            'opened': _fmt_date(t.opened_at) if t.opened_at else '',
-                            'closed': _fmt_date(t.closed_at) if t.closed_at else '',
-                            'open_price': round(getattr(t, 'open_price', 0) or 0, 2),
+                            'opened': _fmt_date(op_dt) if op_dt else '',
+                            'closed': _fmt_date(cl_dt) if cl_dt else '',
+                            'open_price': round(
+                                getattr(t, 'open_price', 0) or 0, 2
+                            ),
                             'close_price': round(cp, 2),
                             'cost': round(cost, 2),
                             'net_gain': round(ng, 2),

investing_algorithm_framework/app/reporting/templates/dashboard.css

@@ -24,6 +24,14 @@ body { font-family:'Inter',-apple-system,sans-serif; background:var(--bg); color
 .overview-dot { background:var(--accent); }
 .sb-divider { height:1px; background:var(--border); margin:0.5rem 1.25rem; }
 .sb-label { padding:0.5rem 1.25rem 0.3rem; font-size:0.65rem; font-weight:600; text-transform:uppercase; letter-spacing:0.06em; color:var(--text-dim); }
+.sb-tag-group { margin:0; }
+.sb-tag-toggle { display:flex; align-items:center; gap:0.4rem; padding:0.45rem 1.25rem; font-size:0.7rem; font-weight:600; color:var(--text-secondary); cursor:pointer; user-select:none; transition:color 0.15s; }
+.sb-tag-toggle:hover { color:var(--text); }
+.sb-tag-toggle .sb-tag-arrow { display:inline-block; font-size:0.55rem; transition:transform 0.2s; }
+.sb-tag-toggle.collapsed .sb-tag-arrow { transform:rotate(-90deg); }
+.sb-tag-children { overflow:hidden; transition:max-height 0.25s ease; }
+.sb-tag-children.collapsed { max-height:0 !important; }
+.sb-tag-children .sb-item { padding-left:2rem; }
 
 /* top controls */
 .top-controls { position:fixed; top:0.75rem; right:1.25rem; z-index:20; display:flex; gap:0.5rem; align-items:center; }
@@ -67,6 +75,21 @@ body { font-family:'Inter',-apple-system,sans-serif; background:var(--bg); color
 .challenger-row { background:rgba(34,211,238,0.06) !important; }
 .challenger-row td { border-bottom:1px solid var(--accent) !important; }
 .sb-challenger { margin-left:auto; font-size:11px; color:var(--accent); }
+.sb-item .sb-cb { width:13px; height:13px; accent-color:var(--accent); cursor:pointer; flex-shrink:0; margin:0; }
+.sb-item .sb-chal-btn { background:none; border:1px solid var(--border); border-radius:3px; cursor:pointer; font-size:11px; color:var(--text-dim); padding:0 3px; margin-left:auto; line-height:1.2; transition:all 0.15s; flex-shrink:0; }
+.sb-item .sb-chal-btn:hover { border-color:var(--accent); color:var(--accent); }
+.sb-item .sb-chal-btn.active { background:var(--accent); color:#fff; border-color:var(--accent); }
+.sb-item .sb-name { flex:1; min-width:0; overflow:hidden; text-overflow:ellipsis; white-space:nowrap; cursor:pointer; }
+
+/* Tag filter bar & badges */
+.tag-filter-bar { display:flex; align-items:center; gap:6px; padding:6px 10px; border-bottom:1px solid var(--border); flex-wrap:wrap; }
+.tag-filter-label { font-size:0.7rem; color:var(--text-secondary); font-weight:600; white-space:nowrap; }
+.tag-chip { font-size:0.65rem; padding:2px 10px; border-radius:10px; border:1px solid var(--accent); background:rgba(34,211,238,0.1); color:var(--accent); cursor:pointer; transition:all 0.15s; font-weight:600; }
+.tag-chip:hover { background:rgba(34,211,238,0.2); }
+.tag-chip.excluded { background:transparent; color:var(--text-dim); border-color:var(--border); text-decoration:line-through; opacity:0.6; }
+.tag-chip.excluded:hover { opacity:0.9; }
+.tag-chip.tag-reset { border-style:dashed; color:var(--text-secondary); background:transparent; font-weight:400; }
+.tag-badge { font-size:0.58rem; padding:1px 6px; border-radius:8px; background:rgba(34,211,238,0.12); color:var(--accent); font-weight:600; vertical-align:middle; margin-left:4px; white-space:nowrap; }
 
 /* benchmark chips */
 .bench-chip { display:inline-flex; align-items:center; gap:5px; background:var(--surface); border:1px solid var(--border); border-radius:12px; padding:2px 10px; font-size:11px; font-weight:500; color:var(--text-secondary); cursor:pointer; transition:all 0.15s; line-height:1.4; }