docs: update BacktestConfig params and API coverage to 62

Author: kay-ou

CHANGELOG.md

@@ -5,6 +5,42 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [2.10.2] - 2026-04-14
+
+### ✨ Added
+
+- **broker compatibility** — Add `broker_profile` support (`auto/guosheng/dongguan/shanxi`) in backtest config and runtime context for broker-specific API behavior.
+- **api coverage** — Add/complete multiple PTrade-compatible APIs and aliases, including:
+  - `get_trading_day_by_date`, `get_trend_data`, `get_reits_list`
+  - `get_frequency`, `get_business_type`, `get_current_kline_count`, `filter_stock_by_status`
+  - broker naming aliases: `get_margin_asset` / `get_margin_assert`, `get_individual_transcation` / `get_individual_transaction`
+- **snapshot guard** — Add broker API baseline snapshots and signature compatibility guard scripts.
+- **tests** — Add comprehensive unit test suite for API compatibility, lifecycle, order processor, object model, cache, and broker profile behavior.
+
+### 🔧 Changed
+
+- **market data API** — Refactor `get_price` / `get_history` with normalized frequency handling:
+  - support minute aggregations (`5m/15m/30m/60m/120m`)
+  - support period aggregations (`1w/mo/1q/1y`)
+  - add minute-gap fill behavior for `fill='pre'`
+  - align default history fields to include `price`
+- **release tooling** — Move release utilities from `scripts/` to `script/` and align release docs with the current CI auto-release workflow.
+- **docs** — Update PTrade API references, backtest support matrix, and broker compatibility docs.
+
+### 🐛 Fixed
+
+- **api contracts** — Fix multiple broker compatibility edge cases in API signatures/parameters and optional alias kwargs.
+- **order/position semantics** — Adjust T+1-related position and limit-check behavior to match expected test contracts.
+- **release guard path** — Fix API signature guard to read source from `src/simtradelab/ptrade/api.py`.
+
+### 📦 Upgrade
+
+```bash
+pip install --upgrade simtradelab==2.10.2
+```
+
+---
+
 ## [2.10.1] - 2026-03-26
 
 ### 🐛 Fixed

README.de.md

@@ -27,7 +27,7 @@
 
 **Kernfunktionen:**
 
-- ✅ **46 APIs** — 100% Abdeckung für Aktien-Backtesting (Tages- und Minutenbalken)
+- ✅ **62 APIs** — 100% Abdeckung für Aktien-Backtesting (Tages- und Minutenbalken)
 - ⚡ **100–160x schneller** als die PTrade-Plattform
 - 🚀 **In-Memory-Datenpersistenz** — Singleton-Muster, Start unter einer Sekunde nach dem ersten Laden
 - 💾 **Mehrstufiges Caching** — LRU-Caches für MA/VWAP/Anpassungsfaktoren/Historie, >95% Trefferquote
@@ -85,6 +85,7 @@ config = BacktestConfig(
     # --- Kapital & Markt ---
     # initial_capital=100000.0,        # Startkapital (muss > 0 sein)
     # market='CN',                     # Markt: 'CN' (A-Aktien) | 'US'
+    # broker_profile='auto',           # Broker-API-Profil: 'auto' | 'guosheng' | 'dongguan' | 'shanxi'
     # t_plus_1=None,                   # T+1-Override: None=Marktstandard (CN=True, US=False)
     # benchmark_code='',               # Benchmark-Code, leer=Marktstandard
 
@@ -108,6 +109,7 @@ config = BacktestConfig(
     # --- Sandbox & i18n ---
     # sandbox=True,                    # PTrade-Sandbox: Import- & Builtin-Beschränkungen
     # locale='auto',                   # Log-Sprache: 'zh' | 'en' | 'de' (auto: CN-Markt→zh, sonst Systemsprache)
+    # optimization_mode=False,         # Optimierungsmodus: Validierung/Datenanalyse/Log-Setup überspringen (vom Optimierer gesteuert)
 
     # --- Einstiegsdatei ---
     # strategy_file='backtest.py',     # Einstiegsdatei: 'backtest.py' | 'live.py'

README.md

@@ -21,13 +21,13 @@ English | [中文](README.zh-CN.md) | [Deutsch](README.de.md)
 |---|---|---|
 | Speed | **100–160x faster** | Baseline |
 | Startup | Sub-second (data persists in memory) | Minutes |
-| API Coverage | 46 backtest/research APIs | Full platform |
+| API Coverage | 62 backtest/research APIs | Full platform |
 | Strategy Porting | Zero code changes | Zero code changes |
 | Environment | Local, free, open-source | Cloud, licensed |
 
 **Core capabilities:**
 
-- ✅ **46 APIs** — 100% coverage of stock backtesting scenarios (daily & minute bars)
+- ✅ **62 APIs** — 100% coverage of stock backtesting scenarios (daily & minute bars)
 - ⚡ **100–160x faster** than PTrade platform
 - 🚀 **In-memory data persistence** — singleton pattern, sub-second startup after first load
 - 💾 **Multi-level caching** — LRU caches for MA/VWAP/adjustment factors/history, >95% hit rate
@@ -85,6 +85,7 @@ config = BacktestConfig(
     # --- Capital & Market ---
     # initial_capital=100000.0,        # Starting capital (must be > 0)
     # market='CN',                     # Market: 'CN' (A-shares) | 'US'
+    # broker_profile='auto',           # Broker API profile: 'auto' | 'guosheng' | 'dongguan' | 'shanxi'
     # t_plus_1=None,                   # T+1 override: None=market default (CN=True, US=False)
     # benchmark_code='',               # Benchmark code, empty=market default
 
@@ -108,6 +109,7 @@ config = BacktestConfig(
     # --- Sandbox & i18n ---
     # sandbox=True,                    # PTrade sandbox: restrict imports & builtins
     # locale='auto',                   # Log language: 'zh' | 'en' | 'de' (auto: CN market→zh, else system locale)
+    # optimization_mode=False,         # Optimization mode: skip strategy validation/data analysis/logging setup
 
     # --- Entry file ---
     # strategy_file='backtest.py',     # Entry file: 'backtest.py' | 'live.py'
@@ -120,7 +122,7 @@ report = runner.run(config=config)
 
 ## 📚 API Overview
 
-46 backtest/research APIs — 100% stock backtesting coverage.
+62 backtest/research APIs — 100% stock backtesting coverage.
 
 | Category | APIs |
 |----------|------|

README.zh-CN.md

@@ -21,13 +21,13 @@
 |---|---|---|
 | 速度 | **快100–160倍** | 基准 |
 | 启动 | 亚秒级（数据常驻内存） | 分钟级 |
-| API覆盖 | 46个回测/研究API | 全平台 |
+| API覆盖 | 62个回测/研究API | 全平台 |
 | 策略迁移 | 零代码修改 | 零代码修改 |
 | 运行环境 | 本地、免费、开源 | 云端、授权 |
 
 **核心能力：**
 
-- ✅ **46个API** — 股票日/分钟线回测场景100%覆盖
+- ✅ **62个API** — 股票日/分钟线回测场景100%覆盖
 - ⚡ **100-160倍性能提升** — 本地回测比PTrade平台快100-160倍
 - 🚀 **数据常驻内存** — 单例模式，首次加载后常驻，二次运行秒级启动
 - 💾 **多级智能缓存** — LRU缓存（MA/VWAP/复权/历史数据），命中率>95%
@@ -85,6 +85,7 @@ config = BacktestConfig(
     # --- 资金与市场 ---
     # initial_capital=100000.0,        # 初始资金（必须 > 0）
     # market='CN',                     # 市场: 'CN'(A股) | 'US'(美股)
+    # broker_profile='auto',           # 券商API口径: 'auto' | 'guosheng' | 'dongguan' | 'shanxi'
     # t_plus_1=None,                   # T+1覆盖: None=市场默认(CN=True, US=False)
     # benchmark_code='',               # 基准代码，空串=市场默认基准
 
@@ -108,6 +109,7 @@ config = BacktestConfig(
     # --- 沙箱与国际化 ---
     # sandbox=True,                    # PTrade沙箱模式: 限制import和内置函数
     # locale='auto',                   # 日志语言: 'zh' | 'en' | 'de'（自动：CN市场→zh，其他→系统语言）
+    # optimization_mode=False,         # 优化模式: 跳过策略校验/数据分析/日志配置（由优化器管理）
 
     # --- 入口文件 ---
     # strategy_file='backtest.py',     # 入口文件: 'backtest.py' | 'live.py'
@@ -120,7 +122,7 @@ report = runner.run(config=config)
 
 ## 📚 API 概览
 
-46个回测/研究API — 股票回测场景100%覆盖。
+62个回测/研究API — 股票回测场景100%覆盖。
 
 | 类别 | API |
 |------|-----|