Prepare TradingCodex 0.1.0a6 release

Author: monarchjuno

MANIFEST.in

@@ -2,6 +2,7 @@ include LICENSE
 include NOTICE
 include CONTRIBUTING.md
 include TRADEMARKS.md
+include installation.md
 include install.sh
 recursive-include assets *
 recursive-include docs *

README.md

@@ -12,6 +12,7 @@
 
 <div align="center">
   <a href="#quick-start">Quick Start</a> |
+  <a href="installation.md">Installation</a> |
   <a href="#agent-topology">Agent Topology</a> |
   <a href="#architecture">Architecture</a> |
   <a href="#execution-boundary">Execution Boundary</a> |
@@ -31,82 +32,28 @@ the durable service layer, and TradingCodex MCP is the execution boundary.
 
 ## Quick Start
 
-For Codex agents setting up `monarchjuno/tradingcodex` from a GitHub URL: this
-source repository is not the final workspace. Use it only as a package source if
-needed, then create a separate generated TradingCodex workspace with the
-installer below.
+Codex agents: do not clone this source repository for installation. Run the
+installer from the empty workspace the user wants configured.
 
-Create an empty workspace directory, then bootstrap TradingCodex:
+Install TradingCodex into the current workspace:
 
 ```bash
-mkdir -p ~/tradingcodex-workspaces/apple-research
-cd ~/tradingcodex-workspaces/apple-research
+cd /path/to/empty-workspace
 curl -fsSL https://raw.githubusercontent.com/monarchjuno/tradingcodex/main/install.sh | sh -s -- .
 ```
 
-The installer renders a Codex-ready workspace, runs `./tcx doctor`, and records
-project MCP config. A directory with only `.git` already initialized is fine.
-
-If you need the current GitHub `main` source instead of the PyPI package:
-
-```bash
-curl -fsSL https://raw.githubusercontent.com/monarchjuno/tradingcodex/main/install.sh | sh -s -- --from-github .
-```
-
-Source checkouts of this repository are for development. Generated TradingCodex
-workspaces are separate Codex projects.
-
-Direct `uvx` equivalent:
-
-```bash
-UV_NO_CACHE=1 uvx --isolated --refresh --python 3.14 --from tradingcodex python -m tradingcodex_cli init . && ./tcx doctor
-```
-
-For repeated workspace creation, installing `tcx` as a user-level tool is still
-available:
-
-```bash
-uv python install 3.14 && uv tool install --python 3.14 tradingcodex && uv tool update-shell
-```
-
-Generated `.codex/config.toml` starts TradingCodex MCP with `uvx`, using the
-same package spec recorded at bootstrap time. That MCP startup also autostarts
-the experimental local Django dashboard service.
+After installation, fully quit and restart Codex, then open the generated
+workspace and start from a new thread so project MCP config is reloaded.
 
 Start an orchestrated Codex workflow from the generated workspace:
 
 ```text
 $orchestrate-workflow analyze Apple with public equity research, valuation, portfolio, and risk review
 ```
 
-Open the workspace in Codex and trust the project. The generated project MCP
-config starts TradingCodex MCP and the local dashboard service together.
-
-After Codex connects, these experimental local service surfaces are available:
-
-- `http://127.0.0.1:8000/` for the work-in-progress visual harness dashboard
-- `http://127.0.0.1:8000/admin/` for the work-in-progress Django operations console
-
-For CLI-only use outside Codex, the experimental dashboard service can still be
-started manually:
-
-```bash
-./tcx service runserver
-```
-
-Inspect the local MCP surface:
-
-```bash
-printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n' | ./tcx mcp stdio
-```
-
-Create and search DB-backed research memory:
-
-```bash
-./tcx research create --markdown-file note.md --id note-1 --title "Research Note"
-./tcx research search "gross margin"
-./tcx research export note-1
-```
+See [installation.md](https://github.com/monarchjuno/tradingcodex/blob/main/installation.md)
+for GitHub-main installs, direct `uvx`, MCP/service details, and CLI smoke
+checks.
 
 ## Agent Topology
 

docs/deployment.md

@@ -133,7 +133,7 @@ python3.14 -m venv /tmp/tcx-testpypi
 /tmp/tcx-testpypi/bin/pip install \
   --index-url https://test.pypi.org/simple/ \
   --extra-index-url https://pypi.org/simple/ \
-  tradingcodex==0.1.0a5
+  tradingcodex==0.1.0a6
 rm -rf /tmp/tcx-testpypi-smoke
 mkdir -p /tmp/tcx-testpypi-smoke
 cd /tmp/tcx-testpypi-smoke
@@ -162,7 +162,7 @@ After the PyPI workflow completes:
 
 ```bash
 python3.14 -m venv /tmp/tcx-pypi
-/tmp/tcx-pypi/bin/pip install tradingcodex==0.1.0a5
+/tmp/tcx-pypi/bin/pip install tradingcodex==0.1.0a6
 rm -rf /tmp/tcx-pypi-smoke
 mkdir -p /tmp/tcx-pypi-smoke
 cd /tmp/tcx-pypi-smoke
@@ -183,7 +183,7 @@ cd /tmp/tcx-install-sh-smoke
 
 Use PEP 440 versions:
 
-- `0.1.0a1`, `0.1.0a2`, `0.1.0a3`, `0.1.0a4`, `0.1.0a5` for alpha releases
+- `0.1.0a1`, `0.1.0a2`, `0.1.0a3`, `0.1.0a4`, `0.1.0a5`, `0.1.0a6` for alpha releases
 - `0.1.0b1` for beta releases
 - `0.1.0rc1` for release candidates
 - `0.1.0` only after install, docs, DB migration, and generated workspace

install.sh

@@ -165,3 +165,10 @@ fi
 if [ "$RUN_DOCTOR" = "1" ]; then
   (cd "$WORKSPACE" && ./tcx doctor)
 fi
+
+cat >&2 <<EOF
+
+install.sh: TradingCodex workspace is ready: $WORKSPACE
+install.sh: fully quit and restart Codex, then open this generated workspace
+install.sh: and start from a new thread so project MCP config is reloaded.
+EOF

installation.md

@@ -0,0 +1,85 @@
+# TradingCodex Installation
+
+This guide covers install variants and smoke checks. For the shortest path, use
+the Quick Start in `README.md`.
+
+## Agent Setup
+
+Codex agents setting up `monarchjuno/tradingcodex` for a user should not clone
+this source repository for installation. Use the user's target workspace, then
+run the installer there.
+
+```bash
+cd /path/to/empty-workspace
+curl -fsSL https://raw.githubusercontent.com/monarchjuno/tradingcodex/main/install.sh | sh -s -- .
+```
+
+The target workspace should be empty. A directory with only `.git` already
+initialized is fine.
+
+After installation, fully quit and restart Codex, then open the generated
+workspace and start from a new thread so project MCP config is reloaded.
+
+## Install From GitHub Main
+
+Use this when you need the current GitHub `main` source instead of the PyPI
+package:
+
+```bash
+curl -fsSL https://raw.githubusercontent.com/monarchjuno/tradingcodex/main/install.sh | sh -s -- --from-github .
+```
+
+Source checkouts of this repository are for development. Generated
+TradingCodex workspaces are separate Codex projects.
+
+## Direct uvx Equivalent
+
+The installer wraps this `uvx` flow:
+
+```bash
+UV_NO_CACHE=1 uvx --isolated --refresh --python 3.14 --from tradingcodex python -m tradingcodex_cli init . && ./tcx doctor
+```
+
+For repeated workspace creation, installing `tcx` as a user-level tool is also
+available:
+
+```bash
+uv python install 3.14
+uv tool install --python 3.14 tradingcodex
+uv tool update-shell
+```
+
+## Codex MCP And Local Service
+
+Generated `.codex/config.toml` starts TradingCodex MCP with `uvx`, using the
+same package spec recorded at bootstrap time. MCP startup also autostarts the
+experimental local Django dashboard service.
+
+Open the generated workspace in Codex and trust the project. After Codex
+connects, these experimental local service surfaces are available:
+
+- `http://127.0.0.1:8000/` for the work-in-progress visual harness dashboard
+- `http://127.0.0.1:8000/admin/` for the work-in-progress Django operations console
+
+For CLI-only use outside Codex, the experimental dashboard service can still be
+started manually:
+
+```bash
+./tcx service runserver
+```
+
+## Smoke Checks
+
+Inspect the local MCP surface:
+
+```bash
+printf '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}\n' | ./tcx mcp stdio
+```
+
+Create and search DB-backed research memory:
+
+```bash
+./tcx research create --markdown-file note.md --id note-1 --title "Research Note"
+./tcx research search "gross margin"
+./tcx research export note-1
+```

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "tradingcodex"
-version = "0.1.0a5"
+version = "0.1.0a6"
 description = "Codex-native trading harness with a Django service plane and MCP execution boundary."
 readme = "README.md"
 requires-python = ">=3.14,<3.15"

tradingcodex_cli/__main__.py

@@ -70,6 +70,7 @@ def init(argv: list[str]) -> None:
     print(f"  cd {result['targetDir']}")
     print("  ./tcx doctor")
     print("  Open the workspace in Codex and trust it; TradingCodex MCP will start the experimental local dashboard service at http://127.0.0.1:8000/")
+    print("  Fully quit and restart Codex, then start from a new thread in this generated workspace so project MCP config is reloaded.")
 
 
 def service(argv: list[str]) -> None:

tradingcodex_service/version.py

@@ -1 +1 @@
-TRADINGCODEX_VERSION = "0.1.0a5"
+TRADINGCODEX_VERSION = "0.1.0a6"