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Prepare v0.1.x release metadata and final release checklist #3

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Description

@andywkff

Summary

Prepare the repository for the next v0.1.x release by aligning changelog/release notes, roadmap/checklist state, and final verification evidence after the recent portfolio orchestration and documentation/tutorial work.

Scope

  • update CHANGELOG.md with unreleased additions/changes that are actually in the worktree history
  • prepare current v0.1.x release notes without assuming the final tag prematurely
  • sync ROADMAP.md release lane with validated status
  • refresh local task tracking/review notes
  • rerun build/test verification and record the result

Non-goals

  • creating or moving git tags
  • publishing GitHub release notes
  • performing the final public announcement

Activity

  1. andywkff commented on Apr 15, 2026

    @andywkff
    ContributorAuthor

    Release-prep pass is complete.

    What changed:

    • updated CHANGELOG.md with the unreleased portfolio orchestration + documentation/tutorial completion work
    • prepared docs/RELEASE_NOTES_v0.1.x.md without forcing the final tag name prematurely
    • updated README.md, docs/INDEX.md, ROADMAP.md, docs/RELEASE_CHECKLIST.md, and tasks/todo.md so the release lane and docs all tell the same story

    Verification:

    • swift build
    • swift build -c release
    • swift test (122 tests, 0 failures)
    • swift run BacktestingKitTrialDemo
    • bash tools/parity/run_parity.sh correctly reported that no local JS engine checkout is present, so parity remains an environment-dependent gate in this worktree rather than a package regression

    Still intentionally manual:

    • create the final release tag
    • publish the GitHub release notes
    • announce the parity baseline / required JS engine revision for contributors
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