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v2.2.0

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@GeneBO98 GeneBO98 released this 24 Feb 16:04
v2.2.0
a4bd757

New Features

  • Tastytrade CSV Parser - Full support for importing trades from Tastytrade, including correct average price calculation (divides out multiplier for options)
  • TradingView Parser Improvements - Case-insensitive header matching, handles missing Closing Time field, support for TradingView Performance and Paper trading exports
  • TradeStation Support - Added CSV parser for TradeStation exports
  • Persistent Historical Price Cache - New historical_prices database table stores all fetched OHLCV data permanently. Alpha Vantage chart requests now check DB before calling the API, dramatically reducing usage of the 25 calls/day free tier limit. Finnhub quotes, crypto quotes, and the price monitoring service all persist prices to this cache automatically
  • Price-First Position Quotes - Open positions and holdings now read from the price_monitoring cache (updated every 30 seconds) before hitting Finnhub, significantly reducing API calls
  • Deferred Email Verification - New users get a 7-day grace period before email verification is enforced, simplifying the registration flow
  • Email Template Redesign - Modern minimal email templates with consistent branding
  • Email Unsubscribe - Users can now unsubscribe from email communications directly from email links
  • Import Help UX - When a supported broker import returns 0 trades, a "Need Help?" section appears with links to documentation and a pre-filled support ticket
  • Charts on Trade Creation - Support for adding charts and images to trades during creation (not just after)
  • Manual Premium Input for Open Options - Auto-calculated P&L is hidden for open options; users can input manual premium instead
  • Dockerignore - Added .dockerignore file for faster, smaller Docker builds

Bug Fixes

  • Fixed CUSIP queue race condition causing duplicate processing
  • Fixed IBKR partial exit trades creating mixed execution format
  • Fixed missing side field for IBKR partial-close executions in edit form
  • Fixed missing entryTime in partial-close executions across all parsers
  • Fixed IBKR broker sync CSV parser issues
  • Fixed TradingView parser failing on case-sensitive headers
  • Fixed trade filters defaulting incorrectly (now defaults to All Time) and active filter count
  • Fixed journal calendar date handling and Tastytrade date parsing
  • Fixed back button reliability and date dropdown element on dashboard
  • Fixed JWT user lookup in flexibleAuth middleware
  • Fixed registration validation and password placeholder display
  • Fixed AI provider configuration for OpenAI
  • Fixed update-native.sh compatibility with sh and working directory
  • Resolved npm dependency vulnerabilities via overrides

Performance & Infrastructure

  • Analytics Performance Indexes - New database indexes for faster analytics queries
  • Trade Dropdown Optimization - Switched trade dropdown functions to reduce page load times
  • Frontend Performance - Multiple rounds of performance improvements across views
  • Removed Unused Finnhub Methods - Cleaned up dead API code
  • Repository Cleanup - Moved scripts to scripts/ directory, removed stale utility files, deleted legacy migration scripts and test data
  • SEO Improvements - Updated meta tags, sitemap, robots.txt, and public-facing pages
  • Docker CI Workflow - Refactored for clearer branch/tag build triggers (develop -> nightly, main -> latest, tags -> versioned)

Security

  • Secret Handling Hardened - Sensitive values are now redacted in all logging output
  • API Key Auth on Trade Endpoints - Main trade endpoints now accept API key authentication
  • Dependency Updates - Express 4.22.0 -> 4.22.1, Vue 3.5.26 -> 3.5.27, plus frontend/backend vulnerability fixes

UI/UX

  • Public Pages Overhaul - Redesigned landing, features, pricing, and FAQ pages
  • Frontend Design Updates - Refreshed styling across multiple views
  • Dashboard Improvements - Better layout and date dropdown behavior

Migration Notes

  • Run npm run migrate to create the new historical_prices and analytics index tables
  • No breaking API changes
  • Docker image: potentialmidas/tradetally:2.2.0 (pinned) or potentialmidas/tradetally:latest
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