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PTM 2.7.1 -- Sales data re-sourcing
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@HojouFotytu HojouFotytu released this 21 Jan 08:49
· 45 commits to master since this release
2.7.1
aaf8c2f
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> Overview

This release makes numerous changes to the PTMagic Monitor, primarily how sales data is acquired and displayed.

WARNING: Manual transaction functionality has been completely removed. If you have added manual transactions, see the details below before updating.

> Update Instructions

General

  • Always follow these update instructions when updating to a new version of PT Magic.
  • This version of PT Magic only works with Profit Trailer v2.5.x and above

.Net

> Major Changes

  • The duplication and parsing of sales log data, and the calculations required for its usage throughout PTMagic has been removed. Larger sales logs were causing significant performance issues in various areas of the monitor. Instead, pre-calculated daily, weekly, and monthly sales totals, profit totals, gain calculations, and top markets are all pulled directly from various endpoints in PT's API. The one downside to this is that browsing individual sales on the Sales Analyzer page is no longer possible. Other options were considered, but the significant development effort required to maintain a complete copy of sales records in PTMagic for this one purpose doesn't serve the software's primary function as a market analyzer.

  • Manual transactions are no longer used in any of the sales or profit data displayed. The Manual Transaction page has been completely removed. All balance and transaction data is now pulled from PT's API. PT currently has no method to to track balance changes since they have no impact on profit calculations. Now that all of PTMagic's displayed data is being acquired directly from the PT API, there is no longer a need to track manual balance transactions. If you have manual transactions entered in PTMagic that you wish to preserve for your own record-keeping, please make a note of them before upgrading.

  • Free Currency Converter functionality and settings for the user's local fiat currency has been removed. The user's fiat currency and live currency conversion rates are now pulled from PT's API.

> Other changes to functionality

  • Removed the "Remember Me" checkbox on the login page. Most browsers now require https connectons to store cookies securely, so it likely wasn't working for most users. Storing a secure cookie would require all users of PTMagic to acquire and install an SSL certificate on the machine hosting PTMagic.

  • Starting value removed from settings page. Start balance is now pulled from PT API.

  • Fixed delay in chart redrawing on Bottom dashboard. Anti-memory leak code to flush chart data with every refresh modified to only occur with every 10 refreshes.

  • Added a new setting to the monitor section to allow users to specify number of days shown on dailyPNL chart on the Dashboard.

  • Removed forced rebuild of settings.general.json on logon page. It was causing some issues where manual changes to the settings file would be preserved.

  • Most APIcalls to PT have been changed to streaming, allowing connections to be closed when required data has been acquired, rather than retrieving and parsing complete, but unneeded datasets. This reduces bandwidth as well as speeds up data acquisition

  • Refactored some code in various places for CPU and memory efficiency.

  • Charts will no longer show empty data points prior to available data. Ranges are restricted to earliest historical data.

  • Fixed market trend and daily profit charts to show data according to the user's timezone offset.

  • Monthly averages on Dashboard Sales Analysis chart now use a weighted average based on the number of days in a calendar month, rather than an arbitrary value of 30.

  • Added a new Daily TCV chart to the Sales Analyzer page. This chart shows the TCV value at the end of each day, as recorded by PT.

  • Added 1 week to TCV prediction chart on Sales Analyzer page.

  • Top Markets no longer shows gain. This data is non-existant in the PT API, and would require parsing the complete sales log to acquire.

  • Added buys to Daily Sales chart on Market Analyzer page. Changed from line-chart to bar-chart for easier readability.

  • Daily Buys/Sales chart limited to 30 days. PT API doesn't provide any data beyond this period.

  • Last X Days table on Sales Analyzer page limited to 30 days. PT API doesn't provide any data beyond this period.

  • Extended the session duration from 15 minutes to 30 minutes, which means any period of inactivity using the Monitor beyond 30 minutes will require users to re-enter their password.

> Cosmetic Changes

  • Renamed "Balance Prediction" to "TCV prediction"

  • Changed wording of graph interval setting in monitor settings for clarity

  • Changed tooltip for TCV on Sales Analyzer page

  • Changed "Total Account Value" to "Total Current Value" to match PT's wording

  • Changed colors of strategies in PBL and Positions tables for better readability. If the change doesn't propogate, users might have to manually update the file "/Monitor/wwwroot/assets/css/style.css".

  • Removed info strategy icon for "FORM" (formula). First introduced when sell formulas became a new option in PT years ago -- no longer provides useful infomation.

  • Added tooltip to Active Settings on Status Summary page to indicate that dynamic values in PT don't show.

  • Removed Active Buy Strategies and Sell Strategies from status summary page. They no longer work reliably with recent versions of PT.

  • Removed fiat currency symbol from each value in Sales Overview (the column title is the fiat currency).

  • Added new columns and rows in various tables to include Funding Fees (futures exchange only). Fees are deducted before calculating fiat totals.

  • PT doesn't provide last 30 days sales data in stats api, only the current and last month. Changed Sales Overview to show current month and last month instead.

  • Changed profit column title to include the name of the trading market (BTC, USDT, etc)

  • Removed multiple instances of Dashboard Bottom timer spinner. Now only asingle spinner on the center chart (asset distribution donut chart)

  • Added wording to the chart timeframe settings in monitor settings, to warn user about performance impacts

  • Added titles and removed y-axis description, to market trends and daily profit charts

  • Added tooltips to Dashboard Bottom charts to indicate available data and current user settings

  • Fixed resizing/layout issues on Satus Summary page.

  • Added listening events on chart scripts to try to reduce tooltip artifacts

  • Fixed Dashboard Bottom profit chart currency key to match market currency

  • Sales Analyzer page sales analysis table changed incorrect fiat

  • All fiat values are now rounded to the nearest integer

  • Added paranthetical info to some charts and tables on Sales Analyzer page

  • Fixed an issue with some charts not resizing when browser window is resized

  • Rearranged the layout of the charts and tables on the Sales Analyzer page, so all charts come first

  • Various adjustments to the wording on some tables for better layout on very small screens

  • Added a clearer tooltip for refresh seconds on monitor settings

Assets 3