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v0.9.8 - Quote freshness and cloud sync polish

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@vincelwt vincelwt released this 08 Jul 22:28
· 107 commits to main since this release
be993fe

Highlights

  • Fixed stale portfolio quote percentages by rejecting old provider/cloud snapshots and force-refreshing visible or quote-sorted rows.
  • Improved portfolio quote sorting and daily-change calculations so broker marks, provider day references, extended-hours moves, and FX updates stay consistent.
  • Added automatic cloud sync with public profile analytics previews, synced valuation fixes, and cleaner account/profile controls.
  • Added chat mention autocomplete, sidebar DM creation, and native deeplinks for cloud account flows.
  • Fixed fundamental graph bar rendering and added idle chart OHLC summaries.

Changes

Portfolio and Quotes

  • Refresh stale visible portfolio quotes and reject stale or empty provider snapshots (#481).
  • Warm missing quote data when sorting by quote-derived columns (#480).
  • Recompute daily changes from live prices and day references instead of stale embedded change fields (#479).
  • Sync portfolio FX rates and improve synced portfolio analytics valuation.

Cloud Sync and Profiles

  • Add automatic cloud sync for safe config, collections, sanitized positions, quote fields, and weekly movement metadata (#475).
  • Add public profile analytics previews and published profile stats in chat/profile surfaces.
  • Clean up account management controls, Pro comparison copy, and profile analytics display.

Chat and Navigation

  • Add mention autocomplete to the shared chat composer (#476).
  • Add a sidebar DM composer and soften the direct-message creation flow.
  • Add desktop cloud deeplink handling and native app deeplink routes.

Markets and Charts

  • Fix fundamental graph ordering, sparse ticker bar slots, hover targeting, and legend controls (#477).
  • Add margin/free-cash-flow metrics, historical valuation rows, and SEC fact merging across alternate tags.
  • Show OHLC summaries while charts are idle.

Full diff