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v1.1.0 - Redesign, Settings library, Sources & Tags

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@simonro simonro released this 12 Sep 12:39
· 26 commits to main since this release
v1.1.0
47ebfd3

Get v1.1.1 instead.
This build only works when the frontend is on port 3010. If launch.bat moves it to 3011,
the app shows "Network Error". v1.1.1 is this release plus that fix.

A new look and two features that came out of using it every day: one place to clean up the names
the journal collects, and a report that scores where your ideas actually come from.

Not financial advice. Not a signal service. Every screenshot is the synthetic demo seed.

New look

The sidebar is gone. Every page now sits in a compact header, so Dashboard, Trade View, Calendar,
Day Review, Reports, Diary, Help and Settings are one click away, with Brain, the account selector,
Import and Add Trade always visible. The whole app moved onto a token-based dark palette with
tabular numbers, and red and green now mean won or lost, never long or short.

Nothing was removed and no calculation changed.

Settings: the name library

Diary analysis invents names. After a few months you have "1Option", "OneOption" and "1option", or
three spellings of the same setup, and your reports quietly split in three.

Settings gives you one page for strategies, sources and tags. Rename them, merge duplicates, or
delete one and reassign its trades. A merge rewrites every trade that used the old name and
remembers it, so the next diary analysis that produces that duplicate saves it under the name you
kept.

Reports: Sources & Tags

A new tab scoring every source (where the idea or alert came from) and every tag type: setup,
execution, mistake, emotion and outcome. Trades count under each of their tags, so those rows show
how a habit performs rather than adding up to your net P&L.

Charts that open where you are looking

  • 1m to 15m open on the trade day's session, 9:30 to 16:00
  • 30m and 1H open on the last month, Daily and Weekly on the last year
  • Earlier days load when you zoom or pan past the first bar, not on a window resize
  • Legend entries switch Buy fill, Sell fill, VWAP, SL and Target on and off
  • VWAP restarts each session instead of averaging across every loaded day

Fixes

  • Recording an exit takes a real date, time and fees. It defaults to today, refuses an exit dated
    before the last fill, and refreshes the dashboard afterwards
  • Open Positions shows the quantity still open, not the quantity originally entered
  • A failed load keeps the page and its filters, and offers Retry
  • Deleting a diary entry that had produced AI analyses no longer fails; the analyses stay on the trade
  • Slow responses can no longer overwrite a newer account or date selection

Accessibility

Visible focus everywhere, tab lists that move with arrow keys, keyboard-operable rows and calendar
days, focus handling in dialogs, labelled inputs, scroll cues instead of hidden columns, and reduced
motion respected.

Also

  • FRONTEND_ORIGINS lets the backend accept a frontend served from another port
  • 19 integration tests covering the pages, the account menu, the Settings flows and the alerts

Install

Download Trading-Journal-AI-v1.1.0.zip below, unzip it, then follow the Quick Start in the README.
You need Python 3.11 or newer and Node 18 or newer. A clean install stays clean; run
python scripts/seed_demo.py if you want the synthetic data from the screenshots.

Upgrading from v1.0.0

Your trades (backend/trading_journal.db) and your keys (backend/.env) are not part of a release,
so updating never touches them. The two new tables are created on first start and nothing existing
is migrated or rewritten. Back up the database first anyway: it is a single SQLite file, so copying
it somewhere safe is the whole backup.

If you cloned with git:

git pull
pip install -r backend/requirements.txt   # only if requirements changed
cd frontend && npm install && cd ..       # only if package.json changed
launch.bat

If you downloaded the ZIP: unzip this one into a new folder, copy your two files across, then
run npm install in frontend/ once and start it:

old-folder/backend/.env                 ->  new-folder/backend/.env
old-folder/backend/trading_journal.db   ->  new-folder/backend/trading_journal.db
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