This release includes breaking changes for platform teams planning a safe upgrade.
Published 10mo
Productivity & Wikis
✓ No known CVEs patched
✓ No known CVEs patched in this version
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Summary
AI summaryPerformance optimizations reduced CUSIP lookup delay from 3 seconds to 200 ms and added Perplexity AI support with OpenAI‑compatible API integration.
Full changelog
CUSIP Resolution Improvements:
- Fixed CUSIP resolution button routing from /retry-enrichment to /cusip/resolve-unresolved
- Added Perplexity AI support with OpenAI-compatible API integration
- Simplified AI prompts to return only ticker symbols (no explanations)
- Fixed ticker extraction from AI responses
Performance Optimizations:
- Reduced CUSIP lookup delay from 3 seconds to 200ms (15x faster)
- Removed unnecessary 1-second delays between API sources
- Skipped unimplemented services (SEC EDGAR, ISIN.org)
- Reduced OpenFIGI timeout from 10s to 3s
- Prioritized AI lookup when enabled (faster than comprehensive lookup)
Real-time Updates:
- Implemented immediate mapping creation as each CUSIP resolves
- Added callback system to create mappings without waiting for batch completion
- Fixed frontend polling to show decreasing count in real-time
Full Changelog: https://github.com/GeneBO98/tradetally/compare/v2.0.6...v2.0.7
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Beta — feedback welcome: [email protected]