TradeTally

Major Features

Options Trading Support

• Options P/L Calculation Fix - Fixed incorrect profit/loss calculations for options trades imported from IBKR and Lightspeed brokers. Options trades now correctly apply the 100x
  contract multiplier when calculating dollar values.
• Options Filter Enhancement - Added ability to filter trades by option type (Calls/Puts) when the Options instrument type filter is selected. The option type filter dynamically
  appears only when relevant.
• Options Columns - Added 6 new customizable columns for options data:
  • Instrument Type
  • Underlying Symbol
  • Option Type (with color-coded badges: green for CALL, red for PUT)
  • Strike Price
  • Expiration Date
  • Contract Size

Dynamic Table Scaling

• Intelligent Column Sizing - Trade list table now dynamically adjusts layout based on the number of visible columns:
  • ≤8 columns: Auto layout for natural sizing
  • 9-12 columns: Fixed layout optimized for container width
  • 13+ columns: Allows horizontal scroll as needed
• Adaptive Cell Padding - Cell padding automatically adjusts based on column count:
  • ≤6 columns: Spacious padding (px-6 py-4)
  • 7-10 columns: Moderate padding (px-4 py-3)
  • 11+ columns: Compact padding (px-3 py-2)
• Fullwidth Table Mode - New toggle button to expand the table to full screen width with margins. User preference is saved to localStorage and persists across sessions.

News Enrichment System

• Manual Enrichment Trigger - Added a "Trade Enrichment" button in user settings to manually trigger news enrichment for trades missing news data.
• Automatic Post-Import Enrichment - Trade imports now automatically queue background jobs to enrich newly imported trades with news data.
• Background Processing - Implemented news_enrichment and news_backfill job types for efficient batch processing of trade enrichment.

Bug Fixes

Analytics

• Filter Apply Button - Fixed non-functioning Apply Filters button on Analytics page caused by null reference errors when joining undefined arrays.

Options Trading

• IBKR Options Parser - Fixed csvParser.js parseIBKRTransactions function (lines 3003-3112) to correctly apply 100x multiplier for options value calculations.
• Lightspeed Options Parser - Fixed parseLightspeedTransactions function (lines 1505-1539) to correctly handle options contract multipliers.

UI/UX

• Symbol Column Overflow - Fixed symbol column badges (OPT, FUT, News) overflowing into adjacent columns by:
  • Implementing flex-wrap for badge container
  • Reducing badge padding and icon sizes
  • Adding proper spacing controls

UI Improvements

• Compact Badges - Reduced padding on instrument type and news badges for better space utilization
• Smooth Transitions - Added 300ms animated transitions when toggling fullwidth mode
• Icon Improvements - Reduced news icon size from 14px to 12px for better proportion in compact mode
• Responsive Icons - Added expand/collapse icons to fullwidth toggle button for clear visual feedback

Technical Improvements

Backend

• Option Type Filter Support - Added optionTypes query parameter handling in trade controller and model
• Enhanced Trade Queries - Updated SQL queries to support filtering by option type (call/put)
• Job Queue Enhancement - Added processNewsEnrichment function to handle post-import enrichment jobs

Frontend

• Column Customizer - Enhanced with 6 new options-related columns
• LocalStorage Integration - Added persistent storage for fullwidth table preference
• Dynamic Computed Properties - Implemented smart layout calculations based on visible column count
• Filter State Management - Added option type filter state with proper initialization and reset handling

Database Changes

• No schema changes required - utilized existing option_type column in trades table

API Changes

• New Query Parameters:
  • optionTypes - Filter trades by option type (call, put)
• New Endpoint Usage:
  • POST /api/users/enrich-trades - Manually trigger trade enrichment
    Full Changelog: https://github.com/GeneBO98/tradetally/compare/v2.0.8...v2.0.9