TradeTally

New Features

• Tastytrade CSV Parser - Full support for importing trades from Tastytrade, including correct average price calculation (divides out multiplier for options)
• TradingView Parser Improvements - Case-insensitive header matching, handles missing Closing Time field, support for TradingView Performance and Paper trading exports
• TradeStation Support - Added CSV parser for TradeStation exports
• Persistent Historical Price Cache - New historical_prices database table stores all fetched OHLCV data permanently. Alpha Vantage chart requests now check DB before calling the API, dramatically reducing usage of the 25 calls/day free tier limit. Finnhub quotes, crypto quotes, and the price monitoring service all persist prices to this cache automatically
• Price-First Position Quotes - Open positions and holdings now read from the price_monitoring cache (updated every 30 seconds) before hitting Finnhub, significantly reducing API calls
• Deferred Email Verification - New users get a 7-day grace period before email verification is enforced, simplifying the registration flow
• Email Template Redesign - Modern minimal email templates with consistent branding
• Email Unsubscribe - Users can now unsubscribe from email communications directly from email links
• Import Help UX - When a supported broker import returns 0 trades, a "Need Help?" section appears with links to documentation and a pre-filled support ticket
• Charts on Trade Creation - Support for adding charts and images to trades during creation (not just after)
• Manual Premium Input for Open Options - Auto-calculated P&L is hidden for open options; users can input manual premium instead
• Dockerignore - Added .dockerignore file for faster, smaller Docker builds

Bug Fixes

• Fixed CUSIP queue race condition causing duplicate processing
• Fixed IBKR partial exit trades creating mixed execution format
• Fixed missing side field for IBKR partial-close executions in edit form
• Fixed missing entryTime in partial-close executions across all parsers
• Fixed IBKR broker sync CSV parser issues
• Fixed TradingView parser failing on case-sensitive headers
• Fixed trade filters defaulting incorrectly (now defaults to All Time) and active filter count
• Fixed journal calendar date handling and Tastytrade date parsing
• Fixed back button reliability and date dropdown element on dashboard
• Fixed JWT user lookup in flexibleAuth middleware
• Fixed registration validation and password placeholder display
• Fixed AI provider configuration for OpenAI
• Fixed update-native.sh compatibility with sh and working directory
• Resolved npm dependency vulnerabilities via overrides

Performance & Infrastructure

• Analytics Performance Indexes - New database indexes for faster analytics queries
• Trade Dropdown Optimization - Switched trade dropdown functions to reduce page load times
• Frontend Performance - Multiple rounds of performance improvements across views
• Removed Unused Finnhub Methods - Cleaned up dead API code
• Repository Cleanup - Moved scripts to scripts/ directory, removed stale utility files, deleted legacy migration scripts and test data
• SEO Improvements - Updated meta tags, sitemap, robots.txt, and public-facing pages
• Docker CI Workflow - Refactored for clearer branch/tag build triggers (develop -> nightly, main -> latest, tags -> versioned)

Security

• Secret Handling Hardened - Sensitive values are now redacted in all logging output
• API Key Auth on Trade Endpoints - Main trade endpoints now accept API key authentication
• Dependency Updates - Express 4.22.0 -> 4.22.1, Vue 3.5.26 -> 3.5.27, plus frontend/backend vulnerability fixes

UI/UX

• Public Pages Overhaul - Redesigned landing, features, pricing, and FAQ pages
• Frontend Design Updates - Refreshed styling across multiple views
• Dashboard Improvements - Better layout and date dropdown behavior

Migration Notes

• Run npm run migrate to create the new historical_prices and analytics index tables
• No breaking API changes
• Docker image: potentialmidas/tradetally:2.2.0 (pinned) or potentialmidas/tradetally:latest