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changes.md

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Version 0.9.92-Alpha.003, June 2, 2020

  • Change the layout so that the right widgets expand the right amount.
  • The charts resize to fill space
  • A calendar widget popup added to the front dateEdit.
  • Moved qt form files and generated python code to their own directory
  • Migration to fix mixed values, binary or Numeric for TradeSum.mktval
  • Fix realRR to display a percentage of R when the pnl is a loss.
  • Time or time zone issues in the finnhub REST API fixed.
  • Daily Summary includes a couple charts in place of the middle table.
  • Add tags combobox to summaryForm backed by db--simlar to how strategies are done but using sqlalchemy declarative models.
  • Moved dailyNotes from the dailyForm to summaryForm.
  • DailyForm layout uses splitters. Sections can be resized a bit.
  • Stock charts have an annotation showing the data source.
  • Focus on tags is required for the selected tags to show. 'Fixed' it by setting the focus whenever populateTags is called.
  • Add a daily pnl label is on the front page.
  • A proof of concept a statistics hub with user controlsa and three charts is launched from file menu
  • Bug fix- added a method to fix sqlite errors in pnl field.

Version 0.9.92-Alpha.001

  • Added A Risk:Reward cell to show Actual P/L:Amount Risked
  • Fixed a threading bug in the sumControl.chartMage
  • Added a DB migration procedure and added migration for the new RR
  • Automatically save to DB when user changes the date
  • Automatically load the trades from DB when user changes the date and has selected DB
  • Added a back up and restore procedure available in the menu. Backup the db and settings
  • Added an initialize to the backup. Meant for testing, but available for user.
  • Created code to handle stock API limit reached.
  • Created an automatic rollover for stock API. When one fails, try the next till one succeeds or all fail.
  • Added rules to the APIChooser to implement the automatic rollover.
  • Got rid of a button so now there is one button for db, one for DAS and one for IB statement
  • Bug fix in handling the positions.csv.
  • Set initialize defaults for logfile and db files.
  • Removed user choice of outdir and made it default only.
  • On first run, or runs that have lost the settings, pop up the file settings dialog before opening the program
  • Automated the create dirs procedure and removed it from file settings. User can override the auto gen in a seperate menu entry.
  • Updated automated tests and fixed revealed bugs

These are most of the changes discussed with Pilot Fish. Started work on the statistics piece.