v0.201.1-beta

What's Changed

• Feature/remove ecb api by @renefs in #97
• Handle day change to fetch exchange rate on import by @renefs in #98
• Use responses for yfinance api tests by @renefs in #99
• Add requests_cache for yfinance calls by @renefs in #100
• Split docker build Github actions for tags and latest by @renefs in #101
• Remove not required brackets on strings by @renefs in #102
• Recover LOGGING config for prod by @renefs in #103
• Set some fields of company form required by @renefs in #104
• Bump version 0.201.0 by @renefs in #105
• Fix: Use poetry on Django CI by @renefs in #96

Full Changelog: 0.201.0-beta...0.201.1-beta

0.200.0

What's Changed

Improvements

• Use Docker Compose for the deployment by @renefs in #92
  • The project's default deployment method is Docker Compose, since it is available on the latest version of Synology DSM. This method has many benefits: split the application in several containers (backend, frontend, celery, redis, database...), easy usage of .env files, possibility to change the image version on the docker-compose file without having the need to restart everything every time there is an update, etc.
  • The configuration now uses python-decouple so we can have multiple configurations for the different environments.
  • Images are published to the Github registry instead of Docker Hub. this process is automated using Github Actions.

Libraries updates

• Bump django from 4.1.7 to 4.1.9 by @dependabot in #80
• Bump requests from 2.26.0 to 2.31.0 by @dependabot in #79
• Main by @renefs in #81
• Bump cryptography from 40.0.2 to 41.0.0 by @dependabot in #82
• Bump vite from 4.2.1 to 4.2.3 in /client by @dependabot in #83
• Bump django from 4.1.9 to 4.1.10 by @dependabot in #84
• Bump tough-cookie from 4.1.2 to 4.1.3 in /client by @dependabot in #85
• Bump semver from 6.3.0 to 6.3.1 in /client by @dependabot in #86
• Bump semver from 5.7.1 to 5.7.2 in /docs by @dependabot in #87
• Bump cryptography from 41.0.0 to 41.0.2 by @dependabot in #88
• Bump word-wrap from 1.2.3 to 1.2.4 in /client by @dependabot in #89
• Bump certifi from 2023.5.7 to 2023.7.22 by @dependabot in #90

Full Changelog: v0.100.7...0.200.0

v0.200.0-beta

What's Changed

• Bump django from 4.1.7 to 4.1.9 by @dependabot in #80
• Bump requests from 2.26.0 to 2.31.0 by @dependabot in #79
• Main by @renefs in #81
• Bump cryptography from 40.0.2 to 41.0.0 by @dependabot in #82
• Bump vite from 4.2.1 to 4.2.3 in /client by @dependabot in #83
• Bump django from 4.1.9 to 4.1.10 by @dependabot in #84
• Bump tough-cookie from 4.1.2 to 4.1.3 in /client by @dependabot in #85
• Bump semver from 6.3.0 to 6.3.1 in /client by @dependabot in #86
• Bump semver from 5.7.1 to 5.7.2 in /docs by @dependabot in #87
• Bump cryptography from 41.0.0 to 41.0.2 by @dependabot in #88
• Bump word-wrap from 1.2.3 to 1.2.4 in /client by @dependabot in #89
• Bump certifi from 2023.5.7 to 2023.7.22 by @dependabot in #90

Full Changelog: v0.100.7...0.200.0-beta

v0.100.7

Fix

• Backend: Fix the company year stats update (PUT)
• Backend: Fix the portfolio year (all) stats update (PUT)
• UI: Fix refresh stats UI on portfolio refresh stats modal

Improved

• UI: display toast on company/portfolio stats update

• Update styles and reorganize App, Main and index by @renefs in #65
• Update styles and reorganize App, Main and index by @renefs in #66
• Bump django from 4.1.7 to 4.1.9 by @dependabot in #75
• Bump requests from 2.26.0 to 2.31.0 by @dependabot in #76

Documentation

• Feature/feature add user guides by @renefs in #69
• Add first user guides by @renefs in #71
• Update documentation and remove old unused signals by @renefs in #70
• Update deploy-qnap broken links by @renefs in #72
• Update deploy-qnap broken links by @renefs in #73

Full Changelog: v0.100.5...v0.100.7

v0.100.5

Improved

• Merged dependabot security patches
• Set sidebar to 300px
• Decrease padding on main content and header

v0.100.4

• Added dark mode.
• Now using antd 5.
• Several UI improvements.

v0.100.2

This version has a lot of changes that simplify the application usage and maintenance. To know all the changes, please check #46 .

You will need to add the hostname of your application to the config.py file:

CORS_ALLOWED_ORIGINS = [
    "http://your-application.your-host.com",
    "http://127.0.0.1:3000",
]

One manual task to do when migrating to this version is to update the totals for the transactions using the command line:

The database has changed, so it needs to be migrated:

python manage.py migrate

If you have problems with the migrations, you might have to remove the current migrations and make the migrations again. Then migrate as usual:

find . -path '*/migrations/*.py' -not -name '__init__.py' -delete
python manage.py makemigrations
python manage.py migrate

And calculate the totals for the transactions since the app doesn't calculate totals based on the number of shares and the price per share, since IB provides directly the total:

python manage.py set_dividends_total

python manage.py set_shares_total

python manage.py set_rights_total

Remove old tables from the database

• All tables starting with otp_ can be removed.
• Table two_factor... can be removed.