CHANGELOG.md

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[0.5.4] - 2026-04-10

Fixed

• Dutch DEGIRO Import: 18-column format now uses positional mapping (like 14-column), so Dutch, German, and all other language exports work without requiring English column names
• Desktop App Crash: Removed unsupported icon kwarg from webview.create_window()

Testing

• Dutch E2E Tests: New test module uploads a Dutch 18-column Excel file and validates import, stock card display, chart loading, and no JS errors
• Desktop Unit Tests: Verify create_window() only passes supported kwargs
• 211 tests total, stable across 3 consecutive parallel runs

[0.5.3] - 2026-04-10

Fixed

• Desktop App Crash: Removed unsupported icon kwarg from webview.create_window() that caused TypeError on startup

Testing

• Desktop Unit Tests: New tests verify create_window() only passes supported kwargs (prevents regressions), and checks window title/dimensions
• 207 tests total

[0.5.2] - 2026-04-10

Added

• Desktop App Icon: 256x256 PNG icon displayed in macOS dock and Windows taskbar when running in desktop mode
• Release Notes in Docs: New release-notes page in Sphinx docs, auto-included from CHANGELOG.md
• README Improvements: readthedocs and PyPI badges, links to full documentation and release notes, updated DEGIRO export instructions with CSV support and transactions URL

Fixed

• Flaky Test Timeouts: Increased server startup retries (20→40) and page navigation timeout (10s→15s) for parallel xdist workers

[0.5.1] - 2026-04-10

Changed

• Clean Console Output: Replaced all print() diagnostic messages with Python logging across fetch_prices.py, price_fetchers.py, fetch_indices.py, import_data.py, and main.py. Users now see a clean console by default — debug details only appear when logging is set to DEBUG level

[0.5.0] - 2026-04-10

Added

• Server-Side Portfolio Summary: New /api/portfolio-summary endpoint computes net invested, current value, and gain/loss in a single query — replaces 2N client-side API calls
• Date Parsing with dateutil: Replaced manual strptime format loop with dateutil.parser.parse(dayfirst=True) for robust parsing of any date format
• Test Coverage: 205 tests total (up from 160), 73% code coverage (up from 31%). New tests for fetch_prices fallback logic, price_fetcher normalization, ticker resolver paths, import_data in-process, and main.py TestClient endpoints

Changed

• Faster UI Startup: Exchange rates and holdings fetch in parallel; portfolio summary and valuation chart load in parallel; live price refresh is non-blocking
• Loading Status Feedback: Status indicator shows "Loading holdings..." → "Loading charts..." → live prices update in background instead of a static "Loading portfolio data..." message

Fixed

• Startup Responsiveness: Portfolio summary no longer blocks UI with sequential per-stock API calls

[0.4.4] - 2026-04-10

Fixed

• Null Price JS Crash: formatPrice() now guards against null values, preventing "null is not an object" errors when stocks have no price data yet
• Chart Rendering: renderStats() and renderChart() filter null close values before rendering; show helpful message instead of crashing
• Portfolio Summary: Current value calculation skips stocks with null prices instead of producing NaN
• Chart Data Query: Server-side SQL now excludes price records with null close values

Changed

• Upload Performance: Only fetches historical prices for currently held stocks (net qty > 0), skipping sold positions — much faster for large transaction files

Testing

• 160 tests total: 15 E2E Playwright tests for CSV import covering holdings, all API endpoints, chart rendering per stock, JS error detection, and error banner checking

[0.4.3] - 2026-04-10

Fixed

• Chart Data Crash: Fixed TypeError: NoneType in chart-data, index normalization, position value, and portfolio performance endpoints when price records have null close values
• Upload Stalling: Upload now only fetches historical prices for currently held stocks (net qty > 0), not every stock that appears in any transaction — dramatically faster for large transaction files with many sold positions

Testing

• 157 tests total (up from 151): 6 new E2E API tests for chart-data, transactions, portfolio-performance, valuation-history, market-data-status, and stock-prices endpoints against CSV import data

[0.4.2] - 2026-04-10

Added

• CSV File Support: Upload CSV exports (.csv) alongside Excel files (.xlsx, .xls) — both via UI and CLI import
• 18-Column DEGIRO Format: Supports the newer 18-column DEGIRO transaction export (maps by column name, drops extra columns like AutoFX Fee and Local value)
• DEGIRO Transactions Link: App header and docs now link to trader.degiro.nl/trader/#/transactions for easy export
• E2E CSV Import Test: 6 Playwright tests validate CSV upload against displayed holdings (stock count, share counts, transaction counts, ignored stocks)

Fixed

• Upload Crash: Fixed NameError: name 'time_str' is not defined in upload endpoint when creating transactions
• Docs: Updated Getting Started with CSV support, DEGIRO export URL, and file format details

Testing

• 151 tests total (up from 144): 6 new E2E CSV import tests, 1 new 18-column config unit test

[0.4.1] - 2026-04-10

Changed

• Position-Based Column Mapping: DEGIRO exports are now mapped by column position instead of column name, making imports work with any language (English, Dutch, German, etc.) without per-language mappings
• Simplified Config: Removed language-detection machinery (detect_and_set_column_mapping, normalize_dataframe_columns, Dutch column mapping) in favour of a single normalize_degiro_columns method

Fixed

• Date Parsing: parse_date() now handles pandas Timestamps (auto-parsed by read_excel), plus multiple string formats (DD-MM-YYYY, DD/MM/YYYY, YYYY-MM-DD) instead of only DD-MM-YYYY
• Upload Endpoint: Uses shared parse_date() and position-based column normalization, matching the CLI import behaviour
• Holdings API Crash: Fixed TypeError in /api/holdings when latest_price is None (e.g. stocks with no historical price data)

Testing

• Updated Config Tests: Rewrote test_config_unit.py to match new position-based API (10 tests, 144 total)

[0.4.0] - 2026-04-09

Added

• Desktop Application Mode: New native desktop app using pywebview — launch with python -m degiro_portfolio --desktop. Opens in a native window (WebKit on Mac, WebView2 on Windows) with no browser needed. Server starts and stops automatically with the window
• desktop.py module: Multiprocessing server management, pywebview window lifecycle, graceful shutdown via /api/shutdown endpoint
• degiro-portfolio-desktop console script: Direct entry point for desktop mode
• --desktop and --port CLI flags: python -m degiro_portfolio --desktop --port 8001
• /api/shutdown endpoint: Graceful server shutdown (used by desktop mode window close and Ctrl-C)
• pywebview included in base install: Desktop mode works out of the box with pip install degiro_portfolio

Changed

• Documentation rewritten: Desktop app is now the primary recommended way to use the application. Web server mode documented as the alternative
• README: Quick Start leads with desktop mode installation and launch
• Getting Started: Desktop app is Step 1, web server mode is under "Alternative"

[0.3.10] - 2026-04-08

Added

• Windows Support: CLI script and test suite now work on Windows — platform-conditional subprocess creation and signal handling replace Unix-only os.setsid, os.killpg, and signal.SIGKILL
• Windows Documentation: Added Windows-specific instructions to Getting Started, Advanced Setup (PowerShell, cmd.exe, background execution, Task Scheduler)

Changed

• Yahoo Finance Only: Removed Twelve Data and FMP provider documentation and configuration — Yahoo Finance is now the sole supported provider
• Simplified .env.example: Removed Twelve Data and FMP API key references
• Deleted TWELVEDATA_SETUP.md: No longer needed

Fixed

• Windows CLI Crash: degiro_portfolio start/stop no longer crashes on Windows with ValueError: start_new_session is not supported
• Windows Test Suite: tests/conftest.py server fixture no longer uses Unix-only preexec_fn=os.setsid on Windows
• Data Provider Docs Contradiction: Getting Started page no longer says both "Yahoo is default" and "Twelve Data is default"

[0.3.9] - 2026-04-08

Changed

• Default Price Provider: Switched from Twelve Data to Yahoo Finance as the default price data provider in .env — Yahoo requires no API key and provides better European stock coverage
• Parallel Test Workers: Reduced pytest-xdist workers from 4 to 2 for optimal performance with fewer server startup overhead

Fixed

• Ticker Resolver Crash: Fixed AttributeError in resolve_ticker_from_isin() when ISIN is None
• Playwright Test Timeouts: Fixed all playwright tests timing out because the page's JavaScript called /api/refresh-live-prices on load, blocking the single-threaded test server with external API calls for 30+ seconds. Resolved by intercepting blocking API endpoints at the browser context level
• Test DB Teardown Race: Fixed workers deleting the shared master test database while other workers were still using it — only the controller now cleans up shared files

Testing

• Performance: Test suite runtime reduced from ~97s to ~62s (36% faster)
• Database Caching: Master test database is now cached between runs using SHA-256 hash of input files — only rebuilt when source code or test data changes
• Mocked API Tests: Three slow unit tests (test_update_market_data_endpoint, test_refresh_live_prices_endpoint, test_ensure_indices_exist_function) now mock external API calls instead of hitting Yahoo Finance for all 11 stocks
• New Tests (7 added, 133 total):
  • __main__.py CLI entry point (0% → 86% coverage)
  • _get_fallback_rate() exchange rate fallbacks
  • GET /api/exchange-rates endpoint
  • POST /api/purge-database endpoint via TestClient
  • Uptime string formatting branches
  • Real yfinance smoke test (single AAPL call verifies API integration)
• Regression Tests for Issue #1: 8 tests covering python -m degiro_portfolio execution, Dutch column auto-detection, English column whitespace handling, and column validation
• Coverage: 70% across all modules (141 tests total)
• Skipped Real API Calls: Test database creation no longer fetches real stock prices — uses mock data exclusively, eliminating Twelve Data rate limit errors during tests

[0.3.0] - 2026-01-15

Added

• Auto-Refreshing Stock Charts: Stock price charts now automatically refresh every minute to show the latest data
• Portfolio Valuation Timeline Extension: Portfolio Total Value Over Time chart now always extends to today's date, not just the last price update
• Latest Date Annotation: Portfolio valuation chart displays the most recent date in the top-right corner for easy reference
• Automatic Market Index Loading: Market indices (S&P 500, Euro Stoxx 50) are now automatically fetched when uploading transactions
• Comprehensive Test Suite: Added 55+ unit tests across core modules (fetch_prices, fetch_indices, price_fetchers, ticker_resolver, main API endpoints)
• Test Coverage Reporting: New invoke tasks for coverage reports (test-cov, test-cov-html)
• Test Organization: Separated unit tests (test-unit) from integration tests (test-integration) for faster feedback

Changed

• Transaction Marker Positioning: Buy/sell markers now align with candlestick high/low prices instead of transaction prices, fixing alignment issues caused by stock splits
• Chart Refresh Interval Management: Each stock chart properly clears previous refresh intervals when switching stocks

Fixed

• Portfolio Chart End Date: Fixed issue where portfolio valuation chart would stop at the last price update instead of extending to today
• Transaction Marker Alignment: Fixed misalignment of transaction markers on stocks with splits (e.g., ASML) by positioning markers at actual candlestick prices
• Chart Auto-Refresh: Properly manages refresh intervals to prevent memory leaks and duplicate refreshes

Testing

• Test Coverage: Achieved 70% code coverage (116 passing tests)
• Unit Test Coverage:
  • main.py: API endpoints and server functionality
  • fetch_indices.py: Market index data fetching
  • fetch_prices.py: Stock price data fetching
  • price_fetchers.py: Price provider implementations
  • ticker_resolver.py: ISIN to ticker mapping
• Integration Test Coverage: All browser-based UI tests passing

Documentation

• Updated README.md with new features (auto-refresh, test coverage, new invoke tasks)
• Enhanced testing section with coverage information and test organization
• Added changelog entry for version 0.3.0

[0.2.0] - 2026-01-12

Added

• Live Price Updates on Stock Cards: Stock cards now display the latest closing price with daily percentage change (green ▲ for gains, red ▼ for losses)
• Market Data Status Display: Shows the most recent market data update date below the "Update Market Data" button
• Clickable Company Names: Company names link to Google search for investor relations information
• Clickable Ticker Symbols: Yahoo Finance ticker symbols link directly to corresponding Google Finance pages
• Exchange Information: Each stock card now displays the exchange where the stock is traded
• New API Endpoint: GET /api/market-data-status returns the latest market data update date
• Enhanced Holdings API: /api/holdings now includes latest_price, price_change_pct, and price_date for each stock

Changed

• Compact UI Design: Reduced font sizes throughout the application for more efficient use of screen space
  • Smaller headers, buttons, labels, and values
  • Tighter spacing and padding
  • More stocks visible without scrolling
• Uniform Transaction Markers: Buy/sell markers on charts are now consistent size (14px) instead of varying by quantity
• Improved Marker Visibility: Transaction markers have better opacity (0.9) and cleaner borders for easier identification
• Currency-Aware Charts: Transaction markers only display when currency matches price data currency, preventing misaligned markers
• Portfolio Summary Condensed: More compact layout with smaller fonts and reduced padding
• Update Market Data: Now only fetches prices for currently held stocks (ignores sold positions)

Fixed

• SAAB Currency Correction: Fixed SAAB AB currency from EUR to SEK to match Stockholm Exchange pricing
• ASML Ticker Correction: Updated ASML ticker from "ASML" (NASDAQ/USD) to "ASML.AS" (Amsterdam/EUR) to match transaction currency
• Transaction Marker Alignment: Fixed "floating markers" issue where markers appeared detached from price chart due to currency mismatches
• Upload Error Handling: Fixed date/time parsing for DEGIRO transaction files with separate Date and Time columns
• Auto-refresh Clarity: Improved upload status messages to clearly indicate automatic page refresh after data updates
• Active Stock Highlight: Changed from hard-to-read blue gradient to light green background for better text contrast

Documentation

• Updated README.md with new features and enhanced feature descriptions
• Created CHANGELOG.md to track version history
• Updated API endpoint documentation
• Added notes about clickable links and compact design

Example Data

• Extended example_data.xlsx to include European Tech Stocks alongside US AI stocks:
  • ASML (Netherlands) - Semiconductor equipment
  • SAP (Germany) - Enterprise software
  • Infineon (Germany) - Semiconductors
  • Nokia (Finland) - Telecommunications
  • Ericsson (Sweden) - Telecommunications
  • STMicroelectronics (France) - Semiconductors
• Total example transactions increased from 14 to 28
• Demonstrates multi-currency support (EUR, USD, SEK) and multi-exchange functionality

[0.1.0] - 2025-01-XX

Initial Release

• DEGIRO transaction import from Excel
• Historical stock price fetching via Yahoo Finance
• Interactive candlestick charts with transaction markers
• Investment tranche tracking
• Position value percentage charts
• Market index comparison (S&P 500, Euro Stoxx 50)
• Multi-currency support (EUR, USD, SEK)
• Web-based portfolio viewer
• Upload transactions via web interface
• One-click market data updates