Commit Graph

403 Commits

Author SHA1 Message Date
4196a61b99 refactor: Update open trades queries to handle empty exit prices and null exit dates 2025-02-13 11:18:00 -08:00
4bd9bd8c42 fix: Adjust open trades summary query to handle sell orders and filter zero total shares 2025-02-13 11:14:28 -08:00
abaf3ab855 feat: Improve trade entry and performance calculation for sell orders 2025-02-13 11:11:42 -08:00
6d29558752 fix: Handle missing trade direction by inferring from exit price 2025-02-13 11:05:38 -08:00
731b4e9e2d refactor: Simplify position summary query and add debug logging 2025-02-13 10:58:09 -08:00
814a7db5de feat: Add debug print statements to trading journal page for trade entry tracking 2025-02-13 10:52:36 -08:00
417747be86 refactor: Optimize position handling logic in trading journal page 2025-02-13 10:46:55 -08:00
46c37e2f63 refactor: Improve position selection logic for buy and sell trades 2025-02-13 10:43:45 -08:00
0f8a75ca28 refactor: Improve trade direction inference and add debug logging in position performance calculation 2025-02-13 10:39:25 -08:00
aedd96eef4 refactor: Simplify open trades summary query calculation 2025-02-13 10:34:46 -08:00
52839b451e feat: Add debug logging to get_open_trades function 2025-02-13 10:29:50 -08:00
c4b253cc88 feat: Add debug logging to open trades functions 2025-02-13 10:29:33 -08:00
dbb1393c08 feat: Add comprehensive debug statements to trading journal page and data retrieval functions 2025-02-13 10:29:01 -08:00
7f1077a951 refactor: Replace st.query_params with st.experimental_rerun for trade updates 2025-02-13 10:23:25 -08:00
28ffb22f71 fix: Move entry datetime input before position ID generation 2025-02-13 10:10:20 -08:00
ef762d2132 feat: Update position ID generation to use trade entry datetime 2025-02-13 10:09:53 -08:00
b3ac7c1705 refactor: Remove debug output lines from trading journal page 2025-02-13 09:36:23 -08:00
a37b70d88d refactor: Simplify trade sorting to use chronological order 2025-02-13 09:35:19 -08:00
646d4b847f refactor: Update trade history query to explicitly list columns 2025-02-13 09:32:57 -08:00
e322743f33 fix: Add direction field to trade history query and improve error handling 2025-02-13 09:32:40 -08:00
e22a0ad67e refactor: Update trade entry handling for sell orders with exit price and date 2025-02-13 09:30:38 -08:00
9493f5d7ac fix: Add default value for trade direction in debug output 2025-02-13 09:26:29 -08:00
f162cdb91b fix: Correct trade direction processing in trading journal 2025-02-13 09:26:18 -08:00
94671119f2 feat: Replace time_input with text_input for time entry validation 2025-02-13 09:14:27 -08:00
b6117c84f2 feat: Add docstring and lowercase trade direction in add_trade function 2025-02-13 09:13:03 -08:00
a3eae62be3 fix: Improve trade direction detection in position performance calculation 2025-02-13 09:09:39 -08:00
bd880cbb46 fix: Use order_type instead of corrupted direction field for trade classification 2025-02-13 09:07:12 -08:00
522e889467 refactor: Improve trade direction handling and debug output 2025-02-13 09:04:47 -08:00
58c59a4633 refactor: Improve trade direction handling and add debug output 2025-02-13 09:02:42 -08:00
3bc111288e fix: Improve trade performance calculation and add debug logging 2025-02-13 09:00:17 -08:00
47b58faddd refactor: Enhance trade history display with performance metrics and detailed trade information 2025-02-13 08:58:34 -08:00
b1b22ac026 refactor: Improve trade display sorting and exit price handling 2025-02-13 08:54:04 -08:00
f85299b518 fix: Add type checking for trade direction to prevent AttributeError 2025-02-13 08:50:49 -08:00
0c30213688 fix: Handle entry_price formatting with error handling 2025-02-13 08:50:05 -08:00
9ef81fb589 fix: Improve trade history display with correct price labels and direction 2025-02-13 08:49:04 -08:00
b8a561f37c fix: Handle potential type conversion errors for exit price in trading journal 2025-02-13 08:45:50 -08:00
287dd32485 fix: Handle non-string trade direction in trading journal display 2025-02-13 08:44:37 -08:00
c030f87d9a fix: Handle missing trade direction by defaulting to 'Buy' 2025-02-13 08:43:41 -08:00
fb27bf3003 fix: Handle non-numeric exit prices in trade history plotting 2025-02-13 08:42:08 -08:00
0b07861265 fix: Convert trade prices and shares to float to prevent type errors 2025-02-13 08:40:44 -08:00
8d76d820fe feat: Enhance trade history display with position-based grouping and comprehensive trade details 2025-02-13 08:39:51 -08:00
3f0b10ed41 fix: Correct trade type display in trading journal 2025-02-13 08:35:40 -08:00
9642d78942 feat: Add support for sell orders in trade history query and display 2025-02-13 08:32:58 -08:00
bc064fc011 fix: Correct trade summary calculations for buy and sell directions 2025-02-13 08:29:01 -08:00
e60f18e41a fix: Add None checks for portfolio position metrics to prevent TypeError 2025-02-13 08:10:18 -08:00
0cb11574a3 refactor: Add None checks to Position class property methods 2025-02-13 08:07:52 -08:00
3a962fb685 fix: Handle None values for numeric trade fields in trading journal 2025-02-13 07:58:35 -08:00
7764821ec9 fix: Correct syntax error in process_signal_data function signature 2025-02-12 22:17:19 -08:00
4ad01316b7 feat: Add Heikin Ashi signal handling with dynamic target price calculation 2025-02-12 22:17:04 -08:00
aec5929ea7 feat: Add Heikin-Ashi scanner to technical scanner framework 2025-02-12 22:09:39 -08:00
a24605e839 refactor: Simplify technical scanner results display with summary table and download option 2025-02-12 20:45:26 -08:00
83159566e3 feat: Return signals from scanner functions and handle errors 2025-02-12 20:39:31 -08:00
5502c54845 refactor: Update load_scanner_reports with debug logging and robust path resolution 2025-02-12 20:09:36 -08:00
f4f7505e5c refactor: Update report filtering logic to match specific scanner naming patterns 2025-02-12 20:02:00 -08:00
c1382ba694 refactor: Centralize scanner report loading with universal utility function 2025-02-12 19:59:32 -08:00
28713d9fcd fix: Update imports for initialize_scanner and process_signal_data in t_atr_ema_v2.py 2025-02-12 19:53:45 -08:00
057cd7e1e1 refactor: Move process_signal_data from data_utils to scanner_utils and update imports 2025-02-12 19:53:09 -08:00
9c6d1d1f10 refactor: Remove orphaned database query code block from data_utils.py 2025-02-12 19:52:16 -08:00
8775d35326 refactor: Split large functions in data_utils.py into smaller modules 2025-02-12 19:50:27 -08:00
3e98ba4e9d refactor: Resolve circular import by creating common_utils module 2025-02-12 19:50:00 -08:00
8ea0895f73 refactor: Resolve circular import by moving get_user_input to scanner_utils.py 2025-02-12 19:47:56 -08:00
7d7262fd8c refactor: Consolidate initialize_scanner function and remove duplicate 2025-02-12 19:46:35 -08:00
ec50fc1ebc fix: Update initialize_scanner function signature to match parameter order 2025-02-12 19:44:10 -08:00
fb254129ad fix: Import timedelta to resolve undefined name errors 2025-02-12 19:42:58 -08:00
b9704646f9 refactor: Update run_sunny_scanner with consistent parameter handling 2025-02-12 19:42:49 -08:00
17644db50b fix: Import datetime to resolve undefined name errors 2025-02-12 19:40:10 -08:00
c387396254 refactor: Update scanner initialization to accept start and end dates as parameters 2025-02-12 19:40:01 -08:00
3b2cd794ec refactor: Update scanner initialization to use passed interval parameter 2025-02-12 19:37:48 -08:00
7d842f661b feat: Add interval parameter to run_sunny_scanner function 2025-02-12 19:06:51 -08:00
11da135ea2 refactor: Prevent duplicate table creation messages in trading_plan table 2025-02-12 17:54:46 -08:00
f291cd631f removed whitespace 2025-02-12 17:49:08 -08:00
c5d7a96e38 refactor: Move trading plan page to dedicated module 2025-02-12 17:33:51 -08:00
60029268f7 fix: Correct syntax error in portfolio data check condition 2025-02-12 17:10:35 -08:00
a8aea03499 feat: Refactor trading system page into separate module 2025-02-12 17:10:23 -08:00
2fcf238f6b feat: Move trading system functionality to separate module 2025-02-12 17:07:19 -08:00
f7fd7dc7b8 fix: Add missing import for load_scanner_reports function 2025-02-12 17:04:16 -08:00
723a7dfc9f refactor: Move technical scanner functionality to separate module 2025-02-12 17:02:40 -08:00
3bb0ede559 fix: Import load_scanner_reports function from canslim_screener_page 2025-02-12 17:00:18 -08:00
ce1db8a8d9 refactor: Move CANSLIM screener to dedicated module 2025-02-12 17:00:08 -08:00
c2feece0d6 fix: Import missing journal functions and format_datetime 2025-02-12 16:51:25 -08:00
bf034d9ada refactor: Move trading journal functionality to separate module 2025-02-12 16:51:05 -08:00
417dbbc596 refactor: Move strategy guide to dedicated page module 2025-02-11 21:38:38 -08:00
b35349c885 refactor: Improve NULL handling in unlink_trades_from_plan function 2025-02-11 21:06:37 -08:00
84378e32f8 refactor: Replace nested expanders with cleaner trade display layout 2025-02-11 19:22:34 -08:00
1506deff0d feat: Add linked trades and trade statistics to trading plan view 2025-02-11 19:21:25 -08:00
a2bbd31f27 fix: Modify trade linking query to correctly handle ClickHouse IN clause 2025-02-11 19:18:36 -08:00
062be5863f feat: Add unlink_trades_from_plan import to trading_plan module imports 2025-02-11 19:17:06 -08:00
bee908180c feat: Add functionality to unlink trades from trading plans 2025-02-11 19:16:52 -08:00
f3d932443e fix: Remove duplicate Trade Management section and add unique keys 2025-02-11 19:14:59 -08:00
d9692e9811 feat: Add dynamic plan_id column check and creation in get_plan_trades 2025-02-11 19:13:39 -08:00
a47cd3e1cc refactor: Update SQL queries to use parameterized queries in trading_plan.py 2025-02-11 19:12:14 -08:00
85d7638ef4 feat: Add trade management section to trading plan edit page 2025-02-11 19:09:51 -08:00
c1bd9e7701 fix: Resolve f-string syntax error in trading plan page format_func 2025-02-11 19:07:56 -08:00
4a0bc2bb0f fix: Resolve f-string syntax error in trading plan trade formatting 2025-02-11 19:07:42 -08:00
eeb7e6d682 feat: Enhance trade selection with direction, strategy, and profit/loss details 2025-02-11 19:07:24 -08:00
722f0d8a14 fix: Import missing functions for trading plan management 2025-02-11 19:03:25 -08:00
e575842664 feat: Add trade linking and performance metrics to trading plans 2025-02-11 19:00:24 -08:00
bdfd53e653 feat: Enhance trading plan view with comprehensive details and improved layout 2025-02-11 18:56:27 -08:00
9f0be3f617 fix: Update Streamlit query params method to use .update() 2025-02-11 18:53:15 -08:00
0312411a47 refactor: Replace deprecated st.experimental_set_query_params with st.query_params 2025-02-11 18:51:27 -08:00