Commit Graph

73 Commits

Author SHA1 Message Date
ef762d2132 feat: Update position ID generation to use trade entry datetime 2025-02-13 10:09:53 -08:00
646d4b847f refactor: Update trade history query to explicitly list columns 2025-02-13 09:32:57 -08:00
e22a0ad67e refactor: Update trade entry handling for sell orders with exit price and date 2025-02-13 09:30:38 -08:00
b6117c84f2 feat: Add docstring and lowercase trade direction in add_trade function 2025-02-13 09:13:03 -08:00
8d76d820fe feat: Enhance trade history display with position-based grouping and comprehensive trade details 2025-02-13 08:39:51 -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
0cb11574a3 refactor: Add None checks to Position class property methods 2025-02-13 08:07:52 -08:00
11da135ea2 refactor: Prevent duplicate table creation messages in trading_plan table 2025-02-12 17:54:46 -08:00
b35349c885 refactor: Improve NULL handling in unlink_trades_from_plan function 2025-02-11 21:06:37 -08:00
a2bbd31f27 fix: Modify trade linking query to correctly handle ClickHouse IN clause 2025-02-11 19:18:36 -08:00
bee908180c feat: Add functionality to unlink trades from trading plans 2025-02-11 19:16:52 -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
e575842664 feat: Add trade linking and performance metrics to trading plans 2025-02-11 19:00:24 -08:00
b1e843e796 feat: Add delete functionality for trading plans in edit mode 2025-02-11 18:44:33 -08:00
430520a307 refactor: Remove updated_at as version column in ReplacingMergeTree engine 2025-02-11 18:36:58 -08:00
978d9c7a20 feat: Update trading_plans table to use ReplacingMergeTree for better update support 2025-02-11 18:34:35 -08:00
aa282de020 refactor: Switch trading_plans table engine from TinyLog to MergeTree 2025-02-11 18:33:01 -08:00
7fe73d725c fix: Remove DROP TABLE command to preserve trading plan data 2025-02-11 18:31:15 -08:00
5acfe4bfc4 fix: Correctly handle query results in trading plan retrieval functions 2025-02-11 18:25:02 -08:00
1d423d3291 refactor: Update Streamlit query params and trading plan retrieval method 2025-02-11 18:22:58 -08:00
26238a6afb refactor: Update query result handling and deprecated Streamlit function 2025-02-11 18:21:33 -08:00
d17dc47d42 fix: Correctly handle query result rows when generating new trading plan ID 2025-02-11 18:17:33 -08:00
0ac499ae8c refactor: Update database client methods to use command and query for SQL execution 2025-02-11 18:15:54 -08:00
41de719250 refactor: Add error handling to get_all_trading_plans function 2025-02-11 18:02:38 -08:00
2a790a164a refactor: Improve error handling in create_trading_plan_table function 2025-02-11 18:01:35 -08:00
a22f4a444a refactor: Simplify trading_plans table structure with TinyLog engine 2025-02-11 17:59:38 -08:00
19f06601d9 refactor: Simplify trading plans table structure with MergeTree engine and default values 2025-02-11 17:58:13 -08:00
7ccb5a8065 refactor: Simplify trading plans table structure with Log engine 2025-02-11 17:56:59 -08:00
b327062a6d refactor: Simplify trading plans table creation with Memory engine 2025-02-11 17:51:35 -08:00
26c8d83451 refactor: Simplify trading_plans table creation with MergeTree engine 2025-02-11 17:50:20 -08:00
7b6d890d7e feat: Update ClickHouse table creation with ReplacingMergeTree and DateTime64 2025-02-11 17:48:38 -08:00
f9c8d43a86 fix: Update ClickHouse table creation syntax for trading plans 2025-02-11 17:45:52 -08:00
34c006e360 refactor: Reorder TradingPlan dataclass fields to comply with Python requirements 2025-02-11 17:43:49 -08:00
8440171a08 feat: Add functions to get and update trading plans 2025-02-11 17:40:04 -08:00
ca4ceabc40 feat: Add trading plan model and database schema for managing trading strategies 2025-02-11 17:38:11 -08:00
483fcf7ba9 refactor: Update TradeEntry to support buy and sell orders with optional fields 2025-02-11 07:06:17 -08:00
77a067a22e feat: Add direction field to TradeEntry and update trades table schema 2025-02-11 07:05:58 -08:00
536622d1ca fix: Add shares input prompt for sell order in trading journal 2025-02-10 19:05:41 -08:00
dcfc657ced fix: Remove duplicate shares input in journal_menu function 2025-02-10 19:05:29 -08:00
6e4c26c73d feat: Allow user-provided entry date when creating trade entries 2025-02-10 19:02:09 -08:00
e89f673709 feat: Add delete trade functionality to journal menu 2025-02-10 18:53:24 -08:00
5aa6d0effe refactor: Modify update_trade to handle ClickHouse sorting key limitation 2025-02-10 18:50:22 -08:00
3e57a678f7 fix: Replace undefined update_trade_exit with update_trade 2025-02-10 18:47:55 -08:00
3819547de7 feat: Enhance trade update functionality with flexible field modifications 2025-02-10 18:47:44 -08:00
933141618b refactor: Update get_current_prices to use fast_info for reliable price fetching 2025-02-10 11:21:23 -08:00
cfa3e67417 fix: Resolve syntax error in get_current_prices function 2025-02-10 11:06:59 -08:00
1416d1b912 feat: Add real-time price tracking and P/L calculations using yfinance 2025-02-10 11:06:46 -08:00
8ea233ff7c feat: Add FIFO sell order handling in trade journal 2025-02-10 10:31:16 -08:00