TradeTrack Pro Updates

Professional Trade Journaling & Portfolio Management System
Lead Developer: Murat Kahveci, Ph.D. • mkahveci@gmail.com
Added Improved Fixed Security
Latest
v2.18.1
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Hierarchy: major.minor groups
v2.18.1 Jan 14, 2026 LATEST v2.18.0 Jan 11, 2026 v2.17.1 Jan 11, 2026 v2.17.0 Jan 10, 2026 v2.16.0 Jan 08, 2026 v2.15.1 Jan 06, 2026 v2.15.0 Jan 05, 2026 v2.14.1 Jan 04, 2026 v2.14.0 Jan 04, 2026 v2.13.1 Jan 02, 2026 v2.13.0 Jan 02, 2026 v2.12.0 Jan 02, 2026 v2.11.0 Jan 01, 2026 v2.10.0 Jan 01, 2026 v2.9.0 Jan 01, 2026 v2.8.0 Dec 31, 2025 v2.7.0 Dec 30, 2025 v2.6.0 Dec 30, 2025 v2.5.0 Dec 30, 2025 v2.4.0 Dec 30, 2025 v2.3.0 Dec 29, 2025 v2.2.0 Dec 29, 2025 v2.1.0 Dec 28, 2025 v2.0.0 Dec 28, 2025 v1.11.1 Dec 27, 2025 v1.11.0 Dec 27, 2025 v1.10.0 Dec 27, 2025 v1.9.0 Dec 26, 2025 v1.8.0 Dec 26, 2025 v1.7.0 Dec 26, 2025 v1.6.0 Dec 25, 2025 v1.5.0 Dec 25, 2025 v1.4.0 Dec 25, 2025 v1.3.0 Dec 24, 2025 v1.2.0 Dec 20, 2025 v1.1.0 Dec 20, 2025 v1.0.0 Dec 20, 2025

v2.18series

2 releases

v2.18.1 LATEST — Analytics Account Scope, Archived Parity & UX Polish

Jan 14, 2026
Added
  • Analytics Charts: Equity Curve now derives strictly from DAILY.total_pl to guarantee parity with tabular summaries.
  • Analytics Charts: Drawdown visualization added (peak-to-trough from DAILY totals) with max drawdown indicator.
  • Analytics Charts: Chart visibility toggle allows users to hide/show analytics plots without losing table context.
  • Analytics Charts: Zero-baseline rendering added for equity, drawdown, and rolling metrics to improve interpretability on dark theme.
Improved
  • Analytics UI: Removed redundant account selector; account scope is now controlled exclusively by the global account switcher.
  • Analytics UI: Added scope clarity badges (Account-scoped, Archived parity) to communicate data semantics explicitly.
  • Analytics UI: Replaced manual Apply filter button with auto-submit symbol dropdown for faster, frictionless filtering.
  • Analytics UI: Consolidated symbol dropdown, Dashboard navigation, and chart visibility toggle into a single aligned control row.
  • Analytics Layout: Introduced responsive 3-up chart grid on wide screens for Equity Curve, Drawdown, and Rolling Win Rate.
  • Analytics empty-state messaging refined to accurately reflect archived-only logic.
Fixed
  • Analytics: Performance calculations now match Dashboard semantics by using ARCHIVED groups only (parent leg where trade_id == group_id and is_archived == 1).
  • Analytics: Eliminated account-scope leakage by enforcing session-selected account_id as the single source of truth.
  • Analytics: Prevented mixed closed vs archived trade counting that caused discrepancies with Dashboard metrics.
  • Analytics: Symbol filter now derives strictly from archived, account-scoped trades to avoid empty or misleading results.

v2.18.0 — Strategy Governance & Inbox Note Persistence

Jan 11, 2026
Added
  • Settings: Super Admin strategy manager (add/edit/delete) with safe deletion blocking when strategies are already used.
  • Settings: Read-only “Active Strategy Map” for non-admin users.
  • Settings: Contextual success/warning/error messages via ?msg=...&type=... alerts.
  • Trade Cards: Per-leg strategy notes display with truncation + tooltip and empty-state fallback.
Improved
  • Strategy updates now propagate consistently across Inbox dropdowns, Strategy Lab, and trade grouping/import logic.
  • Dashboard tab persistence refined so delete actions do not force-switch Active/Archived unexpectedly.
Fixed
  • Security: Locked strategy create/update/delete endpoints to Super Admin only.
  • Import Pipeline: Strategy notes now persist from Inbox → Trades during import.
  • Inbox: Improved entry_date datetime editing accuracy to match trade card behavior.
  • Dashboard: Stabilized accordion defaults and prevented unpredictable open/close states on reload.

v2.17series

2 releases

v2.17.1 — Dashboard State & Contextual Logic

Jan 11, 2026
Added
  • Strategy Context: Introduced 'Strategy Notes' column to leg rows for immediate tactical annotation.
  • Card Metadata: Added 'Opening Date' to trade card headers for at-a-glance chronological context.
Improved
  • Accordion Dynamics: Migrated trade cards to 'Closed by Default' with session-only persistence to prevent UI clutter and random state poisoning.
Fixed
  • Tab State Logic: Resolved 'both tabs closed' regression by enforcing strict Active/Archived persistence on page reload.
  • Navigation Flow: Corrected delete-leg redirect to prevent context switching (Active → Archived) after destructive actions.
  • Render Engine: Fixed fatal render-stop loop caused by scope issues in the new Notes column implementation.

v2.17.0 — Universal Parser & Multi-Leg Grouping Engine

Jan 10, 2026
Added
  • Group & Import: New UI workflow to manually checkbox related legs in the Inbox and group them into a single strategy card.
  • Strategy Modal: Added custom strategy naming, master open date selection, and tag assignment (#earnings-play) during the grouping process.
  • Staging Area: Intermediate 'PENDING' status table for the Inbox, allowing users to scrub non-trade data (dividends, transfers) before portfolio ingestion.
  • Parent-Child Linking: Backend trade_group_id assignment to ensure complex spreads (Iron Condors, etc.) render as unified entities on the Dashboard.
  • Checksum Logic: MD5-based duplicate detection (Date + Ticker + Price + Quantity) to prevent redundant data entry during overlapping CSV uploads.
Improved
  • Universal CSV Parser: Standardized normalization logic to map broker-specific actions (BOT/SOLD) to unified BUY/SELL statuses for TastyTrade and TOS formats.
Fixed
  • Matching Engine: Refined FIFO algorithm to correctly handle partial closes (e.g., selling 5 legs but buying back 3) without orphan errors.
  • Ticker Normalization: Resolved Futures pairing failures caused by expiration code mismatches (e.g., /MESZ5 vs /MESH6) by matching on Root + Expiration.
  • Fee Aggregation: Corrected Net P&L logic to sum commissions and fees from both opening and closing legs for accurate realized reporting.

v2.16series

1 release

v2.16.0 — Import Intelligence & Real-Time Inbox

Jan 08, 2026
Added
  • CSV Import Engine: Replaced raw text input with a robust file uploader supporting optimized TastyTrade and Generic formats.
  • Smart Context Parsing: Auto-extraction of underlying tickers, asset types (CALL/PUT), and original trade descriptions for AI analysis.
  • Real-Time Inbox: Implemented instant AJAX saving for Price, Quantity, and Date edits to ensure data persistence.
  • Closing Price Tracking: Dedicated column to accurately calculate realized gains upon import.
  • Master Leg Persistence: Added database-backed 'Master' selection to preserve group hierarchy across reloads.
Improved
  • Visual Optimization: Expanded column widths for Date/Price fields and standardized 'Trash Can' deletion with confirmation.
Fixed
  • Financial Accuracy: Restricted 'Realized P&L' calculation to Closed/Expired legs only; Open legs no longer inflate profit metrics.
  • Fee Logic: Prioritized Server-Side Fee Schedule over imported data during Inbox edits for accurate cost modeling.
  • Date Integrity: Enforced strict NULL handling for non-expiring assets (Futures/Stocks) to prevent invalid 'Today' timestamps.
  • UX Restoration: Restored the 'Add Manual Row' button to the header for immediate access.

v2.15series

2 releases

v2.15.1 — P&L Integrity & Inbox Precision Alignment

Jan 06, 2026
Added
  • Trade-level P&L breakdown now displays Gross P&L, Net P&L, and total Fees/Commissions for audit clarity.
  • Dashboard archived metrics now include separate cards for Total Net P&L, Total Gross P&L, and Total Fees/Commissions.
  • Calculator now exposes group-level rollups: net_pl, gross_pl, and total_fees_all.
Improved
  • Standardized system-wide P&L definitions: Net P&L is stored; Gross P&L is derived as Net + Fees + Commissions.
  • Aligned Inbox ↔ Trade ↔ Dashboard ↔ Analytics precision rules to eliminate rounding drift between modules.
  • Improved archived-trade financial reporting to mirror broker-style statements with explicit fee transparency.
Fixed
  • Resolved double-subtraction of fees/commissions in Dashboard and Analytics by standardizing premium_paid_received as Net P&L.
  • Corrected trade card P&L semantics so Gross ↔ Net relationship is always consistent across views.
  • Fixed trade leg ordering so legs sort newest entry_date first and master leg is forced to the bottom across Active and Archived trades.
  • Inbox: Fixed price truncation by aligning fill_price and strike_price precision to 4 decimals and normalizing IVR to 2 decimals end-to-end.
  • Inbox inline editing now blocks invalid numeric formats for fill_price, strike_price, iv_rank, and quantity to prevent silent data corruption.

v2.15.0 — UX Persistence & Preference Hardening

Jan 05, 2026
Added
  • Server-side accordion state persistence with per-tab isolation (Active vs. Archived).
  • Visible 'MASTER' leg indicators and row highlighting for trade group clarity.
  • Dedicated 'Delete Trade Group' control with explicit destructive confirmation.
  • Atomic read-modify-write support for JSON user preferences in save_preference.php.
Improved
  • Extended Preference API to support normalization and sanitization of tab-specific keys.
  • Improved dashboard high-stress usability with darkened '+ Add Leg' buttons and recalibrated spacing.
  • Migrated accordion state truth-source from local storage to server-side user preferences.
Fixed
  • Resolved preference persistence failure where client-side events failed to commit to DB.
  • Eliminated layout flicker by aligning server-side render state with persisted accordion preferences.
  • Corrected DOM-safe ID generation (trade-<groupId>) for consistent JS/CSS targeting.
  • Removed accidental deletion risk by hiding individual leg trash icons on master legs.

v2.14series

2 releases

v2.14.1 — Knowledge Base UX, Comments & Security Patch

Jan 04, 2026
Added
  • Per-user Knowledge Base pinning with persistent, user-specific ordering.
  • Threaded comments system for Knowledge Base articles with role-gated posting (Admin / SuperAdmin / SDET).
  • Soft-delete support for Knowledge Base comments with audit-safe behavior.
  • New database tables: `kb_pins` (per-user article pinning) and `kb_comments` (threaded comments with soft-delete).
Improved
  • Knowledge Base comments now display a safe user identity (username, fallback to email or User #ID).
  • Restored full Knowledge Base article layout after truncation regression and corrected sidebar alignment.
  • Improved comment card spacing and visual hierarchy for readability.
  • Enforced CSRF protection on Knowledge Base pin/unpin and comment add/delete actions.
  • Standardized Knowledge Base foreign keys to signed INT to match `kb_articles.id`.
Fixed
  • Resolved missing JavaScript globals for Knowledge Base CSRF and comment endpoints.
  • Fixed comment submit spinner hanging without a network request.
  • Prevented soft-deleted comments from rendering as visible placeholder cards.
  • Eliminated PHP warnings caused by stale `user_email` references.
  • Corrected pin icon state not updating due to missing class toggle logic.
  • Aligned signed/unsigned INT foreign key mismatches for Knowledge Base tables.

v2.14.0 — Application Routing & Endpoint Hardening

Jan 04, 2026
Added
  • Front Controller Architecture: Introduced a single public entry point (index.php) routing all requests through internal controllers and views.
  • Clean Public URLs: Enabled executable-free routes (e.g., /share?group_id=186&token=...) for improved security and readability.
Improved
  • Endpoint Security: Blocked direct web access to PHP endpoints via server rules and denied PHP execution in assets/uploads directories.
  • Server Hardening: Disabled directory listing across public paths to prevent unintended file exposure.

v2.13series

2 releases

v2.13.1 — Knowledge Base Tab Persistence Fix

Jan 02, 2026
Added
  • Knowledge Base: Auto-saves active tab selection to user preferences on click for consistent return behavior.
Improved
  • Knowledge Base: Tab restore logic now prioritizes saved `active_kb_tab` preference over role defaults for predictable navigation.
Fixed
  • Knowledge Base: Prevented role-based default tabs (Admin SOP/Tutorial) from overriding the user's last active tab on refresh or after viewing an article.

v2.13.0 — Directional Intelligence & Finance Ops

Jan 02, 2026
Added
  • Directional Lab Engine: Integrated Futures Tick Model automatically populating tick sizes and values from the global instrument database.
  • Risk/Reward Calculator: Implemented automated R:R framework (Default 1:3) with presets and auto-calculation of Stop Loss/Profit Target prices.
  • Finance Administration Suite: Overhauled manage_finance.php with a persistent tabbed interface.
  • Instrument Governance: Added full 'Edit/Update' capabilities for Global Instruments and Commission Rules.
  • Directional State Persistence: Expanded autosave payload to include directional inputs (stop_risk_pct, rr_ratio, profit_target).
Improved
  • Inbox Staging Logic: Updated ingestion workflow to map the Staged entry_price directly to fill_price.
  • Lab UX Redesign: Consolidated helper functions and cleaned up layout overlaps in the Directional Trading module.
  • Tick Precision: Enforced strict rounding logic to align calculated Futures prices with specific tick increments.
Fixed
  • DOM Integrity: Removed duplicate element IDs across the Strategy Lab to ensure canonical validation.
  • Tab Visibility: Resolved styling conflicts in the Finance Admin tabs for Dark Mode.
  • Security Hardening: Applied strict CSRF token validation and numeric casting across Finance POST actions.

v2.12series

1 release

v2.12.0 — Session Security & Preference Controls

Jan 02, 2026
Added
  • Idle Auto-Logout: Server-side enforcement mechanism automatically terminating sessions after inactivity.
  • Timeout Preferences: User-configurable session duration settings (15m, 30m, 1h, 8h, 24h) in user profile.
Improved
  • Session Hardening: Implemented strict ID regeneration on privilege changes and enforced HttpOnly/Secure/SameSite cookie flags.

v2.11series

1 release

v2.11.0 — Identity Security & Fee Governance

Jan 01, 2026
Added
  • Forgot Password Flow: Complete secure reset workflow with email token validation.
  • CSRF Defense: Implemented anti-CSRF token validation across manage_finance.php.
  • Database Integrity: Added unique_fee_rule constraint to fee_schedule table.
  • Migration: 20260101_01_governance_fixes.sql provisioning password reset tables.
Improved
  • Governance Logic: Updated manage_finance.php to block duplicate fee rule creation.
  • Input Validation: Enforced strict uppercase logic for symbols and numeric constraints.
Fixed
  • Session Leaks: Hardened bootstrap.php with Cache-Control: no-store headers.
  • UI Restoration: Restored missing HTML containers in 'Commission Rules'.

v2.10series

1 release

v2.10.0 — Release Intelligence & Roadmap Ops

Jan 01, 2026
Added
  • Roadmap Admin Console: Full-featured JSON editor with real-time validation and auto-save.
  • AI Prompt Builder: Integrated context engine for conflict-free release planning.
  • Version Drift Scan: Visual intelligence system identifying milestone version lags.
  • Static Gatekeeping: Added User::isSuperAdminStatic() for safe permission checks.
Improved
  • Roadmap Schema: Updated data structure to support target_version at Phase and Milestone levels.
Fixed
  • Admin Stability: Resolved HTTP 500 errors in roadmap_admin.php.
  • Static Context Logic: Fixed fatal error on non-static method calls.

v2.9series

1 release

v2.9.0 — High-Contrast UI & Workflow Velocity

Jan 01, 2026
Added
  • Copy & Go Workflow: implemented synchronous action bypassing pop-up blockers for AI launch.
  • Visual Feedback Engine: Added immediate interaction states to clipboard buttons.
  • High-Contrast Interface: Upgraded Action Buttons to 'Solid Cyan' for superior visibility.
Improved
  • AI System Prompt: Refined Master Prompt to exclude unreliable fields and standardize JSON structure.
Fixed
  • Manual Leg Logic: Removed hardcoded '+45 Days' default expiration for manual entries.

v2.8series

1 release

v2.8.0 — Precision Asset Logic & QA Architecture

Dec 31, 2025
Added
  • Asset Class Granularity: Explicitly distinct CALL, PUT, STOCK, and FUTURES types.
  • Dev Cycle Manager: Tool to generate AI prompts and update qa_plans.json.
  • Data Purge Utility: Added 'Purge Data' button in Settings with cascading delete protection.
  • Smart Import Logic: Automated tagging for Strategy Lab templates.
  • Real-Time Import Math: Integrated P&L and fee calculations directly into the import loop.
Improved
  • QA Architecture: Decoupled test plans into standalone qa_plans.json.
  • Strategy Standardization: Consolidated redundant naming conventions.
  • Frontend Logic: Updated trade_form.php to map types to specific fee schedules.
Fixed
  • Multiplier Resolution: Fixed 'Partial Match' bug for micro-futures via length-priority sorting.
  • Blob Parsing: Resolved issues with parsing raw JSON blobs during AI import.
  • Schema Gaps: Added missing persistence for multiplier, iv_rank, and pop fields.

v2.7series

1 release

v2.7.0 — Database Integrity & Performance Core

Dec 30, 2025
Added
  • Performance Engine: Implemented optimized composite indexes for high-frequency queries.
  • Schema Hardening: Normalized all Primary and Foreign Keys to INT UNSIGNED.
  • Migration Architecture: Established idempotent migration strategy for DEV/PROD sync.
Improved
  • Database Core: Refactored entire Foreign Key constraint layer to enforce strict integrity.
Fixed
  • Referential Integrity: Resolved long-standing Foreign Key conflicts and orphaned records.
  • Type Safety: Corrected data type mismatches between parent and child tables.
  • Auto-Increment Logic: Fixed monotonic sequence definitions for scalability.

v2.6series

1 release

v2.6.0 — Dynamic Commission Engine & Inbox Automation

Dec 30, 2025
Added
  • Dynamic Commission Engine: Database-driven configuration system via window.appConfig.
  • Inbox Automation: Implemented automatic expiry calculation and Bulk Delete capability.
  • Futures Intelligence: Supported comprehensive root symbols with automatic normalization.
  • Visual Status Logic: Updated Strategy Lab to display 'OFFLINE' for empty inputs.
  • Schema Expansion: Added expiry_date column to trade_inbox table.
Fixed
  • Initialization Race Condition: Resolved commission calculation failure on load.
  • Staging Data Integrity: Fixed regression where IVR values were dropped during transfer.
  • Dashboard Visibility: Updated 'High IVR' badge styling for contrast.
  • State Reset: Refined clearLab() to correctly send null values to API.

v2.5series

1 release

v2.5.0 — Strategy Lab Persistence & Visual Overhaul

Dec 30, 2025
Added
  • Session Persistence Engine: Implemented strategy_lab_state table and save API.
  • Auto-Save Architecture: Added debounce logic to strategy_lab.php.
  • Visual Selection State: Upgraded 'Selected Strategy' UI with blue glow and scale pop.
  • High-Contrast Metrics: Updated Contract Size indicator to Neon Purple theme.
  • Clear Lab Utility: Added button to wipe persisted database state.
Improved
  • Field Formatting: Applied industrial CSS classes to Asset and IVR fields.
Fixed
  • Staging Connectivity: Fixed 'Send to Staging' button responsiveness.
  • State Restoration: Resolved issue where HTML inputs were not pre-filling on load.

v2.4series

1 release

v2.4.0 — Global Bootstrap & Environment Isolation

Dec 30, 2025
Added
  • Centralized Boot Sequence: Implemented bootstrap.php for unified initialization.
  • Environment DNA (config/local.php): Introduced protected, non-synced configuration.
  • Dynamic URL Resolution: Added app_url() helper for SSL and reverse proxies.
  • Multi-Role Hierarchy: Refined User class for inherited permissions.
Improved
  • Registration Overhaul: Refactored register.php to Industrial Dark theme.
  • Branding Centralization: Implemented APP_NAME global constant.
  • Migration Engine Integration: Hooked migrate_db.php into bootstrap.
Fixed
  • Standardized Guardrails: Replaced inconsistent session checks with User::requireLogin().
  • Path Absolute Resolution: Converted inclusions to use **DIR**.
  • Redundancy Cleanup: Removed duplicate logic across API and root.

v2.3series

1 release

v2.3.0 — Super Admin Architecture & Brand Centralization

Dec 29, 2025
Added
  • Super Admin Role: Tier with exclusive access to AI Tools and Release Management.
  • Role Hierarchy Engine: Implemented strict inheritance model.
  • Centralized Branding: Created config/branding.php for global identity.
  • RBAC for User Management: Added privilege escalation protection.
Improved
  • Security Hardening: Locked down deploy and migrate scripts to super_admin.
  • Code Cleanup: Deprecated hardcoded arrays in favor of User::isSuperAdmin().
Fixed
  • KB Editor Access: Fixed logic error blocking valid Admins.
  • Settings Page Visibility: Resolved panel visibility for admins.
  • Session Role Persistence: Addressed role update persistence issues.

v2.2series

1 release

v2.2.0 — Infrastructure Integrity & Admin SOPs

Dec 29, 2025
Added
  • Atomic Deployment Pipeline: Implemented SHA-256 checks for Dev -> Prod sync.
  • Migration Safety Engine: Added sys_migrations tracking and pre-migration backups.
  • Deployment Locking: System-wide lock to prevent concurrent releases.
  • Admin SOP Module: New category for internal operational documentation.
Improved
  • Asset Preservation: Upgraded upload logic to perform non-destructive merges.
  • Idempotency: Refined scripts to perform zero operations if no changes detected.
  • CMS Workflow: Smart visibility defaults for Admin vs Public docs.
Fixed
  • Transaction Safety: Implemented DDL-safe execution logic.
  • Error Containment: Migration failures now trigger immediate deployment halt.

v2.1series

1 release

v2.1.0 — Automated Deployment & Migration Engine

Dec 28, 2025
Added
  • Automated Deployment Engine: Secure interface to push files with terminal UI.
  • Database Migration System: Zero-dependency engine for incremental SQL updates.
  • Schema Versioning Workflow: Structured directory for non-destructive updates.
  • Production Deployment Trigger: Integrated 'Deploy System Updates' button.
Improved
  • AI Prompt Intelligence: Upgraded System Prompt to v1.5 with Migration Awareness.
  • Security Hardening: Enforced strict admin-role headers on scripts.
Fixed
  • Migration Auth Bypass: Implemented DEPLOYMENT_RUNNING constant whitelist.
  • State Persistence Synchronization: Prevented redundant SQL execution.

v2.0series

1 release

v2.0.0 — SDET & QA Protocol Integration

Dec 28, 2025
Added
  • Multi-Role Architecture: Support for concurrent roles (e.g., Admin + SDET).
  • QA / SDET Module: Implemented qa_reports schema and interactive protocol table.
  • Test Plan Installer: Script to auto-generate standard test cases.
  • Knowledge Base Segmentation: Introduced dedicated 'QA Test Plans' tab.
Improved
  • Role Management UI: Refactored for checkbox-based multi-role assignment.
  • Access Control Logic: Hardened ACL for non-admin profile views.
  • Global Timezone Synchronization: Forced America/Chicago (CST) for PHP and MySQL.
Fixed
  • Tab State Persistence: Resolved KB tab reset on reload.
  • Preview Engine Stability: Added null-safety to clean_preview().

v1.11series

2 releases

v1.11.1 — Print System Overhaul & Analytics Patch

Dec 27, 2025
Added
  • Site-Wide Print Engine: Global @media print strategy for all modules.
  • Nuclear Contrast Mode: CSS overrides to force black-on-white text for printing.
Improved
  • Smart Content Expansion: Print layouts now expand to 100% width.
Fixed
  • Analytics Table Readability: Fixed dark header printing issues.

v1.11.0 — Media Management & Dashboard Intelligence

Dec 27, 2025
Added
  • Integrated Image Uploader: Secure API for direct Markdown screenshot uploads.
  • Automated Garbage Collection: 'Diff & Destroy' logic for orphaned images.
  • Dashboard 'Latest Intel' Widget: Displays recent public KB articles.
Improved
  • Smart Image Constraints: Constrained screenshots to 85% width for Safari compatibility.
  • Strategy Lab UI: Replaced video players with lightweight link cards.

v1.10series

1 release

v1.10.0 — Knowledge Base CMS & AI Writer

Dec 27, 2025
Added
  • Knowledge Base CMS: Article system with Draft/Publish workflow.
  • AI Writer Suite: Integrated 4-mode generative AI into the editor.
  • Editor Power Tools: Added 'Save & Stay' and safety-check deletion.
  • State Persistence: Session-based tab retention for KB navigation.
  • RBAC Security: Enforced Role-Based Access Control at data fetch level.
Improved
  • Video Integration: Replaced embedded players with lightweight cards.
  • UI Modernization: Applied 'Industrial Glass' theme and unified icons.
  • Preview Logic: Stripped Markdown artifacts from article summaries.
Fixed
  • Redirect Loops: Resolved session_start() omission in knowledge_base.php.
  • Layout Gaps: Fixed whitespace rendering in video containers.

v1.9series

1 release

v1.9.0 — SaaS Gold Master & Core Stability

Dec 26, 2025
Added
  • User Class 'Gold Master': Finalized 16-method core architecture.
  • Private Beta Gatekeeper: Implemented invite code and registration logic.
  • System Settings Engine: Added APIs for dynamic platform control.
  • Search Persistence: Pagination links now retain search queries.
Improved
  • Pagination Logic: Refactored user list sorting to ID ASC.
Fixed
  • Critical Search Crash: Resolved HTTP 500 error in PDO parameters.
  • Admin User Creation: Restored missing createUser method.
  • Syntax Sanitization: Stripped invisible formatting characters.

v1.8series

1 release

v1.8.0 — Binary Event Logic & Risk Guardrails

Dec 26, 2025
Added
  • Binary Event Intelligence: Added 'Event Date' input to Recon module.
  • Critical Warning System: Automatic alerts for high-volatility events.
Improved
  • Strategy Safety Logic: Programmatically disabled high-risk strategies during binary events.

v1.7series

1 release

v1.7.0 — SaaS Foundation & Dynamic Finance Engine

Dec 26, 2025
Added
  • SaaS Registration Engine: Full onboarding flow with password hashing.
  • Dynamic Fee Architecture: Implemented 3-tier commission lookup logic.
  • Smart Fee Manager: Added self-healing rule copying.
Improved
  • Security Scoping: Enforced strict ownership boundaries for fee schedules.
  • Dashboard UX: Re-routed 'New Trade' to Inbox workflow.
Fixed
  • Inbox SQL Integrity: Resolved crashes by enforcing strategy and user ID injection.
  • Asset Logic Alignment: Standardized Inbox dropdowns.

v1.6series

1 release

v1.6.0 — Strategy Lab & Risk Command Intelligence

Dec 25, 2025
Added
  • The Strategy Lab (Pre-Trade GPS): Module for strategy identification based on IVR.
  • Risk Command Center: Integrated portfolio risk calculator.
  • Automated Leg Explosion: Auto-expansion for complex strategies.
  • Source Context Indicators: UI icons differentiating manual vs AI inputs.
  • Schema Expansion: Added database support for strike_price.
Improved
  • Staging Area UI: Enhanced with dedicated 'Strike' column.
Fixed
  • AI UI Restoration: Restored AI JSON Injection panel functionality.

v1.5series

1 release

v1.5.0 — Strategy Lab & Intelligent Template Architecture

Dec 25, 2025
Added
  • Strategy Lab Module: Specialized UI for pre-trade planning.
  • Automated Template Engine: Core integration for multi-leg structures.
  • Schema Expansion: Added strike_price support across tables.
  • Enhanced Inbox Intelligence: Integrated Strike column visibility.
Improved
  • Inbox Metadata: Upgraded workflow to capture strike-specific data.
Fixed
  • AI UI Restoration: Resolved regression in Inbox interface.

v1.4series

1 release

v1.4.0 — Staging Workflow Enforcement & AI Data Integrity

Dec 25, 2025
Added
  • Inbox Workflow Enforcement: Mandated 'Staging First' methodology.
  • Advanced Staging Interface: Full inline editing with Smart Asset dropdowns.
  • AI 'Copy & Go' UX: Integrated Quick Action buttons for AI launch.
Improved
  • Default Strategy Configuration: Set default to 'Put (Short)'.
Fixed
  • Critical Data Loss: Resolved IV Rank persistence failure.
  • DTE Calculation Logic: Updated formula to be dynamic.
  • Group Status Logic: Corrected Group Close trigger states.
  • AJAX Security: Expanded whitelist for inline updates.

v1.3series

1 release

v1.3.0 — Industrial Command Center & State Intelligence

Dec 24, 2025
Added
  • Industrial Command Center: UI overhaul with glass-morphism.
  • State Persistence Engine: Database saving for accordion states.
  • Portfolio & Strategy Manager: New CRUD and tracking interfaces.
  • Developer Zone: Admin console for AI and Release Management.
  • Database Schema Migration: Added user_id to strategies table.
Improved
  • Social Sharing Workflow: Integrated Public Share Link to clipboard.
  • Branding Assets: Updated SVG logo and verification barcodes.
  • Dashboard Cleanup: Removed legacy links and redundant overlays.
Fixed
  • Smart Markdown Parser: Resolved rendering and character issues.
  • Navbar Access Control: Restricted visibility to authenticated users.
  • Safe Mode Protection: Added crash prevention for missing columns.

v1.2series

1 release

v1.2.0 — AI Magic Injection & Multi-Leg Workflow

Dec 20, 2025
Added
  • AI Magic Import Engine: Extraction layer for Gemini JSON arrays.
  • Intelligent Image-to-JSON OCR: Extraction pipeline for TastyTrade screenshots.
  • Sequential Multi-Leg Queue: Session-based queuing for spread legs.
  • AI Injection Command Center: Dedicated landing page for validation.
  • UI Integration: Quick-access robot icon in dashboard header.
Improved
  • Re-engineered api/add_trade.php for last_group_id feedback.
Fixed
  • Persistent Grouping Bridge: Engineered API to maintain group integrity.

v1.1series

1 release

v1.1.0 — Tasty Mechanics & UI Synchronization Update

Dec 20, 2025
Added
  • Persistent Dashboard State: Server-side tab persistence.
  • One-Click Side Selector: LONG/SHORT pill buttons in modal.
  • Rich Media Sharing: Emoji-optimized summaries for social apps.
  • Enhanced Share View: Integrated portfolio stats into share.php.
Improved
  • Consolidated Logic: Reduced core file sizes by ~35%.
  • DRY Architecture: Centralized event handling.
Fixed
  • Exact-Copy Duplication: Re-engineered logic for scale-ins.
  • AI Analysis Restoration: Ensured reports remain visible after updates.
  • UTF-8 Secure Encoding: Base64 encoding for PHP-to-JS passing.
  • Global Calculation Engine: Centralized DTE, Fee, and P&L logic.

v1.0series

1 release

v1.0.0 — Production Release (MVP)

Dec 20, 2025
Added
  • Core Dashboard with 'Active' and 'Archived' trade views.
  • Smart 'Add Trade' Modal with auto-calculations.
  • AI Coach Integration (Gemini 1.5) for mechanics analysis.
  • Secure 'Share' system using HMAC encryption.
  • User Manual integrated directly into the application.
Improved
  • Refined UI to a high-contrast Dark Mode theme.
  • Optimized database queries for trade grouping logic.
Fixed
  • Resolved truncation issues in AI Analysis responses.
  • Fixed 'Duplicate Leg' logic to correctly copy data.
  • Corrected modal backdrop freezing issues.
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