CHANGELOG.md

Changelog

[2.0.0] - 2026-02-06

Major Breaking Changes

Trade Data Structure Overhaul

• Nested Data Model: Migrated trade data from flat structure to nested objects:
  • execution: Entry/exit details, prices, lot size
  • performance: Profit/loss metrics
  • psychology: Emotional state, discipline tracking
  • context: Market conditions, environment
  • reflection: Post-trade analysis
• BREAKING CHANGE: Existing trade data is not compatible with this version. Users must delete existing trades.
• Full Stack Update: Updated all layers (Types, API, Forms, UI, Services) to support the new structure.
• Enhanced Validation: Improved server-side validation for nested data structures.

[1.3.0] - 2026-02-06

Major Refactoring

Trade Modal Architecture Overhaul

• Unified Trade Form Modal: Refactored AddTradeModal and UpdateTradeModal into a single TradeFormModal component
  • Eliminated 800+ lines of duplicated code (57% reduction)
  • Implemented mode-based pattern (create | update) for cleaner architecture
  • Extracted shared form components into reusable modules:
    • TradeDataForm - Core trade data entry
    • PsychologyForm - Emotional and mental state tracking
    • ContextForm - Market conditions and environment
    • ReflectionForm - Post-trade analysis
    • TradingRulesSection - Trading rules checklist
  • Added tab-based interface with completion indicators
  • Improved maintainability with shared TypeScript types

Critical Bug Fixes

Firebase Data Persistence

• Fixed Firebase undefined values error: Added filtering to remove undefined fields before Firestore submission
• Fixed update modal data loading: Implemented useEffect to reinitialize form data when trade prop changes
• Fixed emotional intensity defaulting to 5: Changed from || to ?? (nullish coalescing) to properly handle 0 values
• Fixed reflection data not persisting: Corrected boolean field handling to preserve false values
• Fixed UI not refreshing after updates: Implemented refresh callback chain from page → TradeHistory/TradeCalendar → TradeDetailsModal → UpdateTradeModal

Data Flow Improvements

• Added onRefresh callback prop to TradeHistory and TradeCalendar components
• Connected refresh callbacks to fetchPulse() in pulse page for real-time UI updates
• Ensured automatic UI refresh after trade creation/update without page reload

Features

Enhanced Trade Editing

• Full field editing: Users can now edit all trade fields including:
  • Psychology data (emotional state, intensity, mental state, plan adherence)
  • Context data (market conditions, time of day, trading environment)
  • Reflection data (would repeat, emotional impact, mistakes, improvements)
• Data preservation: All existing trade data correctly populates in update modal
• Real-time updates: Changes reflect immediately in UI without manual refresh

Improved Form Handling

• Better validation for entry/exit times
• Explicit undefined checks for optional boolean fields
• Proper type casting for numeric values
• Enhanced error messages for validation failures

Refactoring

Component Structure

• Created components/modals/trade-form/ directory for organized form components
• Moved shared types to components/modals/trade-form/types.ts
• Reduced AddTradeModal.tsx to 23-line wrapper
• Reduced UpdateTradeModal.tsx to 40-line wrapper

Code Quality

• Removed all debug console.log statements
• Improved TypeScript type safety across form components
• Consistent prop interfaces for form sections
• Better separation of concerns

Documentation

• Created comprehensive refactoring walkthrough
• Documented all bug fixes with root cause analysis
• Added lessons learned section for future development
• Included testing checklist for QA

[1.2.0] - 2025-03-12

Features

One-Time Pulse Update Functionality

• Added update tracking (hasBeenUpdated, lastUpdate) to the Pulse interface.
• Implemented UpdatePulseModal with form validation and error handling.
• Enhanced PulseHeader with risk rules display and status indicators.
• Added rule violations display for locked pulses.
• Improved mobile responsiveness for risk rules display.

Profit Factor Calculation & Stats Card

• Implemented profit factor calculation.
• Added a dedicated stats card to display profit factor.

Improved Number Formatting & Layout

• Added formatCurrency and formatRatio utility functions.
• Implemented consistent number formatting across all components.
• Introduced visual section dividers in the Pulse page for better UI structure.
• Improved component organization with semantic sections.

Enhanced Home Page

• Added a digital clock component with date display.
• Implemented daily trading quotes with Firestore integration.
• Added a gratitude journal component with local storage support.
• Improved overall page styling and responsiveness.

Enhancements

Enhanced Modals for Mobile Responsiveness & Scrollability

• Updated all modal components to ensure proper scrolling and mobile responsiveness.
• Added overflow-y-auto to handle content overflow.
• Applied max-h-[90vh] to prevent modals from exceeding the viewport height.
• Ensured modals are centered using flexbox, with consistent padding and width constraints.
• Improved z-index handling (z-50) to ensure modals appear above other content.

Fixes

Removed Unused Variable

• Eliminated lossPercentage variable from the createTrade function to improve code cleanliness.

Refactor

Reorganized Project Directory Structure

• Refactored the project structure for better maintainability and scalability.

Security & Admin Updates

Implemented Firebase Admin SDK for Admin User Setup

• Integrated Firebase Admin SDK to bypass Firestore security rules where necessary.
• Updated admin setup API route to use Admin SDK credentials.
• Refined Firestore security rules for proper user management.
• Fixed permission issues preventing admin user creation.