v1.1.0

1.1.0 (2025-10-28)

Bug Fixes

• improve Ollama availability check to include docker support (3e95dae)
• optimize PDF chunk processing by reusing chunked text (3bec8fc)
• refine logging message for localhost availability check of Ollama (19ed449)
• remove redundant numpy import in asset retriever tests (36a59f6)
• remove unused tqdm import (028ff53)
• update .gitignore to include qdrant_storage and refine cache patterns (d0154df)
• update datapizza-ai-core version to 0.0.6 (b07bbf5)
• update default number of results returned in retrieve method from 5 to 15 (c6f52e6)
• update financial profile display to exclude summary notes in table (74ae2a1)
• update global balanced allocation to include UltraShort Bond for portfolio simplification (63a05d5)
• update profile serialization method to model_dump for portfolio generation (8ae9e23)
• update versions for fastembedder and qdrant (137b2ab)

Features

• add Docker support with Ollama model integration (#3) (0478010)
• add geographic investment preference (276204d)
• add global balanced allocation strategy to portfolio generation prompt (c30ffbb)
• add pytest configuration and initial test cases for financial profile and portfolio models (f4b9dca)
• add RAG asset retriever and portfolio generation prompt for enhanced investment recommendations (7dc2247)
• add RAG configuration for asset retriever in .env.example (eea5a54)
• enhance Dockerfile argument handling (0d38fea)
• enhance portfolio model to support nested asset allocations and update related tests (6d7bd9b)
• implement portfolio generation and extraction features with structured response handling (9b15ca3)
• implement Retrieval-Augmented Generation (RAG) pipeline for document ingestion and LLM interaction (a9f2b9c)
• initialize generated portfolio in session state and add portfolio generation feature (52bc2cf)
• streamline financial profile display with table format (9819f29)
• update financial profile display to use DataFrame for table format (c7b950e)
• update investment question and summary prompt for AI-generated portfolio (78f4b96)

v1.0.0

1.0.0 (2025-10-25)

Bug Fixes

• update question text to specify net monthly income for clarity (c8bb021)

Features

• add conversation completion state and update chat flow logic (18b7327)
• add Dockerfile and docker-compose.yml for containerized deployment (e151c32)
• add financial charts module for visualizing user financial profiles (49ddbb6)
• add health check state management to Streamlit application (dcb7b62)
• add issue templates for bug reports, feature requests, and questions (4ca3737)
• add prompt for detailed financial report request (fe388b7)
• add text streaming effect for response display in chatbot (905ca3f)
• enhance agent health check with task execution validation (8bfed71)
• enhance chatbot greeting prompt and add temperature parameter to client factories (d67e92b)
• enhance financial AI agent with multi-provider support and configuration updates (68476aa)
• implement financial AI agent with Streamlit interface and chatbot functionality (8d7c61d)
• implement financial profile extraction and display in chatbot (dda1925)
• implement question management and progress tracking in chatbot agent (ca90d3f)
• initialize agent state and add loading screen for provider selection (3ed2449)
• update financial questions for improved user engagement (71ebb9b)