What's new

Plenty of small refinements this week as we continue to test during the final stages of the payment processor integration. Also taking the chance to fix bugs as they are found.

Improvements

  • Add the checkout page to enter payment details.
  • Update some URLs for consistency.
  • Small bug fixes and UI tweaks.
  • Ensure signup form requires all fields for payment processor.
  • Some links to landing page features were broken.

As the payment processor integration matures, it is time to start adding it to the user flow. This week we have overhauled the user signup form and process to include making payments.

Improvements

  • Update project dependencies.
  • Prepare the user profile for payment processor integrations.
  • Add user signup early testing templates.
  • Add address autocomplete to user signup to ensure consistency.

While the list this week is short, it hides a huge amount of work to make things as robust and reliable as we can. Part of that is making tooling for us to quickly test and debug features.

Improvements

  • Improve backend testing and tooling.

Updating what we have already is a continual process as the product evolves and improves. As we develop better methods of doing things in the backend, it is an opportunity to make existing features more robust. Plus a few bugs squashed along the way.

Improvements

  • Fixed a bug where you couldn't restore an archived Watchlist.
  • Fixed an issue causing images to flicker on the landing page.
  • Mailing list backend improvements.

This week has seen some significant upgrades to the backend server capabilities. We don't want user experience to be affected if large amounts of messaging is occurring with the payment providers, so we made sure it just doesn't affect it at all!

Improvements

  • Improve our logging so we can better find issues.
  • Payment process integration continues.
  • More testing added.

The big focus for this week has been continuing to integrate the payment provider with the backend infrastructure. There is a lot of messaging when a payment is made that you need to process for a smooth user experience. We have also made notifications clickable, so it is even easier to navigate when something changes.

Improvements

  • Continue integrating our payment provider.
  • Notifications can now be links that the user can click.
  • Backend security updates.
  • Add more backend tests.

As we continue to use the test the products, we are fixing all those little things that make the user experience seamless. One thing that we were really missing was Seach to be able to find the exact trade we were looking for.

Improvements

  • Added search to help you find the exact trade you are looking for.
  • Added a display date to Analysis and Watchlists, so you can retroactively add them.
  • Fixed a menu error in the dashboard left navigation.
  • Changed Journal trade direction and outcome to user tags and added them to search.
  • Fixed a logic error where trades that had $0 profit showed as a loss.
  • Add the UI to archive/delete Accounts.
  • Start integrating a payment processor into the backend.

User tags are a feature that we are super proud of. They will make using your data a whole lot easer. This week we have tweaked the UI and updated the default tags that you start off with.

Improvements

  • Updates the the user tags UI.
  • Update the default user tags.

Sometimes things that look simple have a lot of hidden details that make them a little complex. Turns out mailing lists have lots of little complexities.

Improvements

  • Begin adding a mailing list provider and signup forms.
  • Fixed a rare logic error in template rendering.

As we progress to going live, we are ramping up our internal user testing. Any little things that we find are getting tidied up to make things as slick as possible for our first users.

Improvements

  • Automatically add a new broker if we don't have them already.
  • More backend tooling works.
  • Fix the mobile landing page menu.
  • Update the recaptch implementation.
  • Allow the user to manage their email addresses.
  • General form/layout updates and usability improvements.
  • Improve the way that messages are displayed to the user.
  • Update the message that is displayed when an Analysis is deleted.