GrahamScreener
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11 — Changelog

Changelog

Note: The product was renamed from ValueLens to GrahamScreener on 2026-05-09. Historical entries below retain the original name for accuracy.

All notable changes to GrahamScreener are documented in this file.

Format follows Keep a Changelog.

[1.5.9] - 2026-05-11

Changed

  • Production alert emails now send from alerts@grahamscreener.com — Resend domain verification completed for grahamscreener.com. Updated ALERT_FROM_EMAIL Vercel env var from onboarding@resend.dev (sandbox) to alerts@grahamscreener.com. Emails now deliver to any recipient, not just the Resend account owner.
  • Alert emails verified end-to-end in production — confirmed delivery to puran.2006@gmail.com from alerts@grahamscreener.com (Resend ID: 8f97003a-59d1-42c6-9de2-c936698af9b2). Production cron workflow (Hourly Alert Check #22) ran successfully.

Removed

  • /api/debug/test-email endpoint — temporary endpoint for direct Resend email testing. No longer needed after domain verification.
  • /api/debug/alerts endpoint — temporary endpoint for dumping all alerts + cache + environment status. No longer needed.
  • /api/debug/seed-cache endpoint — temporary endpoint for seeding snapshot_cache with test data. No longer needed.

[1.5.8] - 2026-05-11

Fixed

  • Alert emails now deliver successfully — diagnosed and resolved end-to-end email delivery failure. Root cause: Resend sandbox mode (onboarding@resend.dev) restricts recipients to the account owner's email only. Verified email pipeline works (Resend ID: 90656969-782d-4be9-a865-cee6b3b72766). Production fix requires verifying grahamscreener.com domain on Resend and switching ALERT_FROM_EMAIL to alerts@grahamscreener.com.
  • /api/cron/check-alerts now supports ?testPrice=N query param — bypasses cache and Yahoo entirely, useful for testing alert condition evaluation without live market data

Added

  • /api/debug/test-email endpoint (TEMPORARY) — directly tests Resend email delivery for AAPL alert, bypassing cache/Yahoo/condition logic. Delete after domain verification.

Changed

  • /api/debug/seed-cache endpoint updated — now also updates alert threshold and email, clears debounce, and reads back both rows to verify Turso persistence

[1.5.7] - 2026-05-11

Added

  • /api/debug/seed-cache endpoint (TEMPORARY) — POST endpoint that upserts a test AAPL price ($200.50) into snapshot_cache for end-to-end alert email verification. Delete after confirming emails work.

[1.5.6] - 2026-05-10

Changed

  • Alert checker now uses cache-first pricing — /api/cron/check-alerts reads from snapshot_cache table (populated by GitHub Actions snapshots) instead of calling Yahoo directly. Yahoo is only used as a fallback when cache is missing or stale (>25 hours). If both fail, the individual alert is skipped without crashing the batch.
  • Added priceSource field to alert diagnostics — logs and JSON response now show whether price came from cache, yahoo, or none

Fixed

  • Yahoo 429 errors on Vercel — Vercel's shared IP pool triggers Yahoo rate-limits. Cache-first approach eliminates Yahoo calls in the common case (daily snapshot keeps cache <25h old)

[1.5.5] - 2026-05-10

Fixed

  • Alert emails never reaching Resend — added comprehensive diagnostics to /api/cron/check-alerts so the JSON response body (captured by GitHub Actions) now includes: active alert count, per-alert price fetch + condition evaluation + email send result, environment variable status, and a full trace log
  • Silent failures invisible — sendPriceAlert now logs Resend request/response details to console

Added

  • /api/debug/alerts endpoint (TEMPORARY) — returns all alerts in DB + environment variable status for production debugging. Delete after confirming emails work.
  • Diagnostic details[] array in check-alerts response showing per-alert: ticker, current price, condition result, debounce status, email send outcome

[1.5.4] - 2026-05-10

Added

  • Reply-To header on alert emails — replies go to hello@grahamscreener.com instead of the no-reply alerts address
  • Footer in app layout with copyright, email link, and GitHub link
  • /about page with product description, founder note, contact emails, and open-source links
  • Contact section in README with hello@ and partnerships@ addresses
  • .env.example with all environment variables documented
  • docs/16_EMAIL_SETUP.md — Cloudflare Email Routing + Resend setup guide with DKIM/SPF records and Gmail "Send mail as" instructions

Changed

  • ALERT_REPLY_TO env var added to alert email code (default: hello@grahamscreener.com)
  • Updated env var tables in docs/12_DEPLOY.md and docs/13_ALERTS.md

[1.5.3] - 2026-05-10

Changed

  • Dependabot now ignores all major version bumps — ignore: [{ dependency-name: "*", update-types: ["version-update:semver-major"] }] added to both npm and github-actions ecosystems. Patch and minor updates remain auto-grouped weekly. Major upgrades require manual npm install <pkg>@latest after reading the migration guide.
  • Separated npm patches and minors into distinct Dependabot groups
  • Added github-actions label to Actions dependency PRs
  • Added PR limits: 5 npm, 3 Actions
  • Added ACST-aware schedule (08:00 Australia/Adelaide)

[1.5.2] - 2026-05-10

Changed

  • Migrated hourly alert checks from Vercel Cron to GitHub Actions — Vercel Hobby (free tier) limits crons to daily, blocking deploy. New check-alerts.yml workflow calls the same /api/cron/check-alerts endpoint hourly with no frequency limits on public repos.
  • Removed crons array from vercel.json
  • Added Vercel Pro migration path to docs/13_ALERTS.md
  • Added alert check workflow to docs/14_AUTOMATION.md usage table

[1.4.1] - 2026-05-10

Fixed

  • Removed unused eq import from drizzle-orm in src/app/api/alerts/route.ts (lint error: @typescript-eslint/no-unused-vars)
  • Removed unused TickerSearch import in src/components/alerts/alert-modal.tsx (lint error: @typescript-eslint/no-unused-vars). The existing TickerSearch component navigates on selection and lacks an onSelect callback, making it incompatible with the modal's form-field pattern. Ticker autocomplete in the alert modal is deferred to a future release.

[1.5.0] - 2026-05-10

Added

  • GitHub Actions auto-deploy — push to main triggers type-check → build → deploy to Vercel via CLI (deploy.yml)
  • Daily watchlist snapshot — cron at 8am AEST fetches fresh Yahoo data for watchlist tickers into production Turso (snapshot-watchlist.yml)
  • Weekly full universe snapshot — cron Sunday 2am AEST refreshes all 200 tickers (snapshot-full.yml)
  • CI checks on PRs — lint, type-check, and build run on every pull request and non-main branch push (ci.yml)
  • Dependabot — weekly npm + GitHub Actions dependency updates, grouped patch/minor PRs, auto-assigned (dependabot.yml)
  • LICENSE file (MIT, copyright puran2006-lgtm)
  • README status badges: deploy, license, live site, GitHub stars
  • docs/14_AUTOMATION.md — full GitHub Actions documentation
  • GitHub Actions secrets setup guide in docs/12_DEPLOY.md
  • Automatic GitHub Issue creation on snapshot workflow failure (label: automation-failure)
  • Retry-once policy on snapshot workflows (5-min wait between attempts)

[1.4.0] - 2026-05-10

Added

  • Email price alerts — set target buy, stop loss, or percentage-change alerts on any ticker; evaluated hourly by Vercel Cron and delivered via Resend
  • alerts table in SQLite schema with 4 condition types, 24h debounce, and reference price for percentage alerts
  • /alerts page with active/paused/recently-triggered sections, create/edit modal, pause/resume/delete actions
  • CRUD API routes: GET/POST /api/alerts, PATCH/DELETE /api/alerts/[id]
  • Cron endpoint GET /api/cron/check-alerts — evaluates all active alerts against live Yahoo prices, sends email on trigger
  • src/lib/email.ts — Resend email helper with dark-themed HTML template
  • scripts/test-email.ts — CLI script to verify Resend setup (npm run test-email)
  • Demo alert seeded by npm run seed (AAPL target buy at $100)
  • Vercel Cron schedule in vercel.json (0 */1 * * * — hourly)
  • /alerts link in sidebar nav + g a keyboard shortcut
  • resend dependency (^4.8.0)
  • docs/13_ALERTS.md — complete alerts documentation

Changed

  • Sidebar nav expanded to 5 items (added Alerts with Bell icon)
  • Mobile bottom nav changed from 4-col to 5-col grid
  • vercel.json updated with cron config and maxDuration for check-alerts route

[1.3.4] - 2026-05-10

Changed

  • Snapshot CLI (scripts/snapshot.ts) rewritten for Yahoo rate-limit resilience: sequential processing (no parallel workers), 1.5–2.5s random jitter between requests, exponential backoff on 429 (30s → 60s → 120s), 5-minute pause after 3 consecutive 429s
  • Added CLI flags: --limit N (cap ticker count), --tickers AAPL,CBA.AX (specific tickers), --watchlist-only (snapshot only watchlist tickers)
  • Progress logging every 10 tickers with success/fail counts and elapsed time
  • End-of-run summary groups failed tickers by exchange
  • Updated docs/02_RUNNING.md with new CLI flags and rate-limit behaviour
  • Updated docs/06_DATA_SOURCE.md to reflect sequential processing replacing 6-concurrent-worker approach

[1.3.3] - 2026-05-10

Fixed

  • scripts/seed.ts now seeds an idempotent sample trade (1 AAPL BUY, 10 @ $150 on 2026-05-01) into portfolio_trades. Previously, the seed only populated watchlist; against a fresh production Turso database this surfaced as "0 rows in portfolio_trades" after a successful seed because there was no insert code. Locally the bug was masked because the Portfolio UI was used to manually Log a trade during development, which wrote to the local SQLite file.
  • Idempotency is keyed on (ticker, side, tradeDate) — a re-run reports 0 inserted, 1 updated and never duplicates the row.
  • Added explicit per-trade logging (Inserting trade: … / Trade inserted, id=… / Trade already existed (id=…); refreshed in place) and full-stack error reporting on failure, so any future Turso insert miss won't be silent.

[1.3.2] - 2026-05-09

Fixed

  • Removed unused exportTradesToCsv import in csv-import-modal.tsx (lint error blocking build)
  • Removed unused router variable and useRouter import in screener-view.tsx (lint error blocking build)

[1.3.1] - 2026-05-09

Changed

  • BREAKING: Replaced better-sqlite3 (synchronous) with @libsql/client (async) as the sole database driver
  • All ~30 DB call sites converted from synchronous to async (await)
  • Database access changed from direct db export to getDb() async factory function
  • CLI scripts (seed.ts, snapshot.ts) wrapped in async IIFE
  • CSV bulk import now uses proper db.transaction(async (tx) => {...}) for atomic inserts
  • getSettings(), saveSettings(), getBaseCurrency(), saveBaseCurrency() are now async functions returning Promises
  • Deploy docs updated to reflect single-driver architecture and include seed/migration instructions

Removed

  • better-sqlite3 dependency (was ^12.9.0)
  • @types/better-sqlite3 dev dependency (was ^7.6.13)
  • Synchronous db Proxy export from src/lib/db/index.ts

Fixed

  • Portfolio CSV import now uses proper libsql transaction for atomicity (previously abandoned transactions due to Drizzle/better-sqlite3 API mismatch)

[1.3.0] - 2026-05-09

Added

  • CSV portfolio import/export with auto-detection for 5 broker formats (GrahamScreener, Stake, CommSec, Interactive Brokers, Zerodha) and manual column-mapping fallback
  • papaparse dependency for CSV parsing and generation
  • Bulk import API endpoint (POST /api/portfolio/import) with validation
  • Sample CSV template at /public/sample-template.csv
  • Configurable valuation settings: WACC, tax rate, AAA bond yield, base multiplier, growth cap
  • Settings table in SQLite schema for persisting user preferences
  • Settings API (GET/PUT /api/settings) and settings drawer UI with gear icon in sidebar
  • Screener preset URLs: filters encoded in URL query params, shallow routing, "Share link" button
  • Multi-currency portfolio: base currency selector (USD/AUD/INR/GBP/EUR), FX rate fetching from Yahoo with 24h cache, hardcoded fallback rates, converted KPI values
  • FX API endpoint (GET/PUT /api/fx) for rate fetching and base currency switching
  • FX fixture data for demo mode (fixtures/fx-rates.json)
  • @libsql/client dependency (Turso compatibility — ready for async migration)
  • vercel.json with syd1 region for Vercel deployment
  • /docs/12_DEPLOY.md — complete Turso + Vercel deployment guide

Changed

  • epvPerShare() and grahamGrowth() now accept optional ValuationSettings override parameter
  • computeValuations() passes settings through to EPV and Graham Growth formulas
  • Stock detail page reads valuation settings from DB before computing valuations
  • Chart colours now use CSS variables (--chart-negative, --chart-benchmark) for theme-aware rendering
  • Portfolio KPI cards display values in user's selected base currency
  • Screener page wrapped in <Suspense> boundary for useSearchParams() compatibility

Fixed

  • Benchmark chart line used hardcoded hsl(220 90% 70%) — now uses --chart-benchmark CSS variable
  • Price chart negative colour used hardcoded hsl(0 80% 60%) — now uses --chart-negative CSS variable

[1.2.1] - 2026-05-09

Changed

  • Rebranded from ValueLens to GrahamScreener following registration of grahamscreener.com
  • All user-facing strings, page titles, metadata, and documentation updated
  • package.json name field changed to grahamscreener
  • Tagline updated to "Graham-discipline value screener for ASX, BSE, NSE, and US equities"
  • Project folder structure and database filename unchanged
  • Historical decision/changelog/report entries preserved with rebrand note prepended

[1.2.0] - 2026-05-09

Added

  • In-app documentation viewer at /docs with sidebar navigation, prev/next links, and markdown rendering via react-markdown + remark-gfm + rehype-highlight
  • DocRenderer client component (src/components/docs/doc-renderer.tsx) with syntax highlighting and dark-theme styling
  • Demo mode: npm run dev:demo serves fixture data from /fixtures — no Yahoo Finance dependency
  • 32 fixture JSON files covering 5 seeded tickers (full quote + chart) plus screener data for 4 exchanges
  • src/lib/demo.ts utility module: isDemoMode(), demoQuote(), demoChart(), demoSearch(), demoUniverse()
  • Demo banner component showing amber notification when demo mode is active
  • "Docs" link in sidebar navigation (near Health)
  • Documentation accuracy audit: 22 checks performed, 6 fixes applied (all related to Health page/route)
  • docs/AUDIT_LOG_v1.2.md — full audit trail with methodology and results

Changed

  • Yahoo client (src/lib/yahoo/client.ts) now checks isDemoMode() before making network calls
  • Screener API route serves fixture data when in demo mode
  • Health API route includes demoMode flag in response
  • Updated 00_START_HERE.md with docs viewer and demo mode entries
  • Updated 04_ARCHITECTURE.md with health route in folder structure and diagram

Fixed

  • Added missing /api/health to API routes table in 02_RUNNING.md
  • Added missing /health to URL map in 02_RUNNING.md
  • Added missing health/route.ts and health/page.tsx to folder tree in 04_ARCHITECTURE.md

[1.1.0] - 2026-05-09

Added

  • Complete documentation suite: 12 files in /docs covering setup, features, architecture, formulas, data sources, screener guide, troubleshooting, and roadmap
  • docs/00_START_HERE.md — single entry point with quick-start and doc index
  • docs/05_FORMULAS.md — every valuation formula with math, source, code path, and worked examples
  • docs/06_DATA_SOURCE.md — Yahoo endpoints, rate limits, cache TTLs, and 3 alternative data providers
  • docs/08_SCREENER_GUIDE.md — full 200-ticker universe table with names and sectors, plus Graham preset definitions
  • docs/09_TROUBLESHOOTING.md — 20+ symptom/cause/fix entries
  • docs/10_ROADMAP.md — prioritised feature backlog with effort estimates and API cost analysis
  • Defensive Investor and Enterprising Investor screener presets (Graham Ch. 14 & 15 thresholds)
  • TEST_RESULTS.md — smoke test results from Cowork verification pass
  • COWORK_REPORT.md — full session report

Changed

  • Updated README.md to point to /docs/00_START_HERE.md as canonical entry point
  • Appended "Cowork Fixes" section to DECISIONS.md

Fixed

  • Documented WAL checkpoint requirement for clean DB state after build

[1.0.0] - 2026-05-09

Added

  • Multi-exchange value-investing screener covering ASX, BSE, NSE, and US equities
  • Stock detail page with live Yahoo Finance data, price charts (1M–Max), and fundamentals table
  • Four valuation models: Graham Number, NCAV per share, EPV per share, Graham Growth formula
  • Margin-of-safety bar chart comparing current price to each intrinsic value estimate
  • Colour-coded MoS indicators (green/amber/red) with Graham-aligned thresholds
  • Watchlist with thesis, target buy price, stop loss, and position size fields
  • Portfolio trade log with FIFO cost-basis computation and realised P&L tracking
  • Screener with 5 Graham-style filters across 200 large-caps (50 per exchange)
  • Three screener presets: Defensive (Graham), Income, Quality + Cheap
  • Snapshot system for batch-fetching fundamentals into SQLite cache
  • CLI tools: npm run seed (watchlist seeder), npm run snapshot (batch fundamentals fetch)
  • Command palette (Cmd+K) with global ticker search and page navigation
  • Keyboard shortcuts: g d/s/w/p for Dashboard/Screener/Watchlist/Portfolio
  • Yahoo Finance session manager with cookie + crumb bootstrap and retry logic
  • SQLite database with WAL mode via better-sqlite3 + Drizzle ORM
  • Dark mode default with light mode toggle (next-themes)
  • Glassmorphism UI inspired by Linear/Vercel/Stripe
  • Responsive layout: sidebar nav on desktop, bottom nav on mobile
  • Empty states with SVG illustrations and seed CTAs
  • Zero environment variables — fully self-contained local app

Last updated: 2026-05-10 by Claude Cowork