Rose Release Notes
October 27, 2023
New Features:
- All backend work for the teams project (some of the features are turned off as we haven’t built the frontend)
- Deployed a new pipeline for Ask Rose
- Store rose_object_id in notebooks instead of just the rosecodes
- Login in by Google
- Users are now able to download the query results as a csv
- Users are now able to run :update with transformations, like DGS10:sub(DGS2):update
- Added :update() support for amberdata
- Added FRED url into the metadata of FRED data
- Added the settings page under Profile
Performance and Style Tweaks:
- Performance tweak: Changed the query that pulls all parents of a given underlying data, to improve the performance when delete outdated cached in the worker server
- Updated the onboarding email to fix the social media buttons and remove mac addin
- Switched the order of the onboarding guide so that Ask Rose is the first one in the onboarding guide
Bug Fixes
- Fixed a bug in package preview
- Fixed a bug in splice for zero values in dataset
- Fixed worker the margin on the Terms of Services page
- Fixed number format on xAxis for scatter plots
- Fixed the Y-axis unit issue after refreshing the page
June 7, 2023
New Features:
- Added an endpoint to get Ask Rose usage in dollar for the current user
- Added the “labels” column for legend labels in rose:ask()
Performance and Style Tweaks:
- Better error message for dune:push when the dataset is too big (we limit the number of data points to 2,500 to control cost)
- Removed the “advanced” tab in the search menu
Bug Fixes
- Fixed transformation with :ts:tomap
- Fixed a bug in :filltoday
- Fixed the GDP image on the landing page
June 2, 2023
New Features:
- Allow transformations to evaluate the value of a map and use the value as a parameter, if there’s only one value in the map
- Added :drawdown(nominal)
- Refactor dune:push with Dune API
Bug Fixes
- Consistent Y-axis unit
- Fixed a bug when downloading data from duplicate rosecodes
- Fixed a bug in :ts and :todate
May 19, 2023
New Features:
- Add Ask Rose module automatically after activating Ask Rose
Performance and Style Tweaks:
- Add a better error message when a user doesn’t have access to Ask Rose
- Show tooltip on disabled buttons in view mode
Bug Fixes
- Fixed Y-axis min/max issue
- Fixed :filter string/number issue
- Fixed meta table header overlapping
- Fixed format issue in Privacy page
- Fixed :refresh when the user has access to duplicated codes
May 11, 2023
New Features:
- Invitation code is now available for Ask Rose (see attached screenshot)
- Automatically update raw FRED data for Ask rose (doesn’t update if fred is one of the underlying data source)
Performance and Style Tweaks:
- Changed how we log pushes from :update function
Bug Fixes
- Fixed a security bug when pulling rosecode with @actor
May 9, 2023
New Features:
- Added a parameter to :search to search within a specific column in the map
- Added feedback section for Ask Rose
Bug Fixes
- Fixed a bug with pulling logic
- Fixed chart formatting on mobile (how title and legend overlaps)
- Fixed :filter when there’s mixed types of values (string and numbers)
May 4, 2023
New Features:
- Added y-axis min, y-axis max, and y-axis title to chart editor
Bug Fixes
- Fixed automatic resampling for :rollcorr
- Fixed a bug with the transformation dropdown
May 2, 2023
Performance and Style Tweaks:
- Dynamic positioning and formatting for chart
Bug Fixes
- Fixed a bug in :version for the initial push of a logic
- Push yahoo fx data
April 27, 2023
New Features:
- Drag & drop for images
- Backend for creating/join/leave teams
- Backend for sending email notifications when there’s rosecodes shared with you
Performance and Style Tweaks:
- Refactored how we store logic in the backend to make underlying datasets unique
April 14, 2023
New Features:
- New user interactive guide
- Show sign in button if a user trying to open a notebook without signin
Bug Fixes
- Sharing center search glitch
- Y-axis formatting for negative numbers (-1000000000000 vs -1t)
- Make signup and signin page scrollable
April 6, 2023
New Features:
- Added the functionality to do and and or condition in :filter(). For example, :filter(value>3 or value<1); :filter(value>3, cty=usa)
- Added :stackedbarchart and :stackedcolumnchart
Performance and Style Tweaks:
- Update data in Ask Rose only if the data hasn’t been updated today
Bug Fixes
- Fixed :filter when there’s number in the filter condition
- Fixed saving notebook when the current user doesn’t have access to the database of a sql module
March 29, 2023
New Features:
- Backend for refresh all the rosecodes in a notebook and update all the rosecodes in a notebook
Performance and Style Tweaks:
- Regular search is much faster now (most search within 1s, next page within 0.5s)
- Refactor how external data are pushed into Rose to merge public and internal desktop app
March 21, 2023
New Features:
- @ can be used on both owner(company) and creator (created_by)
- Ask Rose on mobile
Performance and Style Tweaks:
- Changed “Buy package” as the default marketplace tab
- Standardized :mult and :div for maps
- Show error message if user doesn’t have a credit card on profile
Bug Fixes
- Fixed unit on y-axis for the Ask Rose charts (B for billions instead of G)
- Fixed markdown module
March 13, 2023
New Features:
- Add images to a notebook
- Refactor :corr and :annualized vol
- Add email to user profile page
- Haver update pipeline on web
Performance and Style Tweaks:
- Add Stripe plan_code and product_code in Rose database
- Fixed Github action for python static check
Bug Fixes
- Fixed powered by rose position in non-ts charts
- Fixed numeric column handling in filter functions
March 7, 2023
New Features:
- Added :comparecolumn function
- Added promo code in marketplace
- Added factset data to Ask Rose
Performance and Style Tweaks:
- Remove sharing section if the current user is a guest
- Refactor how backend and frontend process credit card and banking info in profile
Bug Fixes
- Fixed :filter when the values in the column is numeric
- Convert string to numbers when the number is bigger than ‘int’
March 1, 2023
New Features:
- Persistent UTM parameters on landing page to better track traffic source
- New landing page
Performance and Style Tweaks:
- Remove sharing section if the current user is a guest
- Refactor how backend and frontend process credit card and banking info in profile
- Fix bugs on Y-axis (show B for billions, more decimals)
Bug Fixes
- X-axis bug in highchart
- Fix name and color flip chart editor
- Prevent warning Alert on Chart Export Image
- Always convert username to lowercase and remove trailing whitespace
- Update the max number of data points in a timeseries
February 14, 2023
New Features:
- Send email notifications to the owner for invalid rosecodes in an existing package
- Added optional parameter to :last(), so that fcm10.daily:last(10) returns a ts of last 10 data points
Performance and Style Tweaks:
- Dynamic title/legend size in chart on Home screen
- Hide legend in the chart if the legend label is empty
February 8, 2023
New Features:
- Replaced contact us email button with typeform popup window
- Chart editor for column/bar chart
Bug Fixes
- Update yahoo data pushed from excel addin
- Dynamic powered by and source for non-ts charts
- Push parameterized queries from Dune
- Consistent position of powered by rose
- Source for exported image of chart
January 30, 2023
New Features:
- Tab through chart editor
- Run aggregation/calculation on column of scientific notations
Performance and Style Tweaks:
- Better formatting for downloaded image of a chart
- Ask Rose UI is back, but only for accounts under Rose
Bug Fixes
- Users shouldn’t be able to push empty timeseries
- Run :groupby on a map and get count
- Dynamic position of Powered by Rose
- Don’t save notebook for first load
January 13, 2023
New Features:
- Ask Rose with the proper UI
- Powered by Rose and source for charts
- Automatically convert numbers in text format to numeric (i.e. 30 USD, 2%, etc), and ignore rosecode
Performance and Style Tweaks:
- Discover page on mobile
Bug Fixes
- YAxis Color Persistency
- Added :columnchart, and changed :barchart to create a barchart
- Fixed :versions when some of the logs are mysteriously missing
December 16, 2022
New Features:
- Automatically convert numbers in string format to numeric when running transformations on map
- Add rose:train for the Ask Rose AI project
Bug Fixes
- Fix list in markdown modules
- Fix error message overflow on mobile
- Fix axis intervals changing when adding a second axis
December 7, 2022
New Features:
- Add “Discover” page
Performance and Style Tweaks:
- Remove old logo from link preview
Bug Fixes
- Fix dune:push
December 6, 2022
New Features:
- A bare minimum version of ROSE AI (more details in the thread)
Bug Fixes
- Disable auto correct and auto cap on mobile
- Remove empty metadata from Yahoo data
December 2, 2022
New Features:
- Save new notebooks on mobile
Performance and Style Tweaks:
- Remove some space in the chart
- Make font size for chart title semi-dynamic
- Upgrade pandas
Bug Fixes
- Fix axis not persistent
- Error message fix
November 22, 2022
New Features:
- Transformations for intraday data
- Create a menu for search, edit/view and save on mobile
Performance and Style Tweaks:
- New logic system
Bug Fixes
- Tons of bug fixes for the new landing
- Double click on tree node shouldn’t overwrite other modules
November 9, 2022
New Features:
- Transformations for intraday data (sub, add, mult, div, returns, change)
- Delete rose object pushed by the current user
Performance and Style Tweaks:
- Change color to fit to the new logo
- Change color of non ts chart
Bug Fixes
- Fix :filter:(a=b) when a and b are both columns in a map
- Fix text editing lag in a large code module
- Disable text editing in code module when loading (a temporary solution before ts refactoring is done)
November 3, 2022
New Features:
- Feature: :add, :sub, :mult, :div on intraday data
- Add Discord button
Performance and Style Tweaks:
- Logo change
- Remove custom pink selections
Bug Fixes
- Share query object in Sharing Center
- Timeseries date range in the upper right
- Y-axis font size
November 1, 2022
New Features:
- Pull logic on query object to get the sql query
Performance and Style Tweaks:
- Don’t show functions drop down when hover over
- Language in the sharing center “no results vs. type key word to start search”
Bug Fixes
- Share query object in Sharing Center
- Chart responsiveness
- Timeseries chart editor persistent issue
October 27, 2022
New Features:
- Added connection modal with react query
Performance and Style Tweaks:
- Dark themed gifs/pngs for home page
Bug Fixes
- Delete cache for logic when the underlying logic is updated
- Change ‘Invite User’ to ‘Add User’
- Fix nan in pdf to maps
- Add user modal - auto-select the field to start typing
- Fix chart legend view/save bug
October 21, 2022
New Features:
- Use @ to specify the owner of a rose object to pull
- Add documentation button to Navbar on landing page
- Revamp login page
- Admin portal
Performance and Style Tweaks:
- Improve worker server performance
- Improve logging system to show useful information (rose code, username, etc)
- Make chart fonts smaller
Bug Fixes
- remove sensitive data from sentry logs
- Preview button in marketplace
October 17, 2022
New Features:
- Update :push query once it runs successfully
Performance and Style Tweaks:
- Dependency upgrading/ cleaning and new axios client
- Notebook data persistency
Bug Fixes
- Remove commas when converting values in a map to numbers
- View/edit mode switch and chart editor persistency
- Include logo in exported charts
September 30, 2022
Performance and Style Tweaks:
- Refactor :versions()
- Improve search performance in regular search and sharing center
Bug Fixes
- Fix chart scrolling to top
- Notebook backwards compatibility
- Revoke button in sharing center
- Remove parentheses for :update()
September 27, 2022
New Features:
- Update function works on most of the data sources in rose.ai
- Chart title, color, legends on charts
Performance and Style Tweaks:
- User can only zoom in X axis, not Y axis
- Fix view mode spacing and disable adding new code modules
- Change menu from Before & Next -> Before & After
Bug Fixes
- Username and company name can’t be duplicated
- Show frontpage charts in safari
- Pagination on the list of users in sharing center
- Ask for search params for sharing datasets
September 26, 2022
New Features:
- High contrast theme
- Share logic when a user buys a package
- Persist default Connection for Notebooks
Performance and Style Tweaks:
- Landing page: Added changes back to home page
Bug Fixes
- Remove false alarm when user ends a sql query with a semicolon
- Don’t create a logic with random uuid when running a sql query
- Double click on sql query node in a tree works
- Show nodes that are queries in the tree
- Persist connection for query modules; Add test for serialize connection
- Show error message when pdf is not processed
- Make Edit Mode the Default
- Adjusted upload styling
September 19, 2022
New Features:
- Added index function
- Added Timeseries function
- Added chart title editing, zoom on charts
- Added links for doc page in footer and 'help' / made items lowercase in mobile mode
- Consolidate import/upload file into one sidebar drawer
- Make query searchable
- View/Edit mode
Bug Fixes
- Remove tabula from the pdf/image to map codebase
- AddTable KeyError fix
- Fix wording, default file name and drawer closing closing
- Date endpoint checking to avoid errors when endpoint doesn't exist
August 5, 2022
New Features:
- Run :update on dune and fred
- Add success indicator for user when downloading a file
Bug Fixes
- Show all the nodes in a tree
July 11, 2022
New Features:
- Include the SQL query in metadata
Bug Fixes
- The column names in the table can be different than what’s called in SQL query (because there’s a feature in Dune that you can edit the column names after running the sql query), so I did a quick fix to always use the column names showing in the table
- Hot fix for dune:push()
July 8, 2022
New Features:
- Add Reddit Icon to home page
- Upload file to Rose and download file from Rose
- Search result shows the top 10 most popular codes
- Update the syntax of the :push functions. The updated syntax is :push(rosecode, dataset_id, values column(optional), date column(optional))
Bug Fixes
- Fix the position of autosave spinner
- Refactor scroll implementation
- Change legends layout to avoid the chart shrink
- Links of documentations in the onboarding email should direct users to the correct environments
June 14, 2022
New Features:
- Pdf/image/csv to Rose
Performance and Style Tweaks:
- Refactor frontpage
Bug Fixes
- Fix autosave when typing
- Fix auto scroll when adding a code block or double click on a node in the tree
- Make legends in the chart readable
May 17, 2022
New Features:
- Pdf/image/csv to Rose
- Integration Page
Performance and Style Tweaks:
- Refactor frontpage
Bug Fixes
- Landing page style
- Only admin can remove package from marketplace
- Visibility of checkboxes in dark mode
April 28, 2022
New Features:
- Add tags to search input on Advance Search tab
Performance and Style Tweaks:
- Update about us page content
- Improve UX on landing page buttons
Bug Fixes
- Fix navigator colors in Chart
- Y-axis colors in charts
April 20, 2022
Bug Fixes
- Fixes adding markdown blocks
April 5, 2022
New Features:
- Date append button
Performance and Style Tweaks:
- Dark Mode
- Sharing center speed improvements
- Updated indexing settings on company column
- Search improvements for advanced search: pagination fixed, highlighting of matches, improved filtering engine
Bug Fixes
- Add new notebook button fix
March 22, 2022
New Features:
- Ability to see rose objects that users have created themselves in the sharing center
Performance and Style Tweaks:
- Updated about page
Bug Fixes
- Clicking a tree node deletes copy in cell below
- Persist unit types on notebook
- Adjust license check on FactSet
- Auto focus modules
March 16, 2022
New Features:
- Advanced Search preview
Bug Fixes
- Functions with no params
- Invite friend/menu improvement
March 11, 2022
New Features:
- Add blacksnow and blacksnow interns to invite friend feature
Bug Fixes
- Fix push map issues
March 9, 2022
Performance and Style Tweaks:
- Improves search performance
Bug Fixes
- Fix copy paste selection issues
- Fix jumping around of text while typing inside a saved notebook
March 7, 2022
Bug Fixes
- Navigation in Invite A Friend
- Date columns integer cant be parsed properly
- Check for transformation of Rose code
- Display title for current saved workbook