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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tweak: Changed the query that pulls all parents of a given underlying data, to improve the performance when delete outdated cached in the worker server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