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Changelog

Version 0.0.1 (development)

  • First pre-alpha
  • ...

v0.8.0 (2026-08-20)

Features

  • Country-postfix for tickers and fix comprehension in OpenFIGI and Morningstar incl. test cases ('f22b785')
  • In-/output incl. test cases ('88cf17b')

Bug fixes

  • Improve Morningstar selection regarding ticker processing ('8393476')
  • Improve OpenFIGI record comprehension ('112f5d2')

v0.7.2 (2026-08-18)

Bug fixes

  • Further finetuning for Chrome test on GitHub ('74c62e8')
  • Template improvements regarding optional browser tests, fixes ('3d96bb0')
  • Allow browser tests on GitHub Action by adding Chrome installer action, correct browser fixtures ('b138254')
  • No testcases marked local considered in GitHub Action for build-test ('5da374e')

Testing

v0.7.1 (2026-08-16)

Features

  • Logging and some refinement on client error handling ('5d704fb')
  • Include py-gcis to enrich/validate GICS information from Motely Fool ('053644e')

Bug fixes

  • Processflow - openfigi always first to ensure ISIN and ticker ('0817aea')
  • Improve conftest.py ('e026111')

v0.7.0 (2026-08-15)

Features

  • Template improvements - reorganize/group tests, dependency check in pre-commit ('5177f72')
  • Classification logic and integration into process flow core logic ('5ccefb0')
  • Process flow core logic ('150987c')

Bug fixes

  • Docsig error in GitHub Action ('4cb4222')
  • Partial redesign MotleyFoolClient to add Selenium mode, reorganize tests ('5f1c42b')
  • Treat RUF, mypy and docsig errors occurring on GitHub ('5a84a9d')
  • Treat RUF and mypy errors ('1626007')

Build system

  • deps: Bump release-drafter/release-drafter from 7 to 7.6.0 ('af881c3')
  • deps: Bump sigstore/gh-action-sigstore-python from 3.4.0 to 3.5.0 ('b1a7108')

v0.6.0 (2026-08-12)

Features

  • Matching and merging for SecurityProviderRecords incl. test cases ('fde59a1')
  • Template improvements - reorganize/group tests, dependency check in pre-commit ('199fbbe')

Bug fixes

  • Switch from undetected-chromedriver to undetected, add missing dependency lxml ('6eb361d')

v0.5.1 (2026-08-09)

Features

  • MotleyFool client with dynamic determination "Next-Action" code, alignment error handling of of clients ('ec708c8')

Bug fixes

  • Updated pyproject.toml regarding dependencies ('a15743f')
  • Missing docstrings ('4e51f30')
  • Small corrections for alignment error handling, mypy-fixes, other smaller fixes and clean-ups ('96a1cfe')
  • Optimize GitHub actions resource usage, avoid especially very expensive macOS-actions ('0910fee')

v0.5.0 (2026-08-06)

Features

  • MotleyFool client (for classification) including test cases ('06fa443')

Bug fixes

  • Improvement OpenFIGI ans Morningstar clients and test further ruff fixes ('e371d7f')
  • Various fixes to overcome GitHub lint issues and clean ups ('8df8fea')

v0.4.1 (2026-08-05)

Bug fixes

  • Cleanup and regression test openfigi ('c6abfdd')
  • Tests and fixes for Morningstar client ('d00ade4')
  • Ruff errors in Morningstar client ('34f9e37')

v0.4.0 (2026-08-05)

Features

  • Morningstar connector 3rd try with Selenium / undetected-chromedriver ('3f4ebe1')
  • Morningstar connector 2nd try with anti-bot detection ('46f925e')
  • Morningstar connector 2nd try ('8f5f34f')
  • Morningstar connector 1st try ('c09173e')

Bug fixes

  • Morningstar connector (better call it client) improvements and testcases ('a78f02f')

Chores

  • Clean up data model, delete resolver/connector ('2539243')
  • Archive latest changes resolver/connector before deleting ('74015ff')

v0.3.2 (2026-08-01)

Bug fixes

  • OpenFIGI client - testcase with http-request and corrections ('d6bab53')

v0.3.1 (2026-08-01)

Bug fixes

  • OpenFIGI client - testcases and corrections ('2996b57')
  • OpenFIGI client - use SHARE_CLASS_FIGI instead FIGI ('57ea785')

v0.3.0 (2026-08-01)

Features

v0.2.0 (2026-07-30)

Features

  • Add abstract resolver and connector interfaces ('e93b9c3')

v0.1.0 (2026-07-30)

Features

Bug fixes