CHANGELOG¶

v0.10.3 (2026-09-11)¶

Bug fixes¶

• Improve name similarity checks to improve matching ('760eb1b')
• Improve SeekingAlpha client and other editorial fixes ('0bdf4c2')
• Improve MotelyFool and SeekingAlpha clients ('fcd9ad3')
• Improve matching ('ccf7e65')

v0.10.2 (2026-09-09)¶

Bug fixes¶

• Improve matching ('b9513aa')
• Improve GUI caller, select data source depending on selected classification system ('c093023')
• Improve retrieval of data ('997f636')
• Some fixes of test cases and reorg MotleyFool ('073b799')
• Slight change of HTML at MotleyFool ('d13b049')

v0.10.1 (2026-09-08)¶

Bug fixes¶

• Various minor fixes ('97ba0c0')

v0.10.0 (2026-08-29)¶

Features¶

• Build and complete classification hierarchy information ('8a65bdd')
• Improved matching provider records including matching based on ticker-us ('b903515')

Bug fixes¶

• Review motleyfool test fixtures to avoid initialization of Chrome browser in GitHub environment (usually causes error) ('53ad873')
• Fix classification test ('6aff0c2')
• Corrections for cli and processing flow ('baec278')
• Dummy nodes for classification ('492722a')
• Editorial changes and cleanups ('f8897c7')
• Re-read OpenFIGI to identify ticker-US if non-US-ticker was provided as source-identifier ('cc29822')

v0.9.0 (2026-08-28)¶

Features¶

• SeekingAlpha as new datasource and Ticker_US as identifier type incl. test cases ('23c521c')
• Yahoo as new datasource ('6891085')

Bug fixes¶

• Fixes regarding test cases ('28db4da')
• Add missing docstrings ('1649d20')
• Minor error Morningstar client ('466e581')
• Improvements data provider clients ('94b6f89')
• Improvements MotleyFool ('4acc884')

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

• OpenFIGI client ('f2fb32f')

v0.2.0 (2026-07-30)¶

Features¶

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

v0.1.0 (2026-07-30)¶

Features¶

• Initial domain model ('60fd9a1')
• Set up project based on ChatGPT input ('f80409e')

Bug fixes¶

• Adjust pyproject.toml ('ee723ab')