Highlights

• New landing page — a marketing home (hero + value props + data-freshness section) living inside the app shell, with the sidebar always present. Home is now /; Latest Filings moved to /latest.
• Redesigned app shell — full-height left sidebar (brand + nav) beside a content top-navbar with global search. The logo doubles as the sidebar toggle (collapse to icon rail and back), with the choice persisted across reloads.
• Mobile overhaul — the app is finally usable on phones: off-canvas nav drawer, reachable search, and every wide data table reflows into readable cards (Latest Filings, Quarterly Trends, Fund Portfolios, Stock Analysis, AI Ranking, Funds Config).
• New brand logo — a bull + mountain mark (blue mountains, red bull, "$" scouter), theme-aware (transparent on dark, badge on light) with a full favicon / apple-touch set.

Under the hood

• Centralized route paths in lib/routes.ts (ROUTES + stockPath/fundPath/… builders) — no more hardcoded paths.
• Centralized in-page search via matchesQuery() (now also matches fund managers); shared StarredFilterToggle component.
• "New Consensus" icon changed (was an AI-style sparkle).
• New tests for routes + utils (109 frontend tests total); docs updated (AGENTS.md + README).

Full changelog: v1.1.0...v1.2.0

Highlights

Frontend

• New components: <Delta>, <CompanyLogo>, <FundLogo>, <GlobalSearch>, <FundCell>, sector pills, YFinanceClassificationTreeVisual
• Sidebar redesign with sliding active indicator, section hairlines, live data dot, dynamic version footer
• Layout extended to max-w-screen-2xl across all pages; mobile-friendly header reflow + SidebarTrigger
• Default tab By Value on /stocks; URL sync ?tab= on StockBrowser and QuarterlyTrends (back/forward navigable)
• Chunked pagination 500-per-step on Alphabetical + By Value; reset on tab switch
• Unified delta visualization (icon + signed value + colour) across Dashboard, QuarterlyTrends, FundPortfolio holdings
• Star button inline in Company cells across all tables
• Company name typography overhauled (sans, full-contrast)
• Fund favicon + manager line everywhere a fund appears
• CUSIP + CIK now searchable in the global search bar
• Centralized version (__APP_VERSION__ via package.json), centralized cursor:pointer on buttons

Backend

• GICS replaced by Yahoo Finance Classification (sector_hierarchy.csv + stocks.csv Industry-only)
• New app/stocks/classification.py: yfinance → same-Company → Groq fallback
• New /api/funds-missing-quarters and /api/apply-ticker-changes endpoints
• /health now reports the version
• CSP relaxed for Google Fonts (style-src + font-src)
• app/utils/version.py with lru_cache as single source-of-truth

Critical bug fixes

• /database page lock: CusipAutocomplete onValidChange-in-deps loop with inline parent callbacks. Fixed via ref-pattern (matching TickerAutocomplete)
• GH Pages /quarterly 404: sector_hierarchy.csv was not in the static deploy copy list. Added + regression test grepping dataService.ts for every fetched CSV
• CI pandas 2.2 dtype error: TickerResolver.assign_cusip now coerces the CUSIP column to object dtype
• AppSidebar /funds vs /funds-config double-highlight (word-boundary match)
• AbortController on streaming Database operations
• Logo tile bg-neutral-200 so both dark and white logos remain visible
• ModelSelector ref-pattern (preventive)
• StockBrowser setState-in-effect → render-time state adjustment

Tests

• 86 → 94 frontend tests
• 352 → 359 backend tests
• Shared vitest setup with IntersectionObserver polyfill
• Regression guard on the GH Pages copy script (copy-database.test.ts)

Official v1.0.0 Launch

This release marks the transition to a full-featured web-based platform for institutional portfolio tracking.