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1.6.0 #6+#7: proyección/ETA de objetivos + insights inteligentes

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Goal ETA (#6): GoalProjection engine (CAGR mensual robusto de la evolución +
aportaciones, proyecta mes a mes → fecha estimada, estado ahead/on-track/behind/
unreachable, sparkline). GoalsView muestra 'Projected: <mes>', chip de ritmo con color,
fallback 'Add contributions to reach this'. GoalsViewModel.projection(for:) cacheado.

Insights (#7): InsightsEngine rule-based on-device (sin red/AI). Reglas: allocation vs
target, riesgo de concentración, mejor/peor categoría, diversificación, racha, YTD,
ganancias, forecast, proximidad a milestone. Priorizados por tono, top 4. PortfolioInsight
gana detail + tone. Surface en el Dashboard.

Localización: 19 claves nuevas en los 7 idiomas.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01L2p3gUZRNWW388rWFRjiU7
This commit is contained in:
alexandrev-tibco
2026-07-25 12:22:12 +02:00
parent fd1094b4fc
commit 6887d05b01
14 changed files with 766 additions and 128 deletions
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PortfolioJournal/Resources/en.lproj/Localizable.strings
+19
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@@ -432,6 +432,25 @@
"insight_streak_title" = "Tracking streak";
"insight_streak_value" = "%d months in a row";
"insight_forecast_title" = "On track for";
"insight_allocation_title" = "Allocation drift";
"insight_allocation_over_value" = "%1$@ is %2$.0f%% — above your %3$.0f%% target";
"insight_allocation_under_value" = "%1$@ is %2$.0f%% — below your %3$.0f%% target";
"insight_allocation_detail" = "Rebalance to stay on plan";
"insight_concentration_title" = "Concentration risk";
"insight_concentration_value" = "%1$@ is %2$.0f%% of your portfolio";
"insight_concentration_detail" = "Consider spreading it out";
"insight_best_performer_title" = "Best performer";
"insight_worst_performer_title" = "Needs attention";
"insight_performer_value" = "%1$@ · %2$+.1f%%";
"insight_diversification_title" = "Diversification";
"insight_diversification_single_value" = "All in one source — consider adding another";
"insight_diversification_good_value" = "Spread across %d categories";
"goal_projection_projected" = "Projected: %@";
"goal_projection_add_contributions" = "Add contributions to reach this";
"goal_chip_ahead" = "Ahead of schedule";
"goal_chip_on_track" = "On track";
"goal_chip_behind" = "Behind";
"goal_chip_at_this_pace" = "At this pace…";
"notification_milestone_title" = "Portfolio Milestone! 🎉";
"notification_milestone_body" = "Your portfolio just passed %@. Congrats!";