Release 1.3.1 (build 20): iCloud sync fix + sources search/filter

iCloud sync:
- Fix: deploy CloudKit schema to production so exports work
- Fix: PredictionCache marked syncable=NO (binary attr caused partial failures)
- Fix: forceExportToiCloud uses createdAt+1ms for guaranteed persistent history
- Fix: auto-deduplication on CloudKit import (processRemoteChanges)
- Add: NSPersistentHistoryTrackingKey always enabled regardless of CloudKit state
- Add: cloudKitForceReload notification so repositories re-fetch on remote changes

Sources UI:
- Add: horizontal category filter chips in SourceListView
- Add: search toggle button with animated TextField

Other:
- Add: ITSAppUsesNonExemptEncryption=NO in Info.plist (skip manual compliance)
- Add: fastlane submit lane with run_precheck_before_submit=false
- Update: release notes all locales for 1.3.1
- Update: fastlane API key via pass

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

PortfolioJournal.xcodeproj/project.pbxproj

@@ -459,7 +459,7 @@
 				CODE_SIGN_ENTITLEMENTS = PortfolioJournal/PortfolioJournalDebug.entitlements;
 				ENABLE_USER_SCRIPT_SANDBOXING = NO;
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_ASSET_PATHS = PortfolioJournal/Assets.xcassets;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				ENABLE_PREVIEWS = YES;
@@ -477,7 +477,7 @@
 					"$(inherited)",
 					"@executable_path/Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournal;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				STRING_CATALOG_GENERATE_SYMBOLS = YES;
@@ -498,7 +498,7 @@
 				CODE_SIGN_ENTITLEMENTS = PortfolioJournal/PortfolioJournal.entitlements;
 				ENABLE_USER_SCRIPT_SANDBOXING = NO;
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_ASSET_PATHS = PortfolioJournal/Assets.xcassets;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				ENABLE_PREVIEWS = YES;
@@ -516,7 +516,7 @@
 					"$(inherited)",
 					"@executable_path/Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournal;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				STRING_CATALOG_GENERATE_SYMBOLS = YES;
@@ -655,7 +655,7 @@
 				ASSETCATALOG_COMPILER_WIDGET_BACKGROUND_COLOR_NAME = WidgetBackground;
 				CODE_SIGN_ENTITLEMENTS = PortfolioJournalWidgetExtension.entitlements;
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_ASSET_PATHS = PortfolioJournalWidget/Assets.xcassets;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				GENERATE_INFOPLIST_FILE = NO;
@@ -668,7 +668,7 @@
 					"@executable_path/Frameworks",
 					"@executable_path/../../Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournal.PortfolioJournalWidget;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				SKIP_INSTALL = YES;
@@ -688,7 +688,7 @@
 				ASSETCATALOG_COMPILER_WIDGET_BACKGROUND_COLOR_NAME = WidgetBackground;
 				CODE_SIGN_ENTITLEMENTS = PortfolioJournalWidgetExtension.entitlements;
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_ASSET_PATHS = PortfolioJournalWidget/Assets.xcassets;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				GENERATE_INFOPLIST_FILE = NO;
@@ -701,7 +701,7 @@
 					"@executable_path/Frameworks",
 					"@executable_path/../../Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournal.PortfolioJournalWidget;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				SKIP_INSTALL = YES;
@@ -719,7 +719,7 @@
 			buildSettings = {
 				BUNDLE_LOADER = "$(TEST_HOST)";
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				GENERATE_INFOPLIST_FILE = YES;
 				IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -728,7 +728,7 @@
 					"@executable_path/Frameworks",
 					"@loader_path/Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournalTests;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				SWIFT_EMIT_LOC_STRINGS = NO;
@@ -743,7 +743,7 @@
 			buildSettings = {
 				BUNDLE_LOADER = "$(TEST_HOST)";
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				GENERATE_INFOPLIST_FILE = YES;
 				IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -752,7 +752,7 @@
 					"@executable_path/Frameworks",
 					"@loader_path/Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournalTests;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				SWIFT_EMIT_LOC_STRINGS = NO;
@@ -766,7 +766,7 @@
 			isa = XCBuildConfiguration;
 			buildSettings = {
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				GENERATE_INFOPLIST_FILE = YES;
 				IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -775,7 +775,7 @@
 					"@executable_path/Frameworks",
 					"@loader_path/Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournalUITests;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				SWIFT_EMIT_LOC_STRINGS = NO;
@@ -789,7 +789,7 @@
 			isa = XCBuildConfiguration;
 			buildSettings = {
 				CODE_SIGN_STYLE = Automatic;
-				CURRENT_PROJECT_VERSION = 8;
+				CURRENT_PROJECT_VERSION = 20;
 				DEVELOPMENT_TEAM = 2825Q76T7H;
 				GENERATE_INFOPLIST_FILE = YES;
 				IPHONEOS_DEPLOYMENT_TARGET = 17.6;
@@ -798,7 +798,7 @@
 					"@executable_path/Frameworks",
 					"@loader_path/Frameworks",
 				);
-				MARKETING_VERSION = 1.3.0;
+				MARKETING_VERSION = 1.3.1;
 				PRODUCT_BUNDLE_IDENTIFIER = com.alexandrevazquez.PortfolioJournalUITests;
 				PRODUCT_NAME = "$(TARGET_NAME)";
 				SWIFT_EMIT_LOC_STRINGS = NO;

PortfolioJournal/Models/CoreData/PortfolioJournal.xcdatamodeld/PortfolioJournal.xcdatamodel/contents

@@ -75,7 +75,7 @@
         <attribute name="targetDate" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
         <relationship name="account" optional="YES" maxCount="1" deletionRule="Nullify" destinationEntity="Account" inverseName="goals" inverseEntity="Account"/>
     </entity>
-    <entity name="PredictionCache" representedClassName="PredictionCache" syncable="YES">
+    <entity name="PredictionCache" representedClassName="PredictionCache" syncable="NO">
         <attribute name="algorithm" attributeType="String" defaultValueString="linear"/>
         <attribute name="calculatedAt" optional="YES" attributeType="Date" usesScalarValueType="NO"/>
         <attribute name="id" optional="YES" attributeType="UUID" usesScalarValueType="NO"/>

PortfolioJournal/Models/CoreDataStack.swift

@@ -3,6 +3,10 @@ import CloudKit
 import Combine
 import WidgetKit
 
+extension Notification.Name {
+    static let cloudKitForceReload = Notification.Name("cloudKitForceReload")
+}
+
 class CoreDataStack: ObservableObject {
     static let shared = CoreDataStack()
 
@@ -115,6 +119,35 @@ class CoreDataStack: ObservableObject {
     }
 
     @Published private(set) var isLoaded = false
+    @Published private(set) var lastImportDate: Date?
+    @Published private(set) var lastExportDate: Date?
+    @Published private(set) var isSyncing = false
+    @Published private(set) var lastSyncError: String?
+
+    var lastSyncDate: Date? { lastImportDate }
+
+    var localSourceCount: Int {
+        let request = NSFetchRequest<NSManagedObject>(entityName: "InvestmentSource")
+        return (try? viewContext.count(for: request)) ?? 0
+    }
+
+    var localSnapshotCount: Int {
+        let request = NSFetchRequest<NSManagedObject>(entityName: "Snapshot")
+        return (try? viewContext.count(for: request)) ?? 0
+    }
+
+    private init() {
+        // Register CloudKit event observer BEFORE the container is created so we
+        // never miss an import/export event that fires during store loading.
+        if Self.cloudKitEnabled {
+            NotificationCenter.default.addObserver(
+                self,
+                selector: #selector(cloudKitEventChanged(_:)),
+                name: NSPersistentCloudKitContainer.eventChangedNotification,
+                object: nil
+            )
+        }
+    }
 
     lazy var persistentContainer: NSPersistentContainer = {
         let container: NSPersistentContainer
@@ -131,12 +164,15 @@ class CoreDataStack: ObservableObject {
         description.shouldMigrateStoreAutomatically = true
         description.shouldInferMappingModelAutomatically = true
 
+        // Always enable history tracking so data created before CloudKit was enabled
+        // is visible to NSPersistentCloudKitContainer when sync is later turned on.
+        description.setOption(true as NSNumber, forKey: NSPersistentHistoryTrackingKey)
+        description.setOption(true as NSNumber, forKey: NSPersistentStoreRemoteChangeNotificationPostOptionKey)
+
         if Self.cloudKitEnabled {
             description.cloudKitContainerOptions = NSPersistentCloudKitContainerOptions(
                 containerIdentifier: Self.cloudKitContainerIdentifier
             )
-            description.setOption(true as NSNumber, forKey: NSPersistentHistoryTrackingKey)
-            description.setOption(true as NSNumber, forKey: NSPersistentStoreRemoteChangeNotificationPostOptionKey)
         }
 
         container.persistentStoreDescriptions = [description]
@@ -177,42 +213,44 @@ class CoreDataStack: ObservableObject {
         return persistentContainer.viewContext
     }
 
-    private init() {}
-
     // MARK: - Cleanup Duplicates
 
     /// Removes duplicate objects that have the same UUID, keeping only the oldest one.
-    /// This fixes data corruption from race conditions during object creation.
+    /// This fixes data corruption from race conditions during object creation, and also
-    func cleanupDuplicateObjects() {
+    /// handles the case where a CloudKit first-time sync imports records that already exist
+    /// locally (because they were created before CloudKit was enabled).
+    @discardableResult
+    func cleanupDuplicateObjects() -> Int {
+        var totalRemoved = 0
         let context = viewContext
         context.performAndWait {
-            // Clean up duplicate Goals
+            // Clean up Snapshots first — before cascade rules from InvestmentSource fire,
-            cleanupDuplicates(entityName: "Goal", idKey: "id", context: context)
+            // so we deduplicate by UUID and not rely solely on cascade.
-            // Clean up duplicate Accounts (already handled in AccountRepository but added here for safety)
+            totalRemoved += cleanupDuplicates(entityName: "Snapshot", idKey: "id", context: context)
-            cleanupDuplicates(entityName: "Account", idKey: "id", context: context)
+            totalRemoved += cleanupDuplicates(entityName: "Goal", idKey: "id", context: context)
-            // Clean up duplicate InvestmentSources
+            totalRemoved += cleanupDuplicates(entityName: "Account", idKey: "id", context: context)
-            cleanupDuplicates(entityName: "InvestmentSource", idKey: "id", context: context)
+            totalRemoved += cleanupDuplicates(entityName: "InvestmentSource", idKey: "id", context: context)
-            // Clean up duplicate Categories
+            totalRemoved += cleanupDuplicates(entityName: "Category", idKey: "id", context: context)
-            cleanupDuplicates(entityName: "Category", idKey: "id", context: context)
 
             if context.hasChanges {
                 try? context.save()
             }
         }
+        return totalRemoved
     }
 
-    private func cleanupDuplicates(entityName: String, idKey: String, context: NSManagedObjectContext) {
+    @discardableResult
+    private func cleanupDuplicates(entityName: String, idKey: String, context: NSManagedObjectContext) -> Int {
         let request = NSFetchRequest<NSManagedObject>(entityName: entityName)
         request.sortDescriptors = [NSSortDescriptor(key: "createdAt", ascending: true)]
 
-        guard let objects = try? context.fetch(request) else { return }
+        guard let objects = try? context.fetch(request) else { return 0 }
 
         var seenIds = Set<UUID>()
         var objectsToDelete: [NSManagedObject] = []
 
         for object in objects {
             guard let objectId = object.value(forKey: idKey) as? UUID else { continue }
-
             if seenIds.contains(objectId) {
                 objectsToDelete.append(object)
             } else {
@@ -221,11 +259,10 @@ class CoreDataStack: ObservableObject {
         }
 
         if !objectsToDelete.isEmpty {
-            print("Cleaning up \(objectsToDelete.count) duplicate \(entityName) objects")
+            print("[Dedup] Removing \(objectsToDelete.count) duplicate \(entityName) objects")
-            for object in objectsToDelete {
+            for object in objectsToDelete { context.delete(object) }
-                context.delete(object)
-            }
         }
+        return objectsToDelete.count
     }
 
     // MARK: - Save Context
@@ -260,17 +297,118 @@ class CoreDataStack: ObservableObject {
     @objc private func processRemoteChanges(_ notification: Notification) {
         DispatchQueue.main.async { [weak self] in
             guard let self else { return }
-            // Force viewContext to re-read all objects from the persistent store,
+            // Force viewContext to re-read all objects from the persistent store.
-            // which now contains the changes CloudKit just synced from other devices.
-            // This triggers NSManagedObjectContextObjectsDidChange so all repositories
-            // automatically re-fetch and push fresh data to ViewModels.
             self.viewContext.refreshAllObjects()
+            // Remove any duplicates that CloudKit import may have introduced.
+            // This handles the first-time sync case where records existed locally before
+            // CloudKit was enabled: the initial export+import creates duplicate objects.
+            let removed = self.cleanupDuplicateObjects()
+            if removed > 0 {
+                print("[RemoteChanges] Removed \(removed) duplicate objects after CloudKit import")
+            }
+            // Notify repositories to re-fetch unconditionally.
+            NotificationCenter.default.post(name: .cloudKitForceReload, object: nil)
             self.objectWillChange.send()
             self.save()
             self.refreshWidgetData()
         }
     }
 
+    @objc private func cloudKitEventChanged(_ notification: Notification) {
+        guard let event = notification.userInfo?[NSPersistentCloudKitContainer.eventNotificationUserInfoKey]
+                as? NSPersistentCloudKitContainer.Event else { return }
+        DispatchQueue.main.async { [weak self] in
+            guard let self else { return }
+            let isActive = event.endDate == nil
+            self.isSyncing = isActive
+            if !isActive {
+                if event.succeeded, let endDate = event.endDate {
+                    self.lastSyncError = nil
+                    switch event.type {
+                    case .import: self.lastImportDate = endDate
+                    case .export: self.lastExportDate = endDate
+                    default: break
+                    }
+                } else if let error = event.error {
+                    let typeLabel = event.type == .import ? "import" : event.type == .export ? "export" : "setup"
+                    self.lastSyncError = "\(typeLabel): \(Self.describeError(error))"
+                    print("CloudKit \(typeLabel) full error:\n\(error)\nuserInfo: \((error as NSError).userInfo)")
+                }
+            }
+        }
+    }
+
+    private static func describeError(_ error: Error, depth: Int = 0) -> String {
+        guard depth < 3 else { return "…" }
+        let ns = error as NSError
+        var parts: [String] = ["\(ns.domain)(\(ns.code))"]
+        // At depth 0, always include the localised description so the user sees
+        // a human-readable message even when userInfo has no other keys.
+        if depth == 0, let msg = ns.userInfo[NSLocalizedDescriptionKey] as? String {
+            parts.append(msg)
+        }
+        for (key, value) in ns.userInfo {
+            let k = "\(key)"
+            if k == NSLocalizedDescriptionKey || k == "NSLocalizedDescription" { continue }
+            if let nestedError = value as? Error {
+                parts.append("\(k):\(describeError(nestedError, depth: depth + 1))")
+            } else if let dict = value as? [AnyHashable: Any], !dict.isEmpty {
+                let pairs = dict.prefix(3).map { kk, vv -> String in
+                    if let e = vv as? Error { return "\(kk)→\(describeError(e, depth: depth + 1))" }
+                    return "\(kk)=\(vv)"
+                }
+                parts.append("\(k){\(pairs.joined(separator: ", "))}")
+            } else if !(value is [AnyHashable: Any]) {
+                parts.append("\(k)=\(value)")
+            }
+        }
+        return parts.joined(separator: "\n")
+    }
+
+    func forceReload() {
+        viewContext.perform { [weak self] in
+            self?.viewContext.refreshAllObjects()
+            DispatchQueue.main.async {
+                NotificationCenter.default.post(name: .cloudKitForceReload, object: nil)
+            }
+        }
+    }
+
+    /// Forces NSPersistentCloudKitContainer to export all local data to iCloud.
+    ///
+    /// Strategy: advance `createdAt` by 1 ms for every record.  This guarantees
+    /// a *real* value change that the SQLite persistent store will write as a
+    /// persistent-history transaction — which is what NSPersistentCloudKitContainer
+    /// needs to discover records and enqueue them for CloudKit export.
+    ///
+    /// Setting a property to the *same* value may be silently discarded by the
+    /// SQLite layer (no SQL UPDATE issued → no history entry → nothing to export).
+    func forceExportToiCloud(completion: @escaping (Int) -> Void) {
+        guard Self.cloudKitEnabled else { completion(0); return }
+        let entities = ["Account", "Category", "InvestmentSource", "Snapshot", "Goal"]
+        let context = newBackgroundContext()
+        context.perform { [weak self] in
+            var totalTouched = 0
+            for entityName in entities {
+                let request = NSFetchRequest<NSManagedObject>(entityName: entityName)
+                request.fetchBatchSize = 50
+                guard let objects = try? context.fetch(request) else { continue }
+                for object in objects {
+                    // Advance createdAt by 1 ms → always a genuine value change.
+                    let t = (object.value(forKey: "createdAt") as? Date) ?? Date()
+                    object.setValue(t.addingTimeInterval(0.001), forKey: "createdAt")
+                    totalTouched += 1
+                }
+            }
+            if context.hasChanges {
+                try? context.save()
+            }
+            DispatchQueue.main.async {
+                completion(totalTouched)
+            }
+        }
+    }
+
     /// Forces an immediate re-read of all Core Data objects from the persistent store.
     /// Call this when the app returns to the foreground so any iCloud changes made on
     /// other devices (while this device was inactive) are picked up right away.

PortfolioJournal/Repositories/AccountRepository.swift

@@ -23,6 +23,11 @@ class AccountRepository: ObservableObject {
                 self?.fetchAccounts()
             }
             .store(in: &cancellables)
+
+        NotificationCenter.default.publisher(for: .cloudKitForceReload)
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in self?.fetchAccounts() }
+            .store(in: &cancellables)
     }
 
     // MARK: - Fetch

PortfolioJournal/Repositories/CategoryRepository.swift

@@ -25,6 +25,11 @@ class CategoryRepository: ObservableObject {
                 self.fetchCategories()
             }
             .store(in: &cancellables)
+
+        NotificationCenter.default.publisher(for: .cloudKitForceReload)
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in self?.fetchCategories() }
+            .store(in: &cancellables)
     }
 
     // MARK: - Fetch

PortfolioJournal/Repositories/GoalRepository.swift

@@ -23,6 +23,11 @@ class GoalRepository: ObservableObject {
                 self?.fetchGoals()
             }
             .store(in: &cancellables)
+
+        NotificationCenter.default.publisher(for: .cloudKitForceReload)
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in self?.fetchGoals() }
+            .store(in: &cancellables)
     }
 
     // MARK: - Fetch

PortfolioJournal/Repositories/InvestmentSourceRepository.swift

@@ -24,6 +24,11 @@ class InvestmentSourceRepository: ObservableObject {
                 self.fetchSources()
             }
             .store(in: &cancellables)
+
+        NotificationCenter.default.publisher(for: .cloudKitForceReload)
+            .receive(on: DispatchQueue.main)
+            .sink { [weak self] _ in self?.fetchSources() }
+            .store(in: &cancellables)
     }
 
     // MARK: - Fetch

PortfolioJournal/Resources/Info.plist

@@ -35,6 +35,8 @@
 	<string>ca-app-pub-1549720748100858~9632507420</string>
 	<key>GADDelayAppMeasurementInit</key>
 	<true/>
+	<key>ITSAppUsesNonExemptEncryption</key>
+	<false/>
 	<key>LSRequiresIPhoneOS</key>
 	<true/>
 	<key>NSAppTransportSecurity</key>

PortfolioJournal/Resources/en.lproj/Localizable.strings

@@ -293,6 +293,25 @@
 "onboarding_add_first_source" = "Add My First Investment";
 "onboarding_import_data" = "Import Existing Data";
 
+// MARK: - iCloud Sync Status (1.3.1)
+"Force Upload to iCloud" = "Force Upload to iCloud";
+"Uploading..." = "Uploading...";
+"No export yet" = "No export yet";
+"Syncing with iCloud..." = "Syncing with iCloud...";
+"Not synced yet" = "Not synced yet";
+"Refresh" = "Refresh";
+
+// MARK: - iCloud Diagnostics (1.3.1)
+"Verify iCloud Setup" = "Verify iCloud Setup";
+"Checking…" = "Checking…";
+"context.hasChanges: YES ✓" = "context.hasChanges: YES ✓";
+"context.hasChanges: NO ✗ — objects may not have been queued" = "context.hasChanges: NO ✗ — objects may not have been queued";
+
+// MARK: - Sources Filter & Search (1.3.1)
+"sources_filter_all" = "All";
+"Search sources" = "Search sources";
+"Clear Filters" = "Clear Filters";
+
 // MARK: - AddSourceView (1.3.0)
 "add_source_name_placeholder" = "e.g. MSCI World ETF, ING Savings, Apartment...";
 "add_source_name_footer" = "A source is any investment you want to track: stocks, ETFs, savings accounts, real estate, crypto, and more.";

PortfolioJournal/Resources/es-ES.lproj/Localizable.strings

@@ -222,6 +222,23 @@
 "onboarding_add_first_source" = "Añadir mi primera inversión";
 "onboarding_import_data" = "Importar datos existentes";
 
+// MARK: - iCloud Sync Status (1.3.1)
+"Force Upload to iCloud" = "Forzar subida a iCloud";
+"Uploading..." = "Subiendo...";
+"No export yet" = "Aún no exportado";
+"Syncing with iCloud..." = "Sincronizando con iCloud...";
+"Not synced yet" = "Aún no sincronizado";
+"Refresh" = "Actualizar";
+
+// MARK: - iCloud Diagnostics (1.3.1)
+"Verify iCloud Setup" = "Verificar configuración iCloud";
+"Checking…" = "Comprobando…";
+
+// MARK: - Sources Filter & Search (1.3.1)
+"sources_filter_all" = "Todas";
+"Search sources" = "Buscar fuentes";
+"Clear Filters" = "Limpiar filtros";
+
 // MARK: - AddSourceView (1.3.0)
 "add_source_name_placeholder" = "p.ej. ETF MSCI World, Cuenta ING, Piso...";
 "add_source_name_footer" = "Una fuente es cualquier inversión que quieras seguir: acciones, ETFs, cuentas de ahorro, inmuebles, cripto y más.";

PortfolioJournal/Views/Settings/SettingsView.swift

@@ -14,6 +14,8 @@ struct SettingsView: View {
     @AppStorage("lockOnLaunch") private var lockOnLaunch = true
     @AppStorage("lockOnBackground") private var lockOnBackground = false
 
+    @ObservedObject private var cloudStack = CoreDataStack.shared
+
     @State private var showingPinSetup = false
     @State private var showingPinChange = false
     @State private var showingBiometricAlert = false
@@ -22,6 +24,8 @@ struct SettingsView: View {
     @State private var showingPinVerifyForFaceId = false
     @State private var showingRestartAlert = false
     @State private var didLoadCloudSync = false
+    @State private var isForceUploading = false
+    @State private var forceUploadResult: String?
     @State private var backupToRestore: BackupRecord?
 
     init(iapService: IAPService) {
@@ -342,6 +346,104 @@ struct SettingsView: View {
                     viewModel.refreshBackups()
                 }
 
+            if cloudSyncEnabled {
+                VStack(alignment: .leading, spacing: 6) {
+                    // Local data counts
+                    HStack {
+                        Label(
+                            "\(cloudStack.localSourceCount) sources · \(cloudStack.localSnapshotCount) snapshots",
+                            systemImage: "internaldrive"
+                        )
+                        .font(.subheadline)
+                        .foregroundColor(.primary)
+
+                        Spacer()
+
+                        Button("Refresh") {
+                            CoreDataStack.shared.forceReload()
+                        }
+                        .font(.subheadline)
+                        .disabled(cloudStack.isSyncing)
+                    }
+
+                    // Import / export status
+                    if cloudStack.isSyncing {
+                        Label("Syncing with iCloud...", systemImage: "arrow.triangle.2.circlepath.icloud")
+                            .font(.caption)
+                            .foregroundColor(.secondary)
+                    } else {
+                        HStack(spacing: 12) {
+                            if let date = cloudStack.lastImportDate {
+                                Label("↓ \(date.formatted(.relative(presentation: .named, unitsStyle: .abbreviated)))", systemImage: "icloud.and.arrow.down")
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                            } else {
+                                Label("No import yet", systemImage: "icloud.and.arrow.down")
+                                    .font(.caption)
+                                    .foregroundColor(.orange)
+                            }
+
+                            if let date = cloudStack.lastExportDate {
+                                Label("↑ \(date.formatted(.relative(presentation: .named, unitsStyle: .abbreviated)))", systemImage: "icloud.and.arrow.up")
+                                    .font(.caption)
+                                    .foregroundColor(.secondary)
+                            } else {
+                                Label("No export yet", systemImage: "icloud.and.arrow.up")
+                                    .font(.caption)
+                                    .foregroundColor(.orange)
+                            }
+                        }
+                    }
+
+                    // CloudKit error (if any)
+                    if let error = cloudStack.lastSyncError {
+                        VStack(alignment: .leading, spacing: 2) {
+                            Label("CloudKit error", systemImage: "exclamationmark.icloud")
+                                .font(.caption.weight(.semibold))
+                                .foregroundColor(.red)
+                            Text(error)
+                                .font(.caption2)
+                                .foregroundColor(.red)
+                                .lineLimit(6)
+                                .textSelection(.enabled)
+                        }
+                    }
+
+                    // Force upload — use when data exists locally but hasn't reached iCloud
+                    if cloudStack.localSourceCount > 0 {
+                        if let result = forceUploadResult {
+                            Label(result, systemImage: "checkmark.icloud")
+                                .font(.caption)
+                                .foregroundColor(.secondary)
+                        } else {
+                            Button {
+                                isForceUploading = true
+                                CoreDataStack.shared.forceExportToiCloud { count in
+                                    isForceUploading = false
+                                    forceUploadResult = String(
+                                        format: NSLocalizedString("save_n_snapshots", comment: ""),
+                                        count
+                                    )
+                                    DispatchQueue.main.asyncAfter(deadline: .now() + 5) {
+                                        forceUploadResult = nil
+                                    }
+                                }
+                            } label: {
+                                if isForceUploading {
+                                    Label("Uploading...", systemImage: "arrow.triangle.2.circlepath.icloud")
+                                } else {
+                                    Label("Force Upload to iCloud", systemImage: "icloud.and.arrow.up")
+                                }
+                            }
+                            .font(.caption)
+                            .foregroundColor(.appPrimary)
+                            .disabled(isForceUploading)
+                        }
+                    }
+                }
+                .padding(.vertical, 2)
+            }
+
             Toggle(
                 isOn: Binding(
                     get: { viewModel.backupsEnabled },

PortfolioJournal/Views/Sources/SourceListView.swift

@@ -9,6 +9,7 @@ struct SourceListView: View {
     @AppStorage("calmModeEnabled") private var calmModeEnabled = true
     @State private var sourceToDelete: InvestmentSource?
     @State private var navigationPath = NavigationPath()
+    @State private var showingSearch = false
 
     init(iapService: IAPService) {
         _viewModel = StateObject(wrappedValue: SourceListViewModel(iapService: iapService))
@@ -24,11 +25,13 @@ struct SourceListView: View {
                         emptyStateView
                     } else {
                         sourcesList
+                            .safeAreaInset(edge: .top, spacing: 0) {
+                                filterBar
+                            }
                     }
                 }
             }
             .navigationTitle("Sources")
-            .searchable(text: $viewModel.searchText, prompt: "Search sources")
             .toolbar {
                 ToolbarItem(placement: .navigationBarTrailing) {
                     Button {
@@ -38,8 +41,16 @@ struct SourceListView: View {
                     }
                 }
 
-                ToolbarItem(placement: .navigationBarLeading) {
+                ToolbarItem(placement: .navigationBarTrailing) {
-                    categoryFilterMenu
+                    Button {
+                        withAnimation(.easeInOut(duration: 0.2)) {
+                            showingSearch.toggle()
+                        }
+                        if !showingSearch { viewModel.searchText = "" }
+                    } label: {
+                        Image(systemName: showingSearch ? "xmark.circle.fill" : "magnifyingglass")
+                            .foregroundColor(showingSearch ? .secondary : .primary)
+                    }
                 }
 
                 ToolbarItem(placement: .navigationBarLeading) {
@@ -213,46 +224,64 @@ struct SourceListView: View {
         }
     }
 
-    // MARK: - Category Filter Menu
+    // MARK: - Filter Bar (chips + search)
 
-    private var categoryFilterMenu: some View {
+    private var filterBar: some View {
-        Menu {
+        VStack(spacing: 0) {
-            Button {
+            ScrollView(.horizontal, showsIndicators: false) {
-                viewModel.selectCategory(nil)
+                HStack(spacing: 8) {
-            } label: {
+                    CategoryChip(
-                HStack {
+                        title: String(localized: "sources_filter_all"),
-                    Text("All Categories")
+                        icon: nil,
-                    if viewModel.selectedCategory == nil {
+                        isSelected: viewModel.selectedCategory == nil
-                        Image(systemName: "checkmark")
+                    ) {
+                        viewModel.selectCategory(nil)
                     }
-                }
-            }
 
-            Divider()
+                    ForEach(viewModel.categories) { category in
-
+                        CategoryChip(
-            ForEach(viewModel.categories) { category in
+                            title: category.name,
-                Button {
+                            icon: category.icon,
-                    viewModel.selectCategory(category)
+                            isSelected: viewModel.selectedCategory?.id == category.id
-                } label: {
+                        ) {
-                    HStack {
+                            viewModel.selectCategory(category)
-                        Image(systemName: category.icon)
-                        Text(category.name)
-                        if viewModel.selectedCategory?.id == category.id {
-                            Image(systemName: "checkmark")
                         }
                     }
                 }
+                .padding(.horizontal, 16)
+                .padding(.vertical, 10)
             }
-        } label: {
+
-            HStack(spacing: 4) {
+            if showingSearch {
-                Image(systemName: "line.3.horizontal.decrease.circle")
+                HStack(spacing: 8) {
-                if viewModel.selectedCategory != nil {
+                    Image(systemName: "magnifyingglass")
-                    Circle()
+                        .foregroundColor(.secondary)
-                        .fill(Color.appPrimary)
+
-                        .frame(width: 8, height: 8)
+                    TextField("Search sources", text: $viewModel.searchText)
+                        .textFieldStyle(.plain)
+                        .autocorrectionDisabled()
+
+                    if !viewModel.searchText.isEmpty {
+                        Button {
+                            viewModel.searchText = ""
+                        } label: {
+                            Image(systemName: "xmark.circle.fill")
+                                .foregroundColor(.secondary)
+                        }
+                    }
                 }
+                .padding(.horizontal, 12)
+                .padding(.vertical, 9)
+                .background(Color(.systemGray6))
+                .cornerRadius(10)
+                .padding(.horizontal, 16)
+                .padding(.bottom, 10)
+                .transition(.move(edge: .top).combined(with: .opacity))
             }
+
+            Divider()
         }
+        .background(.bar)
     }
 
     // MARK: - Account Filter Menu
@@ -301,6 +330,35 @@ struct SourceListView: View {
     }
 }
 
+// MARK: - Category Chip
+
+private struct CategoryChip: View {
+    let title: String
+    let icon: String?
+    let isSelected: Bool
+    let action: () -> Void
+
+    var body: some View {
+        Button(action: action) {
+            HStack(spacing: 4) {
+                if let icon {
+                    Image(systemName: icon)
+                        .font(.caption2)
+                }
+                Text(title)
+                    .font(.subheadline)
+                    .fontWeight(isSelected ? .semibold : .regular)
+            }
+            .padding(.horizontal, 12)
+            .padding(.vertical, 6)
+            .background(isSelected ? Color.appPrimary : Color(.systemGray5))
+            .foregroundColor(isSelected ? .white : .primary)
+            .cornerRadius(20)
+        }
+        .buttonStyle(.plain)
+    }
+}
+
 private struct MissingSourceView: View {
     var body: some View {
         VStack(spacing: 12) {

PortfolioJournalWidget/Info.plist

@@ -2,26 +2,28 @@
 <!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
 <plist version="1.0">
 <dict>
-    <key>CFBundleDisplayName</key>
+	<key>CFBundleDisplayName</key>
-    <string>Investment Widget</string>
+	<string>Investment Widget</string>
-    <key>CFBundleExecutable</key>
+	<key>CFBundleExecutable</key>
-    <string>$(EXECUTABLE_NAME)</string>
+	<string>$(EXECUTABLE_NAME)</string>
-    <key>CFBundleIdentifier</key>
+	<key>CFBundleIdentifier</key>
-    <string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
+	<string>$(PRODUCT_BUNDLE_IDENTIFIER)</string>
-    <key>CFBundleInfoDictionaryVersion</key>
+	<key>CFBundleInfoDictionaryVersion</key>
-    <string>6.0</string>
+	<string>6.0</string>
-    <key>CFBundleName</key>
+	<key>CFBundleName</key>
-    <string>$(PRODUCT_NAME)</string>
+	<string>$(PRODUCT_NAME)</string>
-    <key>CFBundlePackageType</key>
+	<key>CFBundlePackageType</key>
-    <string>$(PRODUCT_BUNDLE_PACKAGE_TYPE)</string>
+	<string>$(PRODUCT_BUNDLE_PACKAGE_TYPE)</string>
-    <key>CFBundleShortVersionString</key>
+	<key>CFBundleShortVersionString</key>
-    <string>$(MARKETING_VERSION)</string>
+	<string>$(MARKETING_VERSION)</string>
-    <key>CFBundleVersion</key>
+	<key>CFBundleVersion</key>
-    <string>$(CURRENT_PROJECT_VERSION)</string>
+	<string>$(CURRENT_PROJECT_VERSION)</string>
-    <key>NSExtension</key>
+	<key>ITSAppUsesNonExemptEncryption</key>
-    <dict>
+	<false/>
-        <key>NSExtensionPointIdentifier</key>
+	<key>NSExtension</key>
-        <string>com.apple.widgetkit-extension</string>
+	<dict>
-    </dict>
+		<key>NSExtensionPointIdentifier</key>
+		<string>com.apple.widgetkit-extension</string>
+	</dict>
 </dict>
 </plist>

Scripts/archive_and_upload_appstore.sh

@@ -117,7 +117,11 @@ export_ipa() {
     -exportArchive \
     -archivePath "$ARCHIVE_PATH" \
     -exportPath "$EXPORT_PATH" \
-    -exportOptionsPlist "$EXPORT_OPTIONS_PLIST"
+    -exportOptionsPlist "$EXPORT_OPTIONS_PLIST" \
+    -allowProvisioningUpdates \
+    -authenticationKeyPath "$P8_PATH" \
+    -authenticationKeyID "$KEY_ID" \
+    -authenticationKeyIssuerID "$ISSUER_ID"
 }
 
 upload_ipa() {

fastlane/Deliverfile

@@ -1 +1 @@
-app_version "1.3.0"
+app_version "1.3.1"

fastlane/Fastfile

@@ -1,8 +1,5 @@
 default_platform(:ios)
 
-# Credentials via `pass`
-# export FASTLANE_APPLE_APPLICATION_SPECIFIC_PASSWORD=$(pass show appstore/apple-app-specific-password)
-
 platform :ios do
   EXPORT_OPTIONS = {
     method: "app-store",
@@ -14,9 +11,19 @@ platform :ios do
     }
   }
 
+  def api_key
+    app_store_connect_api_key(
+      key_id: sh("pass show appstore/api-key-id", log: false).strip,
+      issuer_id: sh("pass show appstore/issuer-id", log: false).strip,
+      key_content: sh("pass show appstore/api-key-p8", log: false).strip,
+      is_key_content_base64: false
+    )
+  end
+
   desc "Upload metadata and release notes only (binary already uploaded)"
   lane :metadata do
     deliver(
+      api_key: api_key,
       metadata_path: "fastlane/metadata",
       skip_screenshots: true,
       skip_binary_upload: true,
@@ -30,7 +37,24 @@ platform :ios do
       scheme: "PortfolioJournal",
       export_options: EXPORT_OPTIONS
     )
-    upload_to_testflight(skip_waiting_for_build_processing: true)
+    upload_to_testflight(
+      api_key: api_key,
+      skip_waiting_for_build_processing: true
+    )
+  end
+
+  desc "Submit already-uploaded build for App Store review (binary already in TestFlight)"
+  lane :submit do
+    deliver(
+      api_key: api_key,
+      metadata_path: "fastlane/metadata",
+      skip_screenshots: true,
+      skip_binary_upload: true,
+      submit_for_review: true,
+      automatic_release: false,
+      run_precheck_before_submit: false,
+      force: true
+    )
   end
 
   desc "Build, export and push a new release to the App Store"
@@ -40,6 +64,7 @@ platform :ios do
       export_options: EXPORT_OPTIONS
     )
     upload_to_app_store(
+      api_key: api_key,
       metadata_path: "fastlane/metadata",
       skip_screenshots: true,
       force: true

fastlane/metadata/de-DE/release_notes.txt

@@ -1,7 +1,6 @@
-Verbessertes Onboarding und monatliche Erinnerungen:
+Verbesserungen bei iCloud-Sync und Quellenverwaltung:
 
-• Neu gestaltete Ersteinrichtung — eine klare Aktion zum Hinzufügen deiner ersten Investition, ohne unnötige Schritte
+• iCloud-Sync — deine Daten synchronisieren sich jetzt zuverlässig auf allen Apple-Geräten
-• Monatliche Erinnerungen — optionale Benachrichtigungen, damit du das monatliche Portfolio-Update nicht vergisst
+• Quellensuche — finde jede Quelle schnell nach Namen
-• Charts-Vorschau — kostenlose Nutzer sehen, welche Charts verfügbar sind, bevor sie upgraden
+• Kategoriefilter — filtere deine Quellen nach Anlageklasse
-• Verbesserter Paywall — eine echte Portfolio-Grafik zeigt, wie der Vollzugang aussieht
+• Fehlerbehebungen und Leistungsverbesserungen
-• Klarere Quelleneinrichtung — kurze Erklärung beim Erstellen deiner ersten Anlageposition

fastlane/metadata/en-US/release_notes.txt

@@ -1,7 +1,6 @@
-Smarter onboarding and monthly reminders:
+iCloud sync and source management improvements:
 
-• Redesigned first-run experience — a single clear action to add your first investment, no setup friction
+• iCloud sync — your data now syncs reliably across all your Apple devices
-• Monthly reminders — optional notifications so you never forget your monthly portfolio update
+• Source search — quickly find any source by name
-• Charts preview — free users now see which charts are available before upgrading
+• Category filters — filter your sources by asset category
-• Improved paywall — a live portfolio chart preview shows what full access looks like
+• Bug fixes and performance improvements
-• Clearer source setup — added a short description when creating your first investment source

fastlane/metadata/es-ES/release_notes.txt

@@ -1,7 +1,6 @@
-Incorporación más clara y recordatorios mensuales:
+Mejoras en la sincronización iCloud y la gestión de fuentes:
 
-• Primera experiencia rediseñada — una acción clara para añadir tu primera inversión, sin pasos innecesarios
+• Sincronización iCloud — tus datos se sincronizan de forma fiable en todos tus dispositivos Apple
-• Recordatorios mensuales — notificaciones opcionales para no olvidar actualizar tu portfolio cada mes
+• Búsqueda de fuentes — encuentra cualquier fuente por nombre rápidamente
-• Vista previa de gráficos — los usuarios gratuitos ven qué gráficos están disponibles antes de desbloquear
+• Filtros por categoría — filtra tus fuentes por tipo de activo
-• Paywall mejorado — un gráfico real de portfolio muestra cómo se ve el acceso completo
+• Correcciones de errores y mejoras de rendimiento
-• Configuración de fuentes más clara — descripción breve al crear tu primera fuente de inversión

fastlane/metadata/fr-FR/release_notes.txt

@@ -1,7 +1,6 @@
-Intégration améliorée et rappels mensuels :
+Améliorations de la synchronisation iCloud et de la gestion des sources :
 
-• Première expérience repensée — une action claire pour ajouter votre premier investissement, sans étapes superflues
+• Synchronisation iCloud — vos données se synchronisent désormais de manière fiable sur tous vos appareils Apple
-• Rappels mensuels — notifications facultatives pour ne jamais oublier la mise à jour mensuelle de votre portefeuille
+• Recherche de sources — trouvez rapidement n'importe quelle source par nom
-• Aperçu des graphiques — les utilisateurs gratuits voient quels graphiques sont disponibles avant de passer à la version complète
+• Filtres par catégorie — filtrez vos sources par classe d'actifs
-• Paywall amélioré — un vrai graphique de portefeuille montre à quoi ressemble l'accès complet
+• Corrections de bugs et améliorations des performances
-• Configuration des sources clarifiée — courte description lors de la création de votre première source d'investissement

fastlane/metadata/it/release_notes.txt

@@ -1,7 +1,6 @@
-Onboarding migliorato e promemoria mensili:
+Miglioramenti alla sincronizzazione iCloud e alla gestione delle fonti:
 
-• Prima esperienza riprogettata — un'azione chiara per aggiungere il tuo primo investimento, senza passaggi inutili
+• Sincronizzazione iCloud — i tuoi dati si sincronizzano in modo affidabile su tutti i dispositivi Apple
-• Promemoria mensili — notifiche opzionali per non dimenticare l'aggiornamento mensile del portafoglio
+• Ricerca fonti — trova rapidamente qualsiasi fonte per nome
-• Anteprima grafici — gli utenti gratuiti vedono quali grafici sono disponibili prima di passare alla versione completa
+• Filtri per categoria — filtra le fonti per classe di asset
-• Paywall migliorato — un vero grafico del portafoglio mostra come appare l'accesso completo
+• Correzioni di bug e miglioramenti delle prestazioni
-• Configurazione delle fonti più chiara — breve descrizione durante la creazione della prima fonte di investimento

fastlane/metadata/ja/release_notes.txt

@@ -1,7 +1,6 @@
-改善されたオンボーディングと月次リマインダー：
+iCloud同期とソース管理の改善：
 
-• 初回セットアップを刷新 — 最初の投資を追加するためのシンプルな1ステップ、余計な手順なし
+• iCloud同期 — すべてのAppleデバイス間でデータが確実に同期されるようになりました
-• 月次リマインダー — 毎月のポートフォリオ更新を忘れないためのオプション通知
+• ソース検索 — 名前で素早くソースを検索
-• グラフのプレビュー — 無料ユーザーがアップグレード前に利用可能なグラフを確認できるように
+• カテゴリフィルター — 資産クラス別にソースをフィルタリング
-• パイウォールを改善 — 実際のポートフォリオグラフでフルアクセスの内容をプレビュー
+• バグ修正とパフォーマンス改善
-• 投資元の作成をわかりやすく — 最初の投資元を追加する際に簡単な説明文を表示

fastlane/metadata/pt-BR/release_notes.txt

@@ -1,7 +1,6 @@
-Integração mais clara e lembretes mensais:
+Melhorias na sincronização iCloud e no gerenciamento de fontes:
 
-• Primeira experiência redesenhada — uma ação clara para adicionar seu primeiro investimento, sem etapas desnecessárias
+• Sincronização iCloud — seus dados agora sincronizam de forma confiável em todos os dispositivos Apple
-• Lembretes mensais — notificações opcionais para nunca esquecer de atualizar sua carteira todo mês
+• Pesquisa de fontes — encontre qualquer fonte rapidamente por nome
-• Prévia de gráficos — usuários gratuitos veem quais gráficos estão disponíveis antes de fazer upgrade
+• Filtros por categoria — filtre suas fontes por classe de ativo
-• Paywall melhorado — um gráfico real da carteira mostra como é o acesso completo
+• Correções de bugs e melhorias de desempenho
-• Configuração de fontes mais clara — breve descrição ao criar sua primeira fonte de investimento