Base fixes and test harness

2026-02-01 11:12:57 +01:00
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+# CLAUDE.md
+
+This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
+
+## Project Overview
+
+Portfolio Journal is a native iOS investment portfolio tracker built with Swift and SwiftUI. It helps users track investments, monitor performance with charts and predictions, set financial goals, and maintain an investment journal.
+
+**Target:** iOS 17.6+ (widget supports iOS 16.0+)
+
+## Build Commands
+
+```bash
+# Open project in Xcode
+open PortfolioJournal.xcodeproj
+
+# Build for Debug
+xcodebuild -scheme PortfolioJournal -configuration Debug build
+
+# Build for Release
+xcodebuild -scheme PortfolioJournal -configuration Release build
+
+# Run on simulator
+xcodebuild -scheme PortfolioJournal -configuration Debug -destination 'platform=iOS Simulator,name=iPhone 15' build
+
+# Clean build
+xcodebuild -scheme PortfolioJournal clean
+```
+
+## Architecture
+
+The app uses Clean Architecture with MVVM pattern:
+
+```
+PortfolioJournal/
+├── App/                    # Entry point: PortfolioJournalApp.swift, AppDelegate, ContentView
+├── Models/CoreData/        # Core Data entities and CoreDataStack singleton
+├── Repositories/           # Data access layer with @MainActor CRUD operations
+├── Services/               # Business logic (CalculationService, PredictionEngine, IAPService, etc.)
+├── ViewModels/             # MVVM view models for each feature
+├── Views/                  # SwiftUI views organized by feature
+│   ├── Dashboard/          # Main dashboard with evolution charts
+│   ├── Charts/             # Financial visualizations (allocation, performance, drawdown)
+│   ├── Sources/            # Investment source management
+│   ├── Goals/              # Goal tracking and progress
+│   ├── Journal/            # Journal entries
+│   ├── Settings/           # App settings and import/export
+│   ├── Security/           # Face ID/PIN lock (AppLockView)
+│   └── Components/         # Shared UI components
+├── Utilities/              # Helpers: KeychainService, FreemiumValidator, formatters, extensions
+└── Resources/              # Info.plist, GoogleService-Info.plist, assets
+
+PortfolioJournalWidget/     # iOS Home Screen Widget (WidgetKit)
+```
+
+### Core Data Model
+
+Key entities: `Account`, `InvestmentSource`, `Snapshot`, `Category`, `Goal`, `Asset`, `Transaction`, `AppSettings`, `PremiumStatus`
+
+Data flows through `CoreDataStack` singleton which manages CloudKit sync and AppGroup shared container for widget access.
+
+### Key Services
+
+- **CalculationService**: Portfolio metrics, returns calculation, allocation analysis
+- **PredictionEngine**: Investment forecasting algorithms with caching
+- **IAPService**: StoreKit 2 in-app purchases
+- **AdMobService**: Google Mobile Ads integration
+- **ImportService/ExportService**: CSV data import/export
+- **AppLockService**: Biometric/PIN security via Keychain
+
+## Dependencies
+
+Managed via Swift Package Manager:
+- Firebase iOS SDK (v12.7.0+) - Analytics
+- Google Mobile Ads SDK
+
+Native frameworks: SwiftUI, Combine, CoreData, CloudKit, WidgetKit, StoreKit 2, LocalAuthentication
+
+## App Initialization Flow
+
+```
+PortfolioJournalApp (@main)
+  └── AppDelegate (Firebase, AdMob, Notifications init)
+  └── ContentView
+      ├── OnboardingView (first launch)
+      ├── AppLockView (if security enabled)
+      └── TabBar: Dashboard | Sources | Goals | Journal | Settings
+```
+
+## Localization
+
+Supported languages: English (`en.lproj`), Spanish (`es-ES.lproj`)
+
+## Development Notes
+
+- Use `SampleDataService` to generate demo data for testing
+- Premium features are gated via `FreemiumValidator`
+- Widget shares data through AppGroup container
+- Sensitive data stored in Keychain via `KeychainService`