Commit Graph

9 Commits

Author SHA1 Message Date
alexandrev-tibco 7cb5f92cf4 Remove Add Transaction feature and clean all related code
Deleted files:
- AddTransactionView.swift
- TransactionRepository.swift
- Transaction+CoreDataClass.swift

Cleaned files:
- SourceDetailViewModel: removed transactions published property,
  showingAddTransaction flag, transactionRepository dependency,
  addTransaction() and deleteTransaction() methods
- SourceDetailView: removed transactionsSection, TransactionRow struct,
  Add Transaction button from quickActions, sheet presentation
- InvestmentSource+CoreDataClass: removed transactions NSManaged property,
  transactionsArray, totalInvested, totalDividends, totalFees computed
  properties, and all transaction Core Data accessors
- SettingsViewModel: removed "Transaction" from resetAllData entity list
- SampleDataService: removed transactionRepository and sample transaction

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 23:04:03 +01:00
alexandrev-tibco ace58e5b0f Fix compilation errors in ChartsViewModel and AllocationEvolutionChart
- Remove unnecessary optional binding for non-optional source.id
- Break up AllocationEvolutionChart body to help Swift type-checker

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-12 00:04:52 +01:00
alexandrev-tibco b4615ac558 Add setting to toggle forecast visibility in charts and dashboard
Adds a "Show Forecast" toggle in Settings > Long-Term Focus section.
When disabled, hides the forecast from the total portfolio card and
removes the prediction chart type from the charts tab.

Fixes #26

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:56:48 +01:00
alexandrev-tibco c99398c350 Add allocation evolution chart showing allocation changes over time
Adds a stacked area chart under the Allocation tab that displays how the
portfolio allocation percentages have changed across months.

Fixes #25

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:54:43 +01:00
alexandrev-tibco 0dac19b109 Allow viewing evolution chart for individual or multiple sources across categories
Adds multi-source selection to the evolution chart source filter.
Users can now tap multiple sources to compare their evolution side by side,
regardless of which category they belong to.

Fixes #24

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:52:38 +01:00
alexandrev-tibco 4761e2e5c8 1.1.0 feature work: Monthly Check-in, Charts, Goals, Share, Reviews
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:37:11 +01:00
alexandrev-tibco e328767c4a Base fixes and test harness 2026-02-01 11:12:57 +01:00
alexandrev b03d35194f Primera build enviada 2026-01-19 14:40:43 +01:00
alexandrev-tibco 7988257399 initial version 2026-01-15 09:24:06 +01:00