- 151: contribución editable por snapshot en cualquier modo (quitado gate detailed)
con diálogo de propagación al editar: solo este / adelante / atrás / todos
(SnapshotRepository.propagateContribution, SnapshotFormViewModel.contributionChanged)
- 148: Period vs Period mostraba mal el último mes del period B — la agrupación usaba
chartMonth(for:) que aplicaba el grace-period del check-in a snapshots históricos;
ahora agrupa por mes calendario crudo
- 152: iPad Sources no saltaba entre fuentes — añadido .id() al SourceDetailView para
recrear el StateObject al cambiar de selección
- 146/147: Year vs Year con forecast del año en curso (asterisco de estimado) y KPIs
arriba / detalle debajo
- 145: card de contribución mensual en SourceDetailView
- Nuevas claves snapshot_contribution_propagate_* en los 7 idiomas
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qUZrBusG82T37R7PeokqJ
- Compare (free): multi-source overlay chart, Base 100 / Return % / Value modes,
chip selector, reactive to time range filter
- What If (premium): allocation simulator with sliders per source, dual-line chart
actual vs simulated indexed to 100, orange warning when weights ≠ 100%
- Period vs Period (free): date-picker-driven comparison of any two custom periods,
return % normalized from month 1 = 0%, color-coded legend with period labels
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- completedMonthKeys: remove UserDefaults-based MonthlyCheckInStore check (not synced via iCloud)
- MonthlyCheckInCard.effectiveLastCheckInDate: use max() instead of ?? to prefer newer synced snapshot date
- MonthlyCheckInView.lastCompletionDate: use max() of local + latest CoreData snapshot via @FetchRequest
- FirebaseService.logPaywallShown: fix parameter key to paywall_trigger (matches GA4 custom dimension)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 1A: Notificación mensual de resumen de portfolio (día 5 de cada mes)
- 1B: Badge de racha mensual en Dashboard (streak counter)
- 1C: Empty states mejorados en Goals y Journal con CTAs claros
- 2A: Quick Update sheet — actualiza todas las fuentes desde una pantalla
- 2B: Notificación batch update redirige al Quick Update sheet
- 2C: Widget deep link portfoliojournal://quickupdate abre Quick Update
- 3A: App Store version check banner en Settings
- 3C: What's New sheet en primer launch de versión nueva
- Localización completa en 7 idiomas para todas las nuevas strings
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
iCloud sync:
- Force viewContext.refreshAllObjects() on remote change notifications so
data from other devices is picked up immediately without app restart
- Call refreshFromCloudKit() on foreground to merge any changes made while
the device was inactive
- Wait up to 10s for initial CloudKit sync on launch before showing onboarding
(shows "Checking iCloud..." during the wait)
- New OnboardingICloudCheckView: shown on fresh installs with iCloud available,
lets user restore from iCloud before starting onboarding from scratch
Localization:
- Added de, fr, it, ja, pt-BR lproj folders
- New iCloud onboarding strings in en + es-ES (+ button literals)
ASO metadata (fastlane):
- Updated en-US: new subtitle, keywords, description (fixed "no cloud sync"
claim), promotional text, release notes
- Added full metadata for es-ES, de-DE, fr-FR, it, ja, pt-BR (63 files total)
- All keyword fields validated ≤100 Unicode chars
Infrastructure:
- Gemfile + Gemfile.lock for fastlane
- Scripts/archive_and_upload_appstore.sh for CI/CD
Version: 1.2.1 (build 7)
Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
The filter excluded snapshots with snapshot.date > completionDate for that month.
The bug: when a check-in for January is marked complete in February, the stored
completion date is backdated to Jan 31 (min(endOfMonth, now)), but batch update
snapshots were dated today (Feb 20). effectiveMonth maps Feb 20 → January, but
Feb 20 > Jan 31 triggered the exclusion, hiding all 2026 data from charts.
The check was redundant — monthDate <= lastCompleted already ensures only
completed months are included. Removing it also correctly handles the existing
snapshots already saved with a late date.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
BUG FIX: parseDecimal ignored locale mismatch between currency and device.
CurrencyFormatter.locale(for: "EUR") could return any EUR locale (e.g.
en_IE with decimal='.'), causing "408857,62" to be parsed as 40,885,762.
New CurrencyFormatter.parseUserInput() uses digit-position detection:
a separator followed by ≤2 digits at the end is decimal, otherwise
it is a thousands separator. Fully locale-independent.
FEATURE: Contribution field now always visible in AddSnapshotView.
Previously gated behind inputMode == .detailed; now a toggle available
regardless of account mode.
FEATURE: BatchUpdateView pre-fills each text field with the source's
current value so the user only edits what changed. Adds an optional
contribution field per source row, persisted on save.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
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>
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>
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