Commit Graph

37 Commits

Author SHA1 Message Date
alexandrev-tibco b48a47ce10 Release 1.4.0 (build 31): retención, quick update, streak, what's new
- 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>
2026-05-21 23:09:36 +02:00
alexandrev-tibco 773da6800b 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>
2026-05-07 22:19:33 +02:00
alexandrev-tibco 94ed4d17eb Release 1.3.0: onboarding UX, charts paywall banner, re-engagement notifications, Crashlytics
- Crashlytics: add FirebaseCrashlytics framework + dSYM upload build phase
- Onboarding: useSampleData off by default, Add First Investment as primary CTA
- AddSourceView: contextual placeholder and footer explaining what a source is
- Charts: CompactPaywallBanner visible to free users on every visit
- Notifications: re-engagement (7d) and monthly check-in local notifications
- Paywall: decorative chart preview replacing static crown icon
- Localization: all new strings in en + es-ES
2026-05-01 09:26:37 +02:00
alexandrev-tibco 10f6d0ca20 Release 1.2.1: iCloud sync improvements + ASO multilingual metadata
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>
2026-03-25 11:54:35 +01:00
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 c94974546f Fix widget gap: forward-fill months and use reference month date for batch update
BatchUpdateView now accepts a saveDate parameter. When saving from a past-month
check-in, the call site passes referenceDate.endOfMonth so snapshots are dated
within the correct month instead of today. For the current month, Date() is used.

Widget forward-fills missing month buckets (trend and category series) using the
most recent earlier month's value, preventing gaps when a check-in is done in the
following month.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 22:51:40 +01:00
alexandrev-tibco e3ec0ddb25 Fix progress bar period to start at first day of interval month
Period now starts at startOfMonth of the first month in the interval,
not 30 days before the deadline. For monthly: Feb 1 → Feb 28.
For quarterly: Jan 1 → Mar 31. Formula: startOfMonth(nextDate - (interval-1) months).

Feb 20 with next check-in Feb 28: 19/27 days ≈ 70% instead of 0%.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 22:45:59 +01:00
alexandrev-tibco b6314db314 Fix check-in progress bar always showing empty after completing check-in
Previous logic measured elapsed days from lastCompletionDate to nextCheckInDate,
so completing a check-in today reset the bar to 0/8 days instead of showing
how far through the full monthly period we are.

New logic: the bar represents the full interval (e.g. 1 month) ending at
nextCheckInDate, starting from nextCheckInDate minus that interval.
Today (Feb 20) with next check-in Feb 28 now shows ~74% progress
(23 of 31 days elapsed since Jan 28) instead of 0%.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 22:44:22 +01:00
alexandrev-tibco 472342fa67 Ensure full Spanish localization for all 1.2.0 strings
- OnboardingView: wrap page titles/descriptions with String(localized:)
  using symbolic keys so SwiftUI can look them up correctly
- IAPService.paywallBenefits: change from static let to static var,
  wrap all strings with String(localized:) using symbolic keys
- en.lproj: add symbolic keys for new onboarding pages and paywall benefits
- es-ES.lproj: add Spanish translations for all new keys (onboarding pages,
  paywall benefits, batch update, contribution fields) plus pre-existing
  gaps (Monthly Highlights, Best/Worst Performer, Best Contributor)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 22:41:40 +01:00
alexandrev-tibco 28b662e5a6 Restrict contribution fields to detailed mode only
AddSnapshotView: restore inputMode == .detailed guard for contribution section.
BatchUpdateView: show contribution field per row only when the source's
account is configured with inputMode == .detailed.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 22:33:02 +01:00
alexandrev-tibco ce4bbd9676 Fix decimal parsing bug + contribution and pre-fill features
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>
2026-02-20 22:29:26 +01:00
alexandrev-tibco edb04efc86 Redesign onboarding and paywall for 1.2.0
- Onboarding: replace feature-focused slides with outcome-focused copy
  ("Know exactly where you stand", "5 minutes a month is enough", etc.)
- Paywall: non-scrollable layout, reduce from 8 to 4 key benefits,
  remove transactional language (Unlock/Upgrade/Premium),
  new CTA "Get Full Access", floating close button
- Add IAPService.paywallBenefits for the condensed 4-item paywall list
- Update CompactPaywallBanner and PremiumLockOverlay copy

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-20 12:51:13 +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 151eb0e662 Redesign achievements progress bar with milestone circles
Replaces the simple progress bar with a custom milestone bar showing
individual circles for each achievement, filled when unlocked with a
checkmark indicator.

Fixes #27

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:57:58 +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 9d2ed68dcc Require PIN to disable Face ID
When toggling Face ID off, users must now verify their PIN first.
Adds a PinVerifyView component for PIN verification.

Fixes #23

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:50:44 +01:00
alexandrev-tibco 5dc9eb109f Add monthly highlights: best and worst performing sources
Shows a highlights card with the best and worst performing sources by
percentage change, displayed between the summary and reflection cards.

Fixes #22

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:49:00 +01:00
alexandrev-tibco aceed608ed Show source value difference vs previous check-in (green/red coloring)
When a source has been updated this cycle, shows the value change from the
previous snapshot in green (increase) or red (decrease).

Fixes #21

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:47:49 +01:00
alexandrev-tibco 7d1eb874d8 Add prev/next navigation buttons to Monthly Check-in view
Adds chevron buttons to navigate between months, similar to Lose It Log view.
The next month button is disabled when already at the current month.

Fixes #20

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:46:54 +01:00
alexandrev-tibco 8fa66c1c70 Add dismissible pending updates alert banner at top of Dashboard
Shows a warning-colored banner when sources need updating, with an X to dismiss.
The existing Pending Updates section lower in the dashboard remains unchanged.

Fixes #18

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:45:16 +01:00
alexandrev-tibco d71e98c60c Start dialog: bigger centered title, share icon with more left padding
Replaces confirmationDialog with a custom sheet for better title styling.
Increases share icon trailing padding in TotalValueCard.

Fixes #17

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:44:17 +01:00
alexandrev-tibco 14af7deeda Show month name instead of "Monthly Check-in" as card title
Fixes #16

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:43:23 +01:00
alexandrev-tibco 5ceeb93d91 Make Start button bigger and position at the bottom of check-in card
Fixes #15

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:42:40 +01:00
alexandrev-tibco 3a72a75e5c Progress bar: red when overdue, orange when 2-3 days from deadline
Fixes #13

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 23:41:20 +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 2437dd647f Add tests for 1.1.0 features 2026-02-01 14:40:10 +01:00
alexandrev-tibco c9dab29612 Improve onboarding iCloud linking 2026-02-01 11:35:50 +01:00
alexandrev-tibco 0ddee49dd5 Tune app review prompt cadence 2026-02-01 11:35:36 +01:00
alexandrev-tibco edfd7a2a56 Add monthly check-in sharing 2026-02-01 11:32:20 +01:00
alexandrev-tibco b5ba6c47a8 Add premium backups with retention and iCloud support 2026-02-01 11:23:41 +01:00
alexandrev-tibco f97f8026bc Improve goal sharing experience 2026-02-01 11:14:48 +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 c6be398e5a Update version 2026-01-16 11:28:26 +01:00
alexandrev-tibco 7988257399 initial version 2026-01-15 09:24:06 +01:00