CRÍTICO — enlaces del App Store rotos (adquisición viral = 0):
- GoalShareService.appStoreURL apuntaba a id6744983373 (404): el QR de TODAS las
imágenes compartidas llevaba a una página muerta. Corregido a id6757678318.
- SettingsView enlazaba id6741412965 (una novela romántica). Ahora usa la constante.
Monetización:
- IAPService multi-producto: sub anual (com.portfoliojournal.premium.annual, con
intro offer/trial) + lifetime como ancla. isPremium acepta cualquiera de los dos.
Paywall con selector de plan (anual por defecto si existe; degrada a solo lifetime
mientras el producto no esté creado en App Store Connect).
- paywallBenefits: añadidos Multiple Accounts y Family Sharing (diferenciadores).
- Teaser de historia bloqueada en Charts: "N meses más con Premium" en vez de
truncar en silencio (FreemiumValidator.hiddenHistoryMonths + banner).
- Trigger de paywall de backups ahora instrumentado (logPaywallShown "backups").
Retención / adquisición:
- Rating velocity: prompt tras 2 check-ins y 30 días (antes 3 + 90 — en una app
mensual eso era >3 meses sin poder pedir la primera review con ~0 ratings).
- Sample data ON por defecto en onboarding (skip ya no aterriza en dashboard vacío).
- Notificación de protección de streak el día 25 si el check-in del mes está pendiente.
- App Intents + AppShortcutsProvider: "Update my portfolio" / "Check my portfolio"
vía Siri/Shortcuts/Spotlight.
- Instrumentación: onboarding_step/onboarding_skipped y content_shared (viral loop).
- ScreenshotMode (--screenshots) para capturas de marketing automatizadas.
ASO:
- 6 locales nuevos en metadata (en-GB, en-CA, en-AU, es-MX, fr-CA, pt-PT) reusando
traducciones — 6 campos de keywords extra; pt-PT adaptado (reforma).
- Categoría secundaria: PRODUCTIVITY.
- 17 strings nuevas localizadas en los 7 idiomas.
Pendiente manual: crear la sub anual en App Store Connect (grupo de suscripción +
intro offer 7 días) con el id exacto com.portfoliojournal.premium.annual.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qUZrBusG82T37R7PeokqJ
Ambos vivían en UserDefaults (device-local, no sincroniza). Migrados a atributos
CoreData en entidades ya syncable=YES, así que ahora sincronizan por CloudKit:
- InvestmentSource.monthlyContribution (Decimal, opcional)
- Category.allocationTarget (Double, opcional)
Los stores mantienen su API por UUID (0 cambios en call sites) pero ahora leen/escriben
del atributo CoreData vía fetch por id. migrateIfNeeded(context:) mueve una sola vez los
valores del diccionario UserDefaults legacy al modelo y borra la clave; enganchado en
CoreDataStack.loadPersistentStores junto a MonthlyCheckInStore.
DashboardLayoutStore se mantiene en UserDefaults a propósito (preferencia de UI por
dispositivo: el columnSpan solo aplica en iPad).
NOTA: requiere desplegar el schema CloudKit a producción (CD_monthlyContribution,
CD_allocationTarget) antes de que sincronice en TestFlight/App Store.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qUZrBusG82T37R7PeokqJ
- Info.plist (app + widget): CFBundleShortVersionString -> $(MARKETING_VERSION),
CFBundleVersion -> $(CURRENT_PROJECT_VERSION). Antes estaban hardcodeados, lo que
obligaba a editar 3 sitios por release y causó el rebote de build (subía 41).
- archive_and_upload_appstore.sh: find_p8_file ahora asigna la variable global P8_PATH
en vez de devolverla por $(...); el trap EXIT que limpia el .p8 temporal ya no corre
en un subshell, así que el fichero sobrevive hasta el upload (antes xcodebuild fallaba
en -exportArchive con "-authenticationKeyPath ... existing file").
- .gitignore nuevo: build artifacts, credenciales (.p8/.mobileprovision), basura macOS
y documentos personales. Destrackeados .DS_Store y UserInterfaceState.xcuserstate.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_015qUZrBusG82T37R7PeokqJ
- 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>
- 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
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>
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>
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>
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>
- 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>
Covers paywall redesign (new copy), batch update view,
and contribution fields added in this version.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
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>
Replaces hardcoded '1.1.0' with $(MARKETING_VERSION) so the version
is always in sync with the project.pbxproj setting.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- 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>
- 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>
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>
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>
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>
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>
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>
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>
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>
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>
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>
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