alexandrev/InvestmentTrackerApp
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9 Commits

Author SHA1 Message Date
alexandrev-tibco 9927d21b86 Sync monthly contributions y allocation targets vía iCloud (CoreData) 
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
 2026-07-01 09:28:37 +02:00
alexandrev-tibco 270edeb536 Migrate journal entries to CoreData for iCloud sync (build 33) 
- Add JournalEntry CoreData entity (syncable=YES): id, monthKey, note, moodRaw, rating, completionTime, createdAt
- Rewrite MonthlyCheckInStore: CoreData as primary storage, same public API
- One-time migration from UserDefaults triggered after store loads
- MonthlyCheckInCard: @FetchRequest on JournalEntry — reactive to iCloud sync
- MonthlyCheckInView: onReceive NSManagedObjectContextObjectsDidChange to refresh @State vars on sync
- Stats cards: observe NSManagedObjectContextObjectsDidChange instead of UserDefaults
- ChartsViewModel.completedMonthKeys: remove MonthlyCheckInStore dependency (data-driven)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
 2026-05-26 15:05:53 +02:00
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 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 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