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TR Tracking v2.0.0 - Scheduled Purchases (DCA)

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@ForgeRGX ForgeRGX released this 14 Oct 21:05
· 7 commits to main since this release

TR Tracking v2.0.0

Second major release of TR Tracking, introducing scheduled purchase tasks (DCA) and sales support.

New features

  • Scheduled purchase tasks with six configurable DCA frequencies:
    • Weekly (every Monday)
    • Monthly (first business day of the month)
    • Monthly from mid-month (first business day on or after the 15th)
    • Twice a month (both of the above combined)
    • Quarterly from month start (first business day of the quarter month)
    • Quarterly from mid-month (first business day on or after the 15th of the quarter month)
  • Occurrence confirmation queue: once the expected date passes, each occurrence must be manually confirmed with the exact purchase date before the investment is recorded.
  • Occurrences can be skipped if a purchase was missed.
  • Dashboard widget showing pending confirmations and the next 5 upcoming scheduled dates.
  • Warning badge on the navigation link when confirmations are waiting.
  • Support for sell operations in addition to buy operations.

Upgrading from v1.0.0

git pull
bash scripts/migrate.sh