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v0.4.0: 再平衡建议、清晰提示、可靠汇总 / Rebalance Guidance, Clear Tooltips, Reliable Totals

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@github-actions github-actions released this 01 Jul 15:44
· 51 commits to main since this release

本次更新让再平衡建议更可执行,并修复录入提示和迁移后总览数据的显示问题。

🎉 新功能

  • 再平衡提醒现在会显示当前金额、目标金额,以及建议增持或减持的金额,方便直接判断下一步操作。
  • 目标占比为 0% 或未设置的资产不会影响其他资产的建议;当某位成员的目标占比合计不是 100% 时,界面会明确提示差额并暂停给出调仓金额,避免误导。
  • 总览页和分析看板都会展示新的金额建议;“一键归一化”只调整已设置正目标占比的资产。

[📷 Screenshot: 总览页中的再平衡金额建议]

🐛 Bug 修复

  • 修复新增资产或负债时,分类、金额和期望占比说明在弹窗边缘被截断的问题;提示现在会自动调整方向并保持完整可见。
  • 修复导入迁移包后,资产明细已经恢复,但总览净资产、总资产、总负债和趋势仍显示为零的问题。

This update makes rebalance guidance directly actionable and fixes clipped entry guidance and incorrect Overview totals after migration imports.

🎉 New features

  • Rebalance alerts now show current amounts, target amounts, and suggested buy or sell amounts so the next action is clear.
  • Assets with a 0% or unset target no longer distort guidance for other assets. If a member's targets do not total 100%, the app shows the gap and pauses adjustment amounts instead of presenting misleading advice.
  • The new amount guidance appears on both Overview and Analytics, while one-click normalization only adjusts assets with positive targets.

[📷 Screenshot: Rebalance amount guidance on Overview]

🐛 Bug fixes

  • Fixed category, amount, and target-ratio guidance being clipped near the edges of the asset and liability entry dialog. Tooltips now reposition automatically and remain fully visible.
  • Fixed Overview net assets, total assets, total liabilities, and trend values remaining at zero after a migration import restored the holdings.