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v3.5.3

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@afadil afadil released this 26 Jun 00:59
v3.5.3
e319354
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What's Changed

This release adds a per-account Activities tab, holdings export, hybrid drift bands, and cash-as-fixed-income classification, then fixes net-worth history, performance/FX, multi-currency dashboards, dashboard speed, CSV imports, custom providers, Spending, mobile, and Linux Connect deep links found after v3.5.2.

Highlights

Account Activities

  • Added an Activities tab to account detail pages, reusing the existing activity tables with inline edit/delete, plus an account-filtered Explore activities link with pagination.
  • Refined the account header (Group › Account on desktop, name-only on mobile), hid the redundant Holdings heading, and hid the contribution-limit prompt when no current-year limit is configured.

Holdings Export

  • Added a holdings data export (core export module + server endpoint + desktop command), available from Settings → Exports.

Allocation & Rebalancing

  • Added hybrid drift bands with per-sleeve tolerance — band = max(target_bps × relative_factor, absolute_floor), defaulting to 20% relative + 1% floor. Existing absolute targets are unchanged (no silent migration), and drift notation switched from pp to %.
  • Added an asset-class override for cash accounts, so a HYSA / Cash ISA / Livret A / CD can be classified as fixed income instead of always charting as "Cash".
  • Fixed allocation drift-tolerance display, cash allocation detail rows, and detail category switching.

Dashboard & Performance

  • Reworked dashboard performance loading with a lightweight profile for account/group rows (preserving TWR for transaction-mode summaries), bounded parallelism, and retained prior values to reduce flicker; unavailable-metric reasons now link to the Health Center (#1171).
  • Added a lean holdings list endpoint used across the holdings table, account/asset pages, and retirement planner for faster loads.
  • Fixed the dashboard showing base currency for foreign-currency accounts (inverted displayInAccountCurrency condition), while preserving foreign-account warnings (#1125).

Holdings, Net Worth & History

  • Fixed hidden accounts being dropped from Total and portfolio history — hidden (non-archived) accounts now stay in aggregate/history scopes (#1140).
  • Fixed split-adjusted valuation history by applying split factors to price instead of mutating historical quantities; preserved alternative assets in net worth (#1140).
  • Fixed synthetic holdings history backfill — stopped generating synthetic snapshots for manual/CSV/broker holdings, ignored legacy SYNTHETIC snapshots, and render single-point histories with a real chart dot (#1105).
  • Added a scoped current valuation read model so current-value surfaces use the latest snapshot, quotes, and FX instead of stale daily valuation rows (#1101).

Performance & FX

  • Made performance semantics explicit — typed transfer boundary classification, valuation quality/status metadata, and FX book cost anchored to lot acquisition instead of valuation-date FX (#1119, #1142).
  • Fixed an FX rate of "1" persisted when adding a provider-sourced pair on a weekend (#1143).

CSV Import & Custom Providers

  • Fixed cash-only holdings CSV imports being blocked at Review Assets (#1111, #897).
  • Raised the symbol length cap 20 → 100 and allowed underscores in import symbols (#1145).
  • Allowed ISIN-only custom provider sources and fixed bond ISIN overrides saved with a symbol (#1005, #1107).
  • Fixed an invalid UTF-8 boundary panic in the custom provider on CJK/emoji content.

Spending & Budgets

  • Surfaced backend error messages when a budget group delete fails (#1130).
  • Fixed mobile spending transaction flow, period selector alignment, event tag summaries, and stable user-facing broker-sync messages (#1099).

Mobile

  • Fixed the iOS viewport gap so the app uses the full screen on iPhone (#1170).
  • Replaced the squeezed desktop popover with a mobile bottom sheet for custom performance date ranges (#1133).
  • Fixed mobile activity filters not applying after selection.

Wealthfolio Connect (Linux)

  • Fixed Connect auth deep links on Linux.
  • Refactored post-login sync bootstrap and fixed activity action/filter reset and addon permission category detection.

Resolved Issues

#1140, #1105, #1101, #1142, #1119, #1143, #1125, #1111, #897, #1145, #1107, #1005, #1130, #1099, #1133, #1170

Contributors

Full Changelog: v3.5.2...v3.5.3

Contributors

afadil, zephyros-dev, and 2 other contributors
Assets 43
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