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Quiet Finance 2.6.0

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@parththummar parththummar released this 21 May 21:06
· 22 commits to main since this release
v2.6.0
d47797f

Changelog

All notable changes to QuietFinance (Quiet Finance) are documented here.

The format follows Keep a Changelog.
Version headings match semver derived from git log (newest-first). Xcode MARKETING_VERSION reads the same numeric line (e.g. 2.4 ≡ 2.4.0); CURRENT_PROJECT_VERSION is the build.

[Unreleased]

[2.6.0] (1) - 2026-05-21

Changed

  • App renamed to Quiet Finance — product name, bundle identifier (app.quiet.QuietFinance), backup folder (QuietFinance-Backups), and all file prefixes updated. Legacy FinanceTracker-* backup files remain readable.

[2.5.0] (5) - 2026-05-08

Added

  • Account merge — combine two accounts into one. Use it when a broker is renamed or duplicates appear; history is preserved on the surviving account, with overlapping snapshot values summed and cost basis combined.
  • Bulk edit accounts — select multiple accounts and update person, country, asset type, status (Active / Retired), or group label in a single action. Each field is opt-in, so untoggled fields stay untouched.
  • Multi-select mode in All Assets — a "Select" toggle reveals row checkboxes plus an action bar with Select all / Clear, and triggers for Bulk Edit and Merge.

Changed

  • All Assets row highlight — selected rows are visually emphasized while in selection mode.
  • Merge preview — the merge sheet shows moved snapshots, overlap behavior, and the combined cost basis before confirmation. A currency-mismatch guard blocks merges across different native currencies to avoid silent FX conversion of stored values.

[2.5.0] (4) - 2026-05-09

Added

  • Accounts CSV import — re-import the Accounts list export back into the store. Format is auto-detected against the Full history CSV.
  • Auto-lock when idle — re-engage the App Lock after a configurable period of in-app inactivity. Picker in Settings → Security: Off / 1 / 5 / 15 / 30 / 60 min.
  • Sortable column headers — every grid (Accounts, People, Countries, Asset Types, Receivables, Snapshots, Diff, Breakdown, Trends). Click cycles ASC → DESC → unsorted with an arrow indicator; preference persists per-table.
  • Watchlist on Dashboard — pin accounts from the Accounts grid (star icon) to a dashboard panel showing current value and delta vs prior snapshot. Click a row to focus the account.
  • Drag-reorder accounts — grip handle on each Accounts row; custom ordering persists across launches and is the default sort.

Changed

  • CSV import upserts accounts — re-importing the Accounts list now updates currency, institution, notes, active flag, cost basis, and asset type on existing rows instead of skipping duplicates. Summary reports updated vs unchanged counts.
  • New entry forms default to display currency — New Account, New Receivable, and New Country preselect the user's chosen display currency instead of always USD.
  • Deleted items in sidebar Recent are now struck through and disabled; clicks no longer silently no-op.
  • Recent list trimmed from 6 entries to 5.
  • Friendlier import error when the supplied CSV matches neither Full history nor Accounts list format.

[2.5.0] (1) - 2026-05-08

Added

  • App lock on launch — Touch ID, Apple Watch unlock, or system password before the UI appears. Defaults to on; toggle in Settings → Security.
  • Stealth mode — blurs every amount across Dashboard, KPI cards, breakdowns, and snapshot list; hover to reveal individual values.
  • Menu bar item — net worth + QoQ delta in the system menu bar, refreshes every minute, click to open or refresh.
  • Goal target date + progress — set a date alongside the value, get a progress bar, trend ETA, and "on track / behind" pacing.
  • Net-worth forecasting — linear and CAGR projection with ±1σ confidence band on Trends; toggle method.
  • Liquidity / runway panel — cash on hand, average monthly net change, runway in months at current burn rate.
  • Cost basis per account — optional starting basis; "Unrealized" column on accounts shows gain/loss vs current value.
  • QoQ heatmap in Reports — quarters × categories grid coloured by quarter-over-quarter Δ%.
  • Snapshot completeness badge — chip on snapshot list and editor showing filled vs missing rows; missing rows highlighted red in editor.
  • Stale-account flag — accounts whose last 3 snapshot values are within 0.5% are tagged STALE.
  • Auto-backfill new accounts into past unlocked snapshots when opened, so values can be added retroactively. Same for receivables (with start-date awareness).
  • ⌘K command palette — fuzzy jump to any screen, snapshot, account, person, country, or quick action; arrow keys + Enter to fire.
  • Pinned snapshot tabs above the snapshot list for fast switching between recent / important snapshots.
  • Recently viewed list in the sidebar (expanded mode) — last 6 accounts and snapshots clicked.
  • Customizable Dashboard widgets — show / hide / reorder all panels via Settings, including drag-and-drop.
  • Per-person "Include in net worth" toggle — track parents / partners alongside without inflating own totals; "OFF NW" badge surfaces excluded accounts. Toggle directly from the People grid.
  • Inline-editable People grid — name, color, "In NW" toggle, "Active" toggle, and a quick-add row at the bottom are all edited directly in the table; no editor sheet.
  • Inline-editable Countries grid — code, name, flag (click to open picker), color, default currency, and inline add row. Editor sheet retired.
  • Person isActive flag — archived persons hide by default via "Show inactive" header toggle; rendered dim. Net-worth aggregation still uses the separate "In NW" flag.
  • Sidebar collapse + resize — auto-collapse to icons below 140 pt with hover labels, draggable divider, manual toggle button, last expanded width remembered.
  • Compare bar on Dashboard — segmented "vs Previous / vs Year ago" drives the hero delta chip and KPI deltas.
  • Hover tooltips on Trends total chart and Account history chart — vertical rule + point + annotation card with date and value.
  • Three-level breadcrumb — Screen › Filter › Snapshot in TopBar, with active snapshot context where it matters.
  • Pre-cached snapshot totals on lock for fast Dashboard / list rendering.
  • Backup verify counters for Receivables and Receivable Values.
  • Two new app icon options: Vault and Strata, alongside Quiet Finance default and Classic.
  • Money Flow view in the snapshot diff screen — Sankey-style visual showing how each account's value moved between two snapshots, with new and dropped accounts highlighted.

Changed

  • App display name is now Quiet Finance everywhere user-facing (was "Finanace Tracker"). Bundle name fixed so the Dock tooltip and About panel match.
  • New default app icon — gold L monogram with ledger lines on a dark squircle. Old icon kept as "Classic" option.
  • Hero on Dashboard — embedded full-width sparkline below the figure (previously a separate panel), inline delta chip beside the number, eyebrow + compare bar on a single row, footnote moved below.
  • Hand cursor appears on every clickable element — buttons, chips, theme toggle, share icon, slice rows, search results, and more.
  • ⌘S saves any open editor sheet; Esc closes; if there are unsaved changes Esc / Cancel prompts to save / discard / cancel.
  • Enter triggers the primary button on every confirmation dialog and popup (delete, restore, lock, unlock, reset, save, etc.).
  • Snapshot editor rows sort alphabetically by account name.
  • Search dropdown results now open the relevant editor / detail sheet directly instead of just landing on the screen.
  • Active snapshot chip is always pinned in the TopBar across all screens; placeholder shown when no snapshots exist yet.
  • Color-coded chart series — Account history, Account detail trajectory, and Reports drilldown chart now use the asset-type's category color instead of single ink.
  • Click on a Dashboard donut slice navigates to Breakdown filtered to that slice (no hover-redirect side-effect).
  • App icon picker tiles redesigned: smaller previews, tighter spacing.
  • Backup file naming moved to Quiet Finance-* prefixes; legacy QuietFinance-* files still listed and restorable.
  • Verify backup summary is now a wrapping multi-line readable line with full label names instead of a truncated single line.
  • Settings → Security panel redesigned with grouped row icons, status meta, and dedicated disclaimer; placed at the top of the right column.
  • Sidebar shows the chosen app icon (instead of a static "L"); resize is now smooth (no jitter from per-frame disk writes).
  • Account editor removes the unused "Group" field. Adds optional cost-basis input.
  • Empty-state screens replace the lone "—" with a contextual SF Symbol illustration in a subtle disc.
  • KPI deltas automatically switch label and reference between QoQ and YoY based on the Dashboard compare bar.

Fixed

  • Dock and Finder tooltip showing QuietFinance; now reads Quiet Finance.
  • Sidebar resize jitter under live drag.
  • Several confirmation dialogs missing default Enter shortcut.
  • Snapshot editor: receivables and newly-added accounts not appearing in older snapshots — now auto-backfill on open (unlocked snapshots only).

[2.4.0] - 2026-05-01

Source: git 121f19c

Added

  • Receivable / ReceivableValue SwiftData models; Snapshot.receivableValues relationship.
  • Receivables management UI: ReceivablesView, ReceivableEditorSheet.
  • CSV and PDF export paths extended for receivable rows.
  • Dashboard treatment for pending receivables (shown outside net worth).

Changed

  • App schema and navigation updated for receivables; QuietFinanceApp SwiftData Schema includes new models.

[2.3.0] - 2026-05-01

Source: git d593785

Added

  • Quick Jump (menu / command) wired through SearchCommands next to Find.
  • Quit-time backups: QuitBackupDelegate, backup trigger on quit; BackupService extended; QuietFinanceApp applies pending restore on launch when applicable.
  • Account.groupName for grouping/organization.
  • AccountAnalysis utility for snapshot-based account analytics.
  • SnapshotPDFExporter for snapshot PDF export with revised layout.

Changed

  • CurrencyConverter extended for illiquid asset handling (alongside AppState / net-worth prefs).
  • Window appearance tracked with theme changes (NSAppearance) alongside preferredColorScheme.
  • DashboardView, BreakdownView, and related views refreshed for new behavior and UX.

[2.2.0] - 2026-04-24

Source: git 322a5e9

Changed

  • Breakdown: StackedBarsView replaces the previous treemap visualization; TreemapView / TreemapLayout removed.
  • BreakdownView: cached data for performance, search, improved empty state.

Removed

  • Treemap implementation files (per refactor above).

[2.1.0] - 2026-04-24

Source: git 178ec15

Added

  • BackupService: automatic and manual database backups; listing and management surfaced in Settings.
  • Snapshot notes field for free-form context on each snapshot.

Changed

  • Dashboard, SnapshotEditor, and related views updated for notes and backup-related flows; layout/responsiveness tweaks.

[2.0.0] - 2026-04-23

Source: git 5f5a44f

Added

  • AppCommands: menu commands for Go navigation, New Snapshot, Find / search focus, Undo Delete (via FocusedValues).
  • UndoStash and restore pipeline for soft-delete recovery.
  • DashboardPDFExporter for dashboard PDF export.
  • Caching in BreakdownView and DashboardView for smoother updates.

Changed

  • AppState: pending breakdown filter, global search tick, and related navigation state.
  • Main app file consolidated; older QuietFinanceApp layout replaced in favor of command-driven structure.

Removed

  • DistributionCard, HeadlineCard (superseded by newer dashboard pieces).

[1.1.0] - 2026-04-22

Source: git 0f8b42c

Added

  • Custom fonts: Geist, Geist Mono, Instrument Serif (registration + asset bundle).
  • Formatters: compact currency and grouped integer helpers.

Changed

  • RootView, BreakdownView, DashboardView, AccountsView, AssetTypesView — layout, headers/tables, and styling updates.

[1.0.0] - 2026-04-21

Sources: git adcd0e7, 2c18486, b5d29a5

Added

  • Initial codebase — Quiet Finance macOS app (SwiftUI/SwiftData).
  • Marketing / docs: V 1.0.0 first-release marker; README updated for Quiet Finance positioning and feature overview (multi-person, multi-currency, snapshots, exports, etc.).

Repository note

These sections were backfilled from git log (no git tags in-repo at authoring time). 2.0.0–2.4.0 are sequential semver slices of that history so 2.4.0 matches the current Xcode 2.4 product line; only 1.0.0 was named in a commit message. If you retroactively tag releases, use e.g. v2.4.0 consistent with the headings above.

Versioning cheat sheet

When you ship:

  1. Update MARKETING_VERSION / CURRENT_PROJECT_VERSION in Xcode.
  2. Append a ## [x.y.z] - YYYY-MM-DD section below [Unreleased] (Include _Source: git <sha>_ if helpful).
  3. Optionally git tag vX.Y.Z.
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