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Kaptal v0.1.2

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@vivhub vivhub released this 26 Oct 23:08

Kaptal v0.1.2

πŸš€ New Features

  • privacy: add native Privacy Mode to mask balances for screenshots and sharing (0bba587)
  • i18n: expand Spanish translation coverage across views and components (4ad2aa1)
  • backup: update JSON import/export to include capital accounts, movements, and physical assets (538bde6)
  • help: expand help sections with anonymized license terms and physical assets (2159506)
  • i18n: complete Spanish localization for help view and license terms (969c5aa)
  • desktop,web: portfolio analytics, release decoupling, and issue closures (a5f7659)
  • portfolio: display KPIs across both individual and aggregated portfolios (3a9a90d)
  • portfolio: aggregated portfolio KPIs across portfolios and transaction broker association (closes #35, closes #36) (f7958d4)
  • physicalAssets: add debt date, term end date sync, and capital payment debt computation (b36bede)
  • implement linked property display, DetailPropertyView, and mortgage auto-split (fixes #29, #30, #31) (9caf550)
  • real-estate: implement rental yield, mortgage engine, and investment metrics (8d110aa)
  • capital: implement automated debt amortization and dynamic depreciation engine (#18, #19) (4b4b8d5)
  • capital: resolve capital view issues #20, #21, #22, and #23 (8ad6f8a)
  • capital: add computed interest and % interest per year derived from movements log (245210d)
  • dual-theme branding, Kaptal window icons, waitlists, and stylish navigation controls (d14c0af)
  • capital: add starting balance date field and crosscheck for past/future extracts (a791cf1)
  • capital: allow editing movement properties with quick category fixes and balance recalculation (e1b2b74)
  • navigation: promote Physical Assets to dedicated top-level sidebar view (85eee3d)
  • pdf-parser: detect table structure changes across statement sections and exclude card details by default (486729b)
  • capital: integrate real estate and physical assets into capital computation (f15d1d5)
  • capital: add PDF statement extraction, starting balance preservation, and universal date parsing (37a15cd)
  • dashboard: add interactive timeframe navigation (3M, 6M, 12M, ALL) for income vs expense chart (8512cd9)
  • capital: add edit action for cash accounts and update specification (06f0b52)
  • capital: bank statement import wizard, account types, and savings analytics (9ef9fb5)
  • portfolio: add timeline timeframes, annualized return (CAGR) and scrollbar for quality notices (05570d0)
  • transactions: add manual transaction input and editing capabilities alongside CSV import (8ffa799)
  • holdingDetail: overhaul metrics strip, historical chart with execution markers, and audit trail visibility (6e71289)
  • portfolio: implement transaction preview (#9), realized/unrealized split (#10), dividends & total return (#12), and risk warnings (#14) (7d671d0)
  • portfolio: add asset class allocation chart, search, and bulk operations (closes #7, #8) (da06c22)
  • portfolio: add holding name enrichment via OpenFIGI/Yahoo and asset metadata editor (d6502e9)
  • portfolio: add holdings reclassification, graph toggle, and layout optimizations (2967c50)
  • fix holdings aggregation, european decimal format, and tauri launch permissions (765e1ab)
  • market-data: use Tauri HTTP for provider access (3ad342c)
  • add comprehensive help & documentation section (5b1975f)
  • pricing: show quote source and add OpenFIGI key (4297b20)
  • portfolio: add smart asset classification (c831d53)
  • csv: implement bulk transaction elimination, CSV deduplication, and failed import diagnostics (3f141a0)
  • portfolio: implement Issue #3 Portfolio asset view enhancements (a500e09)
  • enhance CSV parser, holding details view, and add unit test suite (97bf7ee)
  • add ISIN price tracking for Index Funds via OpenFIGI (fea8202)

πŸ› Bug Fixes

  • prices: resolve ISINs and asset names for ETF and mutual fund historical charts (3a3866f)
  • privacy: ensure complete privacy blur coverage for physical assets, starting balances, and holding metrics (072f717)
  • portfolio,updates: keep scroll-column children from collapsing and report real updater errors (#40, #39) (de55454)
  • desktop: resolve white screen, price recalculation, and SQLite persistence for Tauri v2 (6c0d0e3)
  • backup: restore full backup implementation and comprehensive tests (0e10db5)
  • tauri: revert invalid NSIS schema properties in tauri.conf.json (5a47135)
  • ci: NSIS-only Windows builds, git-derived changelog, clean installer UX (5dd49c2)
  • test: make Windows and Linux path resolution tests cross-platform in CI (d983871)
  • ui: replace native localhost alerts and confirms with Kaptal dialog popups (closes #34) (002bb6c)
  • real-estate: ensure mortgage PMT and cash-on-cash consistency over amortization life and add rental performance tab (0a95b79)
  • physical-assets: auto-sync outstanding debt with capital amortization payments (a6b3f7b)
  • physicalAssets: adjust add cashflow button styling in asset card (198fb3b)
  • tauri: isolate CARGO_TARGET_DIR per worktree directory (a43c937)
  • merge: resolve duplicate blocks, clean physical assets view and optional schema types (feb171d)
  • ui: align top card of DetailedHoldingView with Kaptal theme styles (d8f8823)
  • capital: ensure getCapitalEntries strictly returns only account-bound movements (0b92aae)
  • capital: overhaul AccountDetailView layout, scroll containment, and table visibility (1e1950b)
  • tauri: remove duplicate import and redundant invoke_handler in lib.rs (93cc8eb)
  • resolve issue #26 (ISIN pricing & decimal parsing) and issue #28 (tauri window titlebar theme sync) (eb138be)
  • capital: resolve movements linking and add account switcher/bulk reassignment in AccountDetailView (1146a27)
  • capital: remove redundant overview ledger, resolve account detail movements, and update specification (2c9393f)
  • capital: remove duplicate imports and jsx syntax errors in account components (9d59dc0)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (bc9ff7d)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (7c8eda5)
  • pdf-parser: fix checking bank statement parsing, attribute consolidation, and balance reconciliation (cced4cb)
  • import-wizard: restore card details checkbox UI and fix bank statement import regression (b5fc74b)
  • capital: fix bank extract import for secondary accounts with per-account deduplication and section selection (8325f69)
  • pdf-parser: ignore letter preamble and support movimientos/transacciones headers (38dfde3)
  • portfolio: compress filters into single line and compact top layout for holdings visibility (781eac6)
  • portfolio: optimize holdings visibility, collapsible analytics, and scroll containment (1732a1b)
  • portfolio: ensure instant holdings rendering, isolate portfolio switches, and use resilient left joins (4992ae1)
  • pricing: resolve multiple ISINs via Yahoo and override manual prices on refresh (affddd3)
  • tauri: restore dev startup and config validation (41a7cb6)
  • remove placeholder help text (fca51b1)
  • allow esbuild install scripts (36d108a)
  • db: resolve transaction deletion and update handlers across SQLite and LocalStorage mock DB (a77e7d3)
  • tauri: remove cdylib crate-type to fix Windows GNU linker export limit (7df899f)
  • CSV import European format support and hardcoded USD currency (66fbf33)

πŸ“š Documentation

  • update README and specification with portfolio KPIs and transaction broker features (e708c14)
  • update specification for real estate, detail property view, and debt amortization (0554d6b)
  • update specification with physical assets module, debt amortization, and depreciation engine (eeb5bab)
  • document native titlebar theme sync and ISIN currency normalization (46d3693)
  • add GitHub issue documents for debt amortization and dynamic depreciation (522a7ae)
  • update specification with performance disaggregation, CAGR, timeline timeframes, and audit tools (00da330)
  • update specification with completed Module 2 and Module 3 features (32aec72)

♻️ Refactoring

  • navigation: organize Transactions view under Portfolios section (closes #25) (76c81b5)

πŸ”§ Other Changes

  • updated logo in README (7706ae0)
  • updated logo (78b7ff6)
  • Rename to Kaptal & add copyright headers (4b18730)
  • Initial commit (85f2763)

Full Changelog: https://github.com/vivhub/Kaptal/commits/v0.1.2


πŸ›‘οΈ Security & Integrity Verification

Package Format SHA-256 Checksum VirusTotal Scan
Kaptal_0.1.2_amd64.AppImage APPIMAGE a593ca6e72cc9566... πŸ›‘οΈ Inspect Scan Report
Kaptal_0.1.2_amd64.deb DEB b24b2ab73174c1fb... πŸ›‘οΈ Inspect Scan Report
Kaptal_0.1.2_universal.dmg DMG 60e043209ea73bfa... πŸ›‘οΈ Inspect Scan Report
Kaptal_0.1.2_x64-setup.exe EXE 295f8ac2619835aa... πŸ›‘οΈ Inspect Scan Report
Kaptal_0.1.2_x64_en-US.msi MSI 000373b588759b3f... πŸ›‘οΈ Inspect Scan Report

Zero-Knowledge Guarantee: Kaptal is built with Tauri 2 and runs 100% l...

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Kaptal v0.1.1

Choose a tag to compare

@vivhub vivhub released this 04 Oct 16:49

Kaptal v0.1.1

πŸš€ New Features

  • i18n: expand Spanish translation coverage across views and components (4ad2aa1)
  • backup: update JSON import/export to include capital accounts, movements, and physical assets (538bde6)
  • help: expand help sections with anonymized license terms and physical assets (2159506)
  • i18n: complete Spanish localization for help view and license terms (969c5aa)
  • desktop,web: portfolio analytics, release decoupling, and issue closures (a5f7659)
  • portfolio: display KPIs across both individual and aggregated portfolios (3a9a90d)
  • portfolio: aggregated portfolio KPIs across portfolios and transaction broker association (closes #35, closes #36) (f7958d4)
  • physicalAssets: add debt date, term end date sync, and capital payment debt computation (b36bede)
  • implement linked property display, DetailPropertyView, and mortgage auto-split (fixes #29, #30, #31) (9caf550)
  • real-estate: implement rental yield, mortgage engine, and investment metrics (8d110aa)
  • capital: implement automated debt amortization and dynamic depreciation engine (#18, #19) (4b4b8d5)
  • capital: resolve capital view issues #20, #21, #22, and #23 (8ad6f8a)
  • capital: add computed interest and % interest per year derived from movements log (245210d)
  • dual-theme branding, Kaptal window icons, waitlists, and stylish navigation controls (d14c0af)
  • capital: add starting balance date field and crosscheck for past/future extracts (a791cf1)
  • capital: allow editing movement properties with quick category fixes and balance recalculation (e1b2b74)
  • navigation: promote Physical Assets to dedicated top-level sidebar view (85eee3d)
  • pdf-parser: detect table structure changes across statement sections and exclude card details by default (486729b)
  • capital: integrate real estate and physical assets into capital computation (f15d1d5)
  • capital: add PDF statement extraction, starting balance preservation, and universal date parsing (37a15cd)
  • dashboard: add interactive timeframe navigation (3M, 6M, 12M, ALL) for income vs expense chart (8512cd9)
  • capital: add edit action for cash accounts and update specification (06f0b52)
  • capital: bank statement import wizard, account types, and savings analytics (9ef9fb5)
  • portfolio: add timeline timeframes, annualized return (CAGR) and scrollbar for quality notices (05570d0)
  • transactions: add manual transaction input and editing capabilities alongside CSV import (8ffa799)
  • holdingDetail: overhaul metrics strip, historical chart with execution markers, and audit trail visibility (6e71289)
  • portfolio: implement transaction preview (#9), realized/unrealized split (#10), dividends & total return (#12), and risk warnings (#14) (7d671d0)
  • portfolio: add asset class allocation chart, search, and bulk operations (closes #7, #8) (da06c22)
  • portfolio: add holding name enrichment via OpenFIGI/Yahoo and asset metadata editor (d6502e9)
  • portfolio: add holdings reclassification, graph toggle, and layout optimizations (2967c50)
  • fix holdings aggregation, european decimal format, and tauri launch permissions (765e1ab)
  • market-data: use Tauri HTTP for provider access (3ad342c)
  • add comprehensive help & documentation section (5b1975f)
  • pricing: show quote source and add OpenFIGI key (4297b20)
  • portfolio: add smart asset classification (c831d53)
  • csv: implement bulk transaction elimination, CSV deduplication, and failed import diagnostics (3f141a0)
  • portfolio: implement Issue #3 Portfolio asset view enhancements (a500e09)
  • enhance CSV parser, holding details view, and add unit test suite (97bf7ee)
  • add ISIN price tracking for Index Funds via OpenFIGI (fea8202)

πŸ› Bug Fixes

  • portfolio,updates: keep scroll-column children from collapsing and report real updater errors (#40, #39) (de55454)
  • desktop: resolve white screen, price recalculation, and SQLite persistence for Tauri v2 (6c0d0e3)
  • backup: restore full backup implementation and comprehensive tests (0e10db5)
  • tauri: revert invalid NSIS schema properties in tauri.conf.json (5a47135)
  • ci: NSIS-only Windows builds, git-derived changelog, clean installer UX (5dd49c2)
  • test: make Windows and Linux path resolution tests cross-platform in CI (d983871)
  • ui: replace native localhost alerts and confirms with Kaptal dialog popups (closes #34) (002bb6c)
  • real-estate: ensure mortgage PMT and cash-on-cash consistency over amortization life and add rental performance tab (0a95b79)
  • physical-assets: auto-sync outstanding debt with capital amortization payments (a6b3f7b)
  • physicalAssets: adjust add cashflow button styling in asset card (198fb3b)
  • tauri: isolate CARGO_TARGET_DIR per worktree directory (a43c937)
  • merge: resolve duplicate blocks, clean physical assets view and optional schema types (feb171d)
  • ui: align top card of DetailedHoldingView with Kaptal theme styles (d8f8823)
  • capital: ensure getCapitalEntries strictly returns only account-bound movements (0b92aae)
  • capital: overhaul AccountDetailView layout, scroll containment, and table visibility (1e1950b)
  • tauri: remove duplicate import and redundant invoke_handler in lib.rs (93cc8eb)
  • resolve issue #26 (ISIN pricing & decimal parsing) and issue #28 (tauri window titlebar theme sync) (eb138be)
  • capital: resolve movements linking and add account switcher/bulk reassignment in AccountDetailView (1146a27)
  • capital: remove redundant overview ledger, resolve account detail movements, and update specification (2c9393f)
  • capital: remove duplicate imports and jsx syntax errors in account components (9d59dc0)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (bc9ff7d)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (7c8eda5)
  • pdf-parser: fix checking bank statement parsing, attribute consolidation, and balance reconciliation (cced4cb)
  • import-wizard: restore card details checkbox UI and fix bank statement import regression (b5fc74b)
  • capital: fix bank extract import for secondary accounts with per-account deduplication and section selection (8325f69)
  • pdf-parser: ignore letter preamble and support movimientos/transacciones headers (38dfde3)
  • portfolio: compress filters into single line and compact top layout for holdings visibility (781eac6)
  • portfolio: optimize holdings visibility, collapsible analytics, and scroll containment (1732a1b)
  • portfolio: ensure instant holdings rendering, isolate portfolio switches, and use resilient left joins (4992ae1)
  • pricing: resolve multiple ISINs via Yahoo and override manual prices on refresh (affddd3)
  • tauri: restore dev startup and config validation (41a7cb6)
  • remove placeholder help text (fca51b1)
  • allow esbuild install scripts (36d108a)
  • db: resolve transaction deletion and update handlers across SQLite and LocalStorage mock DB (a77e7d3)
  • tauri: remove cdylib crate-type to fix Windows GNU linker export limit (7df899f)
  • CSV import European format support and hardcoded USD currency (66fbf33)

πŸ“š Documentation

  • update README and specification with portfolio KPIs and transaction broker features (e708c14)
  • update specification for real estate, detail property view, and debt amortization (0554d6b)
  • update specification with physical assets module, debt amortization, and depreciation engine (eeb5bab)
  • document native titlebar theme sync and ISIN currency normalization (46d3693)
  • add GitHub issue documents for debt amortization and dynamic depreciation (522a7ae)
  • update specification with performance disaggregation, CAGR, timeline timeframes, and audit tools (00da330)
  • update specification with completed Module 2 and Module 3 features (32aec72)

♻️ Refactoring

  • navigation: organize Transactions view under Portfolios section (closes #25) (76c81b5)

πŸ”§ Other Changes

  • updated logo in README (7706ae0)
  • updated logo (78b7ff6)
  • Rename to Kaptal & add copyright headers (4b18730)
  • Initial commit (85f2763)

Full Changelog: https://github.com/vivhub/Kaptal/commits/v0.1.1

Kaptal v0.1.0

Choose a tag to compare

@vivhub vivhub released this 02 Oct 12:56

Kaptal v0.1.0

πŸš€ New Features

  • i18n: expand Spanish translation coverage across views and components (4ad2aa1)
  • backup: update JSON import/export to include capital accounts, movements, and physical assets (538bde6)
  • help: expand help sections with anonymized license terms and physical assets (2159506)
  • i18n: complete Spanish localization for help view and license terms (969c5aa)
  • desktop,web: portfolio analytics, release decoupling, and issue closures (a5f7659)
  • portfolio: display KPIs across both individual and aggregated portfolios (3a9a90d)
  • portfolio: aggregated portfolio KPIs across portfolios and transaction broker association (closes #35, closes #36) (f7958d4)
  • physicalAssets: add debt date, term end date sync, and capital payment debt computation (b36bede)
  • implement linked property display, DetailPropertyView, and mortgage auto-split (fixes #29, #30, #31) (9caf550)
  • real-estate: implement rental yield, mortgage engine, and investment metrics (8d110aa)
  • capital: implement automated debt amortization and dynamic depreciation engine (#18, #19) (4b4b8d5)
  • capital: resolve capital view issues #20, #21, #22, and #23 (8ad6f8a)
  • capital: add computed interest and % interest per year derived from movements log (245210d)
  • dual-theme branding, Kaptal window icons, waitlists, and stylish navigation controls (d14c0af)
  • capital: add starting balance date field and crosscheck for past/future extracts (a791cf1)
  • capital: allow editing movement properties with quick category fixes and balance recalculation (e1b2b74)
  • navigation: promote Physical Assets to dedicated top-level sidebar view (85eee3d)
  • pdf-parser: detect table structure changes across statement sections and exclude card details by default (486729b)
  • capital: integrate real estate and physical assets into capital computation (f15d1d5)
  • capital: add PDF statement extraction, starting balance preservation, and universal date parsing (37a15cd)
  • dashboard: add interactive timeframe navigation (3M, 6M, 12M, ALL) for income vs expense chart (8512cd9)
  • capital: add edit action for cash accounts and update specification (06f0b52)
  • capital: bank statement import wizard, account types, and savings analytics (9ef9fb5)
  • portfolio: add timeline timeframes, annualized return (CAGR) and scrollbar for quality notices (05570d0)
  • transactions: add manual transaction input and editing capabilities alongside CSV import (8ffa799)
  • holdingDetail: overhaul metrics strip, historical chart with execution markers, and audit trail visibility (6e71289)
  • portfolio: implement transaction preview (#9), realized/unrealized split (#10), dividends & total return (#12), and risk warnings (#14) (7d671d0)
  • portfolio: add asset class allocation chart, search, and bulk operations (closes #7, #8) (da06c22)
  • portfolio: add holding name enrichment via OpenFIGI/Yahoo and asset metadata editor (d6502e9)
  • portfolio: add holdings reclassification, graph toggle, and layout optimizations (2967c50)
  • fix holdings aggregation, european decimal format, and tauri launch permissions (765e1ab)
  • market-data: use Tauri HTTP for provider access (3ad342c)
  • add comprehensive help & documentation section (5b1975f)
  • pricing: show quote source and add OpenFIGI key (4297b20)
  • portfolio: add smart asset classification (c831d53)
  • csv: implement bulk transaction elimination, CSV deduplication, and failed import diagnostics (3f141a0)
  • portfolio: implement Issue #3 Portfolio asset view enhancements (a500e09)
  • enhance CSV parser, holding details view, and add unit test suite (97bf7ee)
  • add ISIN price tracking for Index Funds via OpenFIGI (fea8202)

πŸ› Bug Fixes

  • desktop: resolve white screen, price recalculation, and SQLite persistence for Tauri v2 (6c0d0e3)
  • backup: restore full backup implementation and comprehensive tests (0e10db5)
  • tauri: revert invalid NSIS schema properties in tauri.conf.json (5a47135)
  • ci: NSIS-only Windows builds, git-derived changelog, clean installer UX (5dd49c2)
  • test: make Windows and Linux path resolution tests cross-platform in CI (d983871)
  • ui: replace native localhost alerts and confirms with Kaptal dialog popups (closes #34) (002bb6c)
  • real-estate: ensure mortgage PMT and cash-on-cash consistency over amortization life and add rental performance tab (0a95b79)
  • physical-assets: auto-sync outstanding debt with capital amortization payments (a6b3f7b)
  • physicalAssets: adjust add cashflow button styling in asset card (198fb3b)
  • tauri: isolate CARGO_TARGET_DIR per worktree directory (a43c937)
  • merge: resolve duplicate blocks, clean physical assets view and optional schema types (feb171d)
  • ui: align top card of DetailedHoldingView with Kaptal theme styles (d8f8823)
  • capital: ensure getCapitalEntries strictly returns only account-bound movements (0b92aae)
  • capital: overhaul AccountDetailView layout, scroll containment, and table visibility (1e1950b)
  • tauri: remove duplicate import and redundant invoke_handler in lib.rs (93cc8eb)
  • resolve issue #26 (ISIN pricing & decimal parsing) and issue #28 (tauri window titlebar theme sync) (eb138be)
  • capital: resolve movements linking and add account switcher/bulk reassignment in AccountDetailView (1146a27)
  • capital: remove redundant overview ledger, resolve account detail movements, and update specification (2c9393f)
  • capital: remove duplicate imports and jsx syntax errors in account components (9d59dc0)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (bc9ff7d)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (7c8eda5)
  • pdf-parser: fix checking bank statement parsing, attribute consolidation, and balance reconciliation (cced4cb)
  • import-wizard: restore card details checkbox UI and fix bank statement import regression (b5fc74b)
  • capital: fix bank extract import for secondary accounts with per-account deduplication and section selection (8325f69)
  • pdf-parser: ignore letter preamble and support movimientos/transacciones headers (38dfde3)
  • portfolio: compress filters into single line and compact top layout for holdings visibility (781eac6)
  • portfolio: optimize holdings visibility, collapsible analytics, and scroll containment (1732a1b)
  • portfolio: ensure instant holdings rendering, isolate portfolio switches, and use resilient left joins (4992ae1)
  • pricing: resolve multiple ISINs via Yahoo and override manual prices on refresh (affddd3)
  • tauri: restore dev startup and config validation (41a7cb6)
  • remove placeholder help text (fca51b1)
  • allow esbuild install scripts (36d108a)
  • db: resolve transaction deletion and update handlers across SQLite and LocalStorage mock DB (a77e7d3)
  • tauri: remove cdylib crate-type to fix Windows GNU linker export limit (7df899f)
  • CSV import European format support and hardcoded USD currency (66fbf33)

πŸ“š Documentation

  • update README and specification with portfolio KPIs and transaction broker features (e708c14)
  • update specification for real estate, detail property view, and debt amortization (0554d6b)
  • update specification with physical assets module, debt amortization, and depreciation engine (eeb5bab)
  • document native titlebar theme sync and ISIN currency normalization (46d3693)
  • add GitHub issue documents for debt amortization and dynamic depreciation (522a7ae)
  • update specification with performance disaggregation, CAGR, timeline timeframes, and audit tools (00da330)
  • update specification with completed Module 2 and Module 3 features (32aec72)

♻️ Refactoring

  • navigation: organize Transactions view under Portfolios section (closes #25) (76c81b5)

πŸ”§ Other Changes

  • updated logo in README (7706ae0)
  • updated logo (78b7ff6)
  • Rename to Kaptal & add copyright headers (4b18730)
  • Initial commit (85f2763)

Full Changelog: https://github.com/vivhub/Kaptal/commits/v0.1.0

Kaptal v0.0.9

Choose a tag to compare

@vivhub vivhub released this 01 Oct 07:41

Kaptal v0.0.9

πŸš€ New Features

  • help: expand help sections with anonymized license terms and physical assets (2159506)
  • i18n: complete Spanish localization for help view and license terms (969c5aa)
  • desktop,web: portfolio analytics, release decoupling, and issue closures (a5f7659)
  • portfolio: display KPIs across both individual and aggregated portfolios (3a9a90d)
  • portfolio: aggregated portfolio KPIs across portfolios and transaction broker association (closes #35, closes #36) (f7958d4)
  • physicalAssets: add debt date, term end date sync, and capital payment debt computation (b36bede)
  • implement linked property display, DetailPropertyView, and mortgage auto-split (fixes #29, #30, #31) (9caf550)
  • real-estate: implement rental yield, mortgage engine, and investment metrics (8d110aa)
  • capital: implement automated debt amortization and dynamic depreciation engine (#18, #19) (4b4b8d5)
  • capital: resolve capital view issues #20, #21, #22, and #23 (8ad6f8a)
  • capital: add computed interest and % interest per year derived from movements log (245210d)
  • dual-theme branding, Kaptal window icons, waitlists, and stylish navigation controls (d14c0af)
  • capital: add starting balance date field and crosscheck for past/future extracts (a791cf1)
  • capital: allow editing movement properties with quick category fixes and balance recalculation (e1b2b74)
  • navigation: promote Physical Assets to dedicated top-level sidebar view (85eee3d)
  • pdf-parser: detect table structure changes across statement sections and exclude card details by default (486729b)
  • capital: integrate real estate and physical assets into capital computation (f15d1d5)
  • capital: add PDF statement extraction, starting balance preservation, and universal date parsing (37a15cd)
  • dashboard: add interactive timeframe navigation (3M, 6M, 12M, ALL) for income vs expense chart (8512cd9)
  • capital: add edit action for cash accounts and update specification (06f0b52)
  • capital: bank statement import wizard, account types, and savings analytics (9ef9fb5)
  • portfolio: add timeline timeframes, annualized return (CAGR) and scrollbar for quality notices (05570d0)
  • transactions: add manual transaction input and editing capabilities alongside CSV import (8ffa799)
  • holdingDetail: overhaul metrics strip, historical chart with execution markers, and audit trail visibility (6e71289)
  • portfolio: implement transaction preview (#9), realized/unrealized split (#10), dividends & total return (#12), and risk warnings (#14) (7d671d0)
  • portfolio: add asset class allocation chart, search, and bulk operations (closes #7, #8) (da06c22)
  • portfolio: add holding name enrichment via OpenFIGI/Yahoo and asset metadata editor (d6502e9)
  • portfolio: add holdings reclassification, graph toggle, and layout optimizations (2967c50)
  • fix holdings aggregation, european decimal format, and tauri launch permissions (765e1ab)
  • market-data: use Tauri HTTP for provider access (3ad342c)
  • add comprehensive help & documentation section (5b1975f)
  • pricing: show quote source and add OpenFIGI key (4297b20)
  • portfolio: add smart asset classification (c831d53)
  • csv: implement bulk transaction elimination, CSV deduplication, and failed import diagnostics (3f141a0)
  • portfolio: implement Issue #3 Portfolio asset view enhancements (a500e09)
  • enhance CSV parser, holding details view, and add unit test suite (97bf7ee)
  • add ISIN price tracking for Index Funds via OpenFIGI (fea8202)

πŸ› Bug Fixes

  • tauri: revert invalid NSIS schema properties in tauri.conf.json (5a47135)
  • ci: NSIS-only Windows builds, git-derived changelog, clean installer UX (5dd49c2)
  • test: make Windows and Linux path resolution tests cross-platform in CI (d983871)
  • ui: replace native localhost alerts and confirms with Kaptal dialog popups (closes #34) (002bb6c)
  • real-estate: ensure mortgage PMT and cash-on-cash consistency over amortization life and add rental performance tab (0a95b79)
  • physical-assets: auto-sync outstanding debt with capital amortization payments (a6b3f7b)
  • physicalAssets: adjust add cashflow button styling in asset card (198fb3b)
  • tauri: isolate CARGO_TARGET_DIR per worktree directory (a43c937)
  • merge: resolve duplicate blocks, clean physical assets view and optional schema types (feb171d)
  • ui: align top card of DetailedHoldingView with Kaptal theme styles (d8f8823)
  • capital: ensure getCapitalEntries strictly returns only account-bound movements (0b92aae)
  • capital: overhaul AccountDetailView layout, scroll containment, and table visibility (1e1950b)
  • tauri: remove duplicate import and redundant invoke_handler in lib.rs (93cc8eb)
  • resolve issue #26 (ISIN pricing & decimal parsing) and issue #28 (tauri window titlebar theme sync) (eb138be)
  • capital: resolve movements linking and add account switcher/bulk reassignment in AccountDetailView (1146a27)
  • capital: remove redundant overview ledger, resolve account detail movements, and update specification (2c9393f)
  • capital: remove duplicate imports and jsx syntax errors in account components (9d59dc0)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (bc9ff7d)
  • tauri: route tauri scripts through runner setting CARGO_TARGET_DIR for Smart App Control (7c8eda5)
  • pdf-parser: fix checking bank statement parsing, attribute consolidation, and balance reconciliation (cced4cb)
  • import-wizard: restore card details checkbox UI and fix bank statement import regression (b5fc74b)
  • capital: fix bank extract import for secondary accounts with per-account deduplication and section selection (8325f69)
  • pdf-parser: ignore letter preamble and support movimientos/transacciones headers (38dfde3)
  • portfolio: compress filters into single line and compact top layout for holdings visibility (781eac6)
  • portfolio: optimize holdings visibility, collapsible analytics, and scroll containment (1732a1b)
  • portfolio: ensure instant holdings rendering, isolate portfolio switches, and use resilient left joins (4992ae1)
  • pricing: resolve multiple ISINs via Yahoo and override manual prices on refresh (affddd3)
  • tauri: restore dev startup and config validation (41a7cb6)
  • remove placeholder help text (fca51b1)
  • allow esbuild install scripts (36d108a)
  • db: resolve transaction deletion and update handlers across SQLite and LocalStorage mock DB (a77e7d3)
  • tauri: remove cdylib crate-type to fix Windows GNU linker export limit (7df899f)
  • CSV import European format support and hardcoded USD currency (66fbf33)

πŸ“š Documentation

  • update README and specification with portfolio KPIs and transaction broker features (e708c14)
  • update specification for real estate, detail property view, and debt amortization (0554d6b)
  • update specification with physical assets module, debt amortization, and depreciation engine (eeb5bab)
  • document native titlebar theme sync and ISIN currency normalization (46d3693)
  • add GitHub issue documents for debt amortization and dynamic depreciation (522a7ae)
  • update specification with performance disaggregation, CAGR, timeline timeframes, and audit tools (00da330)
  • update specification with completed Module 2 and Module 3 features (32aec72)

♻️ Refactoring

  • navigation: organize Transactions view under Portfolios section (closes #25) (76c81b5)

πŸ”§ Other Changes

  • updated logo in README (7706ae0)
  • updated logo (78b7ff6)
  • Rename to Kaptal & add copyright headers (4b18730)
  • Initial commit (85f2763)

Full Changelog: https://github.com/vivhub/Kaptal/commits/v0.0.9