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Releases Β· vivhub/kaptal-releases
Kaptal v0.1.2
Kaptal v0.1.2
π 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)
π 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)
π 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)
β»οΈ Refactoring
- navigation: organize Transactions view under Portfolios section (closes #25) (
76c81b5)
π§ 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
π‘οΈ Security & Integrity Verification
| Package | Format | SHA-256 Checksum | VirusTotal Scan |
|---|---|---|---|
Kaptal_0.1.2_amd64.AppImage |
APPIMAGE |
a593ca6e72cc9566... |
π‘οΈ Inspect Scan Report |
Kaptal_0.1.2_amd64.deb |
DEB |
b24b2ab73174c1fb... |
π‘οΈ Inspect Scan Report |
Kaptal_0.1.2_universal.dmg |
DMG |
60e043209ea73bfa... |
π‘οΈ Inspect Scan Report |
Kaptal_0.1.2_x64-setup.exe |
EXE |
295f8ac2619835aa... |
π‘οΈ Inspect Scan Report |
Kaptal_0.1.2_x64_en-US.msi |
MSI |
000373b588759b3f... |
π‘οΈ Inspect Scan Report |
Zero-Knowledge Guarantee: Kaptal is built with Tauri 2 and runs 100% l...
Kaptal v0.1.1
Kaptal v0.1.1
π 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)
π 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)
π 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)
β»οΈ Refactoring
- navigation: organize Transactions view under Portfolios section (closes #25) (
76c81b5)
π§ 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
Kaptal v0.1.0
π 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)
π 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)
π 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)
β»οΈ Refactoring
- navigation: organize Transactions view under Portfolios section (closes #25) (
76c81b5)
π§ 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
Kaptal v0.0.9
π 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)
π 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)
π 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)
β»οΈ Refactoring
- navigation: organize Transactions view under Portfolios section (closes #25) (
76c81b5)
π§ 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