family_budget/CHANGELOG.md

Changelog

[Backend 0.15.2] - 2026-08-28

Fixed

• Count broker deposits and withdrawals only when matched to a transfer on another family account, while retaining real explicit top-ups and withdrawals.

[Backend 0.15.1] - 2026-08-28

Fixed

• Excluded internal transfers for pending securities purchases from broker contributions.

[Frontend 0.16.0 / Backend 0.15.0 / Shared 0.10.0] - 2026-08-28

Added

• Revalued open portfolio positions from current MOEX quotes with a fallback to the latest broker report.
• Broadened broker withdrawal detection in investment performance.

[Frontend 0.15.2] - 2026-08-27

Fixed

• Clarified that the broker income metric includes coupons, dividends, and interest.

[Frontend 0.15.1] - 2026-08-27

Added

• Added a frontend API contract check for portfolio overview, history, and performance requests.

[Backend 0.14.1] - 2026-08-27

Added

• Added SQL coverage for repeated and overlapping broker portfolio report imports.

[Frontend 0.15.0 / Backend 0.14.0 / Shared 0.9.0] - 2026-08-27

Added

• Added separate broker investment performance metrics: contributions, withdrawals, income, fees, realized and unrealized results.

[Frontend 0.14.0 / Backend 0.13.0 / Shared 0.8.0] - 2026-08-27

Added

• Added portfolio valuation history by imported broker report dates.

[Frontend 0.13.0 / Backend 0.12.0 / Shared 0.7.0] - 2026-08-27

Added

• Added a separate portfolio view with the latest broker and IIS positions and total valuation.

[Frontend 0.12.0 / Backend 0.11.0 / Shared 0.6.0] - 2026-08-26

Added

• Import VTB Broker XLSX reports with cash movements, trades, and positions in one operation.

[Frontend 0.11.3] - 2026-08-26

Added

• Import broker portfolio JSON files and show their trade and position results.

[Frontend 0.11.2 / Backend 0.10.5 / Shared 0.5.1] - 2026-08-26

Added

• Show cashback separately in the cash-flow summary alongside interest income.

[Backend 0.10.3] - 2026-08-24

Fixed

• Treat VTB savings-account deposits and closures as internal transfers when importing PDF-to-JSON statements.

[Backend 0.10.2] - 2026-08-24

Fixed

• Analytics endpoints now reject invalid account and category filter IDs with a validation error.

[Frontend 0.11.1] - 2026-08-21

Fixed

• Preserve the explicit «Без категории» analytics filter value when requesting data.

[Frontend 0.11.0 / Backend 0.10.1 / Shared 0.5.0] - 2026-08-21

Fixed

• Corrected analytics period boundaries for partial week/month ranges and added a usable «Без категории» filter with SQL coverage.

[Backend 0.9.2] - 2026-08-20

Added

• Extended import integration coverage to verify source positions for same-date operations.

[Backend 0.9.1] - 2026-08-20

Added

• Added runnable coverage for date and amount sorting tie-breakers.

[Backend 0.9.0] - 2026-08-20

Added

• Preserved source-array transaction positions and used them as stable tie-breakers for same-date history sorting.

[Backend 0.8.3] - 2026-08-20

Fixed

• Invalid non-string trade identifiers now return validation errors instead of server errors.

[Backend 0.8.2] - 2026-08-20

Added

• Added a database integration test for repeated portfolio imports and trade deduplication.

[Backend 0.8.1] - 2026-08-20

Fixed

• Hardened portfolio import validation, preserved decimal precision, added fallback trade keys, and covered validation with a runnable test.

[Backend 0.8.0 / Shared 0.4.0] - 2026-08-20

Added

• Added portfolio JSON import for broker reports with idempotent trades, position snapshots, and separate portfolio tables.

[Backend 0.7.5 / Shared 0.3.1] - 2026-08-20

Added

• Creating a category rule now applies it atomically to all matching unconfirmed transactions and returns the affected count.

[Backend 0.7.4] - 2026-08-20

Fixed

• Corrected database integration test connection ownership during repeated imports.

[Backend 0.7.3] - 2026-08-20

Added

• Added a runnable database integration test for preserving account metadata during re-import.

[Frontend 0.10.2 / Backend 0.7.2] - 2026-08-20

Fixed

• Existing uncategorized operations become confirmed investments when an investment account is labeled; account selectors use Russian labels.

[Frontend 0.10.1 / Backend 0.7.1] - 2026-08-20

Fixed

• Account labels are shown in analytics filters, and account defaults now remain overridable by matching category rules.

[Frontend 0.10.0 / Backend 0.7.0 / Shared 0.3.0] - 2026-08-20

Added

• Added account type/status labels, automatic investment classification for brokerage, IIS, and savings accounts, and a separate interest-income metric.

[Frontend 0.9.3] - 2026-08-20

Fixed

• Aligned sidebar versions and copyright as separate footer lines and updated the copyright period.

[Backend 0.6.8] - 2026-08-20

Fixed

• Docker build context now excludes environment files and other local secret-bearing artifacts.

[Backend 0.6.7] - 2026-08-20

Changed

• Docker Compose now injects backend configuration from the untracked backend/.env; secrets are no longer hard-coded or copied into the image.

[Backend 0.6.6] - 2026-08-19

Fixed

• Re-importing an existing operation UUID now safely skips the row even if other source fields changed.

[Backend 0.6.5] - 2026-08-19

Fixed

• Duplicate operation UUIDs in one import file now return a validation error instead of a database failure.

[Frontend 0.9.2 / Backend 0.6.4 / Shared 0.2.2] - 2026-08-19

Added

• Added deterministic UUIDs for imported operations and a unique database constraint per account.

[Frontend 0.9.1 / Backend 0.6.3 / Shared 0.2.1] - 2026-08-19

Added

• Added a standard-library VTB broker XLSX converter for cash movements and a portfolio/trades sidecar JSON.
• Added optional source operation IDs so repeated statement imports remain idempotent without collapsing legitimate identical operations.

[Frontend 0.9.0 / Backend 0.6.2] - 2026-08-19

Changed

• Analytics now calculate net income and expenses by category type: refunds reduce the original expense category and internal transfers no longer affect P&L.
• Added a separate cash-flow summary with incoming, outgoing, and transfer amounts.
• Added unit and transactional SQL checks for analytics calculations.

[0.8.7] - 2026-08-16

Changed

• Completed the frontend CSS class migration to BEM naming and aligned component styles with the design system.