222 lines
6.1 KiB
Markdown
222 lines
6.1 KiB
Markdown
# Changelog
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## [Frontend 0.16.0 / Backend 0.15.0 / Shared 0.10.0] - 2026-08-28
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### Added
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- Revalued open portfolio positions from current MOEX quotes with a fallback to the latest broker report.
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- Broadened broker withdrawal detection in investment performance.
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## [Frontend 0.15.2] - 2026-08-27
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### Fixed
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- Clarified that the broker income metric includes coupons, dividends, and interest.
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## [Frontend 0.15.1] - 2026-08-27
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### Added
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- Added a frontend API contract check for portfolio overview, history, and performance requests.
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## [Backend 0.14.1] - 2026-08-27
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### Added
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- Added SQL coverage for repeated and overlapping broker portfolio report imports.
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## [Frontend 0.15.0 / Backend 0.14.0 / Shared 0.9.0] - 2026-08-27
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### Added
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- Added separate broker investment performance metrics: contributions, withdrawals, income, fees, realized and unrealized results.
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## [Frontend 0.14.0 / Backend 0.13.0 / Shared 0.8.0] - 2026-08-27
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### Added
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- Added portfolio valuation history by imported broker report dates.
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## [Frontend 0.13.0 / Backend 0.12.0 / Shared 0.7.0] - 2026-08-27
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### Added
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- Added a separate portfolio view with the latest broker and IIS positions and total valuation.
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## [Frontend 0.12.0 / Backend 0.11.0 / Shared 0.6.0] - 2026-08-26
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### Added
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- Import VTB Broker XLSX reports with cash movements, trades, and positions in one operation.
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## [Frontend 0.11.3] - 2026-08-26
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### Added
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- Import broker portfolio JSON files and show their trade and position results.
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## [Frontend 0.11.2 / Backend 0.10.5 / Shared 0.5.1] - 2026-08-26
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### Added
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- Show cashback separately in the cash-flow summary alongside interest income.
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## [Backend 0.10.3] - 2026-08-24
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### Fixed
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- Treat VTB savings-account deposits and closures as internal transfers when importing PDF-to-JSON statements.
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## [Backend 0.10.2] - 2026-08-24
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### Fixed
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- Analytics endpoints now reject invalid account and category filter IDs with a validation error.
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## [Frontend 0.11.1] - 2026-08-21
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### Fixed
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- Preserve the explicit «Без категории» analytics filter value when requesting data.
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## [Frontend 0.11.0 / Backend 0.10.1 / Shared 0.5.0] - 2026-08-21
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### Fixed
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- Corrected analytics period boundaries for partial week/month ranges and added a usable «Без категории» filter with SQL coverage.
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## [Backend 0.9.2] - 2026-08-20
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### Added
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- Extended import integration coverage to verify source positions for same-date operations.
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## [Backend 0.9.1] - 2026-08-20
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### Added
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- Added runnable coverage for date and amount sorting tie-breakers.
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## [Backend 0.9.0] - 2026-08-20
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### Added
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- Preserved source-array transaction positions and used them as stable tie-breakers for same-date history sorting.
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## [Backend 0.8.3] - 2026-08-20
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### Fixed
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- Invalid non-string trade identifiers now return validation errors instead of server errors.
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## [Backend 0.8.2] - 2026-08-20
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### Added
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- Added a database integration test for repeated portfolio imports and trade deduplication.
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## [Backend 0.8.1] - 2026-08-20
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### Fixed
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- Hardened portfolio import validation, preserved decimal precision, added fallback trade keys, and covered validation with a runnable test.
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## [Backend 0.8.0 / Shared 0.4.0] - 2026-08-20
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### Added
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- Added portfolio JSON import for broker reports with idempotent trades, position snapshots, and separate portfolio tables.
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## [Backend 0.7.5 / Shared 0.3.1] - 2026-08-20
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### Added
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- Creating a category rule now applies it atomically to all matching unconfirmed transactions and returns the affected count.
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## [Backend 0.7.4] - 2026-08-20
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### Fixed
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- Corrected database integration test connection ownership during repeated imports.
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## [Backend 0.7.3] - 2026-08-20
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### Added
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- Added a runnable database integration test for preserving account metadata during re-import.
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## [Frontend 0.10.2 / Backend 0.7.2] - 2026-08-20
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### Fixed
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- Existing uncategorized operations become confirmed investments when an investment account is labeled; account selectors use Russian labels.
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## [Frontend 0.10.1 / Backend 0.7.1] - 2026-08-20
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### Fixed
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- Account labels are shown in analytics filters, and account defaults now remain overridable by matching category rules.
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## [Frontend 0.10.0 / Backend 0.7.0 / Shared 0.3.0] - 2026-08-20
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### Added
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- Added account type/status labels, automatic investment classification for brokerage, IIS, and savings accounts, and a separate interest-income metric.
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## [Frontend 0.9.3] - 2026-08-20
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### Fixed
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- Aligned sidebar versions and copyright as separate footer lines and updated the copyright period.
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## [Backend 0.6.8] - 2026-08-20
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### Fixed
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- Docker build context now excludes environment files and other local secret-bearing artifacts.
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## [Backend 0.6.7] - 2026-08-20
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### Changed
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- Docker Compose now injects backend configuration from the untracked `backend/.env`; secrets are no longer hard-coded or copied into the image.
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## [Backend 0.6.6] - 2026-08-19
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### Fixed
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- Re-importing an existing operation UUID now safely skips the row even if other source fields changed.
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## [Backend 0.6.5] - 2026-08-19
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### Fixed
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- Duplicate operation UUIDs in one import file now return a validation error instead of a database failure.
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## [Frontend 0.9.2 / Backend 0.6.4 / Shared 0.2.2] - 2026-08-19
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### Added
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- Added deterministic UUIDs for imported operations and a unique database constraint per account.
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## [Frontend 0.9.1 / Backend 0.6.3 / Shared 0.2.1] - 2026-08-19
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### Added
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- Added a standard-library VTB broker XLSX converter for cash movements and a portfolio/trades sidecar JSON.
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- Added optional source operation IDs so repeated statement imports remain idempotent without collapsing legitimate identical operations.
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## [Frontend 0.9.0 / Backend 0.6.2] - 2026-08-19
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### Changed
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- Analytics now calculate net income and expenses by category type: refunds reduce the original expense category and internal transfers no longer affect P&L.
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- Added a separate cash-flow summary with incoming, outgoing, and transfer amounts.
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- Added unit and transactional SQL checks for analytics calculations.
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## [0.8.7] - 2026-08-16
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### Changed
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- Completed the frontend CSS class migration to BEM naming and aligned component styles with the design system.
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