MyMidas

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Author	SHA1	Message	Date
megaproxy	cdc1e67321	Investment portfolio charts, search fix, and holding creation fixes - Add four portfolio charts: allocation donut by holding, allocation donut by asset type, cost basis vs current value bar, return % bar - Fix asset search to use yf.Search() full-text instead of ticker-only lookup — name searches like "vanguard ftse all world" now work - Fix holding creation double-quantity bug: holdings now created with quantity=0 so buy transaction is sole source of quantity/cost basis - Add per-share / total price toggle in Add Holding modal with live calculated equivalent shown as you type - Add ErrorBoundary in AppShell so render errors show a message instead of a blank page - Fix donut charts using \|\| instead of ?? when falling back from current_value to cost_basis_total (0 was not falling through ??) - Allow HoldingCreate.quantity >= 0 (was gt=0) to support zero-init - Fix error display for Pydantic v2 array-of-objects validation errors Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-22 23:06:41 +00:00
megaproxy	61a7884ee5	Initial commit: MyMidas personal finance tracker Full-stack self-hosted finance app with FastAPI backend and React frontend. Features: - Accounts, transactions, budgets, investments with GBP base currency - CSV import with auto-detection for 10 UK bank formats - ML predictions: spending forecast, net worth projection, Monte Carlo - 7 selectable themes (Obsidian, Arctic, Midnight, Vault, Terminal, Synthwave, Ledger) - Receipt/document attachments on transactions (JPEG, PNG, WebP, PDF) - AES-256-GCM field encryption, RS256 JWT, TOTP 2FA, RLS, audit log - Encrypted nightly backups + key rotation script - Mobile-responsive layout with bottom nav Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>	2026-04-21 11:56:10 +00:00

Author

SHA1

Message

Date

megaproxy

cdc1e67321

Investment portfolio charts, search fix, and holding creation fixes

- Add four portfolio charts: allocation donut by holding, allocation
  donut by asset type, cost basis vs current value bar, return % bar
- Fix asset search to use yf.Search() full-text instead of ticker-only
  lookup — name searches like "vanguard ftse all world" now work
- Fix holding creation double-quantity bug: holdings now created with
  quantity=0 so buy transaction is sole source of quantity/cost basis
- Add per-share / total price toggle in Add Holding modal with live
  calculated equivalent shown as you type
- Add ErrorBoundary in AppShell so render errors show a message instead
  of a blank page
- Fix donut charts using || instead of ?? when falling back from
  current_value to cost_basis_total (0 was not falling through ??)
- Allow HoldingCreate.quantity >= 0 (was gt=0) to support zero-init
- Fix error display for Pydantic v2 array-of-objects validation errors

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-04-22 23:06:41 +00:00

megaproxy

61a7884ee5

Initial commit: MyMidas personal finance tracker

Full-stack self-hosted finance app with FastAPI backend and React frontend.

Features:
- Accounts, transactions, budgets, investments with GBP base currency
- CSV import with auto-detection for 10 UK bank formats
- ML predictions: spending forecast, net worth projection, Monte Carlo
- 7 selectable themes (Obsidian, Arctic, Midnight, Vault, Terminal, Synthwave, Ledger)
- Receipt/document attachments on transactions (JPEG, PNG, WebP, PDF)
- AES-256-GCM field encryption, RS256 JWT, TOTP 2FA, RLS, audit log
- Encrypted nightly backups + key rotation script
- Mobile-responsive layout with bottom nav

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

2026-04-21 11:56:10 +00:00

2 commits