kris/etf-trade-tracker
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3 Commits

Author SHA1 Message Date
kris
8f141beef5 Add collapsible sidebar menu functionality 
Features:
- Sidebar can now be collapsed to save screen space (260px → 60px)
- Collapse button integrated directly into sidebar header
- Smooth animations for expand/collapse transitions
- State persistence using localStorage (remembers user preference)
- Responsive design - collapse feature disabled on mobile devices
- Visual feedback with hover effects and rotation animation
- Icons remain visible when collapsed for easy navigation
- Seamless integration with existing mobile sidebar toggle

User Experience:
- Click the "‹" button in sidebar to collapse
- Click "›" button to expand back to full width
- User preference is saved and restored on page reload
- Main content area automatically adjusts width
- Smooth 0.3s transition animations for professional feel
- Tooltips show current state (Collapse/Expand sidebar)

Technical Implementation:
- CSS transitions for smooth animations
- JavaScript event handling with localStorage persistence
- Responsive CSS media queries for mobile compatibility
- Graceful degradation on smaller screens
- Clean separation of desktop vs mobile behavior

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-28 20:37:57 +00:00
kris
31a02a69ac Add comprehensive Capital Gains Tax (CGT) calculation feature 
Features:
- Configurable CGT rates by holding period (1M, 6M, 1Y, 2Y, 2Y+)
- Annual CGT exemption allowance support
- Real-time CGT calculations based on holding periods
- FIFO (First In, First Out) method for calculating gains
- Interactive CGT settings page with visual rate preview
- Integration with gains/losses page showing:
  - Total CGT liability estimation
  - After-tax gains calculation
  - Effective tax rate display
  - Holdings breakdown by tax period
- Database schema for per-user CGT settings
- Comprehensive API endpoints for CGT management
- Responsive design with professional styling

CGT calculation methodology:
- Uses trade purchase dates to determine holding periods
- Applies different rates based on time held (short vs long term)
- Factors in annual exemption allowance
- Shows estimated tax liability for planning purposes

Default rates (configurable):
- 0-1 Month: 40%
- 1-6 Months: 35%
- 6M-1 Year: 30%
- 1-2 Years: 20%
- 2+ Years: 10%
- Annual exemption: €1,270

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-28 18:20:36 +00:00
kris
8a68a8bf86 Initial commit: ETF Trade Tracker with multi-user authentication 
Features:
- Multi-user authentication system with admin panel
- SQLite database with user isolation
- Trade entry, history, and portfolio tracking
- Gains/losses calculation with price updates
- Responsive design with sidebar navigation
- Session-based authentication with bcrypt password hashing
- Admin user management capabilities

Default admin credentials: admin/admin123

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
 2025-08-28 15:36:40 +00:00