- Create price_history table for storing ETF price updates over time
- Add API endpoints for saving/retrieving price history per user
- Auto-load latest prices on app initialization for continuity
- Add "History" button to view price update timeline in modal
- Enhance price update notifications to confirm database saves
- Implement responsive modal design for price history viewing
- Maintain user data isolation for all price history features
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add cash accounts management with CRUD operations and account types
- Implement date-stamped transfer system with deposits/withdrawals
- Add total holdings card combining portfolio and cash values
- Create dedicated "Add Transfer" page in navigation
- Include automatic balance calculations and transaction history
- Add database migrations for cash_accounts and cash_transfers tables
- Integrate cash data with dashboard and real-time updates
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
Features:
- New section specifically for holdings over 8 years
- Fixed 33% CGT rate for ultra long-term positions
- Automatic identification of 8+ year old trades
- Comprehensive breakdown showing individual position performance
- Visual cards displaying key metrics:
- Eligible holdings count and total value
- Total gains on 8+ year positions
- CGT liability at 33% rate
- After-tax gains calculation
Calculation Logic:
- Identifies all buy trades that are 8+ years old (≥2920 days)
- Groups trades by ETF symbol for position-level calculations
- Calculates current value vs original cost basis
- Applies 33% tax rate only to positive gains
- Shows holding period for each position in years
- Displays both gross and net (after-tax) performance
Visual Design:
- Distinct blue color scheme to differentiate from other CGT calculations
- Calendar icon (📅) to emphasize long-term nature
- Detailed breakdown cards for each qualifying position
- Color-coded positive/negative performance indicators
- Professional grid layout with responsive design
Display Features:
- Only appears when current prices are updated
- Hidden when no positions qualify (under 8 years)
- Shows exact holding period in years for each position
- Individual CGT liability and after-tax gains per position
- Clear distinction from existing variable-rate CGT system
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Remove collapse button from sidebar header
- Remove all collapsed state CSS styling
- Remove JavaScript sidebar toggle functionality
- Remove tooltip functionality and data-tooltip attributes
- Restore sidebar to fixed 260px width
- Clean up mobile responsive CSS
- Remove localStorage sidebar state persistence
- Return to original static sidebar behavior
Sidebar now:
- Fixed 260px width (no collapsing)
- Clean header without collapse button
- Standard menu items with icons + text
- Original mobile slide-out behavior maintained
- Simplified codebase without collapse complexity
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
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>
