Features added:
- Dashboard now shows top 5 holdings, accounts, and subscriptions under each segment
- Quick action cards positioned underneath data cards for easy access
- Cancel/Add buttons added to all forms (trade, cash account, subscription)
- Auto-focus functionality when navigating from quick actions
- Responsive design optimized for mobile and desktop
- Consistent styling following existing design patterns
UI improvements:
- Card groups structure for better organization
- Top accounts sections with hover effects and proper formatting
- Form actions container with proper button alignment
- Mobile-responsive quick action cards and forms
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Complete subscription tracking with monthly/annual billing cycles
- Dashboard integration with simplified card-based layout
- Website URL fields with clickable links for easy service access
- Comprehensive form validation and error handling
- Database schema with proper website_url column support
- Responsive design with mobile-friendly interface
- Export functionality for subscription data management
- Real-time dashboard summaries showing total costs and service counts
🤖 Generated with [Claude Code](https://claude.ai/code)
Co-Authored-By: Claude <noreply@anthropic.com>
- Add British Pound (GBP) support to all database schemas and constraints
- Update API validation to accept EUR, USD, and GBP currencies
- Implement centralized currency symbol mapping with getCurrencySymbol()
- Replace all hardcoded currency mappings throughout frontend code
- Add GBP options to all currency dropdown menus in UI forms
- Update README with enhanced feature descriptions and changelog
- Document multi-currency support and historical price tracking features
- Improve project documentation with comprehensive feature overview
🤖 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:
- Icons remain visible and functional when sidebar is collapsed
- Text labels hidden when collapsed, shown when expanded
- Hover tooltips on collapsed icons show full menu names
- Smooth transitions between collapsed and expanded states
- Enhanced visual feedback with hover effects
- Larger, more prominent icons in collapsed state (1.3rem)
- Proper centering and spacing for collapsed icon navigation
Collapsed State (60px):
- Only icons visible, centered and enlarged
- Hover effects with background highlighting
- Animated tooltips appear on hover showing full names
- Fully functional navigation via icon clicks
Expanded State (260px):
- Icons + text labels both visible
- Normal menu item layout with gaps and spacing
- Full sidebar functionality maintained
User Experience:
- Best of both worlds: minimal space usage + clear navigation
- Tooltips provide context in collapsed state
- Smooth 0.2s transitions for professional feel
- State persistence still maintained via localStorage
🤖 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>
