v1.0.2

Changed

• Updated dependencies: @wealthfolio/addon-sdk/ui/addon-dev-tools 3.6.1 → 3.7.0, react/react-dom 19.2.7 → 19.2.8, tailwindcss/@tailwindcss/vite 4.3.2 → 4.3.3, vitest 4.1.10 → 4.1.11, happy-dom 15 → 20, vite 7 → 8, @vitejs/plugin-react 4 → 6, typescript 5.9 → 7.0, @types/node pinned to the latest 24.x release matching this addon's pinned Node 24 runtime (not the newer 26.x types)
• Bumped CI/release workflow actions: actions/checkout v4 → v7, actions/setup-node v4 → v7, pnpm/action-setup v4 → v6, softprops/action-gh-release v2 → v3
• Added .github/dependabot.yml for monthly automated dependency-update PRs (npm + github-actions ecosystems)

v1.0.1

Fixed

• Cross-addon transfer dedup never actually matched anything: the filter checked for a $CASH-prefixed assetSymbol on existing DEPOSIT/TRANSFER_IN activities, but Wealthfolio never attaches an asset to cash-type activities on read-back (confirmed against a real account export) — so existingCashTransfersIn was silently empty from day one, regardless of import order. A real account had ended up with 8 duplicated transfers (€1,000) as a result. Fixed to detect a cash activity by the absence of a linked asset instead.
• Added retroactive detection: since the addon can't delete activities it already created, every import now re-checks the entire movimientos history against current TRANSFER_IN/DEPOSIT state, so a duplicate created before its counterpart existed still gets flagged (with both activity ids) on a later import instead of staying silently stuck forever.

Changed

• Cross-addon duplicate findings now show in their own "Duplicates" tab during import review, separate from "Unsupported" — a duplicate means the row is fine and already recorded elsewhere, which needs a different response than "this addon can't process this row type."

v1.0.0

Added

• Import MyInvestor (Inversis) exports into a single Wealthfolio account — cash and securities share one account, so a BUY/SELL directly debits/credits cash with no internal transfer plumbing needed
• Joins the "movimientos" (cuenta corriente) and "consulta de operaciones" (fondos) exports by settlement date + share count, merging SUSCRIPCION/REEMBOLSO into single BUY/SELL activities whose cash impact (quantity * unitPrice) reconciles exactly to the real EUR debit, rather than drifting from MyInvestor's stated NAV-rounded price
• Tax-free fund switches (traspasos: SUSCR.POR TRASPASO I / REEMB.POR TRASPASO I / ALTA IIC SWITCH / BAJA IIC SWITCH) modeled as independent BUY/SELL at switch-day price — keeps Wealthfolio's net_contribution ("invested") figure accurate and avoids "incomplete transfer" health-check warnings that a cross-asset transfer pairing would otherwise trigger
• USD-denominated funds booked with an explicit fxRate derived from the real EUR cash amount, so cash settles exactly in EUR from the single cuenta corriente without needing a separate USD account
• Cash-only movimientos rows mapped to FEE / INTEREST / TAX / CREDIT / DEPOSIT / WITHDRAWAL — custody and management fees, VAT, interest, withholding tax, promo credits, deposits/withdrawals, and Cartera Indexada cash flows
• Cross-addon transfer dedup: skips creating a duplicate DEPOSIT for a bank transfer already recorded as a TRANSFER_IN by another addon (e.g. trade-republic-importer-addon's Transfer Patterns), matched by amount and date and surfaced for review instead of silently dropped
• Graceful degradation when only one of the two export files is uploaded — fondos-only still imports traspasos fully; movimientos-only still imports all cash-only activity types, with unmatched fund rows surfaced for manual review
• Every activity comment tagged with a stable per-row reference so same-day, same-fund, same-NAV traspaso fragments and coincidental duplicate deposits don't collapse into one activity under Wealthfolio's description-based idempotency key
• Security mapping step for unrecognised fund ISINs, persisted across imports so recurring imports don't require re-mapping
• Settings page for account selection and security mapping management
• Unit tests for the parsing/transform logic plus an end-to-end test against sanitized real MyInvestor export fixtures