Releases: christancho/simplefin-wealthfolio-addon
Releases · christancho/simplefin-wealthfolio-addon
Release list
v1.1.2
v1.1.1
v1.1.0
v1.0.0
1.0.0 (2026-08-28)
Bug Fixes
- address final review findings (failure visibility, field fidelity, retry loop, test coverage) (c18df79)
- address final review findings (field fidelity, test strength, doc accuracy) (a6a9e8f)
- close final-review gaps in credit-card reclassification (issue #50) (e47af32)
- declare secrets.use permission in manifest (f2fe33c)
- emit CREDIT instead of DEPOSIT for money landing on a credit-card account (a51479a)
- expire legacy staging records missing inflowActivityType; add DEPOSIT-flow ambiguous/resolveAmbiguous test coverage (3e2ded3)
- format staged amounts as currency and show a table in the withdrawal picker (278609c)
- import opening-balance plug as DEPOSIT/WITHDRAWAL, not TRANSFER_IN/OUT (a097eea)
- link reclassified transfer legs via sourceGroupId instead of update() (28a58c5)
- populate project-config.json on dev lineage (f983af3)
- prevent double-claimed withdrawals and restore empty-cashAccountIds guard (d866a3c)
- reclassify both legs via a single saveMany call (3978986)
- rename Scan button to reflect it now also finds old transfers (f66643c)
- rename Scan button to spell out payments, transfers, and unlinked pairs (6236492)
- reorder Staged tab columns to date, comment, status, amount, action (420b9d0)
- repair opening-balance backfill (permissions, watermark key, date range, balance source) (85286ff), closes #61
- send isDefault/isActive on account creation (46a491d)
- send required symbol field on cash activity imports (71fde26)
- show a loading spinner for accounts and hide already-mapped Wealthfolio accounts (2e8a636)
- stop bundle hang and declare secrets.use permission (cf158f7), closes #45
- stop Scan button from stretching full-width with an invisible border (2bf5939)
- surface errors from load/dismiss/openResolve in StagedTransactionsList (1cb476e)
- use filled Button variant on Scan button to match Sync now (22ac8cb)
Features
- add a Date column to the Staged tab (d9eb1ea)
- add a Transfer detection keyword editor to Settings (ebfcf57)
- add brokered SimpleFIN client and setup-token claim (79156b3)
- add configurable payment keywords to SyncConfig (852a80d)
- add configurable transfer keywords to SyncConfig (ef93342)
- add reconciliation pass matching staged candidates to withdrawals (41d16b6)
- add relinkUnlinkedTransferPairs to backfill sourceGroupId onto pre-existing transfer pairs (4f80ea0)
- add setup and account-mapping UI (6fa50d8), closes #12
- add Staged tab to the Sync page (1ccae02)
- add Staged Transactions list with dismiss and ambiguous-resolve UI (72330dc)
- add staging store for credit-card payment reconciliation candidates (8b70281)
- add storage layer with bounded watermark, config and history (24a059c)
- add sync trigger, results, bridge errors and history UI (220c19b)
- automate versioning and GitHub Releases via semantic-release (4173e61), closes #52
- backfill opening balance on a CASH mapping's first sync (7d2967c)
- backfill-reclassify credit-card payments imported before staging existed (9351245)
- detect and reconcile cash-to-cash transfers alongside credit-card payments (cc36474)
- detect keyword-matched credit-card payments as staging candidates (2691fa4)
- group the Staged tab by credit-card account (01aa03b)
- label staged candidates as Card payment or Cash transfer in the Staged tab (73cbdc2)
- make payment-detection keywords user-editable in Settings (7786139)
- orchestrate sync with per-account failure isolation (0bcf592), closes #11
- parse SimpleFIN accounts response with structured bridge errors (d1a53fc)
- redesign sync UI with tabs and add a Settings panel (99b2566)
- scaffold addon skeleton with vitest harness (21d3acb)
- show the transaction date in the withdrawal picker (3ef2627)
- split SimpleFIN access URL into base URL and basic-auth secret (036d4d1)
- sync SimpleFIN cash transactions with watermark-based idempotency (5b8043f), closes [#9](https://github.com/christancho/s...