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
• sync SimpleFIN holdings as Wealthfolio snapshots (f6c44de), closes #10
• wire reconciliation pass into runSync (2c15ffa)
• wire relink into the Scan button and surface the result count (efe38a5)