v3.12.2

Changed

• Fewer permissions (feedback from the community listing review): activities.saveMany and the whole assets category (create) are no longer declared in the manifest. Neither is called anywhere in src/; assets are still created implicitly through the asset field of create and update. - Dev dependencies updated (pnpm audit --fix=update): vite 8.3.6 (the build tool; was 8.2.x with several advisories), rolldown, postcss, body-parser, proxy-addr and source-map-js (the development server's chain), nanoid and qs. All are build and test tools; pnpm audit --prod, what ships in addon.js, was clean and still is. Three moderate advisories remain in tools no newer version fixes yet (minimatch below typescript-eslint, @vitest/mocker); qs is forced to 6.16.1 or newer by an override in pnpm-workspace.yaml, because the dev server's express asks for an older one.

No change to the addon's behaviour.

v3.12.1

Changed

• README revised (#156): a privacy note up front (everything is processed locally, no network requests), the "Supported transactions" section condensed into one table that points to the architecture doc, and the terms checked against the UI texts. No change to the addon's behaviour.

v3.12.0

Changed

• Built for Wealthfolio 3.12 (#157): @wealthfolio/addon-sdk, @wealthfolio/ui and @wealthfolio/addon-dev-tools 3.12.0; sdkVersion and minWealthfolioVersion 3.12.0. The addon now needs Wealthfolio 3.12 or later; on Wealthfolio 3.11 keep the addon 3.11.0. No change to the import.

v3.11.0

Changed

• Built for Wealthfolio 3.11 (#138): @wealthfolio/addon-sdk, @wealthfolio/ui and @wealthfolio/addon-dev-tools 3.11.0; sdkVersion and minWealthfolioVersion 3.11.0. The addon now needs Wealthfolio 3.11 or later; on Wealthfolio 3.9 or 3.10 keep the addon 3.9.6.
• Wealthfolio's UI components moved from Radix to Base UI. The account selects in the settings pass their labels (items), so they keep showing the account's name instead of its id; a select that is cleared counts as no choice.

v3.9.6

Fixed

• The upload zone works with the keyboard: it can be reached with Tab and opened with Enter or Space.
• Screen readers name the account selects in the settings (linked to their labels) and the destination select of a transfer pattern.
• Faster duplicate check: activities already in Wealthfolio are read once and only those of the same account and type within 36 hours are compared, instead of all of them for every new activity. The rules and their order are unchanged (contract/dedup/cases.json).

Changed

• CI: CodeQL, zizmor, dependency review, pnpm audit --prod, accessibility checks (jsx-a11y, axe-core), a performance report on the run's summary page that never fails a build, OpenSSF Scorecard. The release job no longer uses a package cache. docs/KENNZAHLEN.md lists the KPIs with their reference standards.

v3.9.5

Fixed

• No more "incomplete transfers" for Trade Republic ISIN exchanges (#125): the two legs of a share exchange, ADR discontinuation, reorganisation or reverse split with a new ISIN are marked as external flows, so Wealthfolio no longer lists them as transfers missing their other half. Comments, amounts and duplicate detection are unchanged; re-importing the file updates activities imported before.

v3.9.4

Fixed

• Existing activities are recognised more precisely (#100): an activity in another currency is never taken for one already in Wealthfolio, and of several candidates the one nearest in time (then the closest amount) is chosen - the same rules as the broker sync service.

Changed

• Internal clean-up, nothing changes for you: the settings keep the accounts of each broker in one place, and saved settings of earlier versions are read as before (#79); the import wizard is split into its steps with its state in one tested place (#78).

v3.9.3

Added

• German or English, as Wealthfolio is set (#74): every page of the addon (import, security mapping, review, settings, correcting a mapping) follows Wealthfolio's language. In German it uses the same words as the broker sync service: Verrechnungskonto, Depotkonto, Wertpapier-Zuordnung, Übertrag. Reasons for skipped rows and hints for what to add by hand are translated too.
• Your own account names: the review and the list of failed activities show the names you gave your accounts in Wealthfolio instead of fixed labels like "TR Cash".

Changed

• Small wording fixes in English: "1 duplicate already exists", "1 activity parsed".
• Nothing changes in what is imported: comments, amounts and everything else Wealthfolio stores stay exactly the same, so earlier imports are still recognised.

v3.9.2

Fixed

• Cash bookings are no longer imported twice after the broker sync service (#65): deposits, withdrawals, card payments, interest, fees, taxes and tax refunds that are already in Wealthfolio (from the other file or from the broker sync service) are now recognised in the review and skipped by default, like trades and dividends. Two equal card payments on the same day are both kept when only one exists.
• A trade already booked under another symbol (e.g. under its ISIN by the broker sync service) is recognised as well; a dividend under another symbol only when it is the only candidate.

Changed

• The rules for recognising existing activities are shared with the broker sync service and tested against the same cases in both projects (#69).
• Stricter automatic checks: ESLint, test coverage and tests of the pages (#70).

v3.9.1

Added

• Correct a wrong security mapping (#41): Settings → Security mappings → Change picks another asset for an ISIN and lists the activities booked on the old one. Select those that belong to this ISIN — preselected are the ones whose comment names the security — and they are moved to the new asset; amounts, comments and cash transfers stay as they are. The holdings are recalculated afterwards.
• Warning for suspicious mappings: when the mapped asset is another ISIN, has another leverage factor (3x vs. 2x) or the other direction (short vs. long), the mapping step, the review before importing and the settings list say so.
• The addon remembers the security names from the imported files to make these checks.