@wealthfolio/addon-sdk 3.2.0 → 3.5.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/README.md CHANGED
@@ -2,7 +2,7 @@
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  [![Version](https://img.shields.io/npm/v/@wealthfolio/addon-sdk?style=flat-square)](https://www.npmjs.com/package/@wealthfolio/addon-sdk)
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  [![Downloads](https://img.shields.io/npm/dm/@wealthfolio/addon-sdk?style=flat-square)](https://www.npmjs.com/package/@wealthfolio/addon-sdk)
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- [![License](https://img.shields.io/npm/l/@wealthfolio/addon-sdk?style=flat-square)](https://github.com/afadil/wealthfolio/blob/main/LICENSE)
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+ [![License](https://img.shields.io/npm/l/@wealthfolio/addon-sdk?style=flat-square)](https://github.com/wealthfolio/wealthfolio/blob/main/LICENSE)
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  [![TypeScript](https://img.shields.io/badge/TypeScript-Ready-blue?style=flat-square)](https://www.typescriptlang.org/)
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  [![Node](https://img.shields.io/node/v/@wealthfolio/addon-sdk?style=flat-square)](https://nodejs.org/)
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@@ -492,11 +492,11 @@ export default AnalyticsDashboard;
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  // hooks/usePortfolioData.ts
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  import { useState, useEffect } from 'react';
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  import { getAddonContext } from '@wealthfolio/addon-sdk';
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- import type { Holding, PerformanceMetrics } from '@wealthfolio/addon-sdk/types';
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+ import type { Holding, PerformanceResult } from '@wealthfolio/addon-sdk/types';
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  export function usePortfolioData(accountId?: string) {
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  const [holdings, setHoldings] = useState<Holding[]>([]);
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- const [performance, setPerformance] = useState<PerformanceMetrics | null>(
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+ const [performance, setPerformance] = useState<PerformanceResult | null>(
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  null,
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  );
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  const [loading, setLoading] = useState(true);
@@ -521,6 +521,11 @@ export function usePortfolioData(accountId?: string) {
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  itemType: 'account',
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  itemId: accountId,
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  });
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+ console.log(
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+ performanceData.returns.twr,
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+ performanceData.returns.irr,
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+ performanceData.risk.maxDrawdown,
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+ );
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  setPerformance(performanceData);
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  }
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  } catch (err) {
@@ -537,6 +542,10 @@ export function usePortfolioData(accountId?: string) {
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  }
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  ```
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+ `performanceData.returns.irr` is the selected-period money-weighted return.
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+ `performanceData.returns.annualizedIrr` is the annualized XIRR on the same dated
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+ cash flows.
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+
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  ## 🔐 Security & Permissions
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  ### Permission Categories
@@ -785,6 +794,8 @@ ctx.api.logger.debug('Debug info:', debugData);
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  | `marketData.getAssetProfile(assetId)` | Get asset profile | `market-data` |
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  | `marketData.searchTicker(query)` | Search for tickers | `market-data` |
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  | `goals.getAll()` | Get financial goals | `financial-planning` |
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+ | `goals.getFunding(goalId)` | Get funding rules for a goal | `financial-planning` |
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+ | `goals.saveFunding(goalId, rules)` | Save funding rules for a goal | `financial-planning` |
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  | `settings.get()` | Get app settings | `settings` |
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  | `query.getClient()` | Get shared QueryClient instance | None |
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@@ -1039,7 +1050,7 @@ If you want to contribute to the SDK itself:
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  ```bash
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  # Clone the Wealthfolio repository
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- git clone https://github.com/afadil/wealthfolio.git
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+ git clone https://github.com/wealthfolio/wealthfolio.git
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  cd wealthfolio/packages/addon-sdk
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  # Install dependencies
@@ -1330,7 +1341,7 @@ We welcome contributions to improve the addon SDK!
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  | **Scope** | `@wealthfolio` |
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  | **Registry** | [npmjs.com](https://www.npmjs.com/package/@wealthfolio/addon-sdk) |
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  | **License** | MIT |
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- | **Repository** | [GitHub](https://github.com/afadil/wealthfolio) |
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+ | **Repository** | [GitHub](https://github.com/wealthfolio/wealthfolio) |
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  ### Version History
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@@ -1376,10 +1387,10 @@ npm install @wealthfolio/addon-sdk@1.1.0-beta.1
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  ```bash
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  # Install directly from GitHub
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- npm install github:afadil/wealthfolio#main
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+ npm install github:wealthfolio/wealthfolio#main
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- # Or from a specific branch/commit
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- npm install github:afladil/wealthfolio#wealthfolio-addons
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+ # Or from a specific Wealthfolio commit
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+ npm install github:wealthfolio/wealthfolio#COMMIT_SHA
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  ```
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  ### Package Information Commands
@@ -1504,9 +1515,10 @@ npm pack && tar -tf *.tgz
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  1. **Documentation**: Check this README and
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  [docs](https://docs.wealthfolio.app/addons)
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- 2. **Issues**: [GitHub Issues](https://github.com/afadil/wealthfolio/issues)
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+ 2. **Issues**:
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+ [GitHub Issues](https://github.com/wealthfolio/wealthfolio/issues)
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  3. **Discussions**:
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- [GitHub Discussions](https://github.com/afadil/wealthfolio/discussions)
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+ [GitHub Discussions](https://github.com/wealthfolio/wealthfolio/discussions)
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  4. **Discord**: [Community Discord](https://discord.gg/wealthfolio)
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  5. **Email**: [support@wealthfolio.app](mailto:support@wealthfolio.app)
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@@ -1519,13 +1531,13 @@ MIT - see [LICENSE](LICENSE) for details.
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  - [Wealthfolio Homepage](https://wealthfolio.app)
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  - [Addon Gallery](https://wealthfolio.app/addons)
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  - [Documentation](https://docs.wealthfolio.app/addons)
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- - [GitHub Repository](https://github.com/afadil/wealthfolio)
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- - [Issue Tracker](https://github.com/afadil/wealthfolio/issues)
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+ - [GitHub Repository](https://github.com/wealthfolio/wealthfolio)
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+ - [Issue Tracker](https://github.com/wealthfolio/wealthfolio/issues)
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  ## 💬 Support
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  - [Discord Community](https://discord.gg/wealthfolio)
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- - [GitHub Discussions](https://github.com/afadil/wealthfolio/discussions)
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+ - [GitHub Discussions](https://github.com/wealthfolio/wealthfolio/discussions)
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  - [Email Support](mailto:support@wealthfolio.app)
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  ## 🔧 Troubleshooting
@@ -1752,7 +1764,7 @@ If you're still experiencing issues:
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  - Share the code and error logs
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  3. **Search Existing Issues**:
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- - Check [GitHub Issues](https://github.com/afadil/wealthfolio/issues)
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+ - Check [GitHub Issues](https://github.com/wealthfolio/wealthfolio/issues)
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  - Look for similar problems and solutions
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  4. **Provide Complete Information**:
@@ -75,10 +75,18 @@ var PERMISSION_CATEGORIES = [
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  riskLevel: "low"
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  },
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  {
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- id: "goals",
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- name: "Goals Management",
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+ id: "financial-planning",
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+ name: "Financial Planning",
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  description: "Access to financial goals and allocations",
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- functions: ["getAll", "create", "update", "updateAllocations", "getAllocations"],
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+ functions: [
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+ "getAll",
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+ "create",
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+ "update",
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+ "getFunding",
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+ "saveFunding",
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+ "updateAllocations",
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+ "getAllocations"
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+ ],
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  riskLevel: "medium"
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  },
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  {
@@ -219,4 +227,4 @@ export {
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  addDetectedFunction,
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  markFunctionAsDeclared
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  };
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- //# sourceMappingURL=chunk-VQ2BY7K3.js.map
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+ //# sourceMappingURL=chunk-ISD4MMHY.js.map
@@ -0,0 +1 @@
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+ {"version":3,"sources":["../src/permissions.ts"],"sourcesContent":["/**\n * Permission system types and constants for Wealthfolio addons\n */\n\n/**\n * Security risk levels for addon operations\n */\nexport type RiskLevel = 'low' | 'medium' | 'high';\n\n/**\n * Function permission details with declaration and detection tracking\n */\nexport interface FunctionPermission {\n /** Function name */\n name: string;\n /** Whether this function was declared by the developer in manifest */\n isDeclared: boolean;\n /** Whether this function was detected by static analysis during installation */\n isDetected: boolean;\n /** ISO timestamp when this function was detected (if isDetected is true) */\n detectedAt?: string;\n}\n\n/**\n * Permission requirement for specific addon functionality\n */\nexport interface Permission {\n /** Permission category identifier */\n category: string;\n /** List of API functions this permission grants access to with their declaration/detection status */\n functions: FunctionPermission[];\n /** Human-readable explanation of why this permission is needed */\n purpose: string;\n}\n\n/**\n * Permission category definition\n */\nexport interface PermissionCategory {\n /** Unique category identifier */\n id: string;\n /** Display name for the category */\n name: string;\n /** Detailed description of what this category covers */\n description: string;\n /** List of API functions in this category */\n functions: string[];\n /** Security risk level for this category */\n riskLevel: RiskLevel;\n}\n\n/**\n * Predefined permission categories with their associated functions and risk levels\n */\nexport const PERMISSION_CATEGORIES: PermissionCategory[] = [\n {\n id: 'accounts',\n name: 'Account Management',\n description: 'Access to account information and settings',\n functions: ['getAll', 'create'],\n riskLevel: 'high',\n },\n {\n id: 'portfolio',\n name: 'Portfolio Data',\n description: 'Access to holdings, portfolio performance, and account valuations',\n functions: [\n 'getHoldings',\n 'getHolding',\n 'update',\n 'recalculate',\n 'getIncomeSummary',\n 'getHistoricalValuations',\n 'getLatestValuations',\n ],\n riskLevel: 'high',\n },\n {\n id: 'activities',\n name: 'Transaction History',\n description: 'Access to transaction records and activity management',\n functions: [\n 'getAll',\n 'search',\n 'create',\n 'update',\n 'saveMany',\n 'import',\n 'checkImport',\n 'getImportMapping',\n 'saveImportMapping',\n ],\n riskLevel: 'high',\n },\n {\n id: 'market-data',\n name: 'Market Data',\n description: 'Access to market prices, quotes, and financial data',\n functions: ['searchTicker', 'syncHistory', 'sync', 'getProviders', 'fetchDividends'],\n riskLevel: 'low',\n },\n {\n id: 'assets',\n name: 'Asset Management',\n description: 'Access to asset profiles and data sources',\n functions: ['getProfile', 'updateProfile', 'updateQuoteMode'],\n riskLevel: 'medium',\n },\n {\n id: 'quotes',\n name: 'Quote Management',\n description: 'Access to price quotes and historical data',\n functions: ['update', 'getHistory'],\n riskLevel: 'low',\n },\n {\n id: 'performance',\n name: 'Performance Analytics',\n description: 'Access to performance calculations and metrics',\n functions: ['calculateHistory', 'calculateSummary', 'calculateAccountsSimple'],\n riskLevel: 'medium',\n },\n {\n id: 'currency',\n name: 'Exchange Rates',\n description: 'Access to currency exchange rates and conversion data',\n functions: ['getAll', 'update', 'add'],\n riskLevel: 'low',\n },\n {\n id: 'financial-planning',\n name: 'Financial Planning',\n description: 'Access to financial goals and allocations',\n functions: [\n 'getAll',\n 'create',\n 'update',\n 'getFunding',\n 'saveFunding',\n 'updateAllocations',\n 'getAllocations',\n ],\n riskLevel: 'medium',\n },\n {\n id: 'contribution-limits',\n name: 'Contribution Limits',\n description: 'Access to contribution limits and deposit calculations',\n functions: ['getAll', 'create', 'update', 'calculateDeposits'],\n riskLevel: 'medium',\n },\n {\n id: 'settings',\n name: 'Application Settings',\n description: 'Access to application settings and configuration',\n functions: ['get', 'update', 'backupDatabase'],\n riskLevel: 'medium',\n },\n {\n id: 'files',\n name: 'File Operations',\n description: 'Access to file dialogs and file system operations',\n functions: ['openCsvDialog', 'openSaveDialog'],\n riskLevel: 'medium',\n },\n {\n id: 'secrets',\n name: 'Secrets Management',\n description: 'Access to secure storage for addon secrets',\n functions: ['set', 'get', 'delete'],\n riskLevel: 'high',\n },\n {\n id: 'snapshots',\n name: 'Snapshot Management',\n description: 'Access to holdings snapshots for accounts with holdings tracking mode',\n functions: [\n 'getAll',\n 'getByDate',\n 'save',\n 'checkImport',\n 'importSnapshots',\n 'delete',\n ],\n riskLevel: 'high',\n },\n {\n id: 'events',\n name: 'Event Listeners',\n description: 'Access to application events and notifications',\n functions: [\n 'onDropHover',\n 'onDrop',\n 'onDropCancelled',\n 'onUpdateStart',\n 'onUpdateComplete',\n 'onUpdateError',\n 'onSyncStart',\n 'onSyncComplete',\n ],\n riskLevel: 'low',\n },\n {\n id: 'ui',\n name: 'User Interface',\n description: 'Access to modify navigation and add UI components',\n functions: ['sidebar.addItem', 'router.add'],\n riskLevel: 'low',\n },\n];\n\n/**\n * Helper functions for permission management\n */\n\n/**\n * Create a FunctionPermission object\n */\nexport function createFunctionPermission(\n name: string,\n isDeclared = false,\n isDetected = false,\n detectedAt?: string,\n): FunctionPermission {\n return {\n name,\n isDeclared,\n isDetected,\n detectedAt: isDetected ? detectedAt || new Date().toISOString() : undefined,\n };\n}\n\n/**\n * Get permission category by ID\n */\nexport function getPermissionCategory(id: string): PermissionCategory | undefined {\n return PERMISSION_CATEGORIES.find((category) => category.id === id);\n}\n\n/**\n * Get permission categories by risk level\n */\nexport function getPermissionCategoriesByRisk(\n riskLevel: RiskLevel,\n): PermissionCategory[] {\n return PERMISSION_CATEGORIES.filter((category) => category.riskLevel === riskLevel);\n}\n\n/**\n * Get the risk level for a specific function\n */\nexport function getFunctionRiskLevel(functionName: string): RiskLevel | undefined {\n const category = PERMISSION_CATEGORIES.find((cat) =>\n cat.functions.includes(functionName),\n );\n return category?.riskLevel;\n}\n\n/**\n * Check if a function requires a specific permission category\n */\nexport function isPermissionRequired(functionName: string, categoryId: string): boolean {\n const category = getPermissionCategory(categoryId);\n return category ? category.functions.includes(functionName) : false;\n}\n\n/**\n * Get all declared functions from a permission\n */\nexport function getDeclaredFunctions(permission: Permission): string[] {\n return 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package/dist/index.js CHANGED
@@ -4,7 +4,7 @@ import {
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  getPermissionCategoriesByRisk,
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  getPermissionCategory,
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  isPermissionRequired
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- } from "./chunk-VQ2BY7K3.js";
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+ } from "./chunk-ISD4MMHY.js";
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  // src/query-keys.ts
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  var QueryKeys = {
@@ -71,7 +71,7 @@ function isInstalledManifest(manifest) {
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  // package.json
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  var package_default = {
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  name: "@wealthfolio/addon-sdk",
74
- version: "3.2.0",
74
+ version: "3.5.1",
75
75
  type: "module",
76
76
  description: "TypeScript SDK for building Wealthfolio addons with enhanced functionality and type safety",
77
77
  main: "dist/index.js",
@@ -109,11 +109,11 @@ var package_default = {
109
109
  homepage: "https://wealthfolio.app/addons",
110
110
  repository: {
111
111
  type: "git",
112
- url: "https://github.com/afadil/wealthfolio.git",
112
+ url: "https://github.com/wealthfolio/wealthfolio.git",
113
113
  directory: "packages/addon-sdk"
114
114
  },
115
115
  bugs: {
116
- url: "https://github.com/afadil/wealthfolio/issues"
116
+ url: "https://github.com/wealthfolio/wealthfolio/issues"
117
117
  },
118
118
  scripts: {
119
119
  build: "tsup && pnpm run build:types",
@@ -213,35 +213,58 @@ function isAddonManifest(obj) {
213
213
  }
214
214
 
215
215
  // src/goal-progress.ts
216
+ function isParticipatingGoal(goal) {
217
+ if (goal.statusLifecycle) {
218
+ return goal.statusLifecycle === "active";
219
+ }
220
+ return true;
221
+ }
222
+ function getFiniteAmount(value) {
223
+ if (value === null || value === void 0 || value === "") {
224
+ return void 0;
225
+ }
226
+ const amount = typeof value === "number" ? value : Number(value);
227
+ return Number.isFinite(amount) ? amount : void 0;
228
+ }
229
+ function toFiniteAmount(value) {
230
+ return getFiniteAmount(value) ?? 0;
231
+ }
216
232
  function calculateGoalProgress(accountsValuations, goals, allocations) {
217
- if (!accountsValuations || accountsValuations.length === 0 || !goals || !allocations) {
233
+ if (!goals) {
218
234
  return [];
219
235
  }
220
- const baseCurrency = accountsValuations[0].baseCurrency ?? "USD";
236
+ const baseCurrency = accountsValuations?.[0]?.baseCurrency ?? "USD";
221
237
  const accountValueMap = /* @__PURE__ */ new Map();
222
- accountsValuations.forEach((account) => {
223
- const valueInBaseCurrency = (account.totalValue ?? 0) * (account.fxRateToBase ?? 1);
238
+ accountsValuations?.forEach((account) => {
239
+ const valueInBaseCurrency = account.totalValueBase ?? 0;
224
240
  accountValueMap.set(account.accountId, valueInBaseCurrency);
225
241
  });
226
242
  const allocationsByGoal = /* @__PURE__ */ new Map();
227
- allocations.forEach((alloc) => {
243
+ allocations?.forEach((alloc) => {
228
244
  const existing = allocationsByGoal.get(alloc.goalId) ?? [];
229
245
  allocationsByGoal.set(alloc.goalId, [...existing, alloc]);
230
246
  });
231
- const sortedGoals = [...goals].sort((a, b) => a.targetAmount - b.targetAmount);
247
+ const sortedGoals = [...goals].filter(isParticipatingGoal).sort(
248
+ (a, b) => toFiniteAmount(a.summaryTargetAmount ?? a.targetAmount) - toFiniteAmount(b.summaryTargetAmount ?? b.targetAmount)
249
+ );
232
250
  return sortedGoals.map((goal) => {
233
251
  const goalAllocations = allocationsByGoal.get(goal.id) ?? [];
252
+ const targetAmount = toFiniteAmount(goal.summaryTargetAmount ?? goal.targetAmount);
234
253
  const totalAllocatedValue = goalAllocations.reduce((total, allocation) => {
235
254
  const accountValueInBase = accountValueMap.get(allocation.accountId) ?? 0;
236
- return total + accountValueInBase * allocation.percentAllocation / 100;
255
+ return total + accountValueInBase * allocation.sharePercent / 100;
237
256
  }, 0);
238
- const progress = goal.targetAmount > 0 ? totalAllocatedValue / goal.targetAmount : 0;
257
+ const currentValue = getFiniteAmount(goal.summaryCurrentValue) ?? totalAllocatedValue;
258
+ const progress = getFiniteAmount(goal.summaryProgress) ?? (targetAmount > 0 ? currentValue / targetAmount : 0);
239
259
  return {
260
+ goalId: goal.id,
240
261
  name: goal.title,
241
- targetValue: goal.targetAmount,
242
- currentValue: totalAllocatedValue,
262
+ targetValue: targetAmount,
263
+ currentValue,
243
264
  progress,
244
- currency: baseCurrency
265
+ currency: goal.currency ?? baseCurrency,
266
+ statusHealth: goal.statusHealth,
267
+ targetDate: goal.targetDate
245
268
  };
246
269
  });
247
270
  }
package/dist/index.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"sources":["../src/query-keys.ts","../src/manifest.ts","../package.json","../src/version.ts","../src/utils.ts","../src/goal-progress.ts","../src/index.ts"],"sourcesContent":["/**\n * Shared Query Keys for React Query\n * These keys should match the main application's query keys to ensure cache consistency\n */\nexport const QueryKeys = {\n // Account related keys\n ACCOUNTS: 'accounts',\n ACCOUNTS_SUMMARY: 'accounts_summary',\n\n // Activity related keys\n ACTIVITY_DATA: 'activity-data',\n ACTIVITIES: 'activities',\n\n // Portfolio related keys\n HOLDINGS: 'holdings',\n HOLDING: 'holding',\n INCOME_SUMMARY: 'incomeSummary',\n PORTFOLIO_SUMMARY: 'portfolioSummary',\n QUOTE_HISTORY: 'quoteHistory',\n\n // Goals related keys\n GOALS: 'goals',\n GOALS_ALLOCATIONS: 'goals_allocations',\n\n // Settings related keys\n SETTINGS: 'settings',\n EXCHANGE_RATES: 'exchangeRates',\n\n // New keys for exchange rates\n EXCHANGE_RATE_SYMBOLS: 'exchange_rate_symbols',\n QUOTE: 'quote',\n\n CONTRIBUTION_LIMITS: 'contributionLimits',\n CONTRIBUTION_LIMIT_PROGRESS: 'contributionLimitProgress',\n\n ASSET_DATA: 'asset_data',\n IMPORT_MAPPING: 'import_mapping',\n\n PERFORMANCE_SUMMARY: 'performanceSummary',\n PERFORMANCE_HISTORY: 'performanceHistory',\n\n HISTORY_VALUATION: 'historyValuation',\n // Helper function to create account-specific keys\n valuationHistory: (id: string) => [QueryKeys.HISTORY_VALUATION, id],\n\n // Account simple performance\n ACCOUNTS_SIMPLE_PERFORMANCE: 'accountsSimplePerformance',\n accountsSimplePerformance: (accountIds: string[]) => [\n QueryKeys.ACCOUNTS_SIMPLE_PERFORMANCE,\n [...accountIds].sort().join(',') || 'none',\n ],\n\n // Market Data Providers\n MARKET_DATA_PROVIDERS: 'marketDataProviders',\n MARKET_DATA_PROVIDER_SETTINGS: 'marketDataProviderSettings',\n\n transactions: 'transactions',\n latestValuations: 'latest-valuations',\n\n // Market Data\n symbolSearch: 'symbol-search',\n\n ASSET_HISTORY: 'asset-history',\n\n // Addons\n INSTALLED_ADDONS: 'installedAddons',\n ADDON_STORE_LISTINGS: 'addonStoreListings',\n ADDON_AUTO_UPDATE_CHECK: 'addonAutoUpdateCheck',\n\n SNAPSHOTS: 'snapshots',\n snapshots: (accountId: string) => [QueryKeys.SNAPSHOTS, accountId],\n\n secrets: {\n apiKey: (providerId: string) => ['secrets', 'apiKey', providerId],\n },\n} as const;\n\nexport type QueryKeys = typeof QueryKeys;\n","/**\n * Addon manifest and metadata types\n */\n\nimport type { Permission } from './permissions';\n\n/**\n * Unified addon manifest structure that handles both development and runtime scenarios\n * This represents both what developers write in their manifest.json and installed addon metadata\n */\nexport interface AddonManifest {\n // Core manifest fields (always present)\n /** Unique addon identifier (lowercase, no spaces, hyphens allowed) */\n id: string;\n /** Human-readable addon name */\n name: string;\n /** Semantic version (e.g., \"1.0.0\") */\n version: string;\n /** Brief description of the addon's functionality */\n description?: string;\n /** Author name or organization */\n author?: string;\n /** Compatible SDK version */\n sdkVersion?: string;\n /** Main entry point file (relative to addon root) */\n main?: string;\n /** Whether the addon is enabled by default */\n enabled?: boolean;\n /** Permission declarations for security review */\n permissions?: Permission[];\n /** Addon homepage or documentation URL */\n homepage?: string;\n /** Support or issues URL */\n repository?: string;\n /** License identifier (e.g., \"MIT\", \"Apache-2.0\") */\n license?: string;\n /** Minimum Wealthfolio version required */\n minWealthfolioVersion?: string;\n /** Keywords for discoverability */\n keywords?: string[];\n /** Addon icon (base64 or relative path) */\n icon?: string;\n\n // Runtime fields (only present after installation)\n /** Installation timestamp in ISO format */\n installedAt?: string;\n /** Last update timestamp */\n updatedAt?: string;\n /** Installation source */\n source?: 'local' | 'store' | 'sideload';\n /** File size in bytes */\n size?: number;\n}\n\n/**\n * Type guard to check if a manifest has been installed (has runtime fields)\n */\nexport function isInstalledManifest(\n manifest: AddonManifest,\n): manifest is Required<Pick<AddonManifest, 'main' | 'enabled' | 'installedAt'>> &\n AddonManifest {\n return !!(\n manifest.installedAt &&\n manifest.main !== undefined &&\n manifest.enabled !== undefined\n );\n}\n\n/**\n * Helper type for development manifests (without runtime fields)\n */\nexport type DevelopmentManifest = Omit<\n AddonManifest,\n 'installedAt' | 'updatedAt' | 'source' | 'size'\n>;\n\n/**\n * Helper type for installed manifests (with runtime fields)\n */\nexport type InstalledManifest = Required<\n Pick<AddonManifest, 'main' | 'enabled' | 'installedAt'>\n> &\n AddonManifest;\n\n/**\n * Addon file information\n */\nexport interface AddonFile {\n /** File name */\n name: string;\n /** File content */\n content: string;\n /** Whether this is the main entry point */\n is_main: boolean;\n /** File size in bytes */\n size?: number;\n}\n\n/**\n * Extracted addon package\n */\nexport interface ExtractedAddon {\n /** Addon metadata from manifest */\n metadata: AddonManifest;\n /** List of files in the addon package */\n files: AddonFile[];\n}\n\n/**\n * Installed addon information\n */\nexport interface InstalledAddon {\n /** Addon metadata */\n metadata: AddonManifest;\n /** Installation path */\n path?: string;\n /** Whether the addon is currently active */\n active?: boolean;\n}\n\n/**\n * Addon installation result\n */\nexport interface AddonInstallResult {\n /** Whether installation was successful */\n success: boolean;\n /** Error message if installation failed */\n error?: string;\n /** Installed addon metadata */\n addon?: AddonManifest;\n}\n\n/**\n * Addon validation result\n */\nexport interface AddonValidationResult {\n /** Whether the addon is valid */\n valid: boolean;\n /** List of validation errors */\n errors: string[];\n /** List of validation warnings */\n warnings: string[];\n}\n\n/**\n * Addon update information\n */\nexport interface AddonUpdateInfo {\n /** Current installed version */\n currentVersion: string;\n /** Latest available version */\n latestVersion: string;\n /** Whether an update is available */\n updateAvailable: boolean;\n /** Download URL for the update */\n downloadUrl?: string;\n /** Release notes for the latest version */\n releaseNotes?: string;\n /** Release date of the latest version */\n releaseDate?: string;\n /** Changelog URL */\n changelogUrl?: string;\n /** Whether this is a critical security update */\n isCritical?: boolean;\n /** Breaking changes in this update */\n hasBreakingChanges?: boolean;\n /** Minimum Wealthfolio version required for this update */\n minWealthfolioVersion?: string;\n}\n\n/**\n * Addon update check result\n */\nexport interface AddonUpdateCheckResult {\n /** Addon ID */\n addonId: string;\n /** Update information */\n updateInfo: AddonUpdateInfo;\n /** Any errors during update check */\n error?: string;\n}\n\n/**\n * Addon store listing\n */\nexport interface AddonStoreListing {\n /** Addon metadata */\n metadata: AddonManifest;\n /** Download URL */\n downloadUrl: string;\n /** Number of downloads */\n downloads?: number;\n /** Average rating */\n rating?: number;\n /** Number of reviews */\n reviewCount?: number;\n /** Whether it's verified by Wealthfolio team */\n verified?: boolean;\n /** Last update date */\n lastUpdated?: string;\n /** Screenshots or images */\n images?: string[];\n /** Release notes for the latest version */\n releaseNotes?: string;\n /** Changelog URL */\n changelogUrl?: string;\n}\n","{\n \"name\": \"@wealthfolio/addon-sdk\",\n \"version\": \"3.2.0\",\n \"type\": \"module\",\n \"description\": \"TypeScript SDK for building Wealthfolio addons with enhanced functionality and type safety\",\n \"main\": \"dist/index.js\",\n \"types\": \"dist/src/index.d.ts\",\n \"exports\": {\n \".\": {\n \"import\": \"./dist/index.js\",\n \"types\": \"./dist/src/index.d.ts\"\n },\n \"./types\": {\n \"import\": \"./dist/types.js\",\n \"types\": \"./dist/src/types.d.ts\"\n },\n \"./permissions\": {\n \"import\": \"./dist/permissions.js\",\n \"types\": \"./dist/src/permissions.d.ts\"\n }\n },\n \"files\": [\n \"dist\",\n \"README.md\",\n \"CHANGELOG.md\"\n ],\n \"keywords\": [\n \"wealthfolio\",\n \"addon\",\n \"plugin\",\n \"sdk\",\n \"typescript\",\n \"financial\",\n \"portfolio\"\n ],\n \"author\": \"Wealthfolio Team\",\n \"license\": \"MIT\",\n \"homepage\": \"https://wealthfolio.app/addons\",\n \"repository\": {\n \"type\": \"git\",\n \"url\": \"https://github.com/afadil/wealthfolio.git\",\n \"directory\": \"packages/addon-sdk\"\n },\n \"bugs\": {\n \"url\": \"https://github.com/afadil/wealthfolio/issues\"\n },\n \"scripts\": {\n \"build\": \"tsup && pnpm run build:types\",\n \"dev\": \"tsup --watch\",\n \"clean\": \"rm -rf dist\",\n \"lint\": \"eslint .\",\n \"lint:fix\": \"eslint . --fix\",\n \"lint:quiet\": \"eslint . --quiet\",\n \"format\": \"prettier --write .\",\n \"format:check\": \"prettier --check .\",\n \"type-check\": \"tsc --noEmit\",\n \"build:types\": \"tsc -p tsconfig.json\",\n \"prepack\": \"npm run build\"\n },\n \"peerDependencies\": {\n \"react\": \"^19.2.4\",\n \"react-dom\": \"^19.2.4\"\n },\n \"devDependencies\": {\n \"@tanstack/react-query\": \"^5.90.20\",\n \"@types/react\": \"^19.2.13\",\n \"@types/react-dom\": \"^19.2.3\",\n \"tsup\": \"^8.5.1\",\n \"typescript\": \"^5.9.3\"\n },\n \"engines\": {\n \"node\": \">=20.0.0\"\n }\n}\n","import packageJson from '../package.json';\n\n/**\n * Current SDK version from package.json\n */\nexport const SDK_VERSION = packageJson.version;\n","/**\n * Utility functions for addon development\n */\n\nimport type { AddonManifest, AddonValidationResult } from './manifest';\nimport { SDK_VERSION } from './version';\n\n/**\n * Validates an addon manifest\n */\nexport function validateManifest(manifest: AddonManifest): AddonValidationResult {\n const errors: string[] = [];\n const warnings: string[] = [];\n\n // Required fields\n if (!manifest.id) {\n errors.push('Addon ID is required');\n } else if (!/^[a-z0-9-]+$/.test(manifest.id)) {\n errors.push('Addon ID must contain only lowercase letters, numbers, and hyphens');\n }\n\n if (!manifest.name) {\n errors.push('Addon name is required');\n }\n\n if (!manifest.version) {\n errors.push('Addon version is required');\n } else if (!/^\\d+\\.\\d+\\.\\d+/.test(manifest.version)) {\n warnings.push('Version should follow semantic versioning (e.g., 1.0.0)');\n }\n\n // Optional but recommended fields\n if (!manifest.description) {\n warnings.push('Description is recommended for better discoverability');\n }\n\n if (!manifest.author) {\n warnings.push('Author information is recommended');\n }\n\n if (!manifest.main) {\n warnings.push('Main entry point not specified, defaulting to \"addon.js\"');\n }\n\n // Validate permissions if present\n if (manifest.permissions) {\n manifest.permissions.forEach((permission, index) => {\n if (!permission.category) {\n errors.push(`Permission ${index}: category is required`);\n }\n if (!permission.functions || permission.functions.length === 0) {\n errors.push(`Permission ${index}: at least one function must be specified`);\n }\n if (!permission.purpose) {\n warnings.push(`Permission ${index}: purpose explanation is recommended`);\n }\n });\n }\n\n return {\n valid: errors.length === 0,\n errors,\n warnings,\n };\n}\n\n/**\n * Checks if an addon version is compatible with the current SDK\n */\nexport function isCompatibleVersion(\n addonSdkVersion?: string,\n currentSdkVersion = SDK_VERSION,\n): boolean {\n if (!addonSdkVersion) return true; // Assume compatible if not specified\n\n const [addonMajor, addonMinor] = addonSdkVersion.split('.').map(Number);\n const [currentMajor, currentMinor] = currentSdkVersion.split('.').map(Number);\n\n // Same major version, and addon minor version <= current minor version\n return addonMajor === currentMajor && addonMinor <= currentMinor;\n}\n\n/**\n * Formats addon size in human-readable format\n */\nexport function formatAddonSize(bytes: number): string {\n const sizes = ['B', 'KB', 'MB', 'GB'];\n if (bytes === 0) return '0 B';\n\n const i = Math.floor(Math.log(bytes) / Math.log(1024));\n const size = bytes / Math.pow(1024, i);\n\n return `${size.toFixed(i === 0 ? 0 : 1)} ${sizes[i]}`;\n}\n\n/**\n * Generates a unique addon ID from a name\n */\nexport function generateAddonId(name: string): string {\n return name\n .toLowerCase()\n .replace(/[^a-z0-9\\s-]/g, '') // Remove special characters\n .replace(/\\s+/g, '-') // Replace spaces with hyphens\n .replace(/-+/g, '-') // Replace multiple hyphens with single\n .replace(/^-|-$/g, ''); // Remove leading/trailing hyphens\n}\n\n/**\n * Type guard to check if an object is a valid addon manifest\n */\nexport function isAddonManifest(obj: unknown): obj is AddonManifest {\n return (\n typeof obj === 'object' &&\n obj !== null &&\n typeof (obj as Record<string, unknown>).id === 'string' &&\n typeof (obj as Record<string, unknown>).name === 'string' &&\n typeof (obj as Record<string, unknown>).version === 'string'\n );\n}\n","import type { Goal, GoalAllocation, AccountValuation, GoalProgress } from './data-types';\n\n/**\n * Calculate goal progress using allocations.\n * Converts account values to base currency, applies percent allocation per account,\n * and computes progress ratio (0–1+) against target amount.\n */\nexport function calculateGoalProgress(\n accountsValuations: AccountValuation[],\n goals: Goal[],\n allocations: GoalAllocation[],\n): GoalProgress[] {\n if (!accountsValuations || accountsValuations.length === 0 || !goals || !allocations) {\n return [];\n }\n\n const baseCurrency = accountsValuations[0].baseCurrency ?? 'USD';\n\n // accountId -> totalValue in base currency\n const accountValueMap = new Map<string, number>();\n accountsValuations.forEach((account) => {\n const valueInBaseCurrency = (account.totalValue ?? 0) * (account.fxRateToBase ?? 1);\n accountValueMap.set(account.accountId, valueInBaseCurrency);\n });\n\n // goalId -> allocations\n const allocationsByGoal = new Map<string, GoalAllocation[]>();\n allocations.forEach((alloc) => {\n const existing = allocationsByGoal.get(alloc.goalId) ?? [];\n allocationsByGoal.set(alloc.goalId, [...existing, alloc]);\n });\n\n const sortedGoals = [...goals].sort((a, b) => a.targetAmount - b.targetAmount);\n\n return sortedGoals.map((goal) => {\n const goalAllocations = allocationsByGoal.get(goal.id) ?? [];\n\n const totalAllocatedValue = goalAllocations.reduce((total, allocation) => {\n const accountValueInBase = accountValueMap.get(allocation.accountId) ?? 0;\n return total + (accountValueInBase * allocation.percentAllocation) / 100;\n }, 0);\n\n const progress = goal.targetAmount > 0 ? totalAllocatedValue / goal.targetAmount : 0;\n\n return {\n name: goal.title,\n targetValue: goal.targetAmount,\n currentValue: totalAllocatedValue,\n progress,\n currency: baseCurrency,\n };\n });\n}\n","/**\n * @wealthfolio/addon-sdk\n *\n * TypeScript SDK for building Wealthfolio addons with enhanced functionality,\n * type safety, and comprehensive permission management.\n *\n * @version 1.0.0\n * @author Wealthfolio Team\n * @license MIT\n */\n\n// Core types\nexport type {\n AddonContext,\n AddonEnableFunction,\n EventCallback,\n RouteConfig,\n RouterManager,\n SidebarItemConfig,\n SidebarItemHandle,\n SidebarManager,\n UnlistenFn,\n} from './types';\n\n// Host API interface\nexport type {\n ActivitySearchFilters,\n ActivitySort,\n HostAPI,\n SnapshotsAPI,\n ToastAPI,\n YahooDividend,\n} from './host-api';\n\n// Query Client and Keys exports\nexport type { QueryClient } from '@tanstack/react-query';\nexport { QueryKeys } from './query-keys';\n\n// Comprehensive data types\nexport type * from './data-types';\n\n// Manifest and metadata types\nexport type {\n AddonFile,\n AddonInstallResult,\n AddonManifest,\n AddonStoreListing,\n AddonUpdateCheckResult,\n AddonUpdateInfo,\n AddonValidationResult,\n DevelopmentManifest,\n ExtractedAddon,\n InstalledAddon,\n InstalledManifest,\n} from './manifest';\n\nexport { isInstalledManifest } from './manifest';\n\n// Permission system\nexport type {\n FunctionPermission,\n Permission,\n PermissionCategory,\n RiskLevel,\n} from './permissions';\n\nexport {\n getFunctionRiskLevel,\n getPermissionCategoriesByRisk,\n getPermissionCategory,\n isPermissionRequired,\n PERMISSION_CATEGORIES,\n} from './permissions';\n\n// Utilities\nexport {\n formatAddonSize,\n generateAddonId,\n isAddonManifest,\n isCompatibleVersion,\n validateManifest,\n} from './utils';\n\n// Goal progress calculation\nexport { calculateGoalProgress } from './goal-progress';\n\n// -----------------------------------------------------------------------------\n// Framework version contract\n// -----------------------------------------------------------------------------\n\n/**\n * React version guaranteed by the host application. Addons may assert against\n * this at runtime if they rely on a particular React feature set.\n */\nexport const ReactVersion = '19.1.1';\n\n/**\n * Addons receive their context as a parameter to the enable() function.\n * Each addon gets its own isolated context with scoped secret storage.\n *\n * Example:\n * export default function enable(ctx: AddonContext) {\n * // Use ctx.api.secrets.set/get/delete for secure storage\n * // Use ctx.sidebar.addItem() to add navigation\n * // Use ctx.router.add() to register routes\n * }\n */\n\ninterface HostGlobals {\n React: typeof import('react');\n ReactDOM: typeof import('react-dom');\n}\nconst hostGlobals = window as unknown as Partial<HostGlobals>;\nexport const React = hostGlobals.React!;\nexport const ReactDOM = hostGlobals.ReactDOM!;\n\n// Version\nexport { SDK_VERSION } from 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Addons\n INSTALLED_ADDONS: 'installedAddons',\n ADDON_STORE_LISTINGS: 'addonStoreListings',\n ADDON_AUTO_UPDATE_CHECK: 'addonAutoUpdateCheck',\n\n SNAPSHOTS: 'snapshots',\n snapshots: (accountId: string) => [QueryKeys.SNAPSHOTS, accountId],\n\n secrets: {\n apiKey: (providerId: string) => ['secrets', 'apiKey', providerId],\n },\n} as const;\n\nexport type QueryKeys = typeof QueryKeys;\n","/**\n * Addon manifest and metadata types\n */\n\nimport type { Permission } from './permissions';\n\n/**\n * Unified addon manifest structure that handles both development and runtime scenarios\n * This represents both what developers write in their manifest.json and installed addon metadata\n */\nexport interface AddonManifest {\n // Core manifest fields (always present)\n /** Unique addon identifier (lowercase, no spaces, hyphens allowed) */\n id: string;\n /** Human-readable addon name */\n name: string;\n /** Semantic version (e.g., \"1.0.0\") */\n version: string;\n /** Brief description of the 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source?: 'local' | 'store' | 'sideload';\n /** File size in bytes */\n size?: number;\n}\n\n/**\n * Type guard to check if a manifest has been installed (has runtime fields)\n */\nexport function isInstalledManifest(\n manifest: AddonManifest,\n): manifest is Required<Pick<AddonManifest, 'main' | 'enabled' | 'installedAt'>> &\n AddonManifest {\n return !!(\n manifest.installedAt &&\n manifest.main !== undefined &&\n manifest.enabled !== undefined\n );\n}\n\n/**\n * Helper type for development manifests (without runtime fields)\n */\nexport type DevelopmentManifest = Omit<\n AddonManifest,\n 'installedAt' | 'updatedAt' | 'source' | 'size'\n>;\n\n/**\n * Helper type for installed manifests (with runtime fields)\n */\nexport type InstalledManifest = Required<\n Pick<AddonManifest, 'main' | 'enabled' | 'installedAt'>\n> &\n AddonManifest;\n\n/**\n * Addon file information\n */\nexport interface AddonFile {\n /** File name */\n name: string;\n /** File content */\n content: string;\n /** 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updateInfo: AddonUpdateInfo;\n /** Any errors during update check */\n error?: string;\n}\n\n/**\n * Addon store listing\n */\nexport interface AddonStoreListing {\n /** Addon metadata */\n metadata: AddonManifest;\n /** Download URL */\n downloadUrl: string;\n /** Number of downloads */\n downloads?: number;\n /** Average rating */\n rating?: number;\n /** Number of reviews */\n reviewCount?: number;\n /** Whether it's verified by Wealthfolio team */\n verified?: boolean;\n /** Last update date */\n lastUpdated?: string;\n /** Screenshots or images */\n images?: string[];\n /** Release notes for the latest version */\n releaseNotes?: string;\n /** Changelog URL */\n changelogUrl?: string;\n}\n","{\n \"name\": \"@wealthfolio/addon-sdk\",\n \"version\": \"3.5.1\",\n \"type\": \"module\",\n \"description\": \"TypeScript SDK for building Wealthfolio addons with enhanced functionality and type safety\",\n \"main\": \"dist/index.js\",\n \"types\": \"dist/src/index.d.ts\",\n \"exports\": {\n \".\": {\n \"import\": \"./dist/index.js\",\n \"types\": \"./dist/src/index.d.ts\"\n },\n \"./types\": {\n \"import\": \"./dist/types.js\",\n \"types\": \"./dist/src/types.d.ts\"\n },\n \"./permissions\": {\n \"import\": \"./dist/permissions.js\",\n \"types\": \"./dist/src/permissions.d.ts\"\n }\n },\n \"files\": [\n \"dist\",\n \"README.md\",\n \"CHANGELOG.md\"\n ],\n \"keywords\": [\n \"wealthfolio\",\n \"addon\",\n \"plugin\",\n \"sdk\",\n \"typescript\",\n \"financial\",\n \"portfolio\"\n ],\n \"author\": \"Wealthfolio Team\",\n \"license\": \"MIT\",\n \"homepage\": \"https://wealthfolio.app/addons\",\n \"repository\": {\n \"type\": \"git\",\n \"url\": \"https://github.com/wealthfolio/wealthfolio.git\",\n \"directory\": \"packages/addon-sdk\"\n },\n \"bugs\": {\n \"url\": \"https://github.com/wealthfolio/wealthfolio/issues\"\n },\n \"scripts\": {\n \"build\": \"tsup && pnpm run build:types\",\n \"dev\": \"tsup --watch\",\n \"clean\": \"rm -rf dist\",\n \"lint\": \"eslint .\",\n \"lint:fix\": \"eslint . --fix\",\n \"lint:quiet\": \"eslint . --quiet\",\n \"format\": \"prettier --write .\",\n \"format:check\": \"prettier --check .\",\n \"type-check\": \"tsc --noEmit\",\n \"build:types\": \"tsc -p tsconfig.json\",\n \"prepack\": \"npm run build\"\n },\n \"peerDependencies\": {\n \"react\": \"^19.2.4\",\n \"react-dom\": \"^19.2.4\"\n },\n \"devDependencies\": {\n \"@tanstack/react-query\": \"^5.90.20\",\n \"@types/react\": \"^19.2.13\",\n \"@types/react-dom\": \"^19.2.3\",\n \"tsup\": \"^8.5.1\",\n \"typescript\": \"^5.9.3\"\n },\n \"engines\": {\n \"node\": \">=20.0.0\"\n }\n}\n","import packageJson from '../package.json';\n\n/**\n * Current SDK version from package.json\n */\nexport const SDK_VERSION = packageJson.version;\n","/**\n * Utility functions for addon development\n */\n\nimport type { AddonManifest, AddonValidationResult } from './manifest';\nimport { SDK_VERSION } from './version';\n\n/**\n * Validates an addon manifest\n */\nexport function 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[];\n const targetAmount = toFiniteAmount(goal.summaryTargetAmount ?? goal.targetAmount);\n\n const totalAllocatedValue = goalAllocations.reduce((total, allocation) => {\n const accountValueInBase = accountValueMap.get(allocation.accountId) ?? 0;\n return total + (accountValueInBase * allocation.sharePercent) / 100;\n }, 0);\n\n const currentValue = getFiniteAmount(goal.summaryCurrentValue) ?? totalAllocatedValue;\n const progress =\n getFiniteAmount(goal.summaryProgress) ??\n (targetAmount > 0 ? currentValue / targetAmount : 0);\n\n return {\n goalId: goal.id,\n name: goal.title,\n targetValue: targetAmount,\n currentValue,\n progress,\n currency: goal.currency ?? baseCurrency,\n statusHealth: goal.statusHealth,\n targetDate: goal.targetDate,\n };\n });\n}\n","/**\n * @wealthfolio/addon-sdk\n *\n * TypeScript SDK for building Wealthfolio addons with enhanced functionality,\n * type safety, and comprehensive permission management.\n *\n * @version 1.0.0\n * @author Wealthfolio Team\n * @license MIT\n */\n\n// Core types\nexport type {\n AddonContext,\n AddonEnableFunction,\n EventCallback,\n RouteConfig,\n RouterManager,\n SidebarItemConfig,\n SidebarItemHandle,\n SidebarManager,\n UnlistenFn,\n} from './types';\n\n// Host API interface\nexport type {\n ActivitySearchFilters,\n ActivitySort,\n HostAPI,\n SnapshotsAPI,\n ToastAPI,\n DividendEvent,\n FetchDividendsOptions,\n} from './host-api';\n\n// Query Client and Keys exports\nexport type { QueryClient } from '@tanstack/react-query';\nexport { QueryKeys } from './query-keys';\n\n// Comprehensive data types\nexport type * from './data-types';\n\n// Manifest and metadata types\nexport type {\n AddonFile,\n AddonInstallResult,\n AddonManifest,\n AddonStoreListing,\n AddonUpdateCheckResult,\n AddonUpdateInfo,\n AddonValidationResult,\n DevelopmentManifest,\n ExtractedAddon,\n InstalledAddon,\n InstalledManifest,\n} from './manifest';\n\nexport { isInstalledManifest } from './manifest';\n\n// Permission system\nexport type {\n FunctionPermission,\n Permission,\n PermissionCategory,\n RiskLevel,\n} from './permissions';\n\nexport {\n getFunctionRiskLevel,\n getPermissionCategoriesByRisk,\n getPermissionCategory,\n isPermissionRequired,\n PERMISSION_CATEGORIES,\n} from './permissions';\n\n// Utilities\nexport {\n formatAddonSize,\n generateAddonId,\n isAddonManifest,\n isCompatibleVersion,\n validateManifest,\n} from './utils';\n\n// Goal progress calculation\nexport { calculateGoalProgress } from './goal-progress';\n\n// -----------------------------------------------------------------------------\n// Framework version contract\n// -----------------------------------------------------------------------------\n\n/**\n * React version guaranteed by the host application. Addons may assert against\n * this at runtime if they rely on a particular React feature set.\n */\nexport const ReactVersion = '19.1.1';\n\n/**\n * Addons receive their context as a parameter to the enable() function.\n * Each addon gets its own isolated context with scoped secret storage.\n *\n * Example:\n * export default function enable(ctx: AddonContext) {\n * // Use ctx.api.secrets.set/get/delete for secure storage\n * // Use ctx.sidebar.addItem() to add navigation\n * // Use ctx.router.add() to register routes\n * }\n */\n\ninterface HostGlobals {\n React: typeof import('react');\n ReactDOM: typeof import('react-dom');\n}\nconst hostGlobals = window as unknown as Partial<HostGlobals>;\nexport const React = hostGlobals.React!;\nexport const ReactDOM = hostGlobals.ReactDOM!;\n\n// Version\nexport { SDK_VERSION } from 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@@ -11,7 +11,7 @@ import {
11
11
  hasUndeclaredDetectedFunctions,
12
12
  isPermissionRequired,
13
13
  markFunctionAsDeclared
14
- } from "./chunk-VQ2BY7K3.js";
14
+ } from "./chunk-ISD4MMHY.js";
15
15
  export {
16
16
  PERMISSION_CATEGORIES,
17
17
  addDetectedFunction,
@@ -82,6 +82,7 @@ export type DataSource = (typeof DataSource)[keyof typeof DataSource];
82
82
  export declare const AccountType: {
83
83
  readonly SECURITIES: "SECURITIES";
84
84
  readonly CASH: "CASH";
85
+ readonly CREDIT_CARD: "CREDIT_CARD";
85
86
  readonly CRYPTOCURRENCY: "CRYPTOCURRENCY";
86
87
  };
87
88
  export type AccountType = (typeof AccountType)[keyof typeof AccountType];
@@ -189,14 +190,20 @@ export interface ActivitySearchResponse {
189
190
  totalRowCount: number;
190
191
  };
191
192
  }
192
- export interface SymbolInput {
193
+ export interface AssetResolutionInput {
193
194
  id?: string;
194
195
  symbol?: string;
195
196
  exchangeMic?: string;
196
197
  kind?: string;
197
198
  name?: string;
198
199
  quoteMode?: QuoteMode;
200
+ quoteCcy?: string;
201
+ instrumentType?: string;
202
+ providerId?: string;
203
+ providerSymbol?: string;
199
204
  }
205
+ /** @deprecated Use AssetResolutionInput. */
206
+ export type SymbolInput = AssetResolutionInput;
200
207
  export interface ActivityCreate {
201
208
  id?: string;
202
209
  accountId: string;
@@ -204,7 +211,9 @@ export interface ActivityCreate {
204
211
  subtype?: string | null;
205
212
  activityDate: string | Date;
206
213
  sourceGroupId?: string;
207
- symbol?: SymbolInput;
214
+ asset?: AssetResolutionInput;
215
+ /** @deprecated Use asset. */
216
+ symbol?: AssetResolutionInput;
208
217
  quantity?: string | number | null;
209
218
  unitPrice?: string | number | null;
210
219
  amount?: string | number | null;
@@ -221,7 +230,9 @@ export interface ActivityUpdate {
221
230
  subtype?: string | null;
222
231
  activityDate: string | Date;
223
232
  sourceGroupId?: string;
224
- symbol?: SymbolInput;
233
+ asset?: AssetResolutionInput;
234
+ /** @deprecated Use asset. */
235
+ symbol?: AssetResolutionInput;
225
236
  quantity?: string | number | null;
226
237
  unitPrice?: string | number | null;
227
238
  amount?: string | number | null;
@@ -260,6 +271,7 @@ export interface ActivityImport {
260
271
  subtype?: string;
261
272
  date?: Date | string;
262
273
  symbol?: string;
274
+ assetId?: string;
263
275
  amount?: number | string | null;
264
276
  quantity?: number | string | null;
265
277
  unitPrice?: number | string | null;
@@ -275,6 +287,10 @@ export interface ActivityImport {
275
287
  instrumentType?: string;
276
288
  /** Resolved quote mode hint (e.g., MANUAL, MARKET) */
277
289
  quoteMode?: string;
290
+ /** Market data provider that resolved this import row, if selected. */
291
+ providerId?: string;
292
+ /** Provider-native symbol/code selected by search/import. */
293
+ providerSymbol?: string;
278
294
  errors?: Record<string, string[]>;
279
295
  warnings?: Record<string, string[]>;
280
296
  duplicateOfId?: string;
@@ -282,6 +298,7 @@ export interface ActivityImport {
282
298
  isValid: boolean;
283
299
  lineNumber?: number;
284
300
  isDraft: boolean;
301
+ forceImport?: boolean;
285
302
  comment?: string;
286
303
  }
287
304
  export interface ImportActivitiesSummary {
@@ -308,6 +325,14 @@ export interface SymbolSearchResult {
308
325
  exchange: string;
309
326
  /** Canonical exchange MIC code (e.g., "XNAS", "XTSE") */
310
327
  exchangeMic?: string;
328
+ /** Canonical asset symbol used for persistence (e.g., "SHOP" for "SHOP.TO") */
329
+ canonicalSymbol?: string;
330
+ /** Canonical exchange MIC used for persistence */
331
+ canonicalExchangeMic?: string;
332
+ /** Market data provider that returned or resolved this symbol */
333
+ providerId?: string;
334
+ /** Provider-native symbol/code (e.g., Yahoo "BRK-B") */
335
+ providerSymbol?: string;
311
336
  /** Friendly exchange name (e.g., "NASDAQ" instead of "NMS" or "XNAS") */
312
337
  exchangeName?: string;
313
338
  /** Currency derived from exchange (e.g., "USD", "CAD") */
@@ -443,6 +468,10 @@ export interface Holding {
443
468
  realizedGainPct?: number | null;
444
469
  totalGain?: MonetaryValue | null;
445
470
  totalGainPct?: number | null;
471
+ income?: MonetaryValue | null;
472
+ totalReturn?: MonetaryValue | null;
473
+ totalReturnPct?: number | null;
474
+ returnBasis?: MonetaryValue | null;
446
475
  dayChange?: MonetaryValue | null;
447
476
  dayChangePct?: number | null;
448
477
  prevCloseValue?: MonetaryValue | null;
@@ -501,6 +530,7 @@ export interface Settings {
501
530
  theme: string;
502
531
  font: string;
503
532
  baseCurrency: string;
533
+ defaultReturnMetric: 'twr' | 'irr' | 'valueReturn';
504
534
  timezone?: string;
505
535
  instanceId: string;
506
536
  onboardingCompleted: boolean;
@@ -508,26 +538,47 @@ export interface Settings {
508
538
  menuBarVisible: boolean;
509
539
  syncEnabled: boolean;
510
540
  }
541
+ export type GoalType = 'retirement' | 'education' | 'wedding' | 'home' | 'car' | 'custom_save_up';
542
+ export type GoalLifecycle = 'active' | 'achieved' | 'archived';
543
+ export type GoalHealth = 'on_track' | 'at_risk' | 'off_track' | 'not_applicable';
511
544
  export interface Goal {
512
545
  id: string;
546
+ goalType?: GoalType;
513
547
  title: string;
514
548
  description?: string;
515
549
  targetAmount: number;
516
- isAchieved?: boolean;
550
+ statusLifecycle?: GoalLifecycle;
551
+ statusHealth?: GoalHealth;
552
+ priority?: number;
553
+ coverImageKey?: string;
554
+ currency?: string;
555
+ startDate?: string;
556
+ targetDate?: string;
557
+ summaryCurrentValue?: number;
558
+ summaryProgress?: number;
559
+ projectedCompletionDate?: string;
560
+ projectedValueAtTargetDate?: number;
561
+ summaryTargetAmount?: number;
562
+ createdAt?: string;
563
+ updatedAt?: string;
517
564
  allocations?: GoalAllocation[];
518
565
  }
519
566
  export interface GoalAllocation {
520
567
  id: string;
521
568
  goalId: string;
522
569
  accountId: string;
523
- percentAllocation: number;
570
+ sharePercent: number;
571
+ taxBucket?: string;
524
572
  }
525
573
  export interface GoalProgress {
574
+ goalId: string;
526
575
  name: string;
527
576
  targetValue: number;
528
577
  currentValue: number;
529
578
  progress: number;
530
579
  currency: string;
580
+ statusHealth?: GoalHealth;
581
+ targetDate?: string;
531
582
  }
532
583
  export interface IncomeByAsset {
533
584
  assetId: string;
@@ -564,6 +615,15 @@ export interface AccountValuation {
564
615
  totalValue: number;
565
616
  costBasis: number;
566
617
  netContribution: number;
618
+ cashBalanceBase: number;
619
+ investmentMarketValueBase: number;
620
+ totalValueBase: number;
621
+ costBasisBase: number;
622
+ netContributionBase: number;
623
+ externalInflowBase: number;
624
+ externalOutflowBase: number;
625
+ externalFlowSource: 'UNKNOWN' | 'ACTIVITY_DERIVED' | 'STORED_GROSS' | 'NET_CONTRIBUTION_FALLBACK' | 'MIXED';
626
+ performanceEligibleValueBase: number;
567
627
  calculatedAt: string;
568
628
  }
569
629
  export interface AccountSummaryView {
@@ -575,9 +635,9 @@ export interface AccountSummaryView {
575
635
  totalValueAccountCurrency: number;
576
636
  totalValueBaseCurrency: number;
577
637
  baseCurrency: string;
578
- performance: SimplePerformanceMetrics;
638
+ performance: SimplePerformanceResult;
579
639
  }
580
- export interface SimplePerformanceMetrics {
640
+ export interface SimplePerformanceResult {
581
641
  accountId: string;
582
642
  totalValue?: number | null;
583
643
  accountCurrency?: string | null;
@@ -585,16 +645,16 @@ export interface SimplePerformanceMetrics {
585
645
  fxRateToBase?: number | null;
586
646
  totalGainLossAmount?: number | null;
587
647
  cumulativeReturnPercent?: number | null;
588
- dayGainLossAmount?: number | null;
589
- dayReturnPercentModDietz?: number | null;
590
648
  portfolioWeight?: number | null;
591
649
  }
650
+ /** @deprecated Use SimplePerformanceResult. */
651
+ export type SimplePerformanceMetrics = SimplePerformanceResult;
592
652
  export interface AccountGroup {
593
653
  groupName: string;
594
654
  accounts: AccountSummaryView[];
595
655
  totalValueBaseCurrency: number;
596
656
  baseCurrency: string;
597
- performance: SimplePerformanceMetrics;
657
+ performance: SimplePerformanceResult;
598
658
  accountCount: number;
599
659
  }
600
660
  export interface ExchangeRate {
@@ -635,32 +695,62 @@ export interface ReturnData {
635
695
  date: string;
636
696
  value: number;
637
697
  }
638
- export interface PerformanceMetrics {
698
+ export interface PerformanceResult {
699
+ scope: PerformanceScopeDescriptor;
700
+ period: PerformancePeriod;
701
+ mode: ReturnMethod;
702
+ returns: PerformanceReturns;
703
+ attribution: PerformanceAttribution;
704
+ risk: PerformanceRisk;
705
+ dataQuality: PerformanceDataQuality;
706
+ series: ReturnData[];
707
+ isHoldingsMode?: boolean;
708
+ isMixedTrackingMode?: boolean;
709
+ }
710
+ /** @deprecated Use PerformanceResult. */
711
+ export type PerformanceMetrics = PerformanceResult;
712
+ export interface PerformanceScopeDescriptor {
639
713
  id: string;
640
- returns: ReturnData[];
641
- periodStartDate?: string | null;
642
- periodEndDate?: string | null;
643
714
  currency: string;
644
- /** Period gain in dollars (SOTA: change in unrealized P&L for HOLDINGS mode) */
645
- periodGain: number;
646
- /** Period return percentage (SOTA formula for HOLDINGS mode). Null when start value ≤ 0. */
647
- periodReturn: number | null;
648
- /** Time-weighted return (null for HOLDINGS mode - requires cash flow tracking) */
649
- cumulativeTwr?: number | null;
650
- /** Legacy field for backward compatibility */
651
- gainLossAmount?: number | null;
652
- /** Annualized TWR (null for HOLDINGS mode) */
715
+ }
716
+ export interface PerformancePeriod {
717
+ startDate?: string | null;
718
+ endDate?: string | null;
719
+ }
720
+ export type ReturnMethod = 'timeWeighted' | 'valueReturn' | 'symbolPriceBased' | 'notApplicable';
721
+ export interface PerformanceReturns {
722
+ twr?: number | null;
653
723
  annualizedTwr?: number | null;
654
- simpleReturn: number;
655
- annualizedSimpleReturn: number;
656
- /** Money-weighted return (null for HOLDINGS mode - requires cash flow tracking) */
657
- cumulativeMwr?: number | null;
658
- /** Annualized MWR (null for HOLDINGS mode) */
659
- annualizedMwr?: number | null;
660
- volatility: number;
661
- maxDrawdown: number;
662
- /** Indicates if this is a HOLDINGS mode account (no cash flow tracking) */
663
- isHoldingsMode?: boolean;
724
+ /** Selected-period money-weighted return derived from annualized XIRR. */
725
+ irr?: number | null;
726
+ /** Annualized XIRR using dated cash flows. */
727
+ annualizedIrr?: number | null;
728
+ valueReturn?: number | null;
729
+ annualizedValueReturn?: number | null;
730
+ }
731
+ export interface PerformanceAttribution {
732
+ contributions: number;
733
+ distributions: number;
734
+ income: number;
735
+ realizedPnl: number;
736
+ unrealizedPnlChange: number;
737
+ fxEffect: number;
738
+ fees: number;
739
+ taxes: number;
740
+ residual: number;
741
+ }
742
+ export interface PerformanceRisk {
743
+ volatility?: number | null;
744
+ maxDrawdown?: number | null;
745
+ peakDate?: string | null;
746
+ troughDate?: string | null;
747
+ recoveryDate?: string | null;
748
+ drawdownDurationDays?: number | null;
749
+ }
750
+ export interface PerformanceDataQuality {
751
+ status: 'ok' | 'partial' | 'noData' | 'notApplicable';
752
+ warnings?: string[];
753
+ notApplicableReasons?: string[];
664
754
  }
665
755
  export interface UpdateAssetProfile {
666
756
  id: string;
@@ -735,6 +825,10 @@ export interface SnapshotHoldingInput {
735
825
  currency: string;
736
826
  averageCost?: string;
737
827
  exchangeMic?: string;
828
+ quoteCcy?: string;
829
+ instrumentType?: string;
830
+ providerId?: string;
831
+ providerSymbol?: string;
738
832
  name?: string;
739
833
  dataSource?: string;
740
834
  assetKind?: string;
@@ -745,6 +839,10 @@ export interface SnapshotPositionInput {
745
839
  avgCost?: string;
746
840
  currency: string;
747
841
  exchangeMic?: string;
842
+ quoteCcy?: string;
843
+ instrumentType?: string;
844
+ providerId?: string;
845
+ providerSymbol?: string;
748
846
  }
749
847
  export interface SnapshotInput {
750
848
  date: string;
@@ -1,7 +1,5 @@
1
1
  import type { Goal, GoalAllocation, AccountValuation, GoalProgress } from './data-types';
2
2
  /**
3
- * Calculate goal progress using allocations.
4
- * Converts account values to base currency, applies percent allocation per account,
5
- * and computes progress ratio (0–1+) against target amount.
3
+ * Calculate goal progress from goal summaries, falling back to allocations.
6
4
  */
7
5
  export declare function calculateGoalProgress(accountsValuations: AccountValuation[], goals: Goal[], allocations: GoalAllocation[]): GoalProgress[];
@@ -3,7 +3,7 @@
3
3
  * Provides comprehensive access to Wealthfolio functionality organized by domain
4
4
  */
5
5
  import type { EventCallback, UnlistenFn } from './types';
6
- import type { Account, Activity, ActivityBulkMutationRequest, ActivityBulkMutationResult, ActivityCreate, ActivityDetails, ActivityImport, ActivitySearchResponse, ActivityUpdate, AccountValuation, CheckSnapshotImportResult, ImportActivitiesResult, Asset, ContributionLimit, DepositsCalculation, ExchangeRate, Goal, GoalAllocation, Holding, ImportMappingData, IncomeSummary, MarketDataProviderInfo, NewContributionLimit, PerformanceMetrics, Quote, Settings, SimplePerformanceMetrics, SnapshotHoldingInput, SnapshotImportResult, SnapshotInfo, SnapshotInput, SymbolSearchResult, UpdateAssetProfile } from './data-types';
6
+ import type { Account, Activity, ActivityBulkMutationRequest, ActivityBulkMutationResult, ActivityCreate, ActivityDetails, ActivityImport, ActivitySearchResponse, ActivityUpdate, AccountValuation, CheckSnapshotImportResult, ImportActivitiesResult, Asset, ContributionLimit, DepositsCalculation, ExchangeRate, Goal, GoalAllocation, Holding, ImportMappingData, IncomeSummary, MarketDataProviderInfo, NewContributionLimit, PerformanceResult, Quote, Settings, SimplePerformanceResult, SnapshotHoldingInput, SnapshotImportResult, SnapshotInfo, SnapshotInput, SymbolSearchResult, UpdateAssetProfile } from './data-types';
7
7
  export interface ActivitySearchFilters {
8
8
  accountIds?: string | string[];
9
9
  activityTypes?: string | string[];
@@ -141,12 +141,20 @@ export interface ActivitiesAPI {
141
141
  saveImportMapping(mapping: ImportMappingData): Promise<ImportMappingData>;
142
142
  }
143
143
  /**
144
- * A single dividend event returned by Yahoo Finance.
144
+ * A cash dividend event returned by a market data provider.
145
145
  */
146
- export interface YahooDividend {
146
+ export interface DividendEvent {
147
147
  amount: number;
148
148
  date: number;
149
149
  }
150
+ export interface FetchDividendsOptions {
151
+ exchangeMic?: string;
152
+ instrumentType?: string;
153
+ quoteCcy?: string;
154
+ providerId?: string;
155
+ startDate?: string;
156
+ endDate?: string;
157
+ }
150
158
  /**
151
159
  * Market data and asset APIs
152
160
  */
@@ -176,11 +184,11 @@ export interface MarketDataAPI {
176
184
  */
177
185
  getProviders(): Promise<MarketDataProviderInfo[]>;
178
186
  /**
179
- * Fetch dividend history for a symbol from Yahoo Finance.
187
+ * Fetch dividend history for a symbol.
180
188
  * @param symbol Ticker symbol
181
189
  * @returns Promise resolving to array of dividend events
182
190
  */
183
- fetchDividends(symbol: string): Promise<YahooDividend[]>;
191
+ fetchDividends(symbol: string, options?: FetchDividendsOptions): Promise<DividendEvent[]>;
184
192
  }
185
193
  /**
186
194
  * Asset management APIs
@@ -236,7 +244,7 @@ export interface PerformanceAPI {
236
244
  * @param endDate End date for calculation
237
245
  * @returns Promise resolving to performance metrics
238
246
  */
239
- calculateHistory(itemType: 'account' | 'symbol', itemId: string, startDate: string, endDate: string): Promise<PerformanceMetrics>;
247
+ calculateHistory(itemType: 'account' | 'symbol', itemId: string, startDate?: string, endDate?: string): Promise<PerformanceResult>;
240
248
  /**
241
249
  * Calculate performance summary
242
250
  * @param args Performance calculation arguments
@@ -247,13 +255,13 @@ export interface PerformanceAPI {
247
255
  itemId: string;
248
256
  startDate?: string | null;
249
257
  endDate?: string | null;
250
- }): Promise<PerformanceMetrics>;
258
+ }): Promise<PerformanceResult>;
251
259
  /**
252
260
  * Calculate simple performance for multiple accounts
253
261
  * @param accountIds Array of account identifiers
254
262
  * @returns Promise resolving to array of simple performance metrics
255
263
  */
256
- calculateAccountsSimple(accountIds: string[]): Promise<SimplePerformanceMetrics[]>;
264
+ calculateAccountsSimple(accountIds: string[]): Promise<SimplePerformanceResult[]>;
257
265
  }
258
266
  /**
259
267
  * Exchange rates APIs
@@ -328,16 +336,31 @@ export interface GoalsAPI {
328
336
  */
329
337
  update(goal: Goal): Promise<Goal>;
330
338
  /**
331
- * Update goal allocations
332
- * @param allocations Array of goal allocations
333
- * @returns Promise that resolves when update is complete
339
+ * Get funding rules for a goal
340
+ * @param goalId Goal ID
341
+ * @returns Promise resolving to array of funding rules
334
342
  */
335
- updateAllocations(allocations: GoalAllocation[]): Promise<void>;
343
+ getFunding(goalId: string): Promise<GoalAllocation[]>;
336
344
  /**
337
- * Get goal allocations
338
- * @returns Promise resolving to array of goal allocations
345
+ * Get funding rules across all goals
346
+ * @deprecated Use getAll() and getFunding(goalId). This compatibility shim will be removed in a future major version.
347
+ * @returns Promise resolving to array of funding rules
339
348
  */
340
349
  getAllocations(): Promise<GoalAllocation[]>;
350
+ /**
351
+ * Save funding rules for a goal
352
+ * @param goalId Goal ID
353
+ * @param rules Array of funding rule inputs
354
+ * @returns Promise resolving to saved rules
355
+ */
356
+ saveFunding(goalId: string, rules: GoalAllocation[]): Promise<GoalAllocation[]>;
357
+ /**
358
+ * Save funding rules grouped by goalId
359
+ * @deprecated Use saveFunding(goalId, rules). This compatibility shim will be removed in a future major version.
360
+ * @param allocations Array of funding rules
361
+ * @returns Promise resolving when funding rules are saved
362
+ */
363
+ updateAllocations(allocations: GoalAllocation[]): Promise<void>;
341
364
  }
342
365
  /**
343
366
  * Application settings APIs
@@ -360,7 +383,6 @@ export interface SettingsAPI {
360
383
  */
361
384
  backupDatabase(): Promise<{
362
385
  filename: string;
363
- data: Uint8Array;
364
386
  }>;
365
387
  }
366
388
  /**
@@ -9,7 +9,7 @@
9
9
  * @license MIT
10
10
  */
11
11
  export type { AddonContext, AddonEnableFunction, EventCallback, RouteConfig, RouterManager, SidebarItemConfig, SidebarItemHandle, SidebarManager, UnlistenFn, } from './types';
12
- export type { ActivitySearchFilters, ActivitySort, HostAPI, SnapshotsAPI, ToastAPI, YahooDividend, } from './host-api';
12
+ export type { ActivitySearchFilters, ActivitySort, HostAPI, SnapshotsAPI, ToastAPI, DividendEvent, FetchDividendsOptions, } from './host-api';
13
13
  export type { QueryClient } from '@tanstack/react-query';
14
14
  export { QueryKeys } from './query-keys';
15
15
  export type * from './data-types';
@@ -1 +1 @@
1
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package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@wealthfolio/addon-sdk",
3
- "version": "3.2.0",
3
+ "version": "3.5.1",
4
4
  "type": "module",
5
5
  "description": "TypeScript SDK for building Wealthfolio addons with enhanced functionality and type safety",
6
6
  "main": "dist/index.js",
@@ -38,11 +38,11 @@
38
38
  "homepage": "https://wealthfolio.app/addons",
39
39
  "repository": {
40
40
  "type": "git",
41
- "url": "https://github.com/afadil/wealthfolio.git",
41
+ "url": "https://github.com/wealthfolio/wealthfolio.git",
42
42
  "directory": "packages/addon-sdk"
43
43
  },
44
44
  "bugs": {
45
- "url": "https://github.com/afadil/wealthfolio/issues"
45
+ "url": "https://github.com/wealthfolio/wealthfolio/issues"
46
46
  },
47
47
  "scripts": {
48
48
  "build": "tsup && pnpm run build:types",
@@ -1 +0,0 @@
1
- {"version":3,"sources":["../src/permissions.ts"],"sourcesContent":["/**\n * Permission system types and constants for Wealthfolio addons\n */\n\n/**\n * Security risk levels for addon operations\n */\nexport type RiskLevel = 'low' | 'medium' | 'high';\n\n/**\n * Function permission details with declaration and detection tracking\n */\nexport interface FunctionPermission {\n /** Function name */\n name: string;\n /** Whether this function was declared by the developer in manifest */\n isDeclared: boolean;\n /** Whether this function was detected by static analysis during installation */\n isDetected: boolean;\n /** ISO timestamp when this function was detected (if isDetected is true) */\n detectedAt?: string;\n}\n\n/**\n * Permission requirement for specific addon functionality\n */\nexport interface Permission {\n /** Permission category identifier */\n category: string;\n /** List of API functions this permission grants access to with their declaration/detection status */\n functions: FunctionPermission[];\n /** Human-readable explanation of why this permission is needed */\n purpose: string;\n}\n\n/**\n * Permission category definition\n */\nexport interface PermissionCategory {\n /** Unique category identifier */\n id: string;\n /** Display name for the category */\n name: string;\n /** Detailed description of what this category covers */\n description: string;\n /** List of API functions in this category */\n functions: string[];\n /** Security risk level for this category */\n riskLevel: RiskLevel;\n}\n\n/**\n * Predefined permission categories with their associated functions and risk levels\n */\nexport const PERMISSION_CATEGORIES: PermissionCategory[] = [\n {\n id: 'accounts',\n name: 'Account Management',\n description: 'Access to account information and settings',\n functions: ['getAll', 'create'],\n riskLevel: 'high',\n },\n {\n id: 'portfolio',\n name: 'Portfolio Data',\n description: 'Access to holdings, portfolio performance, and account 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