@wealthfolio/addon-sdk 3.5.1 → 3.6.1
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/CHANGELOG.md +215 -0
- package/README.md +53 -26
- package/dist/chunk-465MB7HT.js +61 -0
- package/dist/chunk-465MB7HT.js.map +1 -0
- package/dist/chunk-AAIYUZY5.js +16 -0
- package/dist/chunk-AAIYUZY5.js.map +1 -0
- package/dist/chunk-O566EAIL.js +9 -0
- package/dist/chunk-O566EAIL.js.map +1 -0
- package/dist/chunk-PYPEFQCY.js +61 -0
- package/dist/chunk-PYPEFQCY.js.map +1 -0
- package/dist/{chunk-ISD4MMHY.js → chunk-SEHD46ND.js} +17 -3
- package/dist/chunk-SEHD46ND.js.map +1 -0
- package/dist/chunk-W5DUMMXR.js +193 -0
- package/dist/chunk-W5DUMMXR.js.map +1 -0
- package/dist/goal-progress.js +7 -0
- package/dist/goal-progress.js.map +1 -0
- package/dist/host-api.js +1 -0
- package/dist/host-api.js.map +1 -0
- package/dist/host-dependencies.js +7 -0
- package/dist/host-dependencies.js.map +1 -0
- package/dist/index.js +114 -269
- package/dist/index.js.map +1 -1
- package/dist/manifest.js +7 -0
- package/dist/manifest.js.map +1 -0
- package/dist/permissions.js +1 -1
- package/dist/query-keys.js +7 -0
- package/dist/query-keys.js.map +1 -0
- package/dist/src/data-types.d.ts +25 -1
- package/dist/src/host-api.d.ts +24 -0
- package/dist/src/host-dependencies.d.ts +10 -0
- package/dist/src/icons.d.ts +14 -0
- package/dist/src/index.d.ts +20 -8
- package/dist/src/manifest.d.ts +13 -0
- package/dist/src/types.d.ts +34 -7
- package/dist/tsconfig.tsbuildinfo +1 -1
- package/dist/utils.js +16 -0
- package/dist/utils.js.map +1 -0
- package/package.json +25 -1
- package/dist/chunk-ISD4MMHY.js.map +0 -1
package/dist/index.js
CHANGED
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@@ -1,284 +1,129 @@
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import {
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SDK_VERSION,
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formatAddonSize,
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generateAddonId,
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isAddonManifest,
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isCompatibleVersion,
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validateManifest
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} from "./chunk-W5DUMMXR.js";
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import {
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calculateGoalProgress
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} from "./chunk-465MB7HT.js";
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import {
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HOST_DEPENDENCIES
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} from "./chunk-AAIYUZY5.js";
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import {
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isInstalledManifest
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} from "./chunk-O566EAIL.js";
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import {
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PERMISSION_CATEGORIES,
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getFunctionRiskLevel,
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getPermissionCategoriesByRisk,
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getPermissionCategory,
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isPermissionRequired
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} from "./chunk-
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// Account related keys
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ACCOUNTS: "accounts",
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ACCOUNTS_SUMMARY: "accounts_summary",
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// Activity related keys
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ACTIVITY_DATA: "activity-data",
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ACTIVITIES: "activities",
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// Portfolio related keys
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HOLDINGS: "holdings",
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HOLDING: "holding",
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INCOME_SUMMARY: "incomeSummary",
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PORTFOLIO_SUMMARY: "portfolioSummary",
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QUOTE_HISTORY: "quoteHistory",
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// Goals related keys
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GOALS: "goals",
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GOALS_ALLOCATIONS: "goals_allocations",
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// Settings related keys
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SETTINGS: "settings",
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EXCHANGE_RATES: "exchangeRates",
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// New keys for exchange rates
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EXCHANGE_RATE_SYMBOLS: "exchange_rate_symbols",
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QUOTE: "quote",
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CONTRIBUTION_LIMITS: "contributionLimits",
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CONTRIBUTION_LIMIT_PROGRESS: "contributionLimitProgress",
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ASSET_DATA: "asset_data",
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IMPORT_MAPPING: "import_mapping",
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PERFORMANCE_SUMMARY: "performanceSummary",
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PERFORMANCE_HISTORY: "performanceHistory",
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HISTORY_VALUATION: "historyValuation",
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// Helper function to create account-specific keys
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valuationHistory: (id) => [QueryKeys.HISTORY_VALUATION, id],
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// Account simple performance
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ACCOUNTS_SIMPLE_PERFORMANCE: "accountsSimplePerformance",
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accountsSimplePerformance: (accountIds) => [
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QueryKeys.ACCOUNTS_SIMPLE_PERFORMANCE,
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[...accountIds].sort().join(",") || "none"
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],
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// Market Data Providers
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MARKET_DATA_PROVIDERS: "marketDataProviders",
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MARKET_DATA_PROVIDER_SETTINGS: "marketDataProviderSettings",
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transactions: "transactions",
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latestValuations: "latest-valuations",
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// Market Data
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symbolSearch: "symbol-search",
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ASSET_HISTORY: "asset-history",
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// Addons
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INSTALLED_ADDONS: "installedAddons",
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ADDON_STORE_LISTINGS: "addonStoreListings",
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ADDON_AUTO_UPDATE_CHECK: "addonAutoUpdateCheck",
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SNAPSHOTS: "snapshots",
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snapshots: (accountId) => [QueryKeys.SNAPSHOTS, accountId],
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secrets: {
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apiKey: (providerId) => ["secrets", "apiKey", providerId]
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}
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};
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// src/manifest.ts
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function isInstalledManifest(manifest) {
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return !!(manifest.installedAt && manifest.main !== void 0 && manifest.enabled !== void 0);
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}
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// package.json
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var package_default = {
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name: "@wealthfolio/addon-sdk",
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version: "3.5.1",
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type: "module",
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description: "TypeScript SDK for building Wealthfolio addons with enhanced functionality and type safety",
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main: "dist/index.js",
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types: "dist/src/index.d.ts",
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exports: {
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".": {
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import: "./dist/index.js",
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types: "./dist/src/index.d.ts"
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},
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"./types": {
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import: "./dist/types.js",
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types: "./dist/src/types.d.ts"
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},
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"./permissions": {
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import: "./dist/permissions.js",
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types: "./dist/src/permissions.d.ts"
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}
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},
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files: [
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"dist",
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"README.md",
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"CHANGELOG.md"
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],
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keywords: [
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"wealthfolio",
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"addon",
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"plugin",
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"sdk",
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"typescript",
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"financial",
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"portfolio"
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],
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author: "Wealthfolio Team",
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license: "MIT",
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homepage: "https://wealthfolio.app/addons",
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repository: {
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type: "git",
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url: "https://github.com/wealthfolio/wealthfolio.git",
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directory: "packages/addon-sdk"
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},
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bugs: {
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url: "https://github.com/wealthfolio/wealthfolio/issues"
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},
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scripts: {
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build: "tsup && pnpm run build:types",
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dev: "tsup --watch",
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clean: "rm -rf dist",
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lint: "eslint .",
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"lint:fix": "eslint . --fix",
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"lint:quiet": "eslint . --quiet",
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format: "prettier --write .",
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"format:check": "prettier --check .",
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"type-check": "tsc --noEmit",
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"build:types": "tsc -p tsconfig.json",
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prepack: "npm run build"
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},
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peerDependencies: {
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react: "^19.2.4",
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"react-dom": "^19.2.4"
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},
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devDependencies: {
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"@tanstack/react-query": "^5.90.20",
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"@types/react": "^19.2.13",
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"@types/react-dom": "^19.2.3",
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tsup: "^8.5.1",
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typescript: "^5.9.3"
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},
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engines: {
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node: ">=20.0.0"
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}
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};
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// src/version.ts
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var SDK_VERSION = package_default.version;
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// src/utils.ts
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function validateManifest(manifest) {
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const errors = [];
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const warnings = [];
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if (!manifest.id) {
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errors.push("Addon ID is required");
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} else if (!/^[a-z0-9-]+$/.test(manifest.id)) {
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errors.push("Addon ID must contain only lowercase letters, numbers, and hyphens");
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}
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if (!manifest.name) {
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errors.push("Addon name is required");
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}
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if (!manifest.version) {
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errors.push("Addon version is required");
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} else if (!/^\d+\.\d+\.\d+/.test(manifest.version)) {
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warnings.push("Version should follow semantic versioning (e.g., 1.0.0)");
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}
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if (!manifest.description) {
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warnings.push("Description is recommended for better discoverability");
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}
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if (!manifest.author) {
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warnings.push("Author information is recommended");
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}
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if (!manifest.main) {
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warnings.push('Main entry point not specified, defaulting to "addon.js"');
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}
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if (manifest.permissions) {
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manifest.permissions.forEach((permission, index) => {
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if (!permission.category) {
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errors.push(`Permission ${index}: category is required`);
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}
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if (!permission.functions || permission.functions.length === 0) {
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errors.push(`Permission ${index}: at least one function must be specified`);
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}
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if (!permission.purpose) {
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warnings.push(`Permission ${index}: purpose explanation is recommended`);
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}
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});
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}
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return {
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valid: errors.length === 0,
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errors,
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warnings
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};
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}
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function isCompatibleVersion(addonSdkVersion, currentSdkVersion = SDK_VERSION) {
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if (!addonSdkVersion) return true;
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const [addonMajor, addonMinor] = addonSdkVersion.split(".").map(Number);
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const [currentMajor, currentMinor] = currentSdkVersion.split(".").map(Number);
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return addonMajor === currentMajor && addonMinor <= currentMinor;
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}
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function formatAddonSize(bytes) {
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const sizes = ["B", "KB", "MB", "GB"];
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if (bytes === 0) return "0 B";
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const i = Math.floor(Math.log(bytes) / Math.log(1024));
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const size = bytes / Math.pow(1024, i);
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return `${size.toFixed(i === 0 ? 0 : 1)} ${sizes[i]}`;
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}
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function generateAddonId(name) {
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return name.toLowerCase().replace(/[^a-z0-9\s-]/g, "").replace(/\s+/g, "-").replace(/-+/g, "-").replace(/^-|-$/g, "");
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}
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function isAddonManifest(obj) {
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return typeof obj === "object" && obj !== null && typeof obj.id === "string" && typeof obj.name === "string" && typeof obj.version === "string";
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}
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} from "./chunk-SEHD46ND.js";
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import {
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QueryKeys
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} from "./chunk-PYPEFQCY.js";
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// src/icons.ts
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var ADDON_ICON_NAMES = [
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// Money
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"wallet",
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"coins",
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"dollar",
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"dollar-circle",
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"bank",
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"credit-card",
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"piggy-bank",
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"receipt",
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"invoice",
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"hand-coins",
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"hand-deposit",
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"vault",
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"chart-line-up",
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"chart-line",
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"trend-up",
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"trend-down",
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"percent",
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"scales",
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"calculator",
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// Charts & analytics
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"chart-bar",
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"chart-pie",
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"chart-pie-slice",
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|
+
"chart-donut",
|
|
56
|
+
"gauge",
|
|
57
|
+
"target",
|
|
58
|
+
"presentation",
|
|
59
|
+
// Assets
|
|
60
|
+
"house",
|
|
61
|
+
"buildings",
|
|
62
|
+
"car",
|
|
63
|
+
"airplane",
|
|
64
|
+
"bicycle",
|
|
65
|
+
"diamond",
|
|
66
|
+
"bitcoin",
|
|
67
|
+
"storefront",
|
|
68
|
+
"briefcase",
|
|
69
|
+
"package",
|
|
70
|
+
"cube",
|
|
71
|
+
// General
|
|
72
|
+
"star",
|
|
73
|
+
"heart",
|
|
74
|
+
"gift",
|
|
75
|
+
"trophy",
|
|
76
|
+
"medal",
|
|
77
|
+
"lightning",
|
|
78
|
+
"sparkle",
|
|
79
|
+
"bell",
|
|
80
|
+
"tag",
|
|
81
|
+
"bookmark",
|
|
82
|
+
"flag",
|
|
83
|
+
"fire",
|
|
84
|
+
"rocket",
|
|
85
|
+
"lightbulb",
|
|
86
|
+
"graduation-cap",
|
|
87
|
+
"barbell",
|
|
88
|
+
"fork-knife",
|
|
89
|
+
"coffee",
|
|
90
|
+
"wine",
|
|
91
|
+
"shopping-cart",
|
|
92
|
+
"shopping-bag",
|
|
93
|
+
"basket",
|
|
94
|
+
// Time & place
|
|
95
|
+
"calendar",
|
|
96
|
+
"calendar-dots",
|
|
97
|
+
"calendar-check",
|
|
98
|
+
"clock",
|
|
99
|
+
"hourglass",
|
|
100
|
+
"globe",
|
|
101
|
+
"map-pin",
|
|
102
|
+
"compass",
|
|
103
|
+
// Productivity
|
|
104
|
+
"folder",
|
|
105
|
+
"files",
|
|
106
|
+
"notebook",
|
|
107
|
+
"clipboard-text",
|
|
108
|
+
"list-checks",
|
|
109
|
+
"sliders",
|
|
110
|
+
"wrench",
|
|
111
|
+
"toolbox",
|
|
112
|
+
"puzzle-piece",
|
|
113
|
+
"plugs-connected",
|
|
114
|
+
"app-window",
|
|
115
|
+
"squares-four",
|
|
116
|
+
"stack",
|
|
117
|
+
"kanban"
|
|
118
|
+
];
|
|
271
119
|
|
|
272
120
|
// src/index.ts
|
|
273
|
-
var ReactVersion = "19.
|
|
274
|
-
var hostGlobals = window;
|
|
275
|
-
var React = hostGlobals.React;
|
|
276
|
-
var ReactDOM = hostGlobals.ReactDOM;
|
|
121
|
+
var ReactVersion = "19.2.4";
|
|
277
122
|
export {
|
|
123
|
+
ADDON_ICON_NAMES,
|
|
124
|
+
HOST_DEPENDENCIES,
|
|
278
125
|
PERMISSION_CATEGORIES,
|
|
279
126
|
QueryKeys,
|
|
280
|
-
React,
|
|
281
|
-
ReactDOM,
|
|
282
127
|
ReactVersion,
|
|
283
128
|
SDK_VERSION,
|
|
284
129
|
calculateGoalProgress,
|
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\": \"3.5.1\",\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 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\nfunction isParticipatingGoal(goal: Goal): boolean {\n if (goal.statusLifecycle) {\n return goal.statusLifecycle === 'active';\n }\n\n return true;\n}\n\nfunction getFiniteAmount(value: unknown): number | undefined {\n if (value === null || value === undefined || value === '') {\n return undefined;\n }\n\n const amount = typeof value === 'number' ? value : Number(value);\n return Number.isFinite(amount) ? amount : undefined;\n}\n\nfunction toFiniteAmount(value: unknown): number {\n return getFiniteAmount(value) ?? 0;\n}\n\n/**\n * Calculate goal progress from goal summaries, falling back to allocations.\n */\nexport function calculateGoalProgress(\n accountsValuations: AccountValuation[],\n goals: Goal[],\n allocations: GoalAllocation[],\n): GoalProgress[] {\n if (!goals) {\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.totalValueBase ?? 0;\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]\n .filter(isParticipatingGoal)\n .sort(\n (a, b) =>\n toFiniteAmount(a.summaryTargetAmount ?? a.targetAmount) -\n toFiniteAmount(b.summaryTargetAmount ?? b.targetAmount),\n );\n\n return sortedGoals.map((goal) => {\n const goalAllocations = allocationsByGoal.get(goal.id) ?? [];\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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1
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+
{"version":3,"sources":["../src/icons.ts","../src/index.ts"],"sourcesContent":["/**\n * Icon names an addon may use for its sidebar item.\n *\n * The sidebar is host chrome, so the host draws the icon from this fixed set of\n * duotone Phosphor icons — an addon can't ship its own sidebar icon across the\n * sandbox boundary. (Inside your own route/page you can render any icon you\n * like.) Matching at runtime is case- and separator-insensitive (`\"ChartLine\"`,\n * `\"chart-line\"`, and `\"chartline\"` all resolve the same), but this canonical\n * kebab-case list is what the type checker accepts. Unknown names render a\n * neutral fallback icon rather than erroring.\n */\nexport const ADDON_ICON_NAMES = [\n // Money\n 'wallet',\n 'coins',\n 'dollar',\n 'dollar-circle',\n 'bank',\n 'credit-card',\n 'piggy-bank',\n 'receipt',\n 'invoice',\n 'hand-coins',\n 'hand-deposit',\n 'vault',\n 'chart-line-up',\n 'chart-line',\n 'trend-up',\n 'trend-down',\n 'percent',\n 'scales',\n 'calculator',\n // Charts & analytics\n 'chart-bar',\n 'chart-pie',\n 'chart-pie-slice',\n 'chart-donut',\n 'gauge',\n 'target',\n 'presentation',\n // Assets\n 'house',\n 'buildings',\n 'car',\n 'airplane',\n 'bicycle',\n 'diamond',\n 'bitcoin',\n 'storefront',\n 'briefcase',\n 'package',\n 'cube',\n // General\n 'star',\n 'heart',\n 'gift',\n 'trophy',\n 'medal',\n 'lightning',\n 'sparkle',\n 'bell',\n 'tag',\n 'bookmark',\n 'flag',\n 'fire',\n 'rocket',\n 'lightbulb',\n 'graduation-cap',\n 'barbell',\n 'fork-knife',\n 'coffee',\n 'wine',\n 'shopping-cart',\n 'shopping-bag',\n 'basket',\n // Time & place\n 'calendar',\n 'calendar-dots',\n 'calendar-check',\n 'clock',\n 'hourglass',\n 'globe',\n 'map-pin',\n 'compass',\n // Productivity\n 'folder',\n 'files',\n 'notebook',\n 'clipboard-text',\n 'list-checks',\n 'sliders',\n 'wrench',\n 'toolbox',\n 'puzzle-piece',\n 'plugs-connected',\n 'app-window',\n 'squares-four',\n 'stack',\n 'kanban',\n] as const;\n\n/** Union of every valid addon sidebar icon name. */\nexport type AddonIconName = (typeof ADDON_ICON_NAMES)[number];\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 AddonRouteLocation,\n AddonRouteRenderContext,\n AddonRouteRenderer,\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 NetworkAuth,\n NetworkAPI,\n NetworkRequest,\n NetworkResponse,\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 AddonHostDependencies,\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 * React version provided by the Wealthfolio add-on sandbox for host-externalized\n * add-ons.\n */\nexport const ReactVersion = '19.2.4';\n\nexport { HOST_DEPENDENCIES } from './host-dependencies';\n\n// Sidebar icon names (see SidebarItemConfig.icon)\nexport { ADDON_ICON_NAMES } from './icons';\nexport type { AddonIconName } from './icons';\n\n/**\n * Addons receive their context as a parameter to the enable() function.\n * Each addon gets its own isolated iframe context with scoped host APIs.\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() with a render callback to register routes\n * }\n */\n\n// Version\nexport { SDK_VERSION } from 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package/dist/manifest.js
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{"version":3,"sources":[],"sourcesContent":[],"mappings":"","names":[]}
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package/dist/permissions.js
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1
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{"version":3,"sources":[],"sourcesContent":[],"mappings":"","names":[]}
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package/dist/src/data-types.d.ts
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unitPrice?: string | null;
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amount?: string | null;
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fee?: string | null;
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tax?: string | null;
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currency: string;
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fxRate?: string | null;
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notes?: string;
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@@ -162,6 +163,7 @@ export interface ActivityDetails {
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unitPrice: string | null;
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amount: string | null;
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fee: string | null;
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tax?: string | null;
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currency: string;
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needsReview: boolean;
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comment?: string;
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amount?: string | number | null;
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currency?: string;
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fee?: string | number | null;
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tax?: string | number | null;
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comment?: string | null;
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fxRate?: string | number | null;
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metadata?: string | Record<string, unknown>;
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currency?: string;
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tax?: string | number | null;
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fxRate?: string | number | null;
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metadata?: string | Record<string, unknown>;
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@@ -276,6 +280,7 @@ export interface ActivityImport {
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quantity?: number | string | null;
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unitPrice?: number | string | null;
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accountName?: string;
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symbolName?: string;
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@@ -603,6 +608,8 @@ export interface DateRange {
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to: Date | undefined;
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}
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export type TimePeriod = '1D' | '1W' | '1M' | '3M' | '6M' | 'YTD' | '1Y' | '5Y' | 'ALL';
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611
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+
export type ValuationStatus = 'complete' | 'partialUnpriced' | 'unavailable';
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+
export type BasisStatus = 'complete' | 'partialUnknown' | 'unknown' | 'notApplicable';
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export interface AccountValuation {
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id: string;
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accountId: string;
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netContributionBase: number;
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externalInflowBase: number;
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externalOutflowBase: number;
|
|
625
|
-
externalFlowSource: 'UNKNOWN' | 'ACTIVITY_DERIVED' | 'STORED_GROSS' | 'NET_CONTRIBUTION_FALLBACK' | 'MIXED';
|
|
632
|
+
externalFlowSource: 'NO_FLOW' | 'UNKNOWN' | 'CASH_AMOUNT' | 'QUOTE_DERIVED_MARKET_VALUE' | 'COST_BASIS_FALLBACK' | 'REMOVED_LOT_BASIS_FALLBACK' | 'LEGACY_ACTIVITY_AMOUNT_FALLBACK' | 'UNKNOWN_BOUNDARY_TRANSFER' | 'ACTIVITY_DERIVED' | 'STORED_GROSS' | 'NET_CONTRIBUTION_FALLBACK' | 'MIXED';
|
|
626
633
|
performanceEligibleValueBase: number;
|
|
634
|
+
valueStatus: ValuationStatus;
|
|
635
|
+
basisStatus: BasisStatus;
|
|
627
636
|
calculatedAt: string;
|
|
628
637
|
}
|
|
629
638
|
export interface AccountSummaryView {
|
|
@@ -703,6 +712,8 @@ export interface PerformanceResult {
|
|
|
703
712
|
attribution: PerformanceAttribution;
|
|
704
713
|
risk: PerformanceRisk;
|
|
705
714
|
dataQuality: PerformanceDataQuality;
|
|
715
|
+
basisStatus?: BasisStatus;
|
|
716
|
+
summary?: PerformanceSummary;
|
|
706
717
|
series: ReturnData[];
|
|
707
718
|
isHoldingsMode?: boolean;
|
|
708
719
|
isMixedTrackingMode?: boolean;
|
|
@@ -718,6 +729,19 @@ export interface PerformancePeriod {
|
|
|
718
729
|
endDate?: string | null;
|
|
719
730
|
}
|
|
720
731
|
export type ReturnMethod = 'timeWeighted' | 'valueReturn' | 'symbolPriceBased' | 'notApplicable';
|
|
732
|
+
export type PerformanceSummaryBasis = 'marketValue' | 'bookBasis' | 'mixed' | 'notApplicable';
|
|
733
|
+
export type PerformanceSummaryStatus = 'complete' | 'unavailable';
|
|
734
|
+
export interface PerformanceSummary {
|
|
735
|
+
amount?: number | null;
|
|
736
|
+
percent?: number | null;
|
|
737
|
+
method: ReturnMethod;
|
|
738
|
+
basis: PerformanceSummaryBasis;
|
|
739
|
+
quality: PerformanceDataQuality['status'];
|
|
740
|
+
amountStatus: PerformanceSummaryStatus;
|
|
741
|
+
percentStatus: PerformanceSummaryStatus;
|
|
742
|
+
basisStatus: BasisStatus;
|
|
743
|
+
reasons: string[];
|
|
744
|
+
}
|
|
721
745
|
export interface PerformanceReturns {
|
|
722
746
|
twr?: number | null;
|
|
723
747
|
annualizedTwr?: number | null;
|
package/dist/src/host-api.d.ts
CHANGED
|
@@ -585,6 +585,28 @@ export interface QueryAPI {
|
|
|
585
585
|
*/
|
|
586
586
|
refetchQueries(queryKey: string | string[]): void;
|
|
587
587
|
}
|
|
588
|
+
export interface NetworkRequest {
|
|
589
|
+
url: string;
|
|
590
|
+
method?: 'GET' | 'POST' | 'PUT' | 'PATCH' | 'DELETE' | 'HEAD';
|
|
591
|
+
headers?: Record<string, string>;
|
|
592
|
+
body?: string;
|
|
593
|
+
auth?: NetworkAuth;
|
|
594
|
+
}
|
|
595
|
+
export interface NetworkResponse {
|
|
596
|
+
status: number;
|
|
597
|
+
headers: Record<string, string>;
|
|
598
|
+
body: string;
|
|
599
|
+
}
|
|
600
|
+
export interface NetworkAuth {
|
|
601
|
+
type: 'bearer';
|
|
602
|
+
secretKey: string;
|
|
603
|
+
}
|
|
604
|
+
export interface NetworkAPI {
|
|
605
|
+
/**
|
|
606
|
+
* Send a brokered HTTPS request to a host declared in the addon manifest.
|
|
607
|
+
*/
|
|
608
|
+
request(request: NetworkRequest): Promise<NetworkResponse>;
|
|
609
|
+
}
|
|
588
610
|
/**
|
|
589
611
|
* Snapshot management APIs
|
|
590
612
|
* For accounts using HOLDINGS tracking mode
|
|
@@ -638,6 +660,8 @@ export interface HostAPI {
|
|
|
638
660
|
navigation: NavigationAPI;
|
|
639
661
|
/** React Query operations */
|
|
640
662
|
query: QueryAPI;
|
|
663
|
+
/** Brokered external network operations */
|
|
664
|
+
network: NetworkAPI;
|
|
641
665
|
/** Toast notification operations */
|
|
642
666
|
toast: ToastAPI;
|
|
643
667
|
}
|
|
@@ -0,0 +1,10 @@
|
|
|
1
|
+
export declare const HOST_DEPENDENCIES: {
|
|
2
|
+
readonly '@tanstack/react-query': "^5.90.0";
|
|
3
|
+
readonly '@wealthfolio/addon-sdk': "^3.6.0";
|
|
4
|
+
readonly '@wealthfolio/ui': "^3.6.0";
|
|
5
|
+
readonly 'date-fns': "^4.1.0";
|
|
6
|
+
readonly 'lucide-react': "^0.561.0";
|
|
7
|
+
readonly react: "^19.2.0";
|
|
8
|
+
readonly 'react-dom': "^19.2.0";
|
|
9
|
+
readonly recharts: "^3.7.0";
|
|
10
|
+
};
|