@wealthfolio/addon-sdk 3.6.0 → 3.6.2

package/CHANGELOG.md

@@ -4,6 +4,221 @@ The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to
 [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [3.6.1] - 2026-07-06
+
+Follow-up to the v3.6 sandbox release: sidebar icons are now a typed, curated
+set. See the
+[v3.5 → v3.6 migration guide](../../docs/addons/addon-migration-guide-v3.5-to-v3.6.md).
+
+### Breaking
+
+- **`SidebarItemConfig.icon`** is now a typed `AddonIconName` (was `string`).
+  Names outside the curated set fail type-checking; unknown or omitted names
+  render a neutral `caret-right` fallback at runtime.
+
+### Added
+
+- `AddonIconName` type and `ADDON_ICON_NAMES` — the curated set of duotone
+  Phosphor sidebar icon names, exported from the package entry point.
+
+## [3.6.0] - 2026-07-04
+
+Addons now run in an isolated sandbox iframe. This is a **breaking** release for
+addons that register routes. See the
+[v3.5 → v3.6 migration guide](../../docs/addons/addon-migration-guide-v3.5-to-v3.6.md).
+
+### Breaking
+
+- **Route registration**: `RouteConfig.component` (a lazy React component) is
+  replaced by `RouteConfig.render(ctx)`, which mounts into a host-provided
+  `ctx.root: HTMLElement`. New types: `AddonRouteRenderer`,
+  `AddonRouteRenderContext`, `AddonRouteLocation`.
+- **React exports removed**: the SDK no longer re-exports `React` / `ReactDOM`
+  from host globals. Import from `react` / `react-dom/client`; mark them
+  `external` in your build.
+- **`SidebarItemConfig`**: `icon` is now a host-supported icon name (`string`)
+  instead of a `React.ReactNode`, and the `onClick` handler was removed — use
+  `route`.
+- **React** guaranteed version bumped 19.1.1 → 19.2.4.
+
+### Added
+
+- `HOST_DEPENDENCIES` export — the versioned packages the sandbox provides
+  (react, react-dom, @tanstack/react-query, @wealthfolio/ui, date-fns,
+  lucide-react, recharts).
+- Brokered networking: `ctx.api.network.request()` with manifest-declared
+  `network.allowedHosts` and bearer auth resolved from scoped secret storage
+  (`NetworkAPI`, `NetworkRequest`, `NetworkResponse`, `NetworkAuth`).
+- Manifest fields: `minWealthfolioVersion`, `hostDependencies`, `network`,
+  `sha256`. `AddonHostDependencies` type.
+- Addon SDK tax fields on activity/data types (#1188).
+
+## [3.5.1] - 2026-06-09
+
+Also includes the unpublished 3.4.0 and 3.5.0.
+
+### Added
+
+- `PerformanceResult` — a comprehensive performance model replacing
+  `PerformanceMetrics`, with supporting types `PerformanceScopeDescriptor`,
+  `PerformancePeriod`, `ReturnMethod`, `PerformanceReturns`,
+  `PerformanceAttribution`, `PerformanceRisk`, `PerformanceDataQuality`.
+- Goal enrichment: `GoalType`, `GoalLifecycle`, `GoalHealth` types; `Goal` gains
+  `goalType`, `statusHealth`, `priority`, `coverImageKey`, `currency`, dates,
+  valuation summaries, and timestamps. `GoalProgress` gains `goalId`,
+  `statusHealth`, `targetDate`.
+- Asset resolution: `AssetResolutionInput` (`quoteCcy`, `instrumentType`,
+  `providerId`, `providerSymbol`); an `asset` field on `ActivityCreate` /
+  `ActivityUpdate`; `assetId` on `ActivityImport`.
+- Provider-aware market data: `providerId` / `providerSymbol` plus canonical
+  `canonicalSymbol` / `canonicalExchangeMic` on `SymbolSearchResult`;
+  `DividendEvent` type and `FetchDividendsOptions`.
+- `AccountType` gains `CREDIT_CARD`; `Settings.defaultReturnMetric`
+  (`'twr' | 'irr' | 'valueReturn'`).
+- Base-currency fields on `AccountValuation` (`totalValueBase`, `costBasisBase`,
+  `netContributionBase`, …) and provider/quote fields on `SnapshotHoldingInput`
+  / `SnapshotPositionInput`.
+
+### Changed
+
+- Performance API now returns the new `Result` types: `calculateHistory()` (with
+  `startDate` / `endDate` now optional) and `calculateSummary()` return
+  `PerformanceResult`; `calculateAccountsSimple()`, `AccountSummaryView`, and
+  `AccountGroup` use `SimplePerformanceResult`.
+- `fetchDividends()` accepts an optional `FetchDividendsOptions` and returns
+  `DividendEvent[]` (was `YahooDividend[]`).
+- `backupDatabase()` returns `{ filename: string }` (dropped the
+  `data: Uint8Array` payload).
+
+### Deprecated
+
+- `PerformanceMetrics` / `SimplePerformanceMetrics` (aliases for their `Result`
+  counterparts), `SymbolInput` (use `AssetResolutionInput`), and the `symbol`
+  field on `ActivityCreate` / `ActivityUpdate` (use `asset`).
+
+### Removed
+
+- `YahooDividend` (replaced by `DividendEvent`); `dayGainLossAmount` and
+  `dayReturnPercentModDietz` from `SimplePerformanceResult`.
+
+## [3.3.0] - 2026-05-01
+
+### Added
+
+- `GoalsAPI.getFunding(goalId)` and `saveFunding(goalId, rules)`, with matching
+  `getFunding` / `saveFunding` functions under the renamed `financial-planning`
+  permission.
+- `GoalAllocation.taxBucket`.
+
+### Changed
+
+- `Goal.isAchieved` replaced by `Goal.statusLifecycle`
+  (`'active' | 'achieved' | 'archived'`).
+- `GoalAllocation.percentAllocation` renamed to `sharePercent`.
+- `goals` permission category renamed to `financial-planning`.
+
+### Deprecated
+
+- `GoalsAPI.updateAllocations()` (use `saveFunding`) and `getAllocations()` (use
+  `getAll()` + `getFunding(goalId)`).
+
+## [3.2.0] - 2026-04-02
+
+### Changed
+
+- `ActivitiesAPI.checkImport()` dropped its `accountId` parameter — now
+  `checkImport(activities)`, a read-only preview.
+- `ActivitiesAPI.getImportMapping()` accepts an optional `contextKind` (default
+  `'ACTIVITY'`).
+- `ImportMappingData.fieldMappings` widened to
+  `Record<string, string | string[]>`.
+- `PerformanceMetrics.periodReturn` is now nullable (`number | null`).
+
+## [3.1.1] - 2026-03-14
+
+A large release that overhauls the asset and activity data models (also includes
+the unpublished 3.0.1–3.1.0). **Breaking** for addons that read or write assets,
+activities, or quotes.
+
+### Breaking
+
+- **Asset model** is now keyed by an opaque UUID instead of a symbol. `Asset` is
+  redesigned with `kind` (`AssetKind`), `displayCode`, `quoteMode`, `quoteCcy`,
+  `instrumentType`, `instrumentSymbol`, `instrumentKey`, `providerConfig`, …;
+  removed `symbol`, `isin`, `assetClass`, `countries`, `sectors`, `dataSource`,
+  and more.
+- **Activity model** redesigned: `type` → `activityType`, `date` →
+  `activityDate`, `assetId` now optional, monetary/quantity fields are decimal
+  strings; new lifecycle fields (`subtype`, `status`, `settlementDate`,
+  `idempotencyKey`, `importRunId`, `metadata`, …). `ActivityType` is now a
+  closed set of 14 (removed `ADD_HOLDING` / `REMOVE_HOLDING`; added `SPLIT`,
+  `CREDIT`, `ADJUSTMENT`, `UNKNOWN`).
+- **Quotes / assets APIs** now take `assetId` instead of `symbol`:
+  `QuotesAPI.update()` / `getHistory()`, `Quote` / `QuoteUpdate`,
+  `MarketDataAPI.sync(assetIds)`. `AssetsAPI.updateDataSource()` →
+  `updateQuoteMode(assetId, quoteMode)`. `searchTicker()` returns
+  `SymbolSearchResult` (renamed from `QuoteSummary`).
+- `ActivitiesAPI.import()` returns `ImportActivitiesResult` (was
+  `ActivityImport[]`); `SettingsAPI.update()` takes `Partial<Settings>`;
+  `IncomeSummary.bySymbol` → `byAsset`.
+
+### Added
+
+- New APIs: `SnapshotsAPI` (holdings snapshots) and `ToastAPI` (`success` /
+  `error` / `warning` / `info`), each with a matching permission category;
+  `MarketDataAPI.fetchDividends(symbol)`.
+- Activity taxonomy: `ActivityStatus`, `ACTIVITY_SUBTYPES` / `ActivitySubtype`,
+  `AssetKind`, `QuoteMode` constants; helpers `getEffectiveType()` and
+  `hasUserOverride()`.
+- `calculateGoalProgress()` helper (new `goal-progress` module).
+- Import/sync types (`ImportRun*`, `BrokerSyncState`, `SyncStatus`), snapshot
+  types (`Snapshot*`), classification types (`AssetClassifications`,
+  `TaxonomyCategory`, `CategoryWithWeight`), and `QueryKeys.SNAPSHOTS`.
+- React peer dependency bumped to `^19.2.4`.
+
+### Removed
+
+- `AssetProfile`, `MarketData`, `Sector`, `Country`, `SettingsContextType`;
+  `ActivityType` values `ADD_HOLDING` / `REMOVE_HOLDING`.
+
+## [3.0.0] - 2026-02-24
+
+### Breaking
+
+- React peer dependency updated to 19 (`ReactVersion` `18.3.1` → `19.1.1`).
+- `ActivitiesAPI.search()` now takes typed `ActivitySearchFilters` and
+  `ActivitySort` (was `unknown`).
+- `ActivitiesAPI.saveMany()` takes `ActivityBulkMutationRequest` and returns
+  `ActivityBulkMutationResult` (was `ActivityUpdate[]` → `Activity[]`).
+
+### Added
+
+- Bulk-mutation types: `ActivityBulkMutationRequest`,
+  `ActivityBulkMutationResult`, `ActivityBulkMutationError`,
+  `ActivityBulkIdentifierMapping`; exported `ActivitySearchFilters` and
+  `ActivitySort`.
+- `Activity.assetDataSource`, `ActivityCreate.id` / `assetDataSource`,
+  `UpdateAssetProfile.symbolMapping`.
+
+### Changed
+
+- Build now emits `.js` / `.d.ts` (was `.mjs` / `.d.mts`); the types entry moved
+  to `dist/src/index.d.ts`.
+
+## [2.0.0] - 2025-11-22
+
+### Breaking
+
+- Package now ships as an ES module (`"type": "module"`).
+
+### Changed
+
+- Tightened types: loose `any` parameters/returns replaced with `unknown` across
+  `AccountsAPI.create()`, `ActivitiesAPI.search()`, `GoalsAPI.create()`,
+  `FilesAPI.openSaveDialog()`, `QueryAPI.getClient()`, `isAddonManifest()`, and
+  `RouteConfig.component`.
+- `DateRange` and `TrackedItem` changed from type aliases to interfaces.
+
 ## [1.0.0] - 2024-12-19
 
 ### Added

package/README.md

@@ -70,9 +70,13 @@ mkdir src && touch src/index.ts
 
 ```typescript
 // src/index.ts
+import { createRoot, type Root } from 'react-dom/client';
 import { getAddonContext, type AddonContext } from '@wealthfolio/addon-sdk';
+import { MyComponent } from './MyComponent';
 
 export default function enable(context: AddonContext) {
+  let root: Root | null = null;
+
   // Add navigation item
   const navItem = context.sidebar.addItem({
     id: 'my-addon',
@@ -84,7 +88,10 @@ export default function enable(context: AddonContext) {
   // Register route
   context.router.add({
     path: '/addons/my-addon',
-    component: () => import('./MyComponent'),
+    render: ({ root: routeRoot }) => {
+      root ??= createRoot(routeRoot);
+      root.render(<MyComponent ctx={context} />);
+    },
   });
 
   // Log activation
@@ -92,6 +99,8 @@ export default function enable(context: AddonContext) {
 
   // Cleanup on disable
   context.onDisable(() => {
+    root?.unmount();
+    root = null;
     navItem.remove();
     context.api.logger.info('My addon deactivated');
   });
@@ -235,10 +244,9 @@ example:
 
 ```typescript
 // src/addon.tsx
-import React from 'react';
+import { createRoot, type Root } from 'react-dom/client';
 import { QueryClientProvider } from '@tanstack/react-query';
 import type { AddonContext, AddonEnableFunction } from '@wealthfolio/addon-sdk';
-import { Icons } from '@wealthfolio/ui';
 import FeesPage from './pages/fees-page';
 
 // Main addon component
@@ -256,6 +264,7 @@ const enable: AddonEnableFunction = (context) => {
 
   // Store references to items for cleanup
   const addedItems: Array<{ remove: () => void }> = [];
+  let root: Root | null = null;
 
   try {
     // Add sidebar navigation item with a host-supported icon token
@@ -280,12 +289,13 @@ const enable: AddonEnableFunction = (context) => {
       );
     };
 
-    // Register route with lazy loading
+    // Register route
     context.router.add({
       path: '/addons/investment-fees-tracker',
-      component: React.lazy(() => Promise.resolve({
-        default: InvestmentFeesTrackerWrapper
-      }))
+      render: ({ root: routeRoot }) => {
+        root ??= createRoot(routeRoot);
+        root.render(<InvestmentFeesTrackerWrapper />);
+      },
     });
 
     context.api.logger.debug('Route registered successfully');
@@ -300,6 +310,10 @@ const enable: AddonEnableFunction = (context) => {
   context.onDisable(() => {
     context.api.logger.info('🛑 Investment Fees Tracker addon is being disabled');
 
+    // Unmount the addon's React root
+    root?.unmount();
+    root = null;
+
     // Remove all sidebar items
     addedItems.forEach(item => {
       try {
@@ -325,7 +339,8 @@ export default enable;
 3. **Error Handling**: Comprehensive error handling with logging
 4. **Resource Management**: Proper cleanup of sidebar items and event listeners
 5. **TypeScript**: Full type safety with proper imports
-6. **Lazy Loading**: Efficient component loading with React.lazy
+6. **Sandbox Rendering**: Mounts into the route root with `createRoot` and
+   unmounts on disable
 
 ````
 
@@ -608,13 +623,18 @@ export default defineConfig({
       formats: ['es'],
     },
     rollupOptions: {
-      external: ['react', 'react-dom'],
-      output: {
-        globals: {
-          react: 'React',
-          'react-dom': 'ReactDOM',
-        },
-      },
+      external: [
+        '@tanstack/react-query',
+        '@wealthfolio/addon-sdk',
+        '@wealthfolio/ui',
+        'date-fns',
+        'lucide-react',
+        'react',
+        'react-dom',
+        'react-dom/client',
+        'react/jsx-runtime',
+        'recharts',
+      ],
     },
     outDir: 'dist',
     minify: 'terser',
@@ -741,7 +761,8 @@ Register a new route in the application.
 **Parameters:**
 
 - `route.path` (string): Route path pattern
-- `route.component` (LazyExoticComponent): Lazy-loaded component
+- `route.render` (function): `({ root, location }) => void` — mount your React
+  root into the provided `root` element
 
 #### `onDisable(callback)`
 
@@ -994,13 +1015,18 @@ export default defineConfig({
       formats: ['es'],
     },
     rollupOptions: {
-      external: ['react', 'react-dom'],
-      output: {
-        globals: {
-          react: 'React',
-          'react-dom': 'ReactDOM',
-        },
-      },
+      external: [
+        '@tanstack/react-query',
+        '@wealthfolio/addon-sdk',
+        '@wealthfolio/ui',
+        'date-fns',
+        'lucide-react',
+        'react',
+        'react-dom',
+        'react-dom/client',
+        'react/jsx-runtime',
+        'recharts',
+      ],
     },
     outDir: 'dist',
     minify: 'terser',

package/dist/{chunk-5XUF4TB3.js → chunk-BFZMXPHG.js}

@@ -5,7 +5,7 @@ import {
 // package.json
 var package_default = {
   name: "@wealthfolio/addon-sdk",
-  version: "3.6.0",
+  version: "3.6.2",
   type: "module",
   description: "TypeScript SDK for building Wealthfolio addons with enhanced functionality and type safety",
   main: "dist/index.js",
@@ -190,4 +190,4 @@ export {
   generateAddonId,
   isAddonManifest
 };
-//# sourceMappingURL=chunk-5XUF4TB3.js.map
+//# sourceMappingURL=chunk-BFZMXPHG.js.map

package/dist/{chunk-5XUF4TB3.js.map → chunk-BFZMXPHG.js.map}

@@ -1 +1 @@
-{"version":3,"sources":["../package.json","../src/version.ts","../src/utils.ts"],"sourcesContent":["{\n  \"name\": \"@wealthfolio/addon-sdk\",\n  \"version\": \"3.6.0\",\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    \"./host-api\": {\n      \"import\": \"./dist/host-api.js\",\n      \"types\": \"./dist/src/host-api.d.ts\"\n    },\n    \"./host-dependencies\": {\n      \"import\": \"./dist/host-dependencies.js\",\n      \"types\": \"./dist/src/host-dependencies.d.ts\"\n    },\n    \"./manifest\": {\n      \"import\": \"./dist/manifest.js\",\n      \"types\": \"./dist/src/manifest.d.ts\"\n    },\n    \"./permissions\": {\n      \"import\": \"./dist/permissions.js\",\n      \"types\": \"./dist/src/permissions.d.ts\"\n    },\n    \"./query-keys\": {\n      \"import\": \"./dist/query-keys.js\",\n      \"types\": \"./dist/src/query-keys.d.ts\"\n    },\n    \"./utils\": {\n      \"import\": \"./dist/utils.js\",\n      \"types\": \"./dist/src/utils.d.ts\"\n    },\n    \"./goal-progress\": {\n      \"import\": \"./dist/goal-progress.js\",\n      \"types\": \"./dist/src/goal-progress.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 { HOST_DEPENDENCIES } from './host-dependencies';\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  if (manifest.hostDependencies) {\n    Object.entries(manifest.hostDependencies).forEach(([name, version]) => {\n      if (!version) {\n        errors.push(`Host dependency ${name}: version range is required`);\n      }\n      if (!Object.prototype.hasOwnProperty.call(HOST_DEPENDENCIES, name)) {\n        warnings.push(\n          `Host dependency ${name} is not provided by Wealthfolio and should be bundled`,\n        );\n      }\n    });\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  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package/dist/{chunk-O566EAIL.js → chunk-K7KLLX42.js}

@@ -6,4 +6,4 @@ function isInstalledManifest(manifest) {
 export {
   isInstalledManifest
 };
-//# sourceMappingURL=chunk-O566EAIL.js.map
+//# sourceMappingURL=chunk-K7KLLX42.js.map

package/dist/chunk-K7KLLX42.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../src/manifest.ts"],"sourcesContent":["/**\n * Addon manifest and metadata types\n */\n\nimport type { AddonIconName } from './icons';\nimport type { Permission } from './permissions';\n\nexport interface AddonNetworkAccess {\n  allowedHosts: string[];\n  approvedHosts?: string[];\n}\n\nexport type AddonHostDependencies = Record<string, string>;\n\n/**\n * A durable addon page declared via `contributes.routes`. The host ingests\n * these at boot without executing addon code, so the route exists before (and\n * independently of) the addon's runtime activation — it is the lazy-activation\n * surface.\n */\nexport interface AddonContributedRoute {\n  /** Stable route id. MUST equal the route id the addon registers at runtime. */\n  id: string;\n  /**\n   * Optional path relative to the host-owned `/addons/<addon-id>` mount.\n   * Omit for the addon root; use a suffix such as `reports/:year` for a\n   * nested page. Absolute paths, traversal, query strings, and fragments are\n   * rejected by the host.\n   */\n  path?: string;\n}\n\n/**\n * A placement in a host slot (e.g. `\"sidebar\"`) declared via\n * `contributes.links`, pointing at a route declared in `contributes.routes`\n * of the same addon.\n */\nexport interface AddonContributedLink {\n  /** Optional stable link id; defaults to the referenced route id */\n  id?: string;\n  /** Id of a route declared in this addon's `contributes.routes` */\n  route: string;\n  /** Human-readable label shown in the host slot */\n  label: string;\n  /** Optional host-supported icon name (see {@link AddonIconName}) */\n  icon?: AddonIconName;\n  /** Optional sort order within the slot */\n  order?: number;\n}\n\n/**\n * Declarative contributions an addon makes to the host: durable routes plus\n * links placed in host slots, keyed by slot id. Only the `\"sidebar\"` slot is\n * consumed today; unknown slot keys are preserved for future host surfaces.\n */\nexport interface AddonContributes {\n  /** Durable addon pages, host-renderable before the addon boots */\n  routes?: AddonContributedRoute[];\n  /** Slot placements pointing at declared routes, keyed by slot id */\n  links?: Record<string, AddonContributedLink[]>;\n}\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  /** Network hosts this addon may reach through the host broker */\n  network?: AddonNetworkAccess;\n  /** Host-provided packages this addon imports instead of bundling */\n  hostDependencies?: AddonHostDependencies;\n  /** Declarative contributions to the host (routes + slot links) */\n  contributes?: AddonContributes;\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  /** Optional SHA-256 digest for the update package bytes */\n  sha256?: 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  /** Optional SHA-256 digest for the package bytes */\n  sha256?: 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"],"mappings":";AAuHO,SAAS,oBACd,UAEc;AACd,SAAO,CAAC,EACN,SAAS,eACT,SAAS,SAAS,UAClB,SAAS,YAAY;AAEzB;","names":[]}

package/dist/{chunk-SEHD46ND.js → chunk-KCG6RCFW.js}

@@ -147,28 +147,24 @@ var PERMISSION_CATEGORIES = [
     ],
     riskLevel: "low"
   },
-  {
-    id: "query",
-    name: "Query Cache",
-    description: "Access to refresh host application data",
-    functions: ["invalidateQueries", "refetchQueries"],
-    riskLevel: "low"
-  },
   {
     id: "network",
     name: "Network Access",
     description: "Access to declared external HTTPS hosts through the host network broker",
     functions: ["request"],
     riskLevel: "high"
-  },
-  {
-    id: "ui",
-    name: "User Interface",
-    description: "Access to modify navigation and add UI components",
-    functions: ["sidebar.addItem", "router.add", "navigation.navigate", "onDisable"],
-    riskLevel: "low"
   }
 ];
+var BASELINE_PERMISSION_CATEGORIES = [
+  "ui",
+  "query",
+  "toast",
+  "logger",
+  "storage"
+];
+function isBaselineCategory(id) {
+  return BASELINE_PERMISSION_CATEGORIES.includes(id);
+}
 function createFunctionPermission(name, isDeclared = false, isDetected = false, detectedAt) {
   return {
     name,
@@ -229,6 +225,8 @@ function markFunctionAsDeclared(permission, functionName) {
 
 export {
   PERMISSION_CATEGORIES,
+  BASELINE_PERMISSION_CATEGORIES,
+  isBaselineCategory,
   createFunctionPermission,
   getPermissionCategory,
   getPermissionCategoriesByRisk,
@@ -241,4 +239,4 @@ export {
   addDetectedFunction,
   markFunctionAsDeclared
 };
-//# sourceMappingURL=chunk-SEHD46ND.js.map
+//# sourceMappingURL=chunk-KCG6RCFW.js.map

package/dist/chunk-KCG6RCFW.js.map

@@ -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 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', 'use', '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: 'network',\n    name: 'Network Access',\n    description:\n      'Access to declared external HTTPS hosts through the host network broker',\n    functions: ['request'],\n    riskLevel: 'high',\n  },\n];\n\n/**\n * Baseline capabilities that every addon may use without declaring a permission\n * or obtaining user consent. These are treated as an ignore-filter: legacy manifests\n * that still declare them keep parsing, but they are never surfaced in consent UI,\n * never guarded at runtime, and never count as a permission escalation on update.\n */\nexport const BASELINE_PERMISSION_CATEGORIES = [\n  'ui',\n  'query',\n  'toast',\n  'logger',\n  'storage',\n] as const;\n\n/**\n * Check whether a permission category is an implicit baseline capability.\n */\nexport function isBaselineCategory(id: string): boolean {\n  return (BASELINE_PERMISSION_CATEGORIES as readonly string[]).includes(id);\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 permission.functions.filter((func) => func.isDeclared).map((func) => func.name);\n}\n\n/**\n * Get all detected functions from a permission\n */\nexport function getDetectedFunctions(permission: Permission): string[] {\n  return permission.functions.filter((func) => func.isDetected).map((func) => func.name);\n}\n\n/**\n * Get functions that were detected but not declared (potential security concern)\n */\nexport function getUndeclaredDetectedFunctions(permission: Permission): string[] {\n  return permission.functions\n    .filter((func) => func.isDetected && !func.isDeclared)\n    .map((func) => func.name);\n}\n\n/**\n * Check if a permission has any undeclared detected functions\n */\nexport function hasUndeclaredDetectedFunctions(permission: Permission): boolean {\n  return permission.functions.some((func) => func.isDetected && !func.isDeclared);\n}\n\n/**\n * Add a detected function to a permission\n */\nexport function addDetectedFunction(\n  permission: Permission,\n  functionName: string,\n  detectedAt?: string,\n): Permission {\n  const existingFunc = permission.functions.find((f) => f.name === functionName);\n\n  if (existingFunc) {\n    // Update existing function to mark as detected\n    existingFunc.isDetected = true;\n    existingFunc.detectedAt = detectedAt || new Date().toISOString();\n  } else {\n    // Add new detected function\n    permission.functions.push(\n      createFunctionPermission(functionName, false, true, detectedAt),\n    );\n  }\n\n  return permission;\n}\n\n/**\n * Mark a function as declared in a permission\n */\nexport function markFunctionAsDeclared(\n  permission: Permission,\n  functionName: string,\n): Permission {\n  const existingFunc = permission.functions.find((f) => f.name === functionName);\n\n  if (existingFunc) {\n    existingFunc.isDeclared = true;\n  } else {\n    // Add new declared function\n    permission.functions.push(createFunctionPermission(functionName, true, false));\n  }\n\n  return 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