diff --git a/CHANGELOG.md b/CHANGELOG.md index d8c9734..2678cf3 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -5,7 +5,7 @@ follows [Keep a Changelog](https://keepachangelog.com/en/1.1.0/). We use [SemVer](https://semver.org/) for versioning — `0.x` releases batch related changes, breaking changes can land in `0.x → 0.y`. -## [Unreleased] +## [0.2.0] — 2026-09-15 — SQLite-first local MVP ### Changed @@ -15,12 +15,17 @@ related changes, breaking changes can land in `0.x → 0.y`. automatically synchronized and is not the canonical recovery format. - `doctor` checks SQLite integrity and reads the database without migrations or writes. `init` refuses to load demo data into a populated portfolio database. +- FX lookups use the latest stored dated rate, preserve same-day update history, + and derive stored cross-currency rates through the configured base currency. +- Broker reconciliation converts cash and each position before comparing a + mixed-currency account with the broker total. ### Added - `finsight backup create` creates an integrity-checked native SQLite backup with SHA-256 metadata and restrictive local file permissions. - `finsight backup verify ` verifies an existing native SQLite backup. +- Mixed-currency account valuation and reconciliation now have regression tests. ## [0.1.0] — 2026-06-02 — Initial public release @@ -74,4 +79,5 @@ working copy, every command outputs JSON for AI tools. Interactive Brokers / Tiger / Futu are on the roadmap. New connectors are welcome — see [CONTRIBUTING.md](./CONTRIBUTING.md). +[0.2.0]: https://github.com/ApeCodeAI/finsight/releases/tag/v0.2.0 [0.1.0]: https://github.com/ApeCodeAI/finsight/releases/tag/v0.1.0 diff --git a/README.md b/README.md index ff6d851..e8c2e12 100644 --- a/README.md +++ b/README.md @@ -81,7 +81,7 @@ portfolio, and opens the dashboard. Quit it (Ctrl+C) and the sandbox is wiped nothing touches your real config. > The web dashboard (`finsight web`) currently runs from a repo clone only — -> the production-bundled dashboard is on the v0.2 roadmap. For now, +> a production-bundled dashboard remains on the future roadmap. For now, > `npm install -g finsight` gives you the full CLI + AI integration; clone > the repo if you also want the visual dashboard. diff --git a/README.zh-CN.md b/README.zh-CN.md index e5b78ae..7dcdccc 100644 --- a/README.zh-CN.md +++ b/README.zh-CN.md @@ -72,7 +72,7 @@ Demo 会在 `/tmp/finsight-demo` 创建一个一次性沙箱,加载样例组 `~/.finsight/` 配置。 > Web dashboard(`finsight web`)目前只能从 clone 仓库跑 —— 生产构建版的 -> dashboard 是 v0.2 的 roadmap。现在 `npm install -g finsight` 装好的是 +> dashboard 仍在后续 roadmap 中。现在 `npm install -g finsight` 装好的是 > 完整 CLI + AI 集成;想要可视化 dashboard 就 clone 仓库。 ## 🔭 同一份数据,三个看法 diff --git a/package.json b/package.json index ade4d66..73a4423 100644 --- a/package.json +++ b/package.json @@ -1,6 +1,6 @@ { "name": "finsight", - "version": "0.1.0", + "version": "0.2.0", "private": true, "type": "module", "description": "Local-first, AI-friendly personal portfolio tracker. SQLite is the authoritative local store; every command outputs JSON for AI tools.", diff --git a/packages/cli/README.md b/packages/cli/README.md index e9f719b..7a7c2d8 100644 --- a/packages/cli/README.md +++ b/packages/cli/README.md @@ -73,7 +73,7 @@ All read commands support `--json`. Exit codes are semantic: The `finsight web` command launches a Vite + React + Hono dashboard at `localhost:3210`, but it requires running from a repo clone for now — -the production-bundled dashboard is on the v0.2 roadmap. For the full +the production-bundled dashboard remains on the future roadmap. For the full visual experience today: ```bash diff --git a/packages/cli/package.json b/packages/cli/package.json index c61765f..f1edda5 100644 --- a/packages/cli/package.json +++ b/packages/cli/package.json @@ -1,6 +1,6 @@ { "name": "finsight", - "version": "0.1.0", + "version": "0.2.0", "type": "module", "bin": { "finsight": "dist/index.js" diff --git a/packages/cli/src/index.ts b/packages/cli/src/index.ts index 74ae069..848ab37 100644 --- a/packages/cli/src/index.ts +++ b/packages/cli/src/index.ts @@ -29,7 +29,7 @@ program " AI agents: read `skills/finsight/SKILL.md`, then start with\n" + " `finsight context` (LLM-ready briefing) or `finsight doctor` (health check).", ) - .version("0.1.0"); // keep in sync with packages/cli/package.json#version + .version("0.2.0"); // keep in sync with packages/cli/package.json#version program.addCommand(initCmd); program.addCommand(accountCmd); diff --git a/skills/finsight/SKILL.md b/skills/finsight/SKILL.md index 680fc56..aa19b75 100644 --- a/skills/finsight/SKILL.md +++ b/skills/finsight/SKILL.md @@ -8,7 +8,7 @@ description: > (XIRR), or create/verify local SQLite backups. FinSight is a local-first portfolio tracker — NOT a budgeting / expense-tracking tool. For budgeting, point the user at Beancount / Actual / YNAB instead. -version: 0.1.0 +version: 0.2.0 --- # FinSight Skill