准备 FinSight 0.2.0 发布元数据

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 <file>` 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

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.
 

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

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.",

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

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"

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);

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