Releases: GeiserX/DeclaRenta
Releases · GeiserX/DeclaRenta
Release list
v0.8.0
What's Changed
Features
- feat: wizard UI, expandable casillas, year comparator (#19)
Full Changelog: v0.7.0...v0.8.0
v0.7.0
What's Changed
Features
- feat: complete Phases 2-4 — crypto parsers, i18n, charts, PWA, WCAG (#18)
Full Changelog: v0.6.0...v0.7.0
v0.6.0
What's Changed
Features
- feat: Phase 4 web UI — interactive tables, multi-broker, dark mode, responsive design
Full Changelog: v0.5.0...v0.6.0
v0.5.0
What's Changed
Features
- feat: complete Phases 1-3 — multi-broker parsers, tax models, engine (#14)
- feat: multi-broker architecture with Degiro CSV parser (#12)
- feat: Phase 1 — reverse splits, scrip dividends, ECB detail, casilla docs (#10)
- feat: transaction taxes, CSV export, verified tax brackets and legal refs (#8)
- feat: cross-year FIFO with options, splits, and short sale resilience
- feat: initial project structure with IBKR parser, FIFO engine, and tax report generator
Bug Fixes
- fix: upgrade xlsx to 0.20.3 (CVE-2023-30533, CVE-2024-22363) (#16)
- fix: release workflow semver-aware bumps and branch protection (#13)
- fix: YYYYMMDD date parsing + Phase 1 tests (#6)
Other Changes
- docs: clean up README wording, remove license section
- docs: update README and package.json for v0.4.0 (#15)
- ci: automated release pipeline with auto-tag and changelog (#11)
- chore: bump version to 0.2.0
- chore: bump version to 0.1.1
- test: improve patch coverage — CSV tests + FIFO edge cases (#9)
- test: dividend + double taxation coverage, strict ESLint (#7)
- docs: comprehensive ROADMAP.md rewrite + fix Spanish accents
- Add listed on awesome-spain badge
- deps: bump fast-xml-parser in the minor-and-patch group (#5)
Full Changelog: v0.4.2...v0.5.0
v0.4.2
What's Changed
Other Changes
- docs: update README and package.json for v0.4.0 (#15)
Full Changelog: v0.4.1...v0.4.2
v0.4.1
What's Changed
Bug Fixes
- fix: upgrade xlsx to 0.20.3 (CVE-2023-30533, CVE-2024-22363) (#16)
Full Changelog: v0.4.0...v0.4.1
v0.4.0 — Phases 1-3: Multi-broker, tax models, engine
v0.4.0 — Phases 1-3 Complete
New Broker Parsers
- Scalable Capital (CSV, semicolon-delimited, EU number format)
- eToro (XLSX binary with 6+ header version support)
- Freedom24 (JSON report format)
- Cross-broker FIFO: merge files from any combination of IBKR, Degiro, Scalable, eToro, Freedom24
Tax Models
- Modelo D-6: AFORIX guide generator for Banco de España foreign investment declaration
- Modelo 721 stub: Fixed-width generator for crypto assets (no crypto parsers yet)
- Modelo 720 improvements: ISIN-derived country codes, first acquisition date from FIFO lots
- Loss carryforward (Art. 49 LIRPF): 4-year window with 25% cross-compensation
Engine
- Corporate actions: stock mergers (cost basis transfer) and spin-offs (proportional cost distribution)
- Anti-churning (wash sale) rule: 2-month window loss blocking
- PDF report generation via pdfkit
Web UI
- Broker selector dropdown (auto-detect default)
- Multi-format file upload (.xml, .csv, .json, .xlsx)
- Full operations table with search and gain/loss filter
- XSS-safe rendering, duplicate file guard
CLI
declarenta d6command--format pdfoutput option--prior-losses <file>for loss carryforward- Binary file support for eToro XLSX
Fixes (PR review remediation)
- D-6: filter short positions instead of
.abs()masking - Modelo 720/721:
numPaddecimal scaling fix (10^decLen) - CSV export: formula injection prevention on all string fields
- eToro dividends: emit gross amounts (net + WHT)
- Withholding country propagation for all new parsers
Full Changelog: v0.3.0...v0.4.0
v0.3.0 — Multi-broker architecture + Degiro CSV parser
What's Changed
Features
- feat: multi-broker architecture with Degiro CSV parser (#12)
Bug Fixes
- fix: release workflow semver-aware bumps and branch protection (#13)
Other Changes
- ci: automated release pipeline with auto-tag and changelog (#11)
Full Changelog: v0.2.0...v0.3.0
v0.2.0 — Phase 1: Precisión al céntimo
What's New
FIFO Engine Improvements
- Chronological scrip dividend processing — SD lots now inserted into the FIFO timeline at their correct date
- Reverse split support — forward and reverse splits with sub-share lot cleanup (cash-in-lieu)
- Date normalization — consistent YYYYMMDD/YYYY-MM-DD handling across timeline comparisons
- ECB rate detail — disposals now include currency, acquireEcbRate, and sellEcbRate fields
Tax Compliance
- Transaction taxes (STT, FTT, SEC fees) included in FIFO cost basis and proceeds
- Casilla documentation — comprehensive reference for all Modelo 100 casillas with legal citations
- Verified tax brackets — 30% top bracket confirmed per Ley 7/2024, DF 7a
CSV Export
- Formula injection protection — escapeCsv now prefixes dangerous chars to prevent spreadsheet exploits
- New --format csv flag for the convert command
Testing and Quality
- 75 tests across 9 test files (was 39 in v0.1.1)
- 56.65% statement coverage (+10.14% from v0.1.1)
- All CodeRabbit findings addressed (1 critical, 3 major, 3 nitpicks)
Full Changelog: v0.1.1...v0.2.0
v0.1.1 — Coverage + CSV module extraction
Mejoras de calidad tras feedback de Codecov en PR #8.
Cambios
- CSV module extraction:
formatCsv/escapeCsvextraídos desrc/cli/index.tsasrc/generators/csv.ts(testable) - 11 tests CSV: escape, secciones, filas, casillas, edge cases
- 2 tests FIFO: impuestos de transacción en ventas cortas y lotes insuficientes
- 54 tests totales (antes 41)
- Patch coverage: 18% → 97%
- Project coverage: 39.5% → 45.2% (+5.7%)