Release v1.2.0

[atomantic]

Summary

Release v1.2.0 — Dependency updates, bug fixes, and backtest improvements.

Added

• Re-invest toggle to backtest — recycle sell proceeds into cash pool
• Privacy policy and terms of use for App Store submission

Changed

• Upgraded vite 7.3.1 → 8.0.1, @vitejs/plugin-react 5.1.4 → 6.0.1
• Upgraded jsdom 28 → 29, vitest group → 4.1.0, typescript-eslint → 8.57.0
• Upgraded lint-staged, @types/node, flatted, recharts, postcss
• Updated manualChunks to function syntax for vite 8/Rolldown compatibility

Fixed

• Fund size calculation for manage_cash=false accumulate funds
• Derivatives engine values for closed fund Net Gain/Loss
• Zero out fund size/value for closed derivatives funds
• Tracked fund_size for harvest mode funds on platform dashboard
• Only count margin_borrowed from cash funds to prevent double-counting
• Exclude test/demo funds from export
• Updated undici to resolve WebSocket overflow and HTTP smuggling vulnerabilities

Full Changelog

Full Diff: v1.1.0...v1.2.0

[Copilot]

Pull request overview

Release v1.2.0 focusing on dependency upgrades (Vite 8/Rolldown ecosystem), correctness fixes in fund metrics/history calculations (accumulate/closed derivatives/margin borrowed), and App Store readiness docs (Terms/Privacy), plus a new “re-invest proceeds” toggle in the backtest UI/engine integration.

Changes:

• Upgraded build/test tooling dependencies (Vite 8, plugin-react 6, jsdom 29, vitest coverage, etc.) and updated Vite manualChunks to function form for Rolldown compatibility.
• Fixed/adjusted fund sizing & metrics logic across web + server (accumulate semantics, closed derivatives zeroing, margin borrowed double-count prevention, export filtering).
• Added public + docs Terms/Privacy pages and backup normalization for Swift-export compatibility; added backtest reinvest toggle plumbing.

Reviewed changes

Copilot reviewed 25 out of 28 changed files in this pull request and generated 3 comments.

Show a summary per file

File	Description
pages/vite.config.ts	Updates manualChunks to function syntax for Vite 8/Rolldown compatibility.
pages/package.json	Bumps dev tooling deps (Vite/plugin-react/PostCSS/@types/node).
pages/package-lock.json	Lockfile updates reflecting Vite 8 + Rolldown dependency tree changes.
packages/web/vite.config.ts	Updates manualChunks to function syntax; separates d3/vendor chunks.
packages/web/src/pages/FundDetail.tsx	Fixes accumulate/liquidation tracking (sumShares reset) and fund size derivation for non-cash-managed funds.
packages/web/src/pages/Backtest.tsx	Adds reinvest to default scenario configs.
packages/web/src/backtest/backtest.ts	Adds ScenarioConfig.reinvest and overrides engine cash availability when enabled.
packages/web/src/backtest/BacktestView.tsx	Adds UI checkbox for “Re-invest proceeds”.
packages/web/public/terms.html	Adds public Terms of Use HTML page.
packages/web/public/privacy.html	Adds public Privacy Policy HTML page.
packages/web/package.json	Updates web deps (recharts/jsdom/vite/plugin-react/coverage-v8/postcss).
packages/storage/src/backup.ts	Adds Swift→web backup normalization and applies it during validation.
packages/storage/package.json	Updates dev deps (@types/node, vitest coverage).
packages/server/src/utils/platforms.ts	Treats demo* as test/demo platforms in isTestPlatform.
packages/server/src/utils/fund-metrics.ts	Adjusts final metrics (closed derivatives zeroing, accumulate/share tracking reset, fund_size preference).
packages/server/src/utils/calculations.ts	Fixes liquidation detection logic to avoid false positives when value is missing/0.
packages/server/src/services/dashboard-cache.ts	Avoids double-counting margin borrowed by only attributing it to cash funds.
packages/server/src/routes/funds.ts	Multiple metrics/history fixes (margin borrowed attribution, accumulate invested calc, liquidation detection, closed derivatives net gain override).
packages/server/src/routes/export.ts	Excludes test/demo funds from export output.
packages/server/src/routes/backup.ts	Normalizes Swift backup payloads on upload before validation.
packages/server/package.json	Updates vitest coverage dev dep.
packages/engine/package.json	Updates vitest coverage dev dep.
package.json	Bumps repo version to 1.2.0 and updates lint-staged/typescript-eslint.
docs/TERMS.md	Adds Terms of Use markdown for repo documentation.
docs/PRIVACY.md	Adds Privacy Policy markdown for repo documentation.
.changelogs/v1.2.0.md	Adds v1.2.0 release changelog entry.

Files not reviewed (1)

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Pull request overview

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Copilot reviewed 26 out of 29 changed files in this pull request and generated 2 comments.

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Comments suppressed due to low confidence (1)

packages/web/src/backtest/backtest.ts:296

• totalExtracted is incremented on every SELL even when scenario.reinvest is enabled. This makes the "Total Extracted" metric (and downstream calculations like dollarsLiquidated) incorrect when proceeds stay in the fund, and can cause false full-liquidation detection/reset after profitable partial sells. Consider tracking separate totalSold vs totalExtracted (only when reinvest is false), and avoid using an extracted-dollar heuristic for liquidation when reinvesting (prefer share/value based checks).

        if (scenario.reinvest) {
          cash += sellAmount
        }
        totalExtracted += sellAmount

        spxlEquivShares *= (1 - sellProportion)
        vtiEquivShares *= (1 - sellProportion)
        brgnxEquivShares *= (1 - sellProportion)
        tqqqEquivShares *= (1 - sellProportion)
        gldEquivShares *= (1 - sellProportion)
        slvEquivShares *= (1 - sellProportion)

        const sharesLiquidated = shares < 0.0001
        const valueLiquidated = equity <= sellAmount + 0.01
        const dollarsLiquidated = totalExtracted >= totalInvested
        const isFullLiquidation = sharesLiquidated || valueLiquidated || dollarsLiquidated

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