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chore: rename Wealthfolio β†’ Sensible Folio
- Rust crates: wealthfolio-* β†’ sensible-folio-* (9 Cargo.toml + all .rs) - npm packages: @wealthfolio/* β†’ @sensible-folio/* (package.json + TS imports) - App config: bundle ID, binary name, deep-link scheme, updater URL - CI/CD workflows: crate names, Docker image name, release title - Docs: 30 markdown files updated, TRADEMARKS rewritten for Sensible Analytics - New: docs/getting-started.md beginner guide Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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β€Ž.claude/CLAUDE.mdβ€Ž

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## Project Overview
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Wealthfolio - local-first desktop investment tracker. React + Vite frontend,
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Sensible Folio - local-first desktop investment tracker. React + Vite frontend,
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Tauri/Rust backend, SQLite storage. Also runs as a web app (Axum HTTP server).
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Key directories:
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### UI
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- Components from `@wealthfolio/ui` and `packages/ui/src/components/`
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- Components from `@sensible-folio/ui` and `packages/ui/src/components/`
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- Forms: `react-hook-form` + `zod` schemas in `apps/frontend/src/lib/schemas.ts`
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- Theme tokens: `apps/frontend/src/globals.css`
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- State/data: React Query

β€Ž.claude/settings.local.jsonβ€Ž

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"Bash(INSTA_UPDATE=always cargo test --test portfolio_regression -p wealthfolio-core 2>&1 | tail -15)",
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"Bash(cargo test --workspace 2>&1 | grep \"test result\")",
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"Bash(cargo test --workspace 2>&1 | grep \"FAILED\\\\|^test.*FAILED\" | head -10)",
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"Bash(cargo test --test migration_integrity -p wealthfolio-storage-sqlite 2>&1 | grep -A 20 \"FAILED\\\\|thread.*panicked\")"
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"Bash(cargo test --test migration_integrity -p wealthfolio-storage-sqlite 2>&1 | grep -A 20 \"FAILED\\\\|thread.*panicked\")",
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"Bash(find /Users/prabhat/Source/wealthfolio/docs -type f -name \"*.md\" 2>/dev/null | head -20)",
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"Bash(grep -n \"wealthfolio\\\\|Wealthfolio\" /Users/prabhat/Source/wealthfolio/.github/workflows/*.yml | head -20)",
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"Bash(find /Users/prabhat/Source/wealthfolio/crates -name \"Cargo.toml\" -exec grep -l \"wealthfolio\\\\|Wealthfolio\" {} \\\\;)",
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"Bash(done)",
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"Bash(for f in /Users/prabhat/Source/wealthfolio/package.json /Users/prabhat/Source/wealthfolio/packages/*/package.json /Users/prabhat/Source/wealthfolio/apps/frontend/package.json /Users/prabhat/Source/wealthfolio/addons/*/package.json; do echo \"=== $f ===\"; python3 -c \"import json,sys; d=json.load\\(open\\('$f'\\)\\); print\\('name:', d.get\\('name',''\\)\\); print\\('desc:', d.get\\('description',''\\)[:80]\\)\" 2>/dev/null; echo; done)",
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"Bash(for f in adeb4a8bfe404caf1 a4826b828a8f9df59 a6d581038a05df61a; do\n echo \"=== Agent $f ===\"\n grep -o '\"stop_reason\":\"end_turn\"' /private/tmp/claude-501/-Users-prabhat-Source-wealthfolio/tasks/$f.output 2>/dev/null | wc -l | xargs echo \"end_turn count:\"\n tail -c 1500 /private/tmp/claude-501/-Users-prabhat-Source-wealthfolio/tasks/$f.output 2>/dev/null | python3 -c \"\nimport sys, re\ndata = sys.stdin.read\\(\\)\ntexts = re.findall\\(r'\\\\\"type\\\\\":\\\\\"text\\\\\",\\\\\"text\\\\\":\\\\\"\\(.*?\\)\\(?=\\\\\",\\\\\"|\\\\\",\\\\\"|\\\\\"}\\)', data, re.DOTALL\\)\nif texts:\n last = texts[-1].replace\\('\\\\\\\\\\\\\\\\n','\\\\n'\\).replace\\('\\\\\\\\n','\\\\n'\\)[:400]\n print\\(last\\)\nelse:\n print\\('\\(no text found\\)'\\)\n\" 2>/dev/null\n echo\ndone)",
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"Bash(for f in adeb4a8bfe404caf1 a4826b828a8f9df59; do\n echo \"=== Agent $f ===\"\n grep -o '\"stop_reason\":\"end_turn\"' /private/tmp/claude-501/-Users-prabhat-Source-wealthfolio/tasks/$f.output 2>/dev/null | wc -l | xargs echo \"end_turn count:\"\n wc -c /private/tmp/claude-501/-Users-prabhat-Source-wealthfolio/tasks/$f.output 2>/dev/null | xargs echo \"output size \\(bytes\\):\"\n tail -c 1000 /private/tmp/claude-501/-Users-prabhat-Source-wealthfolio/tasks/$f.output 2>/dev/null | python3 -c \"\nimport sys, re\ndata = sys.stdin.read\\(\\)\ntexts = re.findall\\(r'\\\\\"type\\\\\":\\\\\"text\\\\\",\\\\\"text\\\\\":\\\\\"\\(.*?\\)\\(?=\\\\\",\\\\\"|\\\\\"}\\)', data, re.DOTALL\\)\nif texts:\n last = texts[-1].replace\\('\\\\\\\\\\\\\\\\n','\\\\n'\\).replace\\('\\\\\\\\n','\\\\n'\\)[:300]\n print\\(last\\)\n\" 2>/dev/null\n echo\ndone)",
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"Bash(pnpm install 2>&1 | tail -15)",
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"Bash(pnpm test 2>&1 | tail -20)",
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"Bash(git add -A && git commit -m \"$\\(cat <<'EOF'\nchore: rename Wealthfolio β†’ Sensible Folio\n\n- Rust crates: wealthfolio-* β†’ sensible-folio-* \\(9 Cargo.toml + all .rs\\)\n- npm packages: @wealthfolio/* β†’ @sensible-folio/* \\(package.json + TS imports\\)\n- App config: bundle ID, binary name, deep-link scheme, updater URL\n- CI/CD workflows: crate names, Docker image name, release title\n- Docs: 30 markdown files updated, TRADEMARKS rewritten for Sensible Analytics\n- New: docs/getting-started.md beginner guide\n\nCo-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>\nEOF\n\\)\")"
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]
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}
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}

β€Ž.github/pull_request_template.mdβ€Ž

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## Checklist
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- [ ] I have read and agree to the
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[Contributor License Agreement](https://github.com/afadil/wealthfolio/blob/main/CLA.md).
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[Contributor License Agreement](https://github.com/Sensible-Analytics/folio/blob/main/CLA.md).
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By submitting this PR, I agree to the
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[CLA](https://github.com/afadil/wealthfolio/blob/main/CLA.md).
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[CLA](https://github.com/Sensible-Analytics/folio/blob/main/CLA.md).

β€Ž.github/workflows/docker-publish.ymlβ€Ž

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# Use docker.io for Docker Hub if empty
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REGISTRY: docker.io
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# github.repository as <account>/<repo>
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IMAGE_NAME: ${{ secrets.DOCKERHUB_USERNAME }}/wealthfolio
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IMAGE_NAME: ${{ secrets.DOCKERHUB_USERNAME }}/sensible-folio
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jobs:
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build:

β€Ž.github/workflows/nightly.ymlβ€Ž

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BUILD_TARGET: web
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- name: Build server
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run: cargo build -p wealthfolio-server
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run: cargo build -p sensible-folio-server
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- name: Install Playwright browsers
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run: pnpm exec playwright install --with-deps chromium
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echo '<!DOCTYPE html><html><head></head><body></body></html>' > dist/index.html
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- name: Migration round-trip tests
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run: cargo test --test migration_integrity --package wealthfolio-storage-sqlite
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run: cargo test --test migration_integrity --package sensible-folio-storage-sqlite
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env:
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CONNECT_API_URL: http://test.local

β€Ž.github/workflows/pr-check.ymlβ€Ž

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CONNECT_API_URL: http://test.local
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- name: Build server
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run: cargo build -p wealthfolio-server --release
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run: cargo build -p sensible-folio-server --release
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# ─── Gate ───────────────────────────────────────────────────────────────────
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build-status:

β€Ž.github/workflows/release.ymlβ€Ž

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uses: tauri-apps/tauri-action@v0
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env:
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# Wealthfolio Connect (set variables to enable; omit to build without Connect)
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# Sensible Folio Connect (set variables to enable; omit to build without Connect)
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CONNECT_AUTH_URL: ${{ vars.CONNECT_AUTH_URL }}
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CONNECT_AUTH_PUBLISHABLE_KEY: ${{ vars.CONNECT_AUTH_PUBLISHABLE_KEY }}
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CONNECT_API_URL: ${{ vars.CONNECT_API_URL }}
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TAURI_SIGNING_PRIVATE_KEY_PASSWORD: ${{ secrets.TAURI_KEY_PASSWORD }}
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with:
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tagName: ${{ github.ref_name }} # This only works if the workflow triggers on new tags.
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releaseName: "Wealthfolio v__VERSION__" # tauri-action replaces \_\_VERSION\_\_ with the app version.
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releaseName: "Sensible Folio v__VERSION__" # tauri-action replaces \_\_VERSION\_\_ with the app version.
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releaseBody: "See the assets to download and install this version."
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releaseDraft: true
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prerelease: false

β€ŽAGENTS.mdβ€Ž

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- **Frontend**: React + Vite + Tailwind v4 + shadcn (`apps/frontend/`)
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- **Desktop**: Tauri/Rust with SQLite (`apps/tauri/`, `crates/`)
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- **Web mode**: Axum HTTP server (`apps/server/`)
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- **Packages**: `@wealthfolio/ui`, addon-sdk, addon-dev-tools (`packages/`)
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- **Packages**: `@sensible-folio/ui`, addon-sdk, addon-dev-tools (`packages/`)
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## Code Layout
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### UI patterns
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- Components: `@wealthfolio/ui` and `packages/ui/src/components/`
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- Components: `@sensible-folio/ui` and `packages/ui/src/components/`
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- Forms: `react-hook-form` + `zod` schemas from
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`apps/frontend/src/lib/schemas.ts`
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- Theme: tokens in `apps/frontend/src/globals.css`

β€ŽCLA.mdβ€Ž

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# Contributor License Agreement (CLA)
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You ("Contributor") grant Teymz Inc. (the "Maintainer") a perpetual, worldwide,
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non-exclusive, no-charge, royalty-free, irrevocable license to use, reproduce,
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prepare derivative works of, publicly display, publicly perform, sublicense, and
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distribute your contributions ("Contributions") and derivative works.
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You ("Contributor") grant Sensible Analytics (the "Maintainer") a perpetual,
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worldwide, non-exclusive, no-charge, royalty-free, irrevocable license to use,
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reproduce, prepare derivative works of, publicly display, publicly perform,
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sublicense, and distribute your contributions ("Contributions") and derivative
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works.
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You also grant the Maintainer the right to license or relicense the
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Contributions as part of the Wealthfolio project under any license terms,
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Contributions as part of the Sensible Folio project under any license terms,
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including proprietary terms.
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You represent that you have the legal right to grant these permissions.

β€ŽCONTRIBUTING.mdβ€Ž

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# Contributing to Wealthfolio
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# Contributing to Sensible Folio
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Thank you for your interest in contributing to Wealthfolio! We welcome
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Thank you for your interest in contributing to Sensible Folio! We welcome
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contributions from the community.
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## Contributor License Agreement (CLA)
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### Reporting Bugs
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1. Check if the bug has already been reported in
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[Issues](https://github.com/afadil/wealthfolio/issues)
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[Issues](https://github.com/Sensible-Analytics/folio/issues)
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2. If not, create a new issue with:
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- Clear, descriptive title
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- Steps to reproduce
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## Questions?
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- Join our [Discord](https://discord.gg/WDMCY6aPWK)
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- Open a [Discussion](https://github.com/afadil/wealthfolio/discussions)
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- Email: hello@wealthfolio.app
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- Open a [Discussion](https://github.com/Sensible-Analytics/folio/discussions)
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- Email: hello@sensible-folio.app
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## License
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---
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Wealthfolio is a trademark of Teymz Inc. See [TRADEMARKS.md](TRADEMARKS.md) for
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trademark policy.
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Sensible Folio is a trademark of Sensible Analytics. See
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[TRADEMARKS.md](TRADEMARKS.md) for trademark policy.

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