github Lumina-Finance/lumina-finance v0.5.0
Release v0.5.0

12 hours ago

Lumina Finance v0.5.0

v0.5.0 is finally here! This is a substantial quality of life release focused on improving the overall user experience and most importantly the addition of foreign currency integration. Workflows throughout the application, such as balances, cash flow, budgets, accounts, dashboard widgets, and Insights all handle foreign currency conversion.

Highlights

  • Added foreign currency conversion across key financial views
  • Added full account archival workflows, so old accounts can be retired while preserving their history
  • Added opening usage tracking for tax-advantaged contribution limits
  • Improved transaction creation with a cleaner, faster modal workflow
  • Made cache updates more precise, so edited data refreshes more reliably

Reporting Improvements

  • Improved Insights net worth calculations by comparing against the day before a selected range
  • Made calendar presets in Insights compare more naturally
  • Refined chart cadence so longer date ranges stay readable
  • Improved transaction cash flow charts, summary stats, and empty states
  • Made savings-rate views clearer when the current month has no income yet

Interface Polish

  • Improved responsive layouts across Insights, Accounts, Period at a Glance, and budget details
  • Prevented chart tooltips from clipping near graph edges
  • Stabilized runway account colours
  • Improved navigation pane spacing on iPadOS Safari
  • Prevented iOS input zoom and unnecessary mobile login scrolling
  • Stabilized the settings secondary menu

Reliability and Maintenance

  • Patched backend dependency vulnerabilities
  • Prevented archived accounts from being used in new transactions or editable transaction flows

Database Migration

This release includes database migrations for account archival, tax-advantaged limit tracking, and cache state management. An automatic migration will be performed when the application starts, and we don't anticipate any issues. However, please back up your data before updating just in case.


What's Changed

  • chore: update issue templates by @OKok-3 in #11
  • Add FX conversion support by @OKok-3 in #12
  • fix: always show current month in savings rate widget by @OKok-3 in #13
  • Fix insights net worth change to use value one day prior to range start by @OKok-3 in #14
  • fix: missing bottom spacing on iPadOS Safari by @OKok-3 in #15
  • Polish insights chart explanations and layout by @OKok-3 in #16
  • fix: handle no-income savings rate trend values by @OKok-3 in #17
  • fix: prevent chart tooltips clipping at graph edges by @OKok-3 in #18
  • Adjust Insights graph cadence by @OKok-3 in #19
  • fix: reposition budget status pill by @OKok-3 in #20
  • Improve transactions cash flow chart and empty states by @OKok-3 in #21
  • fix: correct and clarify transaction cash flow graph and stats by @OKok-3 in #22
  • fix: stabilize runway account colours by @OKok-3 in #23
  • Fully implement account archival workflows by @OKok-3 in #24
  • fix: dashboard budget widget redirect animation glitch by @OKok-3 in #25
  • fix: improve transaction cash flow graph and data cadence by @OKok-3 in #26
  • feat: improve create transaction modal layout and workflow by @OKok-3 in #27
  • fix: adjust period at a glance stat layout by @OKok-3 in #28
  • fix: adjust TAC account link save loading animation by @OKok-3 in #29
  • fix: patch backend dependency vulnerabilities by @OKok-3 in #30
  • Fix foreign-currency transaction list amounts by @OKok-3 in #31
  • feat: visualize TAC limits with opening usage tracking by @OKok-3 in #32
  • fix: improve accounts overview stat presentation by @OKok-3 in #33
  • Fix insights page responsive layout issues by @OKok-3 in #34
  • Fix Insights calendar preset comparisons by @OKok-3 in #35
  • Prevent iOS input zoom and scroll new pages to top by @OKok-3 in #36
  • Overhaul cache invalidation workflow by @OKok-3 in #37
  • fix: stabilize settings secondary menu by @OKok-3 in #38
  • fix: prevent unnecessary mobile login scrolling by @OKok-3 in #39

Full Changelog: v0.4.0...v0.5.0

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