Lumina-Finance/lumina-finance v0.6.0

Release v0.6.0

on GitHub

Lumina Finance v0.6.0

v0.6.0 is here! This is a big under the hood improvement, adding RLS to the database and backend, a revamped sign-in and session management system, and a redesigned the filters across Transactions and Accounts, alongside a handful of new workflow features and a broad pass of interface polish.

Security & Sign-In

Every table in the backend now enforces row-level security, so your data is isolated at the database layer itself rather than relying on application code alone to keep accounts separate. Sign-in session management has also been overhauled, with the old active-token model replaced by a proper auth sessions and tokens system for more reliable and secure logins. Updates in other sessions are also updated in real time to other sessions.

Transactions

The transaction filters have been redesigned into a single unified panel, so searching and filtering now live in one place instead of being scattered around the toolbar. You can also create symmetric transfers now (thanks to u/Calm_Hedgehog8296 on reddit and @aob1au's suggestions in #95), where moving money between two accounts records both sides of the transfer in one go. The merchant dropdown ranks recently used merchants first to speed up entry, and balance adjustments now warn you when they fall outside of cash flow so the exclusion is never a surprise.

Accounts

The accounts overview filter has been rebuilt into the same unified panel with search, matching the new Transactions experience and making it quicker to narrow down to the accounts you care about.

Insights

Custom date ranges on the Insights page can now be saved and reused (again thanks for the suggestion from u/Calm_Hedgehog8296), so the ranges you keep coming back to are a click away instead of being rebuilt each time.

Interface & Interactions

Visual and animation consistency received a thorough pass across the app for a more cohesive feel. Modal behaviour is steadier too: dropdown focus keeps you on the field you selected, tab focus stays within the form fields, and the settings secondary menu stays put while a modal is open. A range of smaller frontend interaction bugs were also cleaned up.

Performance & Maintenance

The frontend is now split by route, so each page loads only the code it needs and the initial bundle is noticeably lighter (from 1.6MB down to less than 300KB). Vulnerable dependencies were patched with full CI now running on lockfile changes, and a large chunk of the frontend was reorganised by domain to keep things maintainable going forward.

Supported Deployments

The database changes in this release rely on the Docker deployment to provision their database roles and manage the generated secrets on startup, and reproducing that by hand on a bare-metal host is fragile and easy to get wrong. Rather than half-support it, we are making Docker the official and only supported way to run Lumina Finance going forward. If you have been running directly on a host, please move to the Docker deployment before upgrading. The compose file and a documented docker/.env live in the docker/ directory, and you can point it at your existing database without any schema changes on your side.

Database Migration

This release includes database migrations for authentication sessions, the new authentication token model, row-level security, merchant lookup indexing, and saved Insights date ranges. 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 frontend packages by @OKok-3 in #56
• refactor: split frontend API workflows by domain by @OKok-3 in #57
• refactor: restructure dashboard widgets by @OKok-3 in #58
• refactor: split accounts overview and account detail workflows by @OKok-3 in #59
• refactor: move transactions logic into focused components and hooks by @OKok-3 in #60
• refactor: organise budgets page workflows by @OKok-3 in #61
• refactor: organize insights page workflows by @OKok-3 in #62
• refactor: organize settings page workflows by @OKok-3 in #63
• refactor: organize transaction modal workflows by @OKok-3 in #64
• refactor: extract transaction import workflow helpers by @OKok-3 in #65
• refactor: standardize create modal layouts by @OKok-3 in #66
• refactor: extract dropdown workflow helpers by @OKok-3 in #67
• refactor: organize auth page workflow by @OKok-3 in #68
• refactor: organize navigation workflow by @OKok-3 in #69
• refactor: organize frontend route pages under pages by @OKok-3 in #70
• refactor: standardize frontend component structure by @OKok-3 in #71
• refactor: use shared FX status badge by @OKok-3 in #72
• feat: overhaul auth session management by @OKok-3 in #73
• Fix frontend interaction bugs by @OKok-3 in #74
• fix: restrict modal tab focus to form fields by @OKok-3 in #76
• feat: isolated per-worktree dev environments by @OKok-3 in #78
• test: advance refresh rotation retry window in client test by @OKok-3 in #80
• ci: rework CI pipeline into reusable workflows by @OKok-3 in #79
• Optimize frontend bundle size with route-level code splitting by @OKok-3 in #81
• fix: set isolated test database port in new worktrees by @OKok-3 in #82
• Implement row-level security in the backend by @OKok-3 in #83
• Rank the merchant dropdown by recent usage by @OKok-3 in #84
• Support creating symmetric transfer transactions by @OKok-3 in #85
• fix: patch vulnerable dependencies and run full CI on lockfile changes by @OKok-3 in #86
• Save custom date ranges on the Insights page by @OKok-3 in #87
• fix: keep the settings secondary menu visible while a modal is invoked by @OKok-3 in #88
• feat: warn when balance adjustments are excluded from cash flow by @OKok-3 in #89
• refactor: simplify modal dropdown focus to keep users on the selected field by @OKok-3 in #90
• feat: redesign the transaction filters into a single unified panel by @OKok-3 in #99
• feat: redesign the accounts overview filter into a unified panel with search by @OKok-3 in #100
• Frontend visual and animation consistency polish by @OKok-3 in #101

Full Changelog: v0.5.2...v0.6.0