Lumina Finance v0.8.0
v0.8.0 is here! This release is all about making Lumina Finance easier to move into and easier to use. It now has a full Firefly III importer that brings over your accounts, categories, transactions, and budgets with their history, support for archiving budgets you no longer use, and a reworked budget history chart that is faster to load and easier to read.
Note
Always remember to backup your data before upgrading!
Firefly III Import
The import page now starts with a data source selector where you can select your import source. Lumina Finance currently supports Firefly III data exports and walks you through matching accounts, categories, and budgets before anything is committed. Transactions and transfers come over in batches, and budgets are imported with their full limit history, including archived Firefly III budgets, which arrive here already archived.
A "what to expect" card explains up front how Firefly III concepts map to Lumina Finance and calls out the figures that will differ, and any rows that cannot be brought over are listed with plain-language reasons instead of failing the whole import. The import progress overlay has also been refined so both the transaction and budget stages are visible while they run.
Budget Archiving
Budgets you no longer use can now be archived from the edit modal instead of deleted. Archived budgets keep their whole history but stop generating new periods, their fields are locked against edits, and they move to their own section at the bottom of the budgets page so your active budgets stay front and centre. The history chart marks the archived stretch of time, and unarchiving a budget picks the current period right back up as if it never left.
Budget History Chart
The history chart in the budget details modal has been reworked. It now shows a consistent twelve-month window with axis labels that follow the budget's cadence, the 100% limit line is emphasized so over-budget periods are obvious at a glance, the current period is marked on the axis, and over-budget spending is shown as a cap on the bar rather than a red fill. Mobile spacing and labels were tidied up along the way, and category pills on budget cards are easier to read in dark mode. Behind the scenes, the sidebar now fetches utilization for all periods in a single request instead of one request per period, so opening budget details is noticeably faster.
Database Migration
This release includes a database migration that adds the archive flag to budgets. 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 README by @OKok-3 in #116
- chore: update README by @OKok-3 in #117
- refactor: always use built-in email templates and default the docker example to logging by @OKok-3 in #118
- fix: anchor date sensitive backend tests to the run date by @OKok-3 in #121
- Implement Firefly III data importer by @OKok-3 in #120
- Implement support for archiving budgets by @OKok-3 in #122
- Rework the budget details history chart and batch its utilization fetch by @OKok-3 in #123
- Import archived budgets from Firefly III and refine how archived budgets are displayed by @OKok-3 in #124
- feat: simplify import completion and refine the progress overlay by @OKok-3 in #125
- chore: update docs by @OKok-3 in #126
- chore: update demo video by @OKok-3 in #127
- chore: update docs by @OKok-3 in #128
Full Changelog: v0.7.1...v0.8.0