Dollar Dollar Bill Y'all - Release v4.1

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.
  If this dont work , do the following

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1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

1. Remove existing migration folder:

rm -rf /app/migrations

1. Initialize migrations:

flask db init

1. Create the first migration:

flask db migrate -m "Initial migration"

1. Apply the migration:

flask db upgrade`

💎 New Features

SimpleFin Integration Improvements

• Added option to edit account details before importing from SimpleFin
• Customizable account names and types during import process
• Enhanced error handling for SimpleFin connection issues
• Improved synchronization scheduling with background processing
• Better handling of transfer detection between imported accounts

Recurring Transaction Detection

• Added intelligent recurring transaction detection system that automatically identifies patterns in your spending
• New UI for reviewing potential recurring expenses and converting them to scheduled payments
• Ability to ignore false positives in detection to improve future suggestions
• Background detection runs on login and can be triggered manually

Category Management Improvements

• Improved category deletion workflow with automatic reassignment to "Other" category
• Recursive subcategory deletion when removing parent categories
• Fixed issue where deleting categories could orphan transactions
• Better error handling for system categories (now protected from deletion)

🔧 Transaction Updates & Fixes

Transaction Form Improvements

• Enhanced transaction form with more intuitive split management
• Added support for different currencies in transactions
• Improved personal/shared expense toggle workflow
• Better validation for split values to ensure they match total expense amount

UI Enhancements

• New dashboard card showing asset vs debt trends
• Added transaction type indicators (expense, income, transfer)
• Fixed visual glitches in dark mode forms
• Improved mobile responsiveness for transaction history

Bugfixes

• Fixed issue where category reassignment failed during category deletion
• Corrected calculation of split transactions when using percentages
• Fixed bug where transaction date was incorrectly formatted in some browsers
• Resolved issues with recurring expense generation on month boundaries

🧰 Other Improvements

• Performance optimizations for large transaction histories
• Enhanced security for sensitive user financial data
• Updated dependencies to latest versions
• Code refactoring for better maintainability
• Improved account management interface with better visibility of sync status
• Added advanced options for manual account syncing

📋 Technical Details

This release includes significant changes to the transaction handling system and introduces a new recurring detection algorithm. Database migrations will run automatically on first launch after update.