What's Changed
📈 Yahoo Finance as Securities Data Provider
Added Yahoo Finance as a new data provider for securities alongside AlphaVantage and FMP. The composite provider now intelligently selects the best source and includes a currency cache for more reliable exchange rate lookups, improving price data coverage and reliability for investment portfolios.
🤖 Smarter AI Transaction Categorization
Improved the AI categorization logic during bank account sync — the system now handles edge cases better and provides more accurate automatic categorization for incoming transactions.
🔗 Better Bank Connection Error Handling
EnableBanking session expiration errors during transaction sync are now properly detected and surfaced. The sync status tooltip has been improved to show clearer error messages, making it easier to understand and resolve bank connection issues.
👀 Sentry Monitoring Improvements
- Added queues monitoring for BullMQ background jobs, providing visibility into job processing performance
- Fixed Sentry monitoring and reporting configuration for more accurate error tracking
🐛 Bug Fixes
- Fix stale exchange rates not reloading after fetching fresh data, causing inconsistent
refAmountcalculations - Fix collapsed sidebar UX for the analytics page
- Fix Savings chart display on the "Trends Comparison" chart
📝 Code Changes
- feat: Add yahoo finance as securities data provider by @letehaha in #198
- feat: Improve the AI categorization logic for accounts transactions sync by @letehaha in #199
- feat: Handle EnableBanking session expiration error during the txs sync by @letehaha in #200
- fix: sentry monitoring and reporting by @letehaha in #201
- feat: Add Sentry queues monitoring by @letehaha in #202
Full Changelog: v0.12.0...v0.12.1