Maybe Refresh 🎉
This latest version comes with a brand new and simplified UI plus a ton of huge performance improvements on the transactions, dashboard, and accounts pages.
What's Changed
- Fix account deletion cascade bug by @zachgoll in #1644
- Do not raise on Plaid item not found exceptions for item deletions by @zachgoll in #1646
- Align cascade delete behavior for transfers by @zachgoll in #1647
- fix: Only admins can generate invite codes by @tonyvince in #1611
- Only update account balance if changed by @zachgoll in #1676
- Adjust queues to prioritize account syncs, handle missing current day values by @zachgoll in #1682
- Added Decimal Support in min transaction by @Harry-kp in #1681
- Fix n+1 for categories in for to_donut_segments_json in budget by @tapalilov in #1693
- Add More Timelines by @nikhilbadyal in #1714
- Add cabin / cottage as a property type by @eithe in #1658
- Add RejectedTransfer model, simplify auto matching by @zachgoll in #1690
- Fix: Editing a category does not show notification until next page refresh by @jestinjoshi in #1720
- Bump to Ruby 3.4.1 by @zachgoll in #1721
- Lazy load synth logos by @zachgoll in #1731
- Only build armv7 on official releases by @zachgoll in #1732
- Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max by @elvisserrao in #1730
- Preserve transaction filters and transaction focus across page visits by @zachgoll in #1733
- Add/remove members and invitations by @Shpigford in #1744
- Ensure Consistent Category Colors by @JLambertazzo in #1722
- Allow users to update their email address by @Shpigford in #1745
- Initial pass at Plaid EU by @Shpigford in #1555
- Fix EU plaid flow by @zachgoll in #1761
- Improve speed of transactions page by @zachgoll in #1752
- Fix: unable to add accounts without plain set up by @F2210 in #1769
- Fix: make date format year consistent overall #1712 by @scodes73 in #1726
- Cursor rules and project design overview by @zachgoll in #1788
- Fix crypto.randomUUID errors when adding holdings by @zachgoll in #1795
- Split family and Plaid item syncs into multiple jobs by @zachgoll in #1799
- Fix: Incorrect Currency Assignment for Stock Prices (#1623) by @saphp in #1798
- Fix budget allocation forms from resetting and clearing data on slow networks by @zachgoll in #1804
- Refactor transaction enrichment to support batch processing by @Shpigford in #1803
- Add scope to filter transactions from active accounts by @Shpigford in #1810
- fix: Save completely allocated budget by @M123-dev in #1811
- feat: Add institution details to Plaid items by @Shpigford in #1816
- Multi-factor authentication by @Shpigford in #1817
- fix: Plaid webhook verification by @zachgoll in #1824
- Plaid EU webhooks migration task by @zachgoll in #1825
- Fix Account Holding validation and synchronization by @Shpigford in #1818
- Feature: Add the ability to "revert" a CSV import by @zachgoll in #1814
- feat(import): add currency and number format support for CSV imports by @danestves in #1819
- fix: subcategories are not properly handled for budget allocations by @pauleke65 in #1844
- Enhance security information retrieval and handling by @Shpigford in #1826
- fix: Liabilities favorable direction is "down" by @M123-dev in #1849
- Upgrade to Tailwind v4 by @zachgoll in #1853
- Enhance Plaid connection management with re-authentication and error handling by @Shpigford in #1854
- Maybe Design System Updates by @zachgoll in #1856
- fix: Transfers should always total to zero by @tonyvince in #1859
- fix: Ghost subcategories when parent category is deleted by @tonyvince in #1874
- Fix import configuration failures by @zachgoll in #1876
- New Design System + Codebase Refresh by @zachgoll in #1823
New Contributors
- @JLambertazzo made their first contribution in #1699
- @tapalilov made their first contribution in #1693
- @eithe made their first contribution in #1658
- @elvisserrao made their first contribution in #1730
- @F2210 made their first contribution in #1769
- @scodes73 made their first contribution in #1726
- @saphp made their first contribution in #1798
- @M123-dev made their first contribution in #1811
- @danestves made their first contribution in #1819
- @pauleke65 made their first contribution in #1844
Full Changelog: v0.3.0...v0.4.0