monetr/monetr v0.16.0

on GitHub

0.16.0 (2024-01-03)

⚠ BREAKING CHANGES

• Updating readme.

Features

• Adding support for manual budgeting. (#1547) (403802a)
• api: Actually detect recurring transactions. (ada5d8d)
• api: Add basic rejection of invalid content types for uploads. (e34ec2f)
• api: Add dedicated recurring transaction detection code. (bbcd080)
• api: Added currency code to transactions. (407c2a7)
• api: Adding GET /bank_account/:bankAccountId/recurring. (7434528)
• api: Adding 32 bit calculation support for DBSCAN. (#1633) (eae164f)
• api: Adding a way to store similar transactions. (691b61a)
• api: Adding clock and moving to PASETO instead of JWT. (#1618) (66e21f5)
• api: Adding filesystem support to storage interface. (df5f957)
• api: Adding groundwork for just detecting similar transactions. (e3e64bf)
• api: Adding more AVX code for normalizing TF-IDF vectors. (c49ede7)
• api: Adding some basic name detection to similar transactions. (79d7ff8)
• api: Cleaning up and improving DBSCAN code. (d51c496)
• api: Implement PostgreSQL backed job queue. (#1642) (9cda92d)
• api: Laying groundwork for detecting recurring transactions. (#1628) (f44bd9b)
• api: Laying groundwork for file upload API. (ec434b8)
• api: Laying groundwork for S3 storage backend. (701c825)
• api: Laying groundwork for storing recurring transaction data. (d6b71c7)
• api: Make the TFIDF store the final IDF for later use. (bc44262)
• api: More implementation of the GCS and S3 storage backends. (07a67d8)
• api: Move the TF-IDF code over to using AVX. (300ff82)
• api: Properly cleanup similar transactions (0a872fb)
• api: Take into account amount of transaction for recurring. (b8f759f)
• api: Trigger similar transaction detection after Plaid sync. (22d47e0)
• build: Breaking up cmake into the sub projects (5dd6855)
• build: Migrate build system to CMake. (#1495) (f90c6f5)
• build: Revised dockerfile. (#1537) (9527b08), closes #1535
• ci: Adding code coverage back (#1622) (caa7971)
• ci: Run tests outside of a container. (#1623) (a0944b8)
• develop: Adding back the restart command (35f1a55)
• development: Adding minio to local development environment. (e605c5e)
• docs: Adding interface example to docs home page. (470b387)
• docs: Adding sitemap.xml support for docs site. (13cd634)
• docs: Improving documentation development workflow. (#1489) (1b8fa73)
• docs: Migrating docs to next.js (#1593) (f53daec)
• Improving Plaid syncing + manual sync fix. (1639f2c)
• local: Updated docker compose for self-hosting. (#1545) (ac95cbe)
• storage: Laying groundwork for GCS storage backend. (8353066)
• test: Greatly improved CTest. (5edb86f)
• ui: Added initial similar transactions display. (d0c6d07)
• ui: Added pending checkbox to transaction details page. (38087f1)
• ui: Added skeleton loading state to similar transactions. (ac57ff0)
• ui: Adding a way for the UI to retrieve similar transactions. (2337b2b)
• ui: Adding scroll restoration to goals and expenses. (f5b2384)
• ui: Adding storybook back (#1603) (f15fc56)
• ui: Adding transaction scroll restoration on back. (24b2161)
• ui: Getting emails working in storybook. (0a46c63)
• ui: Interface Redesign (#1465) (95ded72)
• ui: Migrating email templates to react-email (#1576) (9494183), closes #1568
• ui: Moving user interface to workspace. (#1586) (d631dff)
• ui: Sort links by name. (62679a8)

Dependencies

• api: update golang.org/x/exp digest to aacd6d4 (#1645) (bfa97bd)
• api: update golang.org/x/exp digest to f3f8817 (#1632) (359d975)
• api: update module aidanwoods.dev/go-paseto to v1.5.1 (#1637) (b1935c8)
• api: update module cloud.google.com/go/kms to v1.15.3 (#1546) (f6d3d67)
• api: update module cloud.google.com/go/kms to v1.15.4 (#1594) (809c19f)
• api: update module cloud.google.com/go/kms to v1.15.5 (#1600) (ced7d9f)
• api: update module github.com/alicebob/miniredis/v2 to v2.31.0 (#1479) (c352cb3)
• api: update module github.com/brianvoe/gofakeit/v6 to v6.23.2 (#1430) (6fa62e5)
• api: update module github.com/brianvoe/gofakeit/v6 to v6.24.0 (#1591) (f3662a7)
• api: update module github.com/gavv/httpexpect/v2 to v2.16.0 (#1432) (3b0195c)
• api: update module github.com/go-pg/pg/v10 to v10.11.2 (#1611) (b5cdb07)
• api: update module github.com/go-pg/pg/v10 to v10.12.0 (#1649) (52f5e91)
• api: update module github.com/google/uuid to v1.3.1 (#1508) (438f3f8)
• api: update module github.com/jarcoal/httpmock to v1.3.1 (#1518) (d3c9eda)
• api: update module github.com/labstack/echo/v4 to v4.11.2 (#1559) (42d9d1a)
• api: update module github.com/labstack/echo/v4 to v4.11.3 (#1609) (22e054f)
• api: update module github.com/mileusna/useragent to v1.3.4 (#1519) (f6a67e5)
• api: update module github.com/nyaruka/phonenumbers to v1.1.8 (#1521) (489ad59)
• api: update module github.com/plaid/plaid-go/v14 to v16 (#1580) (d391174)
• api: update module github.com/prometheus/client_golang to v1.17.0 (#1560) (0ac7035)
• api: update module github.com/spf13/cobra to v1.7.0 (#1563) (1a729f2)
• api: update module github.com/spf13/cobra to v1.8.0 (#1620) (62ea927)
• api: update module github.com/spf13/viper to v1.17.0 (#1564) (0891081)
• api: update module golang.org/x/crypto to v0.16.0 (#1621) (98f36ac)
• api: update module google.golang.org/api to v0.147.0 (#1566) (a9a1089)
• api: update module google.golang.org/api to v0.154.0 (#1624) (8b97023)
• container: Updating tzdata to fix container build. (e0754b8)
• dev: Updating local development PostgreSQL to 15. (bece20f)
• renovate: update github/codeql-action action to v2 (#1277) (0096641)
• renovate: update jamesives/github-pages-deploy-action action to v4.4.3 (#1522) (7cf0148)
• ui: update @rspack to v0.3.6 (bcf4ec0)
• ui: update dependency @ebay/nice-modal-react to v1.2.13 (92e13e3)
• ui: update dependency @fontsource-variable/inter to v5.0.12 (#1538) (4cfa9e8)
• ui: update dependency @fontsource-variable/inter to v5.0.13 (#1552) (93afa71)
• ui: update dependency @fontsource-variable/inter to v5.0.15 (#1588) (72d8e09)
• ui: update dependency @fontsource-variable/inter to v5.0.16 (#1638) (f9ddffc)
• ui: update dependency @fontsource-variable/inter to v5.0.8 (#1526) (045cbc1)
• ui: update dependency @react-email/components to v0.0.11 (#1595) (4a3cda9)
• ui: update dependency @storybook/addon-coverage to v0.0.9 (#1540) (3b739bc)
• ui: update dependency @types/react-google-recaptcha to v2.1.6 (#1541) (cdf2b3c)
• ui: update dependency axios to v1.6.0 [security] (#1614) (3fd692e)
• ui: update dependency axios to v1.6.1 (#1617) (1e2c08d)
• ui: update dependency eslint-plugin-storybook to v0.6.15 (#1543) (b7d2ffe)
• ui: update dependency formik to v2.4.5 (#1577) (6b6d2e0)
• ui: update dependency next to v14.0.1 (#1596) (7bd4ac6)
• ui: update dependency next to v14.0.2 (#1619) (1d81ae7)
• ui: update dependency next to v14.0.3 (#1630) (61ee267)
• ui: update dependency postcss to v8.4.31 (#1527) (1855fad)
• ui: update dependency react-day-picker to v8.8.2 (#1528) (e69b5ba)
• ui: update dependency react-number-format to v5.3.1 (#1529) (f849604)
• ui: update dependency react-plaid-link to v3.5.1 (#1578) (bc6efd8)
• ui: update dependency semver to v7.5.4 (#1455) (667d081)
• ui: update dependency tailwindcss to v3.3.5 (#1590) (e08d0ed)
• ui: update dependency tailwindcss to v3.3.7 (#1647) (71c54f9)
• ui: update dependency ts-loader to v9.5.0 (#1530) (914bfa2)
• ui: update react monorepo (#1544) (4e22ea2)
• ui: update react monorepo (#1602) (048c791)

Bug Fixes

• api: Fix transaction insert order for Plaid sync. (6d057a7)
• api: Fixed "ended" detection in recurring transactions. (4cbe3bd)
• api: Fixed loading transactions for recurring API. (7f3b560)
• api: Fixed test failing from new TFIDF regex. (a2fa3bc)
• api: Fixed tests that I broke from RRule. (9e16616)
• api: Fixed transaction similarity calculations. (7cfa41b)
• api: Migrating to rruleset format for recurrence rules. (#1532) (a8212c5)
• api: Removed old RRule code. (d8cc1d2), closes #1650
• build: Added missing CMakeLists to security. (4cbf982)
• build: Fixed build type for container builds. (996c4f4)
• build: Fixed cmake issue with node modules (016d0b9)
• build: Fixed container build CI/CD. (c0774fd)
• build: Fixed documentation build (01e321c)
• build: Fixed env variable capture in cmake (983eda6)
• build: Fixed hostname not being set properly on container builds. (8ae027f)
• build: Fixed UI build and licensed updates. (cd758f5)
• build: Fixed windows not resolving some JS tooling. (311af6b)
• build: Staging deploy should require UI tests to pass. (90d15fc)
• ci: Combine dry and deploy jobs into a single stage. (9f1d0fb)
• ci: Fixed typo. (772e138)
• ci: Run docker in rootless mode for documentation (025ac55)
• ci: Tweak deploy script to resolve dependencies properly (ee64821)
• Cleaning up unused files (6d0a8c0)
• config: Improvements to how configs are loaded. (243139c)
• container: Fixed container build (aca1da3)
• deps: Fixed pnpm lock file (53556f1)
• dev: Fixed shutdown/clean not working. (d9134da)
• docs: Adding lang attribute to html in super hacky way. (1abe7bb)
• docs: Don't generate a next.js build ID every time. (c428d7f)
• docs: Fixed documentation not deploying properly on github pages (89be120)
• docs: Fixed eslint in documentation. (12b3bb4)
• docs: Improved monetr embeded view. (b977cb4)
• docs: Use correct documentation image in CI/CD. (c148c00)
• email: Fixed email button styles. (0e26a1a)
• email: Fixed email templates not generating properly (a73459c)
• email: Tweaking email template styles again. (2a5a635)
• forecast: Fixed bug with forecasting completed goals (#1572) (5e5de2a)
• plaid: Fixed deactivate Plaid link from lapsed subscription. (#1498) (6e79311), closes #1497
• test: Fix flakey funding schedule job test (2b6afa3)
• test: Trying to improve stability of TOTP tests. (f863d8e)
• ui: Actuall sort links on the sidebar. (72e7275)
• ui: Actually fix link ordering. (4646ba7)
• ui: Disabling zoom on mobile. (3a7f694)
• ui: Don't show spending selection on deposits. (#1515) (fa5c5fa), closes #1512
• ui: Fix funding schedule recurrence select. (#1524) (9964358), closes #1510
• ui: Fixed account prioritization. (94807c4)
• ui: Fixed account sorting. (#1516) (2115322), closes #1511
• ui: Fixed amount formatting in the UI. (#1520) (a3df366)
• ui: Fixed date picker causing window close + mobile padding. (5a3a7bf)
• ui: Fixed mobile menu not displaying properly on iOS. (#1514) (e4af0f2), closes #1513
• ui: Fixed next occurrence on funding schedules. (4980f1d), closes #1542
• ui: Fixed paged crash when sorting accounts. (3fc8646)
• ui: Fixed ReCAPTCHA not showing on forgot password page. (bcc8c14)
• ui: Fixed rspack config warning. (8ae62e0)
• ui: Fixed scroll restoration not working on first time. (7071ff1)
• ui: Fixed some odd hover states on mobile. (bba8696)
• ui: Fixed transaction icons shrinking for long names. (d415b5a)
• ui: Fixed transfer dialog not showing errors. (c953352), closes #1584
• ui: Fixed white background flash on initial load. (2286556)
• ui: Fixing icons and behavior on iOS homescreen. (47b91b5)
• ui: Hash files to defeat bad caching. (7a79cf6)
• ui: Linting everything fixing paths. (#1604) (faf8332)
• ui: Make create modals more consistent on mobile. (63b5d13)
• ui: Removed unused component. (09f493a), closes #1582
• ui: Removing all usages of moment.js (534d846)
• ui: Reverse link sorting order. (64adb2e)
• ui: Reverse sidebar ordering. (6809a3c)
• ui: Show loading state properly on transaction spending. (e3fe63f)

Miscellaneous

• api: Add constructor for pre-processor (33a1d3f)
• api: Migrate to 32 bit floating point for DBSCAN and TFIDF (1c92885)
• api: Tweaked TFIDF weights and santization regex. (d46bfc1)
• build: Add some slight build caching. (af61ad7)
• build: Move go test script into cmake dir (b9f08d9)
• build: Reduce timeout for local development CI/CD job. (9adea13)
• build: Removed slow unused code + make tweak (c25e727)
• build: Use RESOURCE_LOCK to limit test binary contention. (4d2ea89)
• ci: Add in a tiny tiny bit more caching (1742a71)
• ci: Improve caching of test data. (9cb464c)
• config: Move staging to the PostgreSQL job queue. (aa17629)
• Debugging account ordering. (38b1489)
• deploy: Increase deployment timeout (e19b3ed)
• deploy: Wait for deploy rollout to finish (1964e35)
• deps: Bump golang.org/x/crypto from 0.16.0 to 0.17.0 (#1643) (45da80d)
• deps: bump golang.org/x/net from 0.10.0 to 0.17.0 (#1550) (511c67c)
• develop: Improving local development email things. (f59e3de)
• dev: Tweak docker compose timeout settings. (f00c641)
• docs: Adding breakdown of the AVX512 horizontal sum. (ea550d1)
• docs: Disable light mode. (6c8344a)
• docs: More home page improvements (77adff5)
• docs: Tweak docs header (323a959)
• docs: Updating local development linux requirements (d9bf347)
• Don't cache build testing state. (aead50c)
• Ignore local user cmake presets (1be1bc4)
• Improve CMakeLists (4656eb3)
• jobs: Reduce frequency of non-triggered Plaid sync. (61ac4d2)
• Minor formatting cleanup (d0d8f53)
• More improvements to similar transactions (2917282)
• More test fixes (ef22b1d)
• Refactor the recurring package. (e72e31e)
• release 0.16.0 (061daa6)
• Remove outdated todo (f6558bd)
• Removed lingering makefile backup (1193ec9)
• Removing unused file from old documentation (72a0df0)
• Rename pre processor to TFIDF (45f2eb6)
• staging: Migrate staging monetr to new database cluster. (7c9cf97)
• staging: Staging instance should connect through pgbouncer. (1cb9d44)
• staging: Tweak logging format for staging environment (d1fc8c5)
• test: Shorten the gocraft timeout tests (d7c87e0)
• Tweaked DBSCAN test to aid in debugging. (7c050c1)
• ui: Adding some more tests around amounts (6cdc33b)
• ui: ESLint formatting, single quotes (153f43c)
• ui: Show more similar transactions at a time. (f2a7d5b)
• Update README (f9d011f)
• Updating readme. (29a9b4f)