Full Changelog: v0.6.4...v0.6.5
Lots (and I mean lots! - take a look below!) of work happened over the last 5 weeks with a clear focus on stabilizing the early SimpleFIN support provided by @Himmelschmidt, and landing Lunch Flow as a first-class Bank Sync provider. We squeezed in last-minute beta support for Enable Banking as well - all of these behind a nice Providers refactor that meant a lot of code had to be rewritten/reshuffled. Thanks @sokie, @luckyPipewrench and @alessiocappa for all of this plumbing that is critical to get transactions flowing into the app.
On top of that there are many "quality of life" improvements like Yahoo Finance financial historical data as alternative to Twelve Data, LLM usage logging and cost estimation a collapsible UI for dashboard/reports, new locales (ca, de, es, ro) and many more ... keep reading for more details.
Onwards and upwards! 🚀 Thank you all for all the interest and continued engagement.
What's Changed
- Fix SimpleFin investment holdings and comprehensive integration improvements by @Himmelschmidt in #104
- Allow disabling AI assistant by @jjmata in #146
- Implement an outflows section by @sokie in #220
- Llm cost estimation by @sokie in #223
- Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation by @Copilot in #225
- Fix Twelve Data API parsing errors causing "Current Market Price Unknown" by @Copilot in #224
- Add OpenID Connect login support by @jjmata in #77
- I have created a one click deploy button for railway users 🧙♂️ by @MarcBlattmann in #228
- Category improvements by @sokie in #232
- Fix rounding issue by @luckyPipewrench in #226
- Eliminate code duplication in OIDC identity creation by @Copilot in #230
- Simplefin sync improvements by @luckyPipewrench in #240
- add custom s3 support storage config option by @OrangeDrangon in #239
- Add instructions on how to obtain Brand Logo Client ID API by @ampersandru in #234
- Added translations for ca - Catalan by @albertsola in #238
- Added instructions on where and how to obtain API key for Twelve Data by @ampersandru in #235
- Added a clickable drop down arrow that reveals list of instructions for Twelve Data Secret Key by @ampersandru in #247
- Added a clickable drop down arrow that reveals list of instructions for Brand Fetch Client ID by @ampersandru in #246
- Add onboarding state selector for self-hosted signup by @jjmata in #251
- Providers factory by @sokie in #250
- Update pages/dashboard locales by @albertsola in #255
- Feature/yahoo finance by @joaofrenor in #123
- Add support for dynamic config UI by @sokie in #256
- Lunchflow integration by @sokie in #259
- Merchants fixes by @sokie in #262
- Update ai.md by @sokie in #263
- Lunch flow improvements by @sokie in #268
- Recurring transactions by @sokie in #271
- Localization for an accountable group and sidebar by @albertsola in #257
- Avoid auto-categorizing without user categories by @jjmata in #261
- Update styles for LLM usage filter form by @hendriksen-mark in #285
- Update Dockerfile - procps by @J4ker in #286
- ERB: Fix bad HTML by @DeathCamel58 in #282
- Confirmation Emails: Add way to resend by @DeathCamel58 in #287
- Rules: Alphabetize
<select>s in new rule form by @DeathCamel58 in #280 - FIX Read-Modify-Write issue with dynamic fields by @sokie in #290
- PWA: Settings Pages Display on
mdby @DeathCamel58 in #284 - Implement Reporting tab by @sokie in #276
- PWA: Scale theme picture evenly by @DeathCamel58 in #295
- Merchants: Display all merchants on Settings page by @DeathCamel58 in #281
- Revert "Make
bin/rails testpass in Dev Container" to avoid side-effects by @jjmata in #302 - PWA: DS::Menu - Place below button and center by @DeathCamel58 in #291
- Add new settings sections and update tests by @hendriksen-mark in #278
- PWA: Transaction UI Fixes by @DeathCamel58 in #283
- Upgrade Ruby version to 3.4.7 by @luckyPipewrench in #305
- Reccuring transactions pattern fix by @sokie in #308
- Add transaction dedup support for CSV imports by @sokie in #304
- Fix Reports transactions breakdown by @sokie in #309
- budget_category: Drop override of
subcategory?by @DeathCamel58 in #310 - Include Redis to local development requirements by @Esteban-Bermudez in #312
- Lunchflow fix by @sokie in #307
- Add 'all_time' period option to Period model by @hendriksen-mark in #279
- PostHog support by @jjmata in #313
- Fix textarea display issue by @alessiocappa in #169
- Fixes & Improvements by @sokie in #316
- Remove plaid initialiser by @sokie in #317
- ADD: Additional ES locales by @SergiSvK in #294
- Tweaks to ES locale by @jjmata in #320
- Pre-fill login credentials in PikaPods demo site by @jjmata in #288
- No CACHE_REDIS_URL used anywhere else by @jjmata in #323
- Filter language selector to show only supported locales by @jjmata in #324
- Add support for manual recurring transaction creation by @sokie in #311
- Add support to unlink lunch flow accounts by @sokie in #318
- PWA: Fix overflow issue with transaction edit/creation dialogue by @DeathCamel58 in #289
- added german translation (de) by @ErNobyl-1 in #208
- Cashflow should use default period (and related) by @jjmata in #328
- Fix title overflow issue in chats by @alessiocappa in #331
- UI Improvements for Ouflows Section by @alessiocappa in #334
- update reports date picker by @hendriksen-mark in #337
- Fix Yahoo Finance minor unit handling by @Matthew-Kilpatrick in #335
- Support category
.csvimport by @jjmata in #326 - Add .junie/guidelines.md for JetBrains Junie/RubyMine Support by @luckyPipewrench in #343
- PWA offline error page + login page cleanup by @jjmata in #327
- FIX holdings and exchange rate by @sokie in #345
- Add support for provider selection by @sokie in #346
- Add UI clarity for non-cash account balance tracking by @jjmata in #336
- docs: add missing redis url variable in example env file by @xBlaz3kx in #348
- FIX - Update recurring transactions status only for new records by @alessiocappa in #349
- Simplefin enhancements v2 by @luckyPipewrench in #267
- FIX AI categorization & Twelvedata currency by @sokie in #354
- Fixes 'current can't be blank' and Missing content by @luckyPipewrench in #357
- Fetch reciprocal exchange rates when syncing market data by @jakubkottnauer in #358
- Add scheduled job to sync all accounts every 24 hours by @jjmata in #330
- Use TwelveData cross API for exotic exchange rates by @jakubkottnauer in #356
- Implement graceful partial failure in SimpleFin importer to skip problematic accounts. by @luckyPipewrench in #362
- Ensure disabled accounts remain visible for toggling by @jjmata in #361
- Lunchflow settings family by @sokie in #363
- Track failed LLM API calls in llm_usages table by @jjmata in #360
- De‑duplicated error counts, hover‑only errors UI, and cleanup of removed modal routes/actions by @luckyPipewrench in #365
- Add RO locales by @bzoicas in #359
- UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling by @luckyPipewrench in #368
- Fixed average cost calculation by @Valeron-T in #372
- Rate exchange fix by @sokie in #377
- Provider optimisation by @sokie in #375
- Fix 500 error when custom date range end date precedes start date by @Copilot in #370
- Improvements by @sokie in #379
- Materialize holdings and refresh post‑import balances (credit/investment) by @luckyPipewrench in #367
- Initial implementation of collapsible sections and re-order feature by @sokie in #355
New Contributors
- @MarcBlattmann made their first contribution in #228
- @luckyPipewrench made their first contribution in #226
- @OrangeDrangon made their first contribution in #239
- @ampersandru made their first contribution in #234
- @albertsola made their first contribution in #238
- @joaofrenor made their first contribution in #123
- @J4ker made their first contribution in #286
- @DeathCamel58 made their first contribution in #282
- @Esteban-Bermudez made their first contribution in #312
- @SergiSvK made their first contribution in #294
- @ErNobyl-1 made their first contribution in #208
- @Matthew-Kilpatrick made their first contribution in #335
- @xBlaz3kx made their first contribution in #348
- @jakubkottnauer made their first contribution in #358
- @bzoicas made their first contribution in #359
- @Valeron-T made their first contribution in #372
Full Changelog: v0.6.4...v0.6.5