2025-03-12 - 2026-03-12
Overview
2 Releases published by 1 user
Published
v0.6.0
v0.6.0
Published
v0.5.0
v0.5.0
186 Pull requests merged by 1 user
Merged
#2517 Data exports
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#2513 Transaction page filter tweaks
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#2514 Totals and rounding on transactions page
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#2512 Fix form submission triggers
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#2511 Use new balance components in activity feed
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#2465 Relax API Rate Limits for Self-Hosted Deployments
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#2505 Additional cache columns on balances for activity view breakdowns
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#2484 feat: Only show active accounts for transaction form
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#2466 Start and end balance breakdown in activity view
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#2463 Component namespacing
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#2464 Add indexes to core models
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#2462 Consolidate and simplify account pages
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#2460 Add auto-update strategies for current balance on manual accounts
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#2459 Add reconciliation manager
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#2457 Add confirmation dialog for balance reconciliation creates and updates
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#2455 Start and end balance anchors for historical account balances
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#2454 Centralize entry naming
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#2451 Fix Armenian Dram Incorrect Symbol
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#2441 Bump sidekiq from 8.0.4 to 8.0.5
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#2444 Bump pagy from 9.3.4 to 9.3.5
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#2442 Bump faraday from 2.13.1 to 2.13.2
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#2445 Bump stripe from 15.2.1 to 15.3.0
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#2448 Bump faker from 3.5.1 to 3.5.2
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#2447 Bump sentry-rails from 5.25.0 to 5.26.0
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#2427 Multi-step account forms + clearer balance editing
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#2422 Fix/design system violations
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#2425 Bump selenium-webdriver from 4.33.0 to 4.34.0
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#2426 Bump jwt from 2.10.1 to 2.10.2
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#2420 Properly handle Plaid investment account transfers
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#2418 Fix chart scale issues
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#2417 Handle holding quantity generation for reverse syncs correctly when not all holdings are generated for current day
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#2416 Handle bad API data for trade quantity signage
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#2414 Fix credit card balance history
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#2413 Replace sync spinners with pulse animation
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#2243 transfer: Support transfers of different currencies between accounts.
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#2412 Fix race condition causing syncing loaders to get stuck
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#2410 fix: error when viewing individual holding
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#2405 Bump lookbook from 2.3.9 to 2.3.11
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#2406 Bump faraday-retry from 2.3.1 to 2.3.2
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#2407 Bump debug from 1.10.0 to 1.11.0
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#2408 Bump faraday-multipart from 1.1.0 to 1.1.1
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#2409 Bump ostruct from 0.6.1 to 0.6.2
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#2400 Separate exclude and one-time transaction handling
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#2388 perf(transactions): add kind to Transaction model and remove expensive Transfer joins in aggregations
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#2389 Add comprehensive API v1 with OAuth and API key authentication
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#2370 Fix: ticker combobox background and text color
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#2381 Bump rack-mini-profiler from 3.3.1 to 4.0.0
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#2379 Bump lookbook from 2.3.9 to 2.3.10
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#2378 Bump plaid from 40.0.0 to 41.0.0
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#2382 Bump sentry-ruby from 5.24.0 to 5.25.0
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#2384 Bump aasm from 5.5.0 to 5.5.1
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#2372 Temporary transactions page performance fix
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#2371 perf(income statement): cache income statement queries
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#2366 Benchmarking setup
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#2357 fix: user deletion foreign key constraint with invitations
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#2361 Realistic demo data for performance testing
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#2356 Balance sheet cache layer, non-blocking sync UI
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#2353 Redis check for self hosted apps
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#2349 Fix merchant editing
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#2323 fix(ui): mfa backup codes dark mode
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#2337 perf: Add index to sync status
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#2318 Fixes Item #2317 - typo in docker hosting documentation
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#2316 feat(assistant): improve chat functionality and update tests
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#2314 Fix changelog page crash when GitHub release notes are unavailable
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#2313 Taskmaster Stubbing
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#2307 Bump selenium-webdriver from 4.32.0 to 4.33.0
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#2308 Bump view_component from 3.22.0 to 3.23.2
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#2306 Improve chart performance and gapfilling
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#2283 feature: Show total balance in family currency in accounts.
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#2303 Fix: chart view selector background color
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#2302 Lazy load Plaid link tokens, fix link issues on broadcast
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#2267 Plaid sync domain improvements
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#2285 Fix and improve chat title edit
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#2281 Security resolver and health checker
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#2280 fix: mobile responsive category color picker
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#2278 Feat: Mobile Settings menu with preserve scroll + scroll on connect
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#2272 Add new ai chat button, tweak ai navigation
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#2276 UI Fixes
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#2279 Fix: remove transaction form controller
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#2271 Standardize corners, backgrounds, and borders
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#2240 Create shared ruler and standardize across views
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#2269 Sankey Diagram
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#2262 Bump ruby-lsp-rails from 0.4.2 to 0.4.3
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#2261 Bump sidekiq-cron from 2.2.0 to 2.3.0
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#2260 Bump vernier from 1.7.0 to 1.7.1
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#2256 Fix subconditions and condition group form
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#2265 Bump sentry-sidekiq from 5.23.0 to 5.24.0
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#2266 Bump bootsnap from 1.18.4 to 1.18.6
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#2259 Auto sync preference, max limit on account CSV imports
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#2257 Handle stale syncs
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#2255 Clarify backend data pipeline naming concepts (importers, processors, materializers, calculators, and syncers)
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#2252 Market data sync refinements
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#2245 Move to 3 decimal place precision for loans
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#2244 Don't override changed name from plaid
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#2236 Improve account sync performance, handle concurrent market data syncing
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#2242 fix typo in onboarding
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#2177 Improve rules - add name, allow sorting, improve UI
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#2233 Change the "Add condition" button in groups to type button to avoid form submission
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#2234 Fix AND prefix on rule form
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#2232 Propagate child sync errors up to parent, fix sync status
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#2223 Config: put Redis service in Docker local network
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#2227 Use single list for desktop and mobile nav bars
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#2222 Fix Plaid cash balance double counting
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#2225 Fix dark mode welcome screen for self-hosting
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#2224 Fix chart timezone bug
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#2220 Handle nested child syncs
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#2219 Transactional locks for sync completions
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#2218 Prevent account deletions when account is linked to a Plaid Item
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#2215 feature(dark mode): misc design fixes
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#2209 Subscription tests and domain
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#2153 holding: Add multi-currency support for average costs calculations.
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#2175 Add rule option to change transaction name
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#2191 Use icon helper for all-the-things
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#2212 Match Plaid holding values on current day
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#2214 fix: Rule notification should not be triggered when category is unassigned
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#2210 import: Align elements correctly while importing CSV.
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#2200 Add ability to delete all tags
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#2206 Bump ruby-lsp-rails from 0.4.1 to 0.4.2
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#2205 Fix shrinking FilledIconComponent
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#2207 Bump plaid from 37.0.0 to 38.0.0
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#2208 Bump selenium-webdriver from 4.31.0 to 4.32.0
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#2197 Onboarding redirect tests and trial status bar
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#2174 Add assign merchant rule for transactions
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#2186 Fix initials + profile pictures
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#2185 New onboarding, trials, Stripe integration
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#2179 Mobile layout fixes
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#2154 Pre-launch design sync with Figma spec
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#2163 Bump plaid from 36.1.0 to 37.0.0
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#2166 Bump faraday from 2.13.0 to 2.13.1
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#2168 add OPENAI_ACCESS_TOKEN to compose example
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#2164 Bump octokit from 9.2.0 to 10.0.0
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#2162 Bump rqrcode from 2.2.0 to 3.0.0
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#2165 Bump ruby-lsp-rails from 0.4.0 to 0.4.1
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#2167 Bump sidekiq from 8.0.2 to 8.0.3
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#2157 Improve dashboard/account charts and tooltips
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#2082 Filter Categories by Transaction Type in Forms
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#2152 Improve theme selection
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#2125 Improve dark mode styles across multiple pages
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#2138 Add nice formatting for subtypes on account list
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#2112 Fixes #2100: this will fix the problem of text not visible in the modal when dark theme is set
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#2131 UI: improve alignments with submit button & budget donut.
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#2126 Fix dark mode support and improve notification/MFA UI
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#1900 Transaction rules engine V1
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#1947 Feature: Add "amount type" configuration column for CSV imports
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#2117 Fix: Changing apply button text color to respect theme so it is visible
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#2092 Feature: Implement Mobile Responsiveness
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#2111 Fix: No comma when locality is empty (small fix)
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#2110 Account:: namespace simplifications and cleanup
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#2088 loan: Set the first valuation as the original principal.
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#2105 Bump stripe from 14.0.0 to 15.0.0
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#2106 Bump faraday from 2.12.2 to 2.13.0
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#2102 Fix unable to reject auto-matched transfers
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#2107 Bump csv from 3.3.3 to 3.3.4
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#2094 Small count fix in hosting section
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#2108 Chromium E2E test fixes
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#2008 Add tags selection and notes input to new transaction form
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#2087 Sync hierarchy updates
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#2078 Implement dark mode
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#2071 Mobile responsive template preparation
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#2058 Show Uncategorized segment currency as per budget currency
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#2059 Bump sidekiq from 8.0.1 to 8.0.2
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#2060 Bump selenium-webdriver from 4.30.1 to 4.31.0
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#2061 Bump faraday-retry from 2.3.0 to 2.3.1
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#2062 Bump vernier from 1.6.0 to 1.7.0
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#2063 Bump stripe from 13.5.0 to 14.0.0
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#2064 Bump brakeman from 7.0.1 to 7.0.2
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#2053 Fix: Notes not saved on transfer transactions
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#2045 provider: Ensure data provider exist before fetching for price.
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#2044 style(ai): Fix AI sidebar overflow when user hasn't enabled or created a chat yet
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#2036 Bump ruby-openai from 8.0.0 to 8.1.0
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#2042 chore(providers): Use faraday retry, move retry logic to concrete provider level
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#2040 perf(imports): Bulk import CSV trades
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#2039 improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities
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#2022 Personal finance AI (v1)
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#2018 bug: Use correct currency value while setting the currency.
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#2020 Bump selenium-webdriver from 4.29.1 to 4.30.1
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#2019 Bump vernier from 1.5.0 to 1.6.0
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#2021 Bump csv from 3.3.2 to 3.3.3
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#2017 devContainer: Use Redis for ActiveJob and ActionCable.
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#1962 perf(imports): Bulk import CSV transactions
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#2010 fix(dashboard): account groups wrapping in balance sheet
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#2006 Fix incorrect entry sorting in activity view
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#2004 Use Redis for ActiveJob and ActionCable
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#2000 Update security price query in demo generator
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#1996 Bump sentry-rails from 5.22.4 to 5.23.0
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#1997 Data provider simplification, tests, and documentation