v0.4.0

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