v0.1.0-alpha.12

What's Changed

• Set last_login_at only on login instead of every single action by @tonyvince in #1017
• Bump pagy with fix for breaking changes by @tonyvince in #1016
• Fix form labels by @tonyvince in #1004
• Fix curency format by @JuliusMieliauskas in #1020
• Implement auto family syncs on login by @zachgoll in #1021
• Basic Portfolio Views by @zachgoll in #1000
• Fix currency formatting in pie chart visualization by @zachgoll in #1022
• Set minimum supported date for account entries by @zachgoll in #1023

New Contributors

• @JuliusMieliauskas made their first contribution in #1020

Full Changelog: v0.1.0-alpha.11...v0.1.0-alpha.12

v0.1.0-alpha.11

What's Changed

• Wrap account update in a transaction by @accessd in #985
• Allow CSV file upload in import flow by @tonyvince in #986
• Sanitize input for ilike in Account::Entry.search by @tonyvince in #988
• Investment Portfolio Sync by @zachgoll in #974
• More composable forms by @zachgoll in #989
• Add default currencies to forms based on preference by @zachgoll in #994
• Build sample portfolio deterministically by @zachgoll in #993
• Add currency validation to account, update demo data generator by @zachgoll in #996
• Sync notifications and troubleshooting guides by @zachgoll in #998

New Contributors

• @accessd made their first contribution in #985

Full Changelog: v0.1.0-alpha.10...v0.1.0-alpha.11

v0.1.0-alpha.10

What's Changed

• Add error handling for AccountsController#create by @tonyvince in #957
• fix: #951 pointer cursor and bg hover for import flow buttons by @MagnusHJensen in #954
• Handle missing exchange rate provider, allow fallback for missing rates by @zachgoll in #955
• Add missing migrations for good_job 4x by @tonyvince in #967
• Account::Sync model and test fixture simplifications by @zachgoll in #968
• Demo Family data updates by @zachgoll in #972
• Make balance editing easier by @zachgoll in #976

New Contributors

• @MagnusHJensen made their first contribution in #954

Full Changelog: v0.1.0-alpha.9...v0.1.0-alpha.10

v0.1.0-alpha.9

What's Changed

• Account::Entry Delegated Type (namespace updates part 7) by @zachgoll in #923
• Fix decimal display for euro currency by @zachgoll in #937
• Enable updating Account::Entry#amount by @tonyvince in #942
• Fix bug where transactions were duplicated in import confirm by @ljhurst in #941
• Enque account sync job after creating transfer by @tonyvince in #946
• Enable syncing all accounts in one click by @tonyvince in #948
• Update docker compose example with fixed storage volume by @zachgoll in #950

New Contributors

• @ljhurst made their first contribution in #941

Full Changelog: v0.1.0-alpha.8...v0.1.0-alpha.9

v0.1.0-alpha.8

What's Changed

• Unify primary button styles and change cursor on account group by @jakubkottnauer in #905
• Fix issue #861: Correct header selection logic in get_selected_header_for_field method by @igorcarvalhh in #918
• Fix #910 by @tonyvince in #917
• Account namespace updates: part 6 (transactions) by @zachgoll in #904
• improvement/#890/clean_up_toast_notification_styles_and_allow_user_to_close_on-demand by @evangelos-com in #919
• Fix #921 by @tonyvince in #922

New Contributors

• @igorcarvalhh made their first contribution in #918
• @evangelos-com made their first contribution in #919

Full Changelog: v0.1.0-alpha.7...v0.1.0-alpha.8

v0.1.0-alpha.7

What's Changed

Maybe now supports transfer matching 🥳 🌮

This significantly improves income and expense calculations by excluding transfers from the calculation:

CleanShot.2024-06-18.at.14.32.13.mp4

• Add merchant select when editing transaction by @jakubkottnauer in #885
• Transaction transfers, payments, and matching by @zachgoll in #883
• Ensure correct form's hidden input for selectedIds by @ziraqyoung in #891
• Account namespace updates: part 1 (accountable types) by @zachgoll in #893
• Account namespace updates: part 2 (categories) by @zachgoll in #894
• Account namespace updates: part 3 (merchants) by @zachgoll in #895
• Account namespace updates: part 4 (transfers, singular namespacing) by @zachgoll in #896
• Fix Bug: after editing an account history value, it requires 2 clicks to close the menu by @tonyvince in #900
• feat: Transaction pagination Improvements by @karankiri in #873
• Fix transfer note overflow style by @jakubkottnauer in #902
• Account namespace updates: part 5 (valuations) by @zachgoll in #901
• Allow transfers based on transactions in different currencies by @jakubkottnauer in #903

New Contributors

• @ziraqyoung made their first contribution in #891
• @tonyvince made their first contribution in #900
• @karankiri made their first contribution in #873

Full Changelog: v0.1.0-alpha.6...v0.1.0-alpha.7

v0.1.0-alpha.6

What's Changed

This release comes with a complete overhaul of our Docker setup guide, better internal navigation, and the ability to group your accounts by financial institution!

CleanShot.2024-06-13.at.12.41.44.mp4

• Improve account internal linking and redirect behavior by @zachgoll in #864
• Allow for optional start date on account creation by @zachgoll in #866
• Add institution management and account editing controls by @zachgoll in #868
• New Docker Compose Self Hosting Guide + UI Fixes by @zachgoll in #870
• Simplify account sync logic by @zachgoll in #871
• Changelog page that pulls from Github Release notes by @mattia-malnis in #867

Full Changelog: v0.1.0-alpha.5...v0.1.0-alpha.6

v0.1.0-alpha.5

What's Changed

Bulk transaction editing and deletion is here! Check out the demo below:

CleanShot.2024-06-07.at.19.31.18.mp4

• Add bulk selection UI controls by @zachgoll in #840
• Bulk transaction deletion by @zachgoll in #845
• Bulk editing of transactions by @zachgoll in #846

Full Changelog: v0.1.0-alpha.4...v0.1.0-alpha.5

v0.1.0-alpha.4

What's Changed

• fix: png file can be selected as profile images by @pea-sys in #809
• Validate transaction filtering params by @jakubkottnauer in #810
• Fix foreign account sync crash by @jakubkottnauer in #794
• Sort accounts in the sidebar by @jakubkottnauer in #815
• Reusable CI workflow for GH actions by @zachgoll in #819
• Transactions cleanup by @zachgoll in #817
• Sync account after transaction import by @zachgoll in #820
• Fix overflow error on account value inputs by @zachgoll in #821

New Contributors

• @pea-sys made their first contribution in #809

Full Changelog: v0.1.0-alpha.3...v0.1.0-alpha.4

v0.1.0-alpha.3

What's Changed

• Fix currency when importing to foreign accounts by @jakubkottnauer in #762
• Show an error notification if account cannot be manually synced by @jakubkottnauer in #761
• Add migration to make all existing users admins by @jakubkottnauer in #770
• Fix issue with start_date not being set in account creation by @scubamaggo in #781
• Fix import crash with empty transaction name by @jakubkottnauer in #783
• Move category dropdown menu content into a turbo frame by @jakubkottnauer in #782
• Ignore empty categories while importing by @jakubkottnauer in #789
• Fix duplicate category creation on import by @zachgoll in #791
• Create tagging system by @zachgoll in #792
• Add tag preview when importing and fix empty category bug by @jakubkottnauer in #800

New Contributors

• @scubamaggo made their first contribution in #781

Full Changelog: v0.1.0-alpha.2...v0.1.0-alpha.3