v0.5.0

Breaking changes

We are now using Sidekiq + Redis for background jobs. To update your self hosted instance, you will need to follow the upgrade guide outlined here:

#2004

Dark mode + AI Chat is here!

We've got some huge updates for this release:

• Add your OpenAI API key to enable contextually aware AI chats. Please read AI and your financial data to learn more about this feature and how we're handling data between your finances and OpenAI (it's 100% optional and disabled by default!)
• Set dark mode in your user preferences to enable our newest theme below:

What's Changed

• fix: Bug - Transaction matching dialog doesn't open by @tonyvince in #1942
• Fix time period key conflicts by @zachgoll in #1944
• Allow CSV imports to be configured with single or multi-account mode by @zachgoll in #1943
• Fix modal closing on color picker drag #1869 by @bryanmck1 in #1931
• Account-level import configuration templates by @zachgoll in #1946
• Fix ticker filling when Synth is connected by @zachgoll in #1950
• Fix: Purge stale holdings from accounts during sync by @zachgoll in #1954
• Add tagged logging to sync process by @zachgoll in #1956
• Preference to set default_period by @nikhilbadyal in #1941
• Populate holdings for "offline" securities properly by @zachgoll in #1958
• Format money for trade history in holdings drawer by @zachgoll in #1961
• Fetch exchange rates for accounts that require conversion for net worth rollups by @zachgoll in #1983
• Fix incorrect totals calculation when family has loan payments by @zachgoll in #1984
• Fix transaction filters when transfers are present by @zachgoll in #1986
• Data provider simplification, tests, and documentation by @zachgoll in #1997
• Update security price query in demo generator by @vaibhav-if in #2000
• Use Redis for ActiveJob and ActionCable by @zachgoll in #2004
• Fix incorrect entry sorting in activity view by @tonyvince in #2006
• fix(dashboard): account groups wrapping in balance sheet by @firedev in #2010
• perf(imports): Bulk import CSV transactions by @Joelute in #1962
• devContainer: Use Redis for ActiveJob and ActionCable. by @Joelute in #2017
• bug: Use correct currency value while setting the currency. by @Joelute in #2018
• Personal finance AI (v1) by @zachgoll in #2022
• improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities by @zachgoll in #2039
• perf(imports): Bulk import CSV trades by @Joelute in #2040
• chore(providers): Use faraday retry, move retry logic to concrete provider level by @zachgoll in #2042
• style(ai): Fix AI sidebar overflow when user hasn't enabled or created a chat yet by @zachgoll in #2044
• provider: Ensure data provider exist before fetching for price. by @Joelute in #2045
• Fix: Notes not saved on transfer transactions by @the-spectator in #2053
• Show Uncategorized segment currency as per budget currency by @the-spectator in #2058
• Mobile responsive template preparation by @zachgoll in #2071
• Implement dark mode by @Shpigford in #2078

New Contributors

• @bryanmck1 made their first contribution in #1931
• @vaibhav-if made their first contribution in #2000
• @firedev made their first contribution in #2010
• @Joelute made their first contribution in #1962
• @the-spectator made their first contribution in #2053

Full Changelog: v0.4.3...v0.5.0