Investments landed without demo data. The ETF, Bitcoin and savings accounts become investments, and new accounts cover the rest of the tracker: Apple shares (dividends paid into checking, a partial sale, gifted shares with an estimated cost), a retirement fund tracked by value (quarterly gains and a loss, a yearly fee) and gold. Asset classes have targets that add up to 100%, plus one without a target to show how rebalancing leaves it out.
The investment examples use their own random seed, so the rest of the demo is unchanged. The demo test now renders the investment pages and checks each kind of holding has figures.
Account names on a combined transfer were cut at a fixed 14rem even when the row had room. On large screens the row now stays on one line and the account side can grow up to half of it, so names only truncate past that.
The transfer form had no entities field and always created paid transfers. Each side now has its own entities, shown as from -> to in the list like category and tags, and a Projected/Paid toggle applies to both sides.
Editing a transfer also offered only active categories, tags and entities and non-archived accounts, so saving silently dropped a deactivated tag or failed on an archived account. The transfer's own items stay selectable, as in the transaction form.
Brazilian banks through Open Finance. Users give their Pluggy client
credentials and the ids of their connections (items), from Meu Pluggy.
- Uses the cursor-paginated /v2/transactions; /transactions is removed
after 2026-12-31. Our own filters are sent again with each cursor.
- The direction comes from `type`, not the amount's sign: credit cards
keep the card's sign, purchases are positive. Checked against a real
Meu Pluggy card and checking account; the sandbox data doesn't match
production here.
- Pending transactions keep their id once they post (a card's open bill
stays pending until it closes), so they're imported unpaid and settled
later. Future-dated ones (installments, scheduled payments) wait for
their date. Installments already come dated in their own month.
- Foreign purchases use the account's amount, with the original amount
in the notes.
- Connections that need the user to log in again show as an error.
Providers can now return pending transactions, flagged as such, when
their ids survive posting. They're imported unpaid right away and, once
the bank posts them, marked paid with their final amount and date.
- Settling happens once, so later edits stick, and one marked paid by
hand is left alone. It goes through save() so a transfer's other side
follows; no rules run again. reference_date moves only if it still
followed the date.
- Each sync looks back to the oldest unpaid synced transaction, since a
card purchase can post weeks later when the bill closes. Pending ones
older than 60 days are taken as cancelled and no longer followed.
Users paste a one-time setup token. On save it's claimed and the access
URL it returns is stored; credentials go in a header, never the URL, so
errors don't leak them.
- Providers can validate or transform their settings (clean_settings),
run by the service form once every other field is valid, so a token
isn't spent on a form that fails anyway.
- Providers can declare a minimum sync interval. SimpleFIN Bridge
disables tokens that go much past ~24 requests a day, so it's 6 hours.
- Tokens and access URLs are user input pointing the server at a host:
only SimpleFIN Bridge is allowed unless SIMPLEFIN_ALLOWED_HOSTS says
otherwise. Checked again on every request, for restored settings.
- Transactions are fetched per account in 90-day windows, Bridge's
limit per request. Pending ones are skipped.
- /api/investment-classes/ to list, create, edit and delete asset classes
- Accounts return their asset class and take investment_class_id, filterable
by investment_class
- Unique names and targets up to 100% are checked in the model, shared by the
form and the API
Provider registry modeled after automatic exchange rates: each provider
declares its own settings fields, rendered dynamically in the service form.
Lunch Flow is the first provider.
- Map provider accounts to WYGIWYH accounts with a start date and an
optional currency filter
- Hourly task syncs due services; manual sync from the list
- Deduplicates through Transaction.internal_id, optionally matching
transactions already entered by hand
- Per account errors and provider reported connection problems
Refs #498
Each word of the query must match something, and words can match
different fields: description, notes, category, tags, entities, account
and account group, a date in the user's format (the year is optional),
or an amount in the user's number format, where a whole number like 234
matches 234.00 to 234.99.
Matching through an id subquery also stops transactions with several
matching tags from showing up more than once.
Results come back as today, tomorrow, yesterday, upcoming (soonest first)
and then past (newest first); past dates used to be oldest first. The
endpoint is now capped at 100 results, as its docstring already claimed.
tom-select also re-scored and re-sorted the server's results on the
client, which scrambled the order while searching. Load-based selects now
keep the server's order, drop the previous query's results, and preload
recent transactions on focus.
TransactionSelect options now look like a compact version of the
transaction item: paid state, type colour, date, description, category,
tags, entities, amount and account. The search endpoint returns that data
as JSON, and pre-selected options carry it in data-data so edit forms
render the same way.
Nesting Row(Column(Row(Column))) shrank every field to a quarter of the
width, since Column defaults to half, and rounded-3 is a Bootstrap class
that doesn't exist here. Use the same card layout as the transfer form:
account at full width with category and tags side by side.
Lay the alert out as an icon | text | button grid so the close button gets
a consistent gap from the message and the same visual inset as the icon.
Long messages now wrap instead of pushing the button, and the aria-label
is quoted.
The temp root is resolve()d in settings but the file path was only
abspath()ed, so a symlink inside the temp folder could point outside it
and still pass the check. Resolve both sides the same way.
Also drop the unused /temp folder from the prod image.
A non-numeric, NaN or infinite value raised while parsing and threw away
the whole table. Each bad row is now skipped on its own.
Log a warning when a table has rows but none of a usable rate type, so a
bank with unknown types does not fail silently.
Add an Options field to exchange rate services. Providers get the raw
text, can validate it on save through clean_options, and describe it
with options_help.
The service form now shows API Key only for providers that require one,
and Options only for providers that read it, with that provider's help.
AllRatesToday reads its bank code from Options instead of API Key.
Drop fixed container names so each worktree gets its own containers,
add docker/dev/worktree.sh to set up and tear down a worktree, and
document it under a new Development section in the README.
Restore asset classes before accounts and take a second pass over accounts
once categories, tags and entities exist, so their links survive a restore
into a fresh install.
eitchtee
Herculino Trotta
Herculino Trotta
Jeonghun Mun