v0.4.0

maybe-finance/maybev0.4.0Feb 21, 2025by zachgoll

AI Summary

Major refresh with brand new simplified UI and significant performance improvements across transactions, dashboard, and accounts pages.

Key Highlights

  • Brand new simplified UI design
  • Major performance improvements
  • Multi-factor authentication (MFA)
  • Plaid EU support
  • Upgrade to Tailwind v4
  • Transaction enrichment batch processing

New Features

  • New simplified UI design
  • Multi-factor authentication (2FA)
  • Plaid EU support and webhooks
  • Performance improvements on transactions, dashboard, accounts
  • CSV import revert ability
  • Currency and number format support for CSV imports
  • Institution details for Plaid items
  • Revert CSV import functionality
  • Lazy loading for Synth logos
  • Ruby 3.4.1 upgrade

Full Release Notes

## 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.

![CleanShot 2025-02-21 at 12 39 12](https://github.com/user-attachments/assets/7c9d220c-4a13-4eef-9866-05a61310e2cf)

## What's Changed

* Fix account deletion cascade bug by @zachgoll in https://github.com/maybe-finance/maybe/pull/1644
* Do not raise on Plaid item not found exceptions for item deletions by @zachgoll in https://github.com/maybe-finance/maybe/pull/1646
* Align cascade delete behavior for transfers by @zachgoll in https://github.com/maybe-finance/maybe/pull/1647
* fix: Only admins can generate invite codes by @tonyvince in https://github.com/maybe-finance/maybe/pull/1611
* Only update account balance if changed by @zachgoll in https://github.com/maybe-finance/maybe/pull/1676
* Adjust queues to prioritize account syncs, handle missing current day values by @zachgoll in https://github.com/maybe-finance/maybe/pull/1682
* Added Decimal Support in min transaction by @Harry-kp in https://github.com/maybe-finance/maybe/pull/1681
* Fix n+1 for categories in for to_donut_segments_json in budget by @tapalilov in https://github.com/maybe-finance/maybe/pull/1693
* Add More Timelines by @nikhilbadyal in https://github.com/maybe-finance/maybe/pull/1714
* Add cabin / cottage as a property type by @eithe in https://github.com/maybe-finance/maybe/pull/1658
* Add RejectedTransfer model, simplify auto matching by @zachgoll in https://github.com/maybe-finance/maybe/pull/1690
* Fix: Editing a category does not show notification until next page refresh by @jestinjoshi in https://github.com/maybe-finance/maybe/pull/1720
* Bump to Ruby 3.4.1 by @zachgoll in https://github.com/maybe-finance/maybe/pull/1721
* Lazy load synth logos by @zachgoll in https://github.com/maybe-finance/maybe/pull/1731
* Only build armv7 on official releases by @zachgoll in https://github.com/maybe-finance/maybe/pull/1732
* Don't allow a subcategory to be assigned to another subcategory to ensure 1 level of nesting max by @elvisserrao in https://github.com/maybe-finance/maybe/pull/1730
* Preserve transaction filters and transaction focus across page visits by @zachgoll in https://github.com/maybe-finance/maybe/pull/1733
* Add/remove members and invitations by @Shpigford in https://github.com/maybe-finance/maybe/pull/1744
* Ensure Consistent Category Colors by @JLambertazzo in https://github.com/maybe-finance/maybe/pull/1722
* Allow users to update their email address by @Shpigford in https://github.com/maybe-finance/maybe/pull/1745
* Initial pass at Plaid EU by @Shpigford in https://github.com/maybe-finance/maybe/pull/1555
* Fix EU plaid flow by @zachgoll in https://github.com/maybe-finance/maybe/pull/1761
* Improve speed of transactions page by @zachgoll in https://github.com/maybe-finance/maybe/pull/1752
* Fix: unable to add accounts without plain set up by @F2210 in https://github.com/maybe-finance/maybe/pull/1769
* Fix: make date format year consistent overall #1712 by @scodes73 in https://github.com/maybe-finance/maybe/pull/1726
* Cursor rules and project design overview by @zachgoll in https://github.com/maybe-finance/maybe/pull/1788
* Fix crypto.randomUUID errors when adding holdings by @zachgoll in https://github.com/maybe-finance/maybe/pull/1795
* Split family and Plaid item syncs into multiple jobs by @zachgoll in https://github.com/maybe-finance/maybe/pull/1799
* Fix: Incorrect Currency Assignment for Stock Prices (#1623) by @saphp in https://github.com/maybe-finance/maybe/pull/1798
* Fix budget allocation forms from resetting and clearing data on slow networks by @zachgoll in https://github.com/maybe-finance/maybe/pull/1804
* Refactor transaction enrichment to support batch processing by @Shpigford in https://github.com/maybe-finance/maybe/pull/1803
* Add scope to filter transactions from active accounts by @Shpigford in https://github.com/maybe-finance/maybe/pull/1810
* fix: Save completely allocated budget by @M123-dev in https://github.com/maybe-finance/maybe/pull/1811
* feat: Add institution details to Plaid items by @Shpigford in https://github.com/maybe-finance/maybe/pull/1816
* Multi-factor authentication by @Shpigford in https://github.com/maybe-finance/maybe/pull/1817
* fix: Plaid webhook verification by @zachgoll in https://github.com/maybe-finance/maybe/pull/1824
* Plaid EU webhooks migration task by @zachgoll in https://github.com/maybe-finance/maybe/pull/1825
* Fix Account Holding validation and synchronization by @Shpigford in https://github.com/maybe-finance/maybe/pull/1818
* Feature: Add the ability to "revert" a CSV import by @zachgoll in https://github.com/maybe-finance/maybe/pull/1814
* feat(import): add currency and number format support for CSV imports by @danestves in https://github.com/maybe-finance/maybe/pull/1819
* fix: subcategories are not properly handled for budget allocations by @pauleke65 in https://github.com/maybe-finance/maybe/pull/1844
* Enhance security information retrieval and handling by @Shpigford in https://github.com/maybe-finance/maybe/pull/1826
* fix: Liabilities favorable direction is "down" by @M123-dev in https://github.com/maybe-finance/maybe/pull/1849
* Upgrade to Tailwind v4 by @zachgoll in https://github.com/maybe-finance/maybe/pull/1853
* Enhance Plaid connection management with re-authentication and error handling by @Shpigford in https://github.com/maybe-finance/maybe/pull/1854
* Maybe Design System Updates by @zachgoll in https://github.com/maybe-finance/maybe/pull/1856
* fix: Transfers should always total to zero by @tonyvince in https://github.com/maybe-finance/maybe/pull/1859
* fix: Ghost subcategories when parent category is deleted by @tonyvince in https://github.com/maybe-finance/maybe/pull/1874
* Fix import configuration failures by @zachgoll in https://github.com/maybe-finance/maybe/pull/1876
* New Design System + Codebase Refresh by @zachgoll in https://github.com/maybe-finance/maybe/pull/1823

## New Contributors
* @JLambertazzo made their first contribution in https://github.com/maybe-finance/maybe/pull/1699
* @tapalilov made their first contribution in https://github.com/maybe-finance/maybe/pull/1693
* @eithe made their first contribution in https://github.com/maybe-finance/maybe/pull/1658
* @elvisserrao made their first contribution in https://github.com/maybe-finance/maybe/pull/1730
* @F2210 made their first contribution in https://github.com/maybe-finance/maybe/pull/1769
* @scodes73 made their first contribution in https://github.com/maybe-finance/maybe/pull/1726
* @saphp made their first contribution in https://github.com/maybe-finance/maybe/pull/1798
* @M123-dev made their first contribution in https://github.com/maybe-finance/maybe/pull/1811
* @danestves made their first contribution in https://github.com/maybe-finance/maybe/pull/1819
* @pauleke65 made their first contribution in https://github.com/maybe-finance/maybe/pull/1844

**Full Changelog**: https://github.com/maybe-finance/maybe/compare/v0.3.0...v0.4.0