v0.5.0
maybe-finance/maybev0.5.0Apr 11, 2025by zachgoll
AI Summary
Major release introducing dark mode and AI chat capabilities, along with infrastructure changes requiring Sidekiq and Redis for background jobs.
Key Highlights
- Dark mode theming added
- AI Chat with OpenAI integration - optional and disabled by default
- Infrastructure migration to Sidekiq + Redis (breaking change)
- Bulk CSV import for transactions and trades
- Mobile responsive template preparation
- Preference for default time period
Breaking Changes
- Sidekiq + Redis now required for background jobs - self-hosted instances need upgrade
New Features
- Dark mode user preference
- Personal finance AI chat (v1) - contextually aware of user finances
- Bulk CSV transaction imports
- Bulk CSV trade imports
- Account-level import configuration templates
- Exchange rate fetching for multi-currency net worth
- Redis for ActiveJob and ActionCable
Full Release Notes
## 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: https://github.com/maybe-finance/maybe/pull/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](https://github.com/maybe-finance/maybe/wiki/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 https://github.com/maybe-finance/maybe/pull/1942 * Fix time period key conflicts by @zachgoll in https://github.com/maybe-finance/maybe/pull/1944 * Allow CSV imports to be configured with single or multi-account mode by @zachgoll in https://github.com/maybe-finance/maybe/pull/1943 * Fix modal closing on color picker drag #1869 by @bryanmck1 in https://github.com/maybe-finance/maybe/pull/1931 * Account-level import configuration templates by @zachgoll in https://github.com/maybe-finance/maybe/pull/1946 * Fix ticker filling when Synth is connected by @zachgoll in https://github.com/maybe-finance/maybe/pull/1950 * Fix: Purge stale holdings from accounts during sync by @zachgoll in https://github.com/maybe-finance/maybe/pull/1954 * Add tagged logging to sync process by @zachgoll in https://github.com/maybe-finance/maybe/pull/1956 * Preference to set default_period by @nikhilbadyal in https://github.com/maybe-finance/maybe/pull/1941 * Populate holdings for "offline" securities properly by @zachgoll in https://github.com/maybe-finance/maybe/pull/1958 * Format money for trade history in holdings drawer by @zachgoll in https://github.com/maybe-finance/maybe/pull/1961 * Fetch exchange rates for accounts that require conversion for net worth rollups by @zachgoll in https://github.com/maybe-finance/maybe/pull/1983 * Fix incorrect totals calculation when family has loan payments by @zachgoll in https://github.com/maybe-finance/maybe/pull/1984 * Fix transaction filters when transfers are present by @zachgoll in https://github.com/maybe-finance/maybe/pull/1986 * Data provider simplification, tests, and documentation by @zachgoll in https://github.com/maybe-finance/maybe/pull/1997 * Update security price query in demo generator by @vaibhav-if in https://github.com/maybe-finance/maybe/pull/2000 * Use Redis for ActiveJob and ActionCable by @zachgoll in https://github.com/maybe-finance/maybe/pull/2004 * Fix incorrect entry sorting in activity view by @tonyvince in https://github.com/maybe-finance/maybe/pull/2006 * fix(dashboard): account groups wrapping in balance sheet by @firedev in https://github.com/maybe-finance/maybe/pull/2010 * perf(imports): Bulk import CSV transactions by @Joelute in https://github.com/maybe-finance/maybe/pull/1962 * devContainer: Use Redis for ActiveJob and ActionCable. by @Joelute in https://github.com/maybe-finance/maybe/pull/2017 * bug: Use correct currency value while setting the currency. by @Joelute in https://github.com/maybe-finance/maybe/pull/2018 * Personal finance AI (v1) by @zachgoll in https://github.com/maybe-finance/maybe/pull/2022 * improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities by @zachgoll in https://github.com/maybe-finance/maybe/pull/2039 * perf(imports): Bulk import CSV trades by @Joelute in https://github.com/maybe-finance/maybe/pull/2040 * chore(providers): Use faraday retry, move retry logic to concrete provider level by @zachgoll in https://github.com/maybe-finance/maybe/pull/2042 * style(ai): Fix AI sidebar overflow when user hasn't enabled or created a chat yet by @zachgoll in https://github.com/maybe-finance/maybe/pull/2044 * provider: Ensure data provider exist before fetching for price. by @Joelute in https://github.com/maybe-finance/maybe/pull/2045 * Fix: Notes not saved on transfer transactions by @the-spectator in https://github.com/maybe-finance/maybe/pull/2053 * Show Uncategorized segment currency as per budget currency by @the-spectator in https://github.com/maybe-finance/maybe/pull/2058 * Mobile responsive template preparation by @zachgoll in https://github.com/maybe-finance/maybe/pull/2071 * Implement dark mode by @Shpigford in https://github.com/maybe-finance/maybe/pull/2078 ## New Contributors * @bryanmck1 made their first contribution in https://github.com/maybe-finance/maybe/pull/1931 * @vaibhav-if made their first contribution in https://github.com/maybe-finance/maybe/pull/2000 * @firedev made their first contribution in https://github.com/maybe-finance/maybe/pull/2010 * @Joelute made their first contribution in https://github.com/maybe-finance/maybe/pull/1962 * @the-spectator made their first contribution in https://github.com/maybe-finance/maybe/pull/2053 **Full Changelog**: https://github.com/maybe-finance/maybe/compare/v0.4.3...v0.5.0