Update ghcr.io/maybe-finance/maybe Docker tag to v0.2.0

[channel-42]

This PR contains the following updates:

Package	Update	Change
ghcr.io/maybe-finance/maybe	minor	0.1.0-alpha.16 -> 0.2.0

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Release Notes

maybe-finance/maybe (ghcr.io/maybe-finance/maybe)

v0.2.0

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Plaid Integration + Multi-currency Investment Portfolio Support

We have completed the first pass at our fully automated bank syncing with Plaid on our hosted version of the app!

Automated bank syncing is a huge milestone for the app and includes many UI improvements, accuracy improvements, and bug fixes:

• Editing transactions is now much smoother
• Account history can be calculated chronologically and reverse-chronologically (required for Plaid accounts)
• Multi-currency investment accounts are now available
• Investment accounts now properly calculate "brokerage cash" vs. "holdings value" and break this out clearly in the view
• Investment accounts calculate cost basis more accurately

Can I self-host Plaid?

As an open-source project, self-hosters are more than welcome to configure (and pay for) their own Plaid accounts. You can see the .env.example file for the required api keys that need to be provided to the app.

That said, due to the complexity around OAuth, Plaid's pricing structure, and costs associated with a personal Plaid subscription, we will not be officially supporting this setup. The hosted version of our app has full Plaid support and is our recommended way to get access to automated bank syncing (more invites coming soon!).

What's Changed

• Fix registration fails silently when there are errors by @​tonyvince in https://github.com/maybe-finance/maybe/pull/1455
• Adds a common DE date format by @​sbehrends in https://github.com/maybe-finance/maybe/pull/1445
• Basic Plaid Integration by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1433
• Make encryption config optional for self hosting users by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1476
• Allow custom column separator for CSV parsing in uploads controller by @​acflint in https://github.com/maybe-finance/maybe/pull/1470
• Fix transfers and form currencies by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1477
• Don't refresh page when transaction details are edited by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1479
• Add post-sync UI stream updates by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1482
• Calculates trend based on previous transaction's balance on the same date by @​nicogaldamez in https://github.com/maybe-finance/maybe/pull/1483
• Replaced Native Scrollbars with Tailwind Scrollbars on Windows by @​jestinjoshi in https://github.com/maybe-finance/maybe/pull/1493
• Fix bug: Loan % doesn't allow exact rate by @​arsenstorm in https://github.com/maybe-finance/maybe/pull/1492
• Fix Account Disabling UI by @​arsenstorm in https://github.com/maybe-finance/maybe/pull/1491
• Feature: Add support for customized synth URL from env variable by @​Evlos in https://github.com/maybe-finance/maybe/pull/1490
• Synth error handling by @​Shpigford in https://github.com/maybe-finance/maybe/pull/1502
• Updated usage check threshold to 100pc instead of 1 by @​nikhilbadyal in https://github.com/maybe-finance/maybe/pull/1504
• Improve account transaction, trade, and valuation editing and sync experience by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1506
• Handle invalid API key by @​nikhilbadyal in https://github.com/maybe-finance/maybe/pull/1515
• Plaid portfolio sync algorithm and calculation improvements by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1526
• Plaid sync tests and multi-currency investment support by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1531

New Contributors

• @​sbehrends made their first contribution in https://github.com/maybe-finance/maybe/pull/1445
• @​acflint made their first contribution in https://github.com/maybe-finance/maybe/pull/1470
• @​Evlos made their first contribution in https://github.com/maybe-finance/maybe/pull/1490
• @​nikhilbadyal made their first contribution in https://github.com/maybe-finance/maybe/pull/1504

Full Changelog: maybe-finance/maybe@v0.1.0...v0.2.0

v0.1.0

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We're live! 🌮 🥳

After hundreds of contributors and hundreds of thousands of lines of code, v0.1.0 is here!

This release comes with a TON of bug fixes and marks the launch of "hosted" Maybe. We've still got a ton of work ahead, but we're excited to release our first production-ready version of Maybe.

We're currently in a private, invite-only alpha. Be sure to join our Discord for announcements when new spots become available!

In this first version, you can:

• Add all of your accounts
• Import accounts, transactions, and trades by CSV
• See your net worth, total spending, and total income
• Manage transactions (categories, tags, notes)
• Manage investment portfolios (buys, sells, deposits, withdrawals)

After we incorporate all the feedback coming in, our hosted app will be introducing automated bank syncing!

What's Changed

• Hide currency for transfers by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1260
• Hide infinity trend percentage changes by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1261
• Finalize other assets and liabilities view by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1264
• Intercom integration by @​Shpigford in https://github.com/maybe-finance/maybe/pull/1267
• Add empty states to account summary page by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1265
• Billing by @​Shpigford in https://github.com/maybe-finance/maybe/pull/1269
• Add loan and credit card views by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1268
• Set 3000 as the default web port by @​alagos in https://github.com/maybe-finance/maybe/pull/1215
• Fix account pill on dashboard by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1270
• Early access by @​Shpigford in https://github.com/maybe-finance/maybe/pull/1272
• Basic trade and holdings view by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1271
• Link to CSV imports by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1273
• Bug fixes for specialized account pages by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1275
• Fix currency formatting for 0 values by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1276
• Fix group trend color by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1277
• fix: use correct delimiter on credit card zero values by @​gariasf in https://github.com/maybe-finance/maybe/pull/1280
• fix: amend inputs on loan, c.c., vehicle, and property partials by @​gariasf in https://github.com/maybe-finance/maybe/pull/1281
• Better import instructions, remove ambiguous field by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1284
• Allow inline account creation when importing CSV by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1291
• Minor improvements to categories & changelog pages by @​arsenstorm in https://github.com/maybe-finance/maybe/pull/1274
• Handle market holidays during holding sync by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1292
• fix: default value if user's name isn't set by @​ajmeese7 in https://github.com/maybe-finance/maybe/pull/1262
• Add additional subtypes, add None option, prefill edit with previously selected option. by @​ahatzz11 in https://github.com/maybe-finance/maybe/pull/1286

New Contributors

• @​gariasf made their first contribution in https://github.com/maybe-finance/maybe/pull/1280
• @​arsenstorm made their first contribution in https://github.com/maybe-finance/maybe/pull/1274
• @​ajmeese7 made their first contribution in https://github.com/maybe-finance/maybe/pull/1262
• @​ahatzz11 made their first contribution in https://github.com/maybe-finance/maybe/pull/1286

Full Changelog: maybe-finance/maybe@v0.1.0-alpha.18...v0.1.0

v0.1.0-alpha.18

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CSV Imports

We've made some big updates for the CSV imports feature 🌮 🎉

You can now import transactions, trades, accounts, and even an old Mint export!

Here's a quick demo that shows how it all works:

CleanShot.2024-09-30.at.17.44.58.mp4

In addition to the CSV imports, we have several app stability fixes and improvements such as:

• EUR currencies and dates are now formatted correctly based on user locale
• The transactions page now has a completed list of filters so you can find your transactions easier

What's Changed

• Fix styles on import modal by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1188
• Add error handling for vehicle and property account creation by @​tonyvince in https://github.com/maybe-finance/maybe/pull/1179
• Finish remaining transaction filters by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1189
• Finalize transaction drawer, simplify money form helpers by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1191
• Finalize profile settings page for v0.2.0-alpha by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1194
• Fix: Escape button not being handled on settings pages by @​jestinjoshi in https://github.com/maybe-finance/maybe/pull/1210
• CSV Imports Overhaul (Transactions, Trades, Accounts, and Mint import support) by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1209
• Sort currencies by name as a second order by @​alagos in https://github.com/maybe-finance/maybe/pull/1216
• Fix incorrect partial sync balance generation by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1223
• Fix import migration by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1227
• Add Synth provider to self host setting page by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1230
• Allow users to set preferred locale in settings and provide basic date and time localization support by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1226
• Add formatting for EUR locales by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1231
• Use DB for auth sessions by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1233
• Fix signage on transaction imports by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1236
• Add tag filtering by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1240
• Handle missing weekend stock prices in sync process by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1242

New Contributors

• @​alagos made their first contribution in https://github.com/maybe-finance/maybe/pull/1216

Full Changelog: maybe-finance/maybe@v0.1.0-alpha.17...v0.1.0-alpha.18

v0.1.0-alpha.17

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Self Hosted Maybe Instances can now block new registrations

This release comes with tons of little UI improvements, bug fixes, and most importantly, the ability to block user registrations on your self hosted Maybe instance! 🎉

Big S/O to @​tonyvince for getting this implemented. Here's a quick demo of how you can block signups to your instance with invite codes:

CleanShot.2024-09-13.at.16.26.56.mp4

What's Changed

• Fix unable to create Deposit entries in investment portfolio by @​tonyvince in https://github.com/maybe-finance/maybe/pull/1125
• Fix account sync when prices missing by @​tonyvince in https://github.com/maybe-finance/maybe/pull/1127
• Fix account transaction form resetting amount to 0 by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1133
• Fix merchants color picker by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1134
• Categories, tags, merchants, and menus improvements by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1135
• Remove unused settings temporarily by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1136
• Feedback page by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1160
• Fix valuation frame issue by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1162
• Consolidate transaction menu items by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1164
• Update empty account states on dashboard by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1166
• Fix: When transaction drawer closed, turbo frame renders below main content by @​jestinjoshi in https://github.com/maybe-finance/maybe/pull/1167
• Add setting to disable new user registration on self-hosted instances by @​tonyvince in https://github.com/maybe-finance/maybe/pull/1163
• Fix guide text from "register" to "create an account" by @​vallezw in https://github.com/maybe-finance/maybe/pull/1168
• Add sync status and errors to account settings page by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1169
• Fix missing sync_all_button partial by @​tonyvince in https://github.com/maybe-finance/maybe/pull/1172
• Omit trend if zero in sidebar by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1173
• Support multi-currency transfers by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1175
• Allow partial investment quantities by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1174
• Transaction page design fixes by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1176
• Add basic self hosted onboarding by @​zachgoll in https://github.com/maybe-finance/maybe/pull/1177

New Contributors

• @​jestinjoshi made their first contribution in https://github.com/maybe-finance/maybe/pull/1167
• @​vallezw made their first contribution in https://github.com/maybe-finance/maybe/pull/1168

Full Changelog: maybe-finance/maybe@v0.1.0-alpha.16...v0.1.0-alpha.17

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