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@AojdevStudio AojdevStudio released this 02 Sep 19:09
v2.3.0
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2.3.0 (2026-09-02)

Added

  • config: resolve every private path from one instance data root (#133) (c70d05b)
  • instance: scaffold a local-only instance directory (#135) (bac7c5a)
  • plugin: package Finance Guru as a Claude Code plugin with a Codex surface (#145) (fa9739b), closes #131

Fixed

  • buy-ticket: fail closed on NAV, margin rate, and Layer 3 ITC, and model persistence apart from notification (#159) (3735eae)
  • cli: restore the broken CLI help paths, harden onboarding state writes, and add plugin-mode instance init (#156) (8546d5c)
  • deps: cap the SnapTrade SDK below 12 (#142) (d5817d4), closes #131
  • deps: upgrade gitpython, nltk, soupsieve, and pygments past their advisories (#151) (947bf9f)
  • docs-site: make bun.lock the only lockfile and bump astro to 7.2.10 (#152) (171b6d6)
  • instance: ignore inherited git environment when scaffolding (#140) (c1e77fb), closes #131
  • instance: scrub placeholder env values and run chart tools as modules (#149) (feaf759), closes #131
  • margin: route margin metrics to the unique taxable_margin account and validate the balance generation (#155) (8c94e83)
  • simplefin: correct sync direction, payroll and retirement categorization, and close the privacy gate that missed them (#128) (89f3c4f)
  • simplefin: fail partial syncs loudly and gate the deposit trigger on settled transactions (#154) (5917d28)
  • snaptrade: key activities on provider identity, canonicalize dates, and fail closed on incomplete balances (#157) (89fb024)

Changed

  • deps: upgrade the 12 packages from the stale dependabot PR (#124) (d13f5ab)
  • privacy: clear the standing layer-7 and pattern findings (#141) (a8fcf0e), closes #130
  • privacy: rewrite standing financial figures as ratios per DataClassification (#129) (62b1ad9)
  • privacy: untrack the last three instance artifacts (#132) (8d441f8)
  • sheets: retire the Google Sheets DataHub; family_office.db is the system of record (#114) (42be217)

Documentation

  • establish source-backed Wiki documentation (#121) (0269048)
  • readme: acknowledge the September sweep, address agents directly, and drop template filler (#163) (a2e269b)
  • readme: rewrite the README as a story with generated architecture, guardrail, and demo assets (#162) (18c8fd5)
  • reposition the README and setup guides for installers (#146) (ef04e11), closes #131
  • site: add the Diátaxis documentation site on the AOJ Starlight starter (#147) (83077d6), closes #131
  • skills: fix the five skill and onboarding contract bugs (#144) (2683f1d), closes #137
  • skills: point every skill, agent, and task at the instance layout (#136) (d0515b1), closes #131
  • wiki: ledger rows for the instance data root claims (#143) (f512ee4), closes #131

Security

  • scrub PII from HEAD and stop the scanner passing blind (#123) (4939a58)
  • untrack qa PII replacement files (bb9c5a3)
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