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Releases: Cloeille/picsou-finance

1.0.18

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@Cloeille Cloeille released this 17 Sep 17:51

What's Changed

  • fix(tr-auth): refresh Trade Republic session with GET by @DailyXplorer in #116
  • fix(bourso-auth): skip insurance sections instead of failing the sync by @DailyXplorer in #117
  • fix(amundi): key holdings on codeFonds when codeIsin is not an ISIN by @proximo27 in #103
  • fix(tr): store session tokens as TEXT instead of bounded VARCHAR by @DailyXplorer in #136
  • fix(sync): keep tab labels inside their pill on SyncPage by @DailyXplorer in #135
  • fix(sync): store encrypted third-party session tokens as TEXT by @serytia in #122
  • fix(import): consume the CSV preview token before writing, not after by @serytia in #123
  • fix(prices): convert a cash balance with the FX rate, not with a chart symbol by @serytia in #126
  • fix(prices): keep a remembered miss out of refreshPrices, backfill crypto through CoinGecko only by @serytia in #127
  • fix(history): count the cash pocket in the intraday chart on both sides by @serytia in #124
  • fix(sync): snapshot Trade Republic and DEGIRO after the holdings, and keep the PEA cash pocket by @serytia in #128
  • fix(auth): resolve a refresh token's account by uid, not by the username in sub by @serytia in #130
  • fix(goals): an objective override adjusts the objective, and contributions add up across accounts by @serytia in #131
  • fix(loans): include the insurance in a computed payment, and value an undated loan at its stored balance by @serytia in #132
  • fix(crypto): a failed Bitcoin xpub scan is a failed sync, and sold exchange assets are pruned by @serytia in #133
  • fix(finary): run autoSync in a transaction, keep a connector's external id on mapping, date rebuilt balances at end of day by @serytia in #134
  • fix(bourso): report the fraud-education interstitial as its own error by @DailyXplorer in #137
  • fix(tr-adapter): an error frame on the portfolio subscription is not an empty portfolio by @serytia in #129
  • feat(accounts): add self-service deletion and last-admin data reset by @DailyXplorer in #138
  • docs: ADR for deferred MCP protocol upgrade by @zoeille in #139

New Contributors

Full Changelog: 1.0.17...1.0.18

1.0.17

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@Cloeille Cloeille released this 03 Sep 20:49
ccbb6d9

What's Changed

  • feat(sync): expose IBKR in the Add account modal by @zoeille in #120

Full Changelog: 1.0.16...1.0.17

1.0.16

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@Cloeille Cloeille released this 02 Sep 17:27
45abf36

What's Changed

  • fix(settings): point the About GitHub link to picsou-finance by @xmow49 in #73
  • feat(amundi): add Amundi sync (PEE/PEG, PERCO, PER) by @LucasVidelaine in #81
  • fix(bank-sync): list business banks instead of retail-only ones by @LucasVidelaine in #80
  • fix(prices): unpriced holdings fabricate a dashboard loss, and flood Yahoo with 404s by @DailyXplorer in #79
  • feat(crypto): add Meria exchange by @LucasVidelaine in #75
  • feat(broker): add DEGIRO compte-titres sync via unofficial API by @theochr72 in #77
  • feat(sync): let users search banks in any Enable Banking country by @AlexTouzio in #50
  • fix(sync): harden the sync flows — visible errors, TR session refresh, EB reconnect, OAuth state correlation by @DailyXplorer in #33
  • fix(prices): resolve an ISIN to a ticker Yahoo actually quotes by @DailyXplorer in #84
  • feat(accounts): add the Trade Republic logo and a wallet logo choice by @LucasVidelaine in #83
  • fix(errors): stop swallowing failures that hide bugs or wrong totals by @devin-ai-integration[bot] in #85
  • feat(real-estate): value properties from French open data, and split ownership between members by @LucasVidelaine in #82
  • fix(demo): restore the frontend build broken by a semantic merge conflict by @LucasVidelaine in #90
  • fix(accounts): delete an account's connection with it, and stop wallets rebuilding what was deleted by @LucasVidelaine in #91
  • feat(bourso): sync BoursoBank current accounts, livrets and the PEA by @LucasVidelaine in #92
  • fix(demo): restore the frontend build broken by a semantic merge on main by @DailyXplorer in #88
  • feat(accounts): type the French regulated passbooks, and give manual accounts their bank's logo by @LucasVidelaine in #96
  • fix(ui): fix illegible dropdown options in dark mode by @aurelienbyi in #101
  • fix(transactions): disambiguate multi-year dates by @RomainFl50 in #110
  • fix(transactions): preserve synced provider holdings by @DailyXplorer in #112
  • fix(transactions): label dividend and fee fallbacks by @DailyXplorer in #111

New Contributors

Full Changelog: 1.0.15...1.0.16

1.0.15

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@Cloeille Cloeille released this 25 Jul 20:09
cfc7093

What's Changed

  • docs: full bouquiniste pass — fix drift, backfill CHANGELOG, add CONTRIBUTING by @zoeille in #48
  • fix(crypto): replace deprecated cloudflare-eth RPC with publicnode by @LucasVidelaine in #51
  • Add hybrid HTTPS development mode with basic-ssl and mkcert by @Aguix in #39
  • feat(crypto): add EVM multichain wallets (one address, many chains) by @LucasVidelaine in #52
  • feat(docker): add opt-in Caddy TLS profile on docker compose by @LucasVidelaine in #58
  • fix(logging): stop dumping full third-party payloads in sync logs by @Pazificateur69 in #68
  • fix: harden setup seeding, rate limiting, GDPR export, and P&L ordering by @serytia in #60
  • fix(auth): grace window for concurrent multi-tab Remember Me restores by @Pazificateur69 in #65
  • feat(sync): Interactive Brokers connector via the Flex Web Service by @serytia in #61
  • feat(broker): add Bourse Direct PEA/CTO sync by @alegeay in #69
  • fix(ci): repair squash-merge damage from the Bourse Direct PR by @zoeille in #70

New Contributors

Full Changelog: 1.0.14...1.0.15

1.0.14

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@Cloeille Cloeille released this 13 Jul 17:18
aa68398

What's Changed

  • fix(tr): skip ticker subscription for privateFund instrument type by @cambierelliot in #40
  • fix(settings): display build version in about panel by @DailyXplorer in #36
  • feat(i18n): add German and Spanish, centralize the locale registry, fix demo mode by @DailyXplorer in #32
  • fix(dashboard): separate portfolio performance from debt impact by @DailyXplorer in #34
  • feat: CSV transaction import + realized P&L for PEA/CTO (#38) by @zoeille in #43
  • fix(ui): finish Mira design-system pass, sidebar style toggle by @zoeille in #46

New Contributors

Full Changelog: 1.0.13...1.0.14

1.0.13

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@Cloeille Cloeille released this 07 Jul 21:56
716228e

What's Changed

New Contributors

Full Changelog: 1.0.12...1.0.13

1.0.12

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@Cloeille Cloeille released this 07 Jul 20:38
380f656

What's Changed

  • fix(docker): mark env_file as optional so zero-config works without .env by @zoeille in #30
  • fix(finary): differentiate error types and add retry resilience by @zoeille in #31

Full Changelog: 1.0.11...1.0.12

1.0.11

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@Cloeille Cloeille released this 05 Jul 08:20
1189566

What's changed

Features

  • Account cards now show the bank logo instead of a plain color (#24)

Fixes

  • Trade Republic: resolve ticker FORBIDDEN errors, centralize XF000 crypto detection, fix null Bitcoin ISIN name, and backfill legacy tickers (#25)
  • Auth: honor "Remember Me" across tab/browser restarts and close related session-restore security regressions (#26)
  • Auth: surface logout failures with a toast and honor persistent-session revocation on /auth/refresh

Chores

  • Enable Flyway out-of-order migrations for cross-branch compatibility

New Contributors

Full Changelog: 1.0.10...1.0.11

1.0.10

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@Cloeille Cloeille released this 29 Jun 21:19

Fix TR endpoint changes.

Full Changelog: 1.0.9...1.0.10

1.0.9

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@Cloeille Cloeille released this 27 Jun 21:28

Full Changelog: 1.0.8...1.0.9