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Main Feature
Add sales_tax field to ScheduledTransaction - ScheduledTransaction now tracks sales tax separately, allowing scheduled transactions to store sales tax values that are automatically transferred to Transactions when converted. This provides consistency with the existing sales tax tracking on Transactions and enables better budgeting for purchases that include sales tax.
Infrastructure and CI Improvements
Replace Codecov with custom PR coverage comments in GitHub Actions
Update GitHub Actions workflow to only run CI on PRs and master branch pushes
Add NewRelic APM agent support (automatically initialized if NEW_RELIC_LICENSE_KEY environment variable is set)
Improve test artifact collection and GitHub Actions upload behavior
Enhance Chrome stability options for CI test environments
Testing Improvements
Fix Plaid Link integration tests for updated Plaid UI using ActionChains for custom input fields
Mark Plaid Link tests as xfail in CI due to headless Chrome incompatibility with Plaid's JavaScript flow
Improve test reliability with better handling of Plaid modal flows and success messages
Fix acceptance test timeouts and race conditions
Update sample data to include sales_tax values for comprehensive testing
Bug Fixes and Maintenance
Fix mysqldump SSL flag differences between MySQL and MariaDB in test helpers
Fix pycodestyle line length violations (increased max line length to 100)
Update Sphinx from 1.5.5 to 1.8.5 to fix documentation build
Fix documentation link checker exclusions for sites that block automated requests (Wikipedia, NIST NVD, Flaticon)
Update Hashicorp Vault documentation URLs from www.vaultproject.io to developer.hashicorp.com/vault
Update copyright years to 2016-2024
Bump newrelic to version 11.2.0
Documentation
Add comprehensive CLAUDE.md file with development guidance for AI coding assistants
Add docs/features/ directory structure for feature planning and tracking
Add detailed database migration workflows and troubleshooting guidance to development documentation
Document the importance of setting up test database before model changes when using Alembic autogenerate
Add Claude Code configuration file (.claude/settings.json) with approved command permissions
Database Migration
Migration 1bb9e6a1c07c_add_scheduledtransaction_sales_tax_field adds the sales_tax column (Numeric(10,4), nullable=False, default=0.0) to the scheduled_transactions table