Release v0.10.0 · lbedner/aegis-stack

Added

HTMX frontend (include_htmx): optional server-rendered frontend using HTMX, Alpine.js, Tailwind, and DaisyUI, with a landing page and full Docker support.
SnapTrade integration (finance_snaptrade): brokerage connections, accounts, holdings, and activity sync using commercial or personal API keys. Securities merge across providers by FIGI, CUSIP, or ISIN.
Plaid integration (finance_plaid): Hosted Link, encrypted token storage, account ingestion, cursor-based transaction sync, webhooks, and nightly synchronization.
Finance intelligence: internal transfer pairing, recurring transaction detection, spending insights, and investment activity in the register.
Finance CLI: provider synchronization and SnapTrade connection commands.

Agent skills: stack-aware CLAUDE.md and .claude/skills/ workflows included in generated projects and maintained through aegis add, remove, and update.
Windows support: Poe tasks provide cross-platform alternatives to make, backed by shared Python development and port-resolution tooling. Thanks @GrCOTE7 for bringing this to my attention.

Redesigned the Finance Connections tab and integrated investments into the All Accounts register.
Provider disconnections now remove local data immediately and clean up remotely in the background.
Increased the default Overseer window size for cleaner metric-card rendering. Thanks @GrCOTE7.

Opening multiple browser tabs or reconnecting no longer leaves Overseer blank.
Improved modal dismissal behavior and standardized themed Close buttons.
Finance synchronization now safely handles partial provider payloads, duplicate registrations, and undecryptable credentials.

pip install aegis-stack==0.10.0

Or run directly:

uvx aegis-stack init my-project

Full Changelog: v0.9.1...v0.10.0

pip install aegis-stack==0.10.0

Or run directly:

uvx aegis-stack init my-project

Full Changelog: v0.9.1...v0.10.0