v0.9.1

Finance service (experimental)

A new personal-finance aggregator service: aegis init --services finance or aegis add-service finance. Ships a 33-table schema (accounts, liabilities, valuations, balance and net-worth snapshots, and a transaction ledger with splits, transfer pairing, and provider/import dedup), file import for CSV (Chase and Quicken profiles), OFX/QFX, and QIF, a net-worth service, API
endpoints, and seeded demo data. Connection credentials are AES-GCM encrypted at rest. Optional flags gate Plaid (finance_plaid) and SnapTrade (finance_snaptrade) integration scaffolding. Requires database and
scheduler; recommends worker.

Marked experimental in this release: schema, APIs, and CLI surface may change between releases.

aegis update: no more phantom merge conflicts

Updating a project you never hand-edited could produce merge conflicts: generated projects are formatted at init while template renders are raw, so the 3-way merge misread formatting as user edits. Python files are now compared and merged through ruff normalization, ruff ships as a runtime dependency (installs without dev extras previously degraded silently), and
the fallback path warns instead of staying quiet. Updating from 0.9.0 is conflict-free.

make serve port autodiscovery fixed on macOS

Darwin allocates ephemeral source ports sequentially, so the free-port probe could collide with itself (source == destination, EINVAL)
candidate busy. The probe now retries, keeping autodiscovery reliable in and near the ephemeral range.

Docs

New Neon setup guide under the database component docs.

Installation

pip install aegis-stack==0.9.1

Or run directly:

uvx aegis-stack init my-project

Links

• PyPI
• Documentation
• Changelog

What's Changed

• finance service: include_finance flag + 33-table schema (M1+M2) by @lbedner in #806
• Finance App 2 by @lbedner in #811
• Finance App 3 by @lbedner in #812
• Update Neon Docs by @lbedner in #817
• v0.9.1-rc1 by @lbedner in #832
• v0.9.1-rc2 by @lbedner in #833
• v0.9.1-rc3: fix spurious update conflicts on pristine projects by @lbedner in #834
• v0.9.1-rc4: ship ruff as a runtime dependency by @lbedner in #835
• v0.9.1 by @lbedner in #837

Full Changelog: v0.9.0...v0.9.1