v0.3.0 - Finance & Contacts Modules Release

[TruthSeeker04]

This release adds two full modules: Finance, a complete money-management suite (ledger, bank sync, budgets, invoicing, and sharing), and Contacts, a CRM that ties the whole app together — plus goal history, a leaner n8n footprint, note sharing, and a batch of quality-of-life fixes.

💰 New module: Finance

A private, self-hosted alternative to Mint/YNAB/QuickBooks — your numbers never leave your server.

•	Books & ledger — create money books (e.g. “Family budget”, “LLC books”) with their own accounts, custom categories, and running balances. Personal books are private even from admins; Household/Team books are shared. Everything stored as exact integer cents — no floating-point money bugs
•	Bank sync via SimpleFIN — a read-only bridge: your bank password is never typed into LogCore, the connection can never move money, and it’s revocable anytime from SimpleFIN’s side. Admin-managed connections, auto-sync every 12 hours, and LogCore learns your categorization (tag “KROGER #123” once, every future charge files itself)
•	CSV import for banks without SimpleFIN, with re-import dedup
•	Budgets & recurring bills — monthly limits with 80%/over alerts that fire once each; recurring rent/subscriptions/paychecks that auto-match incoming transactions and flag missed payments
•	Projected balance — “what should I have on the 1st?” — itemized against every scheduled bill, paycheck, and planned item
•	Balance deviation alerts — LogCore compares your bank’s reported balance against what the ledger says it should be, and pings you on drift: unrecorded spending, or someone in your account
•	Invoicing & AR — line-item invoices with auto-numbering, partial payments, a per-client “who’s behind” rollup, and clean print/PDF straight from the browser
•	Taxes — flag deductible transactions into your own tax buckets, with a one-click CSV export for your accountant, and receipts attached straight to transactions
•	Sharing with real caps — share a book (or a single account) as read, edit, or contribute; contribute is the employee-expense mode (pick exactly what they can add and see — balances hidden by default, enforced server-side, not just hidden in the UI). Hide books from specific people or whole roles
•	AI chat can answer “what did I spend this month?”, “am I over budget?”, draft invoices, log transactions, and categorize spending — every write behind the approval prompt

👥 New module: Contacts (CRM)

The Contact is now the canonical person/company record across the app.

•	Rich records for clients, leads, vendors, and friends — multiple emails/phones, address, company links, tags, birthdays, plus admin-defined custom fields
•	Interactions timeline (calls, emails, meetings) and a deals pipeline with customizable stages (kanban + list); optional follow-up dates surface as reminders, and marking a deal Won links straight to a new invoice
•	Invoicing now runs on contacts — pick or quick-create one instead of the old standalone client form — and transactions can link a payee to a contact, so a contact’s card shows what you’ve actually spent or received with them
•	Share a contact (read/contribute/edit) with a person, the household/team pool, or a role, with the same accept/decline handshake as the rest of the app
•	AI + automations: the AI can look up, create, and update contacts and log interactions (search-first, so it won’t create duplicates); the n8n API is write-only with dedup lookup — no bulk export, so a leaked token can’t dump your contact list
•	CSV import/export to bring in an existing contact list

Also in this release

•	Goals — completed goals stay in Done until you clear them (archiving instead of vanishing), plus a Today/Week/Month/Quarter/Year timeline filter; new goals now require a target date
•	Automations — the bundled n8n container now only runs when you actually have a workflow, and stands aside completely if you attach an external n8n instance
•	Notes — share notes and folders (read/edit-content/full) with a person, the household/team pool, or a role, with drag-and-drop into folders on desktop and mobile
•	Setup — the Life Priorities step gained reorder buttons and a Skip option; smaller AI chat toolbar polish

Updating: Admin → Updates, or run bash docker/update.sh on the host. Brain schema migrations run automatically at startup.

Full changelog: v0.2.0...v0.3.0

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This discussion was created from the release v0.3.0 - Finance & Contacts Modules Release.