v1.2.1 — Lunch Flow balances and account editing
Lunch Flow balances and account editing
- Disconnect a linked account in Edit account → Disconnect this account from Lunch Flow → Save. The Unlink button is removed from account cards and journals; cancelling preserves the link.
- Retrieve the bank balance immediately when linking. Account pages and dashboard cards label it Bank balance, while account pages keep Ledger balance separate. Opening balances, reports and budget calculations retain their ledger basis; no balancing transactions are invented.
- Refresh bank snapshots even before the first journal import is confirmed. Use Synchronize beside an existing account to update its balance now, and Review transactions to approve the first journal import.
- Keep account linking available when optional balances or investment holdings are unsupported or temporarily unavailable, including CELIAPP-style investment accounts. Show the unavailable status and retain the last valid data. Invalid credentials still fail explicitly.
- Isolate transaction-fetch outages to the affected account and report partial synchronization instead of blocking other accounts.
Validation
209 Python tests and 17 Home Assistant browser scenarios cover balance refresh, initial review, stale and zero balances, provider failures, authentication checks, budgets and English/French desktop/mobile account editing. GitHub validates Python/frontend, Home Assistant and HACS compatibility.
Lunch Flow requests use representative fixtures in automated tests. A real bank connection, including the reported Cash and CELIAPP accounts, has not been tested without an authorized test key.
Upgrade
Update to 1.2.1 in HACS, restart Home Assistant and refresh open tabs. For previously linked accounts, press Synchronize beside the account to retrieve the bank balance immediately; there is no need to unlink and recreate it.