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v0.5.0

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@tassionoronha tassionoronha released this 01 Apr 18:39
v0.5.0
b5d134b

What's New

Inter-Account Transfers

  • Transfer funds between accounts with manual FX rate support
  • Cross-currency transfers with automatic conversion display

Payee / Entity Tracking

  • New Payee entity — first-class merchant/person/company tracking, replacing free-text payee fields
  • CRUD + Merge — create, edit, delete, and merge duplicate payees (reassigns all transactions)
  • Rules engine integration — new set_payee action auto-assigns payees to matching transactions
  • Bank sync & import — payees auto-created from OFX/QIF imports and bank sync raw payee data
  • Analytics — per-payee spending summary (total spent/received, top category, last transaction, recent transactions)
  • Frontend — full payee management page with search, favorites, merge flow, summary panel with recent transactions, and "View all" link to filtered transactions
  • Transaction dialog — payee selector with inline payee/account row layout
  • Transaction filters — filter by payee on transactions page, with URL param support for deep linking
  • Localization — full EN and PT-BR translations for all payee features

Improvements

  • Payee and Account selectors now share the same row in the transaction dialog for a more compact layout

Full Changelog: v0.4.4...v0.5.0

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