v0.6.0

v0.6.0 — Steadier, friendlier, and ready for smaller screens 📱✨

Mostly a "make finplan sturdier and kinder" release: a full accessibility pass, real mobile manners, a sign-in fix, and a lot of quiet engineering so future updates land faster and safer. No new tabs to learn — just a smoother ride.

✨ What you'll notice

• 📱 Mobile manners. finplan now adapts to smaller screens with responsive layouts and finger-friendly (44px) tap targets. The handful of pages that truly need room to breathe greet you with a polite "best on desktop" note instead of a squished mess.
• ♿ Friendlier for everyone. A complete accessibility pass (WCAG AA): better colour contrast, clearer labels, and solid keyboard + screen-reader support across the app.
• 🔑 Smoother sign-ins. Squashed a hiccup where some sessions wouldn't restore cleanly — far fewer surprise trips back to the login screen.
• 🧮 ISA allowance fix. Corrected the ISA allowance lookup so your numbers turn up exactly where they should.

🛠️ Under the hood (for the curious)

• A big jump in automated test coverage — changes now ship with far fewer surprises.
• New safety gates on every change: accessibility, performance budgets, and bundle-size checks all run automatically.
• Automated dependency updates (with a 48-hour cool-off) to stay current without the churn.
• More durable audit logging.

📦 Good to know

• No database changes — nothing to migrate.
• Nothing for you to do — just enjoy the polish. 💚

Full Changelog: v0.5.0...v0.6.0

v0.5.0

What's Changed

• feature/refine_assets by @snayff in #21
• feature/data_export_import by @snayff in #22
• fix/spa_fail_redirect by @snayff in #23
• feature/cashflow_tab by @snayff in #24
• feat(gifts): gift planner with matrix model by @snayff in #25
• fix/misc_fixes by @snayff in #26
• fix/vertical_scrollbar_on_inline_expand by @snayff in #32
• feat(audit-log): hide system fields and show before/after clearly by @snayff in #33
• fix/pence_not_shown by @snayff in #29
• fix/align_right_panel_headers by @snayff in #30
• fix/waterfall_period by @snayff in #31
• fix/rate_limit: per-user rate limiting, don't retry 429, fix pending invite state by @snayff in #34
• feat: add weekly and quarterly frequency support by @snayff in #35
• feat: enhance settings (split pages, auto-save, profile avatar nav) by @snayff in #36
• fix: remove unused achievement component by @snayff in #37
• feat: proactively refresh access token to avoid 401 storms by @snayff in #38
• feat(audit): richer audit logging by @snayff in #39
• feature/quick-add-waterfall by @snayff in #40
• feat: asset & account growth contributions by @snayff in #41
• feat: universal search (Ctrl+K command palette) by @snayff in #42
• feat(ui): context breadcrumb header by @snayff in #43
• feat(forecast): surface savings/S&S charts + retirement KPI cards by @snayff in #44
• refactor/design-token-hygiene-cleanup by @snayff in #46
• Member attribution on Waterfall items (income, committed, discretionary) by @snayff in #45
• feat: asset & account planned liquidation dates by @snayff in #47
• feature/savings-contribution-limit by @snayff in #48
• feature/committed-discretionary-shortfall-nudge by @snayff in #49
• fix(hooks): TanStack Query mutation consistency — onError sweep + optimistic updates by @snayff in #50
• feat: ISA allowance indicator — full implementation by @snayff in #51
• fix: verification cleanup — audit polling, turbo cache, env example by @snayff in #52
• v0.5.0 by @snayff in #53

Full Changelog: v0.4.1...v0.5.0

v0.4.1

Gift Planner

Plan and track gifts for people and events across the year. Set an annual budget that syncs with your waterfall, assign allocations per person and event, and use Quick Add to fill out your gift matrix in bulk. Switch between Gifts mode (browse by person) and Upcoming mode (browse by month) depending on how you think about it. Year rollover carries forward your setup when January hits.

Cashflow Tab

See projected monthly balances on the Forecast page. A step-line chart shows how your linked accounts are expected to move over the coming months, with a today marker and opening-balance replay so the numbers start from reality, not zero.

Household Members

Add, remove, and reassign household members directly from Settings. Members now exist as a first-class concept — assets, accounts, and income items link to members rather than raw user accounts.

Data Export & Import

Export your entire household to a portable JSON file, or import one to restore or duplicate a household. Import runs inside a transaction with an automatic backup, so nothing is lost if something goes wrong.

Glossary & Tooltips

Financial terms throughout the app now link to a built-in glossary. Hover any marked term for an inline definition, or browse the full glossary from the Help section.

Also in this release

Forecast section navigator redesigned with animated tabs
Hardened auth error messages (no longer reveal whether an account exists)
Per-route rate limiting on all waterfall mutations
Design system consistency pass across all panel layouts
Removed Redis dependency
Added API journey tests and response schema contracts

v0.1.3

• fix/savings_not_showing (#14)

v0.1.2

• fix/yearly_not_showing (#13)
• feature/cleanup_infra (#12)

v0.1.0-beta

Initial beta version, with core functionality.