Skip to content

Release 2.0.0-beta.1

Choose a tag to compare

View all tags
@github-actions github-actions released this 14 Jul 03:23
v2.0.0-beta.1
87da447
This commit was created on GitHub.com and signed with GitHub’s verified signature.
GPG key ID: B5690EEEBB952194
Verified
Learn about vigilant mode.

Release Notes

Codename: Ailanthus, first of the tree-name series.

Added

  • AI assistant that can act, not just answer: confirm-before-write actions, live
    turn progress streamed over websockets, and canvas reports it can render,
    update, and export
  • Assistant turns attached documents such as bank statements into reviewable
    imports
  • Admins can run system-wide AI chat queries
  • Per-user agent token-usage metrics
  • Model Context Protocol server: external AI clients (Claude Desktop, Cursor)
    read and act on a user's finance data with tokens the user issues, across
    wallet, transaction, category, party, and stats tools
  • CAMT.053 bank-statement import plugin
  • Statement fees recorded as linked charges on import
  • Intent tagging, financial position, and asset holdings
  • Exchange-rate and asset-price endpoints
  • Entitlements seam for gating features, limits, and metered usage
  • Integrations registry and listing endpoint, with integrations describing their
    own client UI
  • Admin console with engagement metrics and outreach
  • Admin status exposed in the user payload
  • Delivery: hosted-image build, a per-commit image on merge and latest on
    release, staging deploys, and local docker queue processing

Changed

  • After you confirm an action, the assistant carries on with your original
    request and completes the step that needed the new record
  • Smarter statement imports: statement fields are matched by reading the header
    rather than fixed positions, so values map to the right fields
  • Bulk outreach sends are queued
  • Country preference key renamed to country

Fixed

  • SmartQL AI queries are scoped to the requesting tenant
  • Budgets track spend accurately across currencies, using the right conversion
    rate and direction and auto-converting transactions in another currency
  • Holdings and stats return a consistent response envelope
  • The API docs report the running app version
  • Authenticated requests are rate-limited per user

Performance

  • Faster chat turns: two model round-trips dropped from each turn
  • Faster stats: transaction relations come from already-loaded data, and
    sections load progressively

Deployment

Download the attached archive and extract to your web server:

# Extract archive
unzip trakli-webservice-v2.0.0-beta.1.zip -d /var/www/your-app
cd /var/www/your-app

# Configure environment
cp .env.example .env
# Edit .env with your database credentials, app key, etc.

# Generate application key
php artisan key:generate

# Set permissions
chown -R www-data:www-data storage bootstrap/cache
chmod -R 775 storage bootstrap/cache

# Run database migrations
php artisan migrate --force

# Clear and cache config/routes (optional, for production)
php artisan config:cache
php artisan route:cache
php artisan view:cache

Documentation

See the README for usage instructions.

Full Changelog

View the complete version history in CHANGELOG.md.

Assets 3
Loading