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Compass v0.4.21

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@github-actions github-actions released this 09 Jul 18:19
58dac41

Created by @tylahfam97

Hello!

Compass 0.4.21 - Adoption & Polish

Demo Mode

  • New Try Demo Mode button on the empty dashboard loads ~50 realistic sample transactions (2 months of income, rent, groceries, subscriptions, restaurants, gas, insurance, and more) so you can explore every feature without importing your own data

Batch Import

  • Drop or select multiple CSV files at once — Compass queues them and processes each one through the wizard in sequence
  • After each file completes, an "Import Next File (N remaining)" button advances to the next without returning to the home screen

Profile Selection on Launch

  • On every app launch, Compass now shows a profile picker so you choose who is tracking
  • Single profile with no PIN auto-selects silently (no extra step)
  • Single profile with PIN shows the PIN entry screen immediately
  • Multiple profiles always show the full picker

Sidebar Improvements

  • Collapsible sidebar — click the chevron to collapse to icon-only mode; preference is remembered across sessions
  • Nav icons added for all pages (fully navigable even when collapsed)
  • Report an issue link at the bottom opens GitHub Issues directly
  • Version number shown at the bottom of the sidebar

CI / Build Pipeline

  • Fixed self-hosted runner failing on dev branch due to stale local git refs left by the old dev/branch_management branch
  • Prune step added before checkout to clean stale remote-tracking refs and branch namespace directories automatically

Bug Fixes

  • Multiple CSV files selected via the file dialog now correctly processes all queued files (second+ files were being lost due to a state reset ordering issue)
  • Hardcoded private IP removed from Discord notification script — now uses APPRISE_URL GitHub secret
  • index.html title updated from "Tauri + React + Typescript" to "Compass"

Step-by-Step Import Wizard

  • The import flow is now a guided 6-step wizard replacing the old all-in-one mapping screen
  • Step 1 — Find Data: Compass auto-detects where your column headers are and shows them as centered pills. Use − / + to shift rows if the detection is off
  • Step 2 — Date: Pick the date column and see raw values parsed into readable dates in real time. Warns if a value can't be read as a date
  • Step 3 — Description: Pick the merchant/payee column with live sample values
  • Step 4 — Amount: Pick the amount column with live red/green currency output. Includes a toggle for banks that use separate Debit/Credit label columns instead of signed amounts
  • Step 5 — Balance (optional): Opt in to import your running account balance for balance charts and low-balance alerts
  • Step 6 — Preview: Summary card (row count, detected month, columns), 5-row preview table, and the final Import button
  • Returning users whose bank layout was previously saved can skip straight to Preview from Step 1
  • Subtle slide animations on step transitions and a polished success animation on completion

Bug Fixes

  • Dates displaying one day behind — Fixed a timezone issue where ISO date strings were parsed as UTC midnight and then formatted in local time, shifting them back by one day in all US timezones. Affects the wizard, transaction list, reports, and dashboard
  • Import history persisting after clearing transactions — Clearing all transactions (Dashboard) or deleting a profile now also removes the associated import session history. Clearing a single month removes only sessions that have no remaining transactions