Maybe Files

Breaking changes

We are now using Sidekiq + Redis for background jobs. To update your self hosted instance, you will need to follow the upgrade guide outlined here:

https://github.com/maybe-finance/maybe/pull/2004

Dark mode + AI Chat is here!

We've got some huge updates for this release:

• Add your OpenAI API key to enable contextually aware AI chats. Please read AI and your financial data to learn more about this feature and how we're handling data between your finances and OpenAI (it's 100% optional and disabled by default!)
• Set dark mode in your user preferences to enable our newest theme below:

What's Changed

• fix: Bug - Transaction matching dialog doesn't open by @tonyvince in https://github.com/maybe-finance/maybe/pull/1942
• Fix time period key conflicts by @zachgoll in https://github.com/maybe-finance/maybe/pull/1944
• Allow CSV imports to be configured with single or multi-account mode by @zachgoll in https://github.com/maybe-finance/maybe/pull/1943
• Fix modal closing on color picker drag [#1869] by @bryanmck1 in https://github.com/maybe-finance/maybe/pull/1931
• Account-level import configuration templates by @zachgoll in https://github.com/maybe-finance/maybe/pull/1946
• Fix ticker filling when Synth is connected by @zachgoll in https://github.com/maybe-finance/maybe/pull/1950
• Fix: Purge stale holdings from accounts during sync by @zachgoll in https://github.com/maybe-finance/maybe/pull/1954
• Add tagged logging to sync process by @zachgoll in https://github.com/maybe-finance/maybe/pull/1956
• Preference to set default_period by @nikhilbadyal in https://github.com/maybe-finance/maybe/pull/1941
• Populate holdings for "offline" securities properly by @zachgoll in https://github.com/maybe-finance/maybe/pull/1958
• Format money for trade history in holdings drawer by @zachgoll in https://github.com/maybe-finance/maybe/pull/1961
• Fetch exchange rates for accounts that require conversion for net worth rollups by @zachgoll in https://github.com/maybe-finance/maybe/pull/1983
• Fix incorrect totals calculation when family has loan payments by @zachgoll in https://github.com/maybe-finance/maybe/pull/1984
• Fix transaction filters when transfers are present by @zachgoll in https://github.com/maybe-finance/maybe/pull/1986
• Data provider simplification, tests, and documentation by @zachgoll in https://github.com/maybe-finance/maybe/pull/1997
• Update security price query in demo generator by @vaibhav-if in https://github.com/maybe-finance/maybe/pull/2000
• Use Redis for ActiveJob and ActionCable by @zachgoll in https://github.com/maybe-finance/maybe/pull/2004
• Fix incorrect entry sorting in activity view by @tonyvince in https://github.com/maybe-finance/maybe/pull/2006
• fix(dashboard): account groups wrapping in balance sheet by @firedev in https://github.com/maybe-finance/maybe/pull/2010
• perf(imports): Bulk import CSV transactions by @Joelute in https://github.com/maybe-finance/maybe/pull/1962
• devContainer: Use Redis for ActiveJob and ActionCable. by @Joelute in https://github.com/maybe-finance/maybe/pull/2017
• bug: Use correct currency value while setting the currency. by @Joelute in https://github.com/maybe-finance/maybe/pull/2018
• Personal finance AI (v1) by @zachgoll in https://github.com/maybe-finance/maybe/pull/2022
• improvements(ai): Improve AI streaming UI/UX interactions + better separation of AI provider responsibilities by @zachgoll in https://github.com/maybe-finance/maybe/pull/2039
• perf(imports): Bulk import CSV trades by @Joelute in https://github.com/maybe-finance/maybe/pull/2040
• chore(providers): Use faraday retry, move retry logic to concrete provider level by @zachgoll in https://github.com/maybe-finance/maybe/pull/2042
• style(ai): Fix AI sidebar overflow when user hasn't enabled or created a chat yet by @zachgoll in https://github.com/maybe-finance/maybe/pull/2044
• provider: Ensure data provider exist before fetching for price. by @Joelute in https://github.com/maybe-finance/maybe/pull/2045
• Fix: Notes not saved on transfer transactions by @the-spectator in https://github.com/maybe-finance/maybe/pull/2053
• Show Uncategorized segment currency as per budget currency by @the-spectator in https://github.com/maybe-finance/maybe/pull/2058
• Mobile responsive template preparation by @zachgoll in https://github.com/maybe-finance/maybe/pull/2071
• Implement dark mode by @Shpigford in https://github.com/maybe-finance/maybe/pull/2078

New Contributors

• @bryanmck1 made their first contribution in https://github.com/maybe-finance/maybe/pull/1931
• @vaibhav-if made their first contribution in https://github.com/maybe-finance/maybe/pull/2000
• @firedev made their first contribution in https://github.com/maybe-finance/maybe/pull/2010
• @Joelute made their first contribution in https://github.com/maybe-finance/maybe/pull/1962
• @the-spectator made their first contribution in https://github.com/maybe-finance/maybe/pull/2053

Full Changelog: https://github.com/maybe-finance/maybe/compare/v0.4.3...v0.5.0