Release Notes

Frontend

• Account cards redesign. Redesigned the account cards.
• Statements page overhaul. Flattened the layout with an always-on lean upload, removed the donut indicator, status badges, and duplicate titles, and stopped the detail page from bouncing back to the list.
• Overwrite statements on upload. Allowed overwriting an existing statement during upload.
• Public bank status page. Added a public connector-status page at /stato-banche/.

Backend

• Security: closed data leaks. Closed two IDOR data leaks in the users and transactions APIs and stopped leaking the backend URL into the client bundle.
• Private statement & receipt files. Statement and receipt blobs are now stored privately.
• Consent revoked on offboarding. Bank-side AIS consent is now revoked when a user offboards.
• finAPI connection resilience. Forwarded PSU metadata so bank updates count as user-present (PSD2), self-healed client/admin token calls on 401, improved WebForm/Tasks error handling, and stopped forcing a consent reset that caused SCA spam.
• Connector-health monitoring. Added a time-series collector and admin dashboard for finAPI connector health, with per-bank active-connection counts and Europe/Rome timestamps.
• Admin bank sync logs. Rendered bank sync logs as a readable full-width timeline table.
• Legacy providers removed. Purged the unused Salt Edge, GoCardless, and Enable Banking provider integrations.

Frontend

• Revisione movimenti redesign. Aligned the transaction-review list with Transazioni, polished the page, and decluttered rows and group headers.
• UI consistency. Unified dropdown styling with white backgrounds and colored category icons per category in the budget view.
• Cleaner transaction feed. Zero-amount transactions are now skipped and hidden from the feed by default.
• Developer toolbar removed. Hid the developer toolbar everywhere and dropped dead role/env gating.
• Editable subscription codes. Subscription codes are now editable in the admin panel.
• Statement download gating. Removed the statement download button when no file is available.

Backend

• Categorization quality. Fed the finAPI bank category into the v2 engine as an LLM prior, added a provisional "Other" fallback for the unresolved tail, trusted transfer guesses when the causale corroborates them, hardened the flow pre-production, and removed dead endpoints and a stale page-number bug.
• AIS consent expiry in manage panel. Surfaced finAPI AIS consent expiry in the manage panel and cleaned up connection status handling.
• Transient provider errors retryable. Treated transient provider errors as retryable rather than triggering a reconnect.
• Subscription redemptions. Added a user subscription redemptions API with frontend integration.

Frontend

• Accounts page redesign. Turned total balance into a hero number, added a decorative watermark and cleaner layout, removed the redundant currency panel and duplicate title, and preferred square institution logos from finAPI.
• Connection & reconnect flow. Surfaced an inline reconnect button during user-action stages, deduped reconnect badges and clarified SCA wording, redirected to the SCA web form instead of hanging, removed the global Refresh-all, and showed real connection progress.
• Bank catalog & activation. Added a bank activation request flow, replaced the country filter with a dropdown, and tightened state refresh after provider callbacks.
• Receipt status labels. Added localized receipt status labels.
• Shorter help-desk meeting. Updated the help-desk booking to a 20-minute meeting.
• Visual polish. Enhanced button shadows for visibility and unified component backgrounds on the card surface.
• In-app guide refresh. Realigned the in-app guide to Alberta's source document and integrated the latest additions.

Backend

• Categorization v2 rollout. Shipped the v2 categorization cascade behind a feature flag with an evidence-only catalog and knowledge-tier engine, routed bulk chunks through the shared processor, and added transfer/channel guards.
• Security: patched dependencies. Patched known vulnerabilities in frontend and backend dependencies.

Frontend

• Privacy & Terms links on sign-in. Added Privacy Policy and Terms of Service links to the sign-in page.
• Local-time display. Naive UTC timestamps are now converted to Europe/Rome wall-clock time for consistent display.

Backend

• finAPI live cutover. Added environment handling for user and connection management during the finAPI sandbox-to-live switch.
• Manual refresh for scraper connectors. Auto-sync is skipped for finAPI WEB_SCRAPER connectors, with a manual refresh shown in the UI instead.
• Powens reconnect throttling. Added reconnect-attempt throttling and a cooldown so repeated reconnects no longer hammer the provider.
• Login keeps your preferences. Login sync no longer wipes saved user preferences.
• Infrastructure & secrets hardening. Removed a committed Vercel env dump, hardened .env ignores, consolidated Docker Compose, and pointed the migrate job at the live database.

Frontend

• Clearer bank connection warnings. Added global and provider-specific warnings before connecting a bank, including a Trade Republic note to include the phone country code.
• Streamlined connect-bank flow. Warned users before connecting and dropped connector-detail chips, simplified the web-auth fields UI while persisting connector field requirements, reworked Powens callback CTAs per state, and stopped empty scroll on connection result screens.
• Period navigation improvements. Budget period header now always shows the calendar month and marks the current one, movements land on the final period after rapid month navigation, and period preferences persist more reliably.
• Legacy guide comparison page. Added a comparison page against the v1 platform guide.
• Legal pages finalized. Added a Terms of Service page and finalized the in-product legal pages.

Backend

• Onboarding state continuity. Merged local and remote onboarding states so progress is preserved across devices and sessions.
• finAPI connection reliability. Tightened waiting-user polling and finalized stale sessions, and fixed naive datetime comparison in the waiting-user form check.
• Powens sync resilience. Treated Powens 'already syncing' (409) responses as retryable rather than errors, so transient overlaps no longer surface as failures.
• Bank catalog re-auth accuracy. Stored and classified finAPI volatile-PIN connectors from interface login credentials so connection screens reflect when re-authentication is required.
• Admin bulk-categorization controls. Admins can filter bulk categorization by import date, and bulk-categorize jobs are now tracked in Active Tasks.
• Central provider allowlist. Introduced a single source-of-truth allowlist for bank providers.

Backend

• Automatic account sync. Added auto-sync middleware with non-blocking locks for finAPI and Powens so background refreshes run without overlapping or blocking each other.
• Faster authenticated requests. Treated last_login as audit-only on user save to avoid extra writes on each authenticated request.

Frontend

• Intro and sign-in return routing. Sanitized callback URLs and preserved landing/sign-in routing preferences so return paths stay safe and predictable.
• Bank activation request context. Included selected-country context in bank activation request emails and the unsupported-bank request flow.
• Bank selection locale and logo polish. Fixed country option localization and improved Powens bank logo loading/fallbacks so connection screens and account cards show accurate labels and imagery.
• Pending connection cleanup. Disabled stale pending bank connection cards and tightened callback/account cache state so users are not shown obsolete connection prompts.
• Emergency fund fixed-expense calculation. Used explicit fixed expenses in emergency fund insights and savings goal inputs for more accurate targets.

Backend

• PayPal and finAPI connection normalization. Normalized PayPal bank display names, restricted PayPal flows to XS2A, and tuned finAPI web-form defaults for cleaner provider handoffs.
• Powens institution metadata reliability. Loaded Powens bank logos from the final asset host and kept fallback metadata available when provider payloads are incomplete.

Frontend

• Bank connection requests and reconnects. Added country-level activation requests, account-card reconnect CTAs, Powens activation recovery, default Powens webauth routing, and account refresh after provider callbacks.
• Bank catalog search and identity support. Improved catalog token matching and provider identity data used by connection/search flows.
• Statements, budget, and investment polish. Fixed statement upload completion state, zero budget target status, investment simulator preference/input handling, and reduced technical UI details shown to users.
• FX display cleanup. Removed stale FX indicators from dashboard components after backend FX sync hardening.

Backend

• Provider identity, catalog, and bank sync operations. Introduced catalog provider identities, improved direct finAPI/Powens account syncing in admin tools, and added Powens institution fallback metadata.
• Provider retry, activation, cleanup, and audit reliability. Fixed Powens activation, finAPI web-form retry and multicurrency account merging, cleaned up provider sessions during account deletion, improved provider sync retry handling, and recorded provider connection audit events.
• Admin safeguards and diagnostics. Added a superuser data erasure panel, Powens diagnostic audit logging, and FX rate sync/admin tooling with balance fallback hardening.
• Categorization output guardrails. Constrained AI categorization outputs to reduce invalid category responses during statement processing.

Frontend

• Bank catalog and activation requests. Added backend-backed bank catalog search, provider routing, and a request flow for unsupported banks.
• finAPI cancel and reconnect recovery. Added a cancel path for finAPI connections and clearer recoverable errors when reconnect or web-form lookup fails.
• Expense reimbursements category. Added reimbursement labels to category defaults, localization, and demo seed data.

Backend

• Multi-step transaction categorization. Added multi-step categorization with deterministic rules, categorization keys, and AI processor updates.
• Provider sync scope and fingerprint safety. Limited remote transaction sync history, prevented finAPI auto-sync during active imports, and enforced unique bank provider fingerprints.
• Banking catalog API and activation workflow. Implemented the banking catalog service/API and connected it to the unsupported-bank activation request flow.
• finAPI connection cancel and lookup recovery. Added server-side cancellation and kept web-form lookup failures recoverable during finAPI connection attempts.

Frontend

• finAPI and Powens refresh state in account UI. Surfaced finAPI and Powens provider refresh states in account dialogs, account rows, and sync hooks.
• finAPI pending callback validation. Hardened callback state, pending connection handling, smoke-validation flags, and user-facing finAPI copy.

Backend

• Provider refresh and reconnect hardening. Refreshed provider freshness explicitly, added cooldown retry throttling, hardened finAPI/Powens refresh flows, and preserved Powens reconnect callback context.
• finAPI smoke validation and callback recovery. Added smoke tooling and recovery checks around finAPI bank connections and callback completion.

Frontend

• finAPI connection and pending UX rollout. Added country-aware bank search, web form handoff, source-driven pending states, safer callbacks, and reconnect messaging for finAPI bank connections.
• Transaction review queue polish. Sorted review groups by absolute total, auto-selected common categories, skipped zero-amount transactions, and exposed categorization-in-progress state.
• Dashboard, demo, and privacy polish. Added the top notices bar, audited app data coherence, fixed demo transfer coherence, hid noisy PayPal/bank flags, and opened privacy policy links in a new tab.
• Frontend build and diagnostics reliability. Tightened Vercel build skipping, tuned deployed Sentry sampling, and pinned TSX test runs to the frontend TypeScript config.

Backend

• finAPI lifecycle hardening. Added admin and smoke tooling, stale-session recovery, reconnect resume behavior, duplicate-user handling, temporary-error handling, PATCH request handling, and safer sync completion paths.
• Categorization and transaction safety. Generated transfer-match candidates after sync, scheduled categorization jobs after commits, recorded AI usage, failed fast on non-retryable model errors, and rejected mismatched amount-sign categories.
• Auth and deployment safeguards. Forced sign-out for inactive backend users, added auth schema checks, and hardened runtime deployment scripts, predeploy migrations, collectstatic secrets, and Docker auth settings.

Frontend

• Powens live webauth connection flow. Added webauth-based bank connections, limited visible banks to live webauth institutions, improved mechanism filtering, and prevented search from being skipped after country selection.
• Guide v2 readability and routing. Launched the v2 guide experience, archived legacy help content, and improved guide typography plus markdown spacing.
• Environment-specific logo subtitle. Added an environment subtitle below product logos so deployments can identify their context more clearly.

Frontend

• Demo seed data cleanup. Aligned demo Powens countries without GB and avoided duplicate monthly salary/rent rows in seeded data.

Frontend

• Powens-only connector experience. Simplified bank connection around Powens, refreshed EU connector snapshots, fixed country filtering, added Norway support, and localized bank connection copy.
• Demo data realism and category display. Categorized seeded transfers, fixed demo category labels/confidence, and routed demo receipts and statements through shared views.
• Guide and chatbot knowledge refresh. Updated guide content across onboarding, account import, budget, investments, overview, support, and transactions while refining chatbot tone and prompt rules.

Backend

• Powens sync completeness. Fetched all paginated Powens transactions and reported real sync status before marking connections complete.

Frontend

• Italian UI copy normalization. Normalized Italian accents across UI and guide copy for cleaner localized text.
• Onboarding and frontend stability fixes. Applied onboarding and frontend fixes around the early March release window.

Backend

• Expired-session and bank-status handling. Handled expired auth sessions without overview errors and fixed bank account status lookup.

Frontend

• Demo mode platform rollout. Introduced host-gated demo runtime flags, local demo store, app-API bridges, and demo-safe callback/page flows to support realistic in-product demos.
• Demo onboarding and recurring-data realism. Auto-ran splash/onboarding once per session, seeded realistic recurring subscriptions, and stabilized monthly anchoring plus overview fallback queries.
• Demo and edge-runtime hardening. Fixed first-render hydration mismatches, prevented fail-open demo mode on non-demo hosts, and hardened middleware/JWT behavior for Edge runtime safety.
• Sentry and deploy gating for demo stability. Added DISABLE_SENTRY build/runtime gates, no-op instrumentation paths, and Vercel skip-build rules when frontend files are unchanged.
• Powens connect-bank reliability fixes. Improved connector filtering and country options, added snapshot-country handling, enabled HTTP snapshot loading, and fixed GB connector stats mismatches.
• Simulator and dashboard i18n alignment. Updated simulator copy, switched EN/IT terminology from Projection to Simulation, and localized dashboard/home averages plus connect-bank surfaces.

Backend

• Returnable account-type support and API alignment. Documented returnable account types and aligned serializers/services/views with Powens account-response behavior for safer connect-bank flows.
• Powens backend validation and admin diagnostics. Improved connector/country handling in Powens views, extended integration tests, and enhanced admin user-bank account diagnostics.

Frontend

• Unified bank connection and portfolio flows. Rolled out a shared bank-connect layout, added Powens portfolio/export surfaces, and removed obsolete compliance strip UI.
• Display currency rollout completion. Completed display-currency propagation across UI-connected endpoints for consistent totals and charts.
• Dashboard stale-state polish. Improved stale pulse animation styling to make refresh state more legible.
• UI language guardrails. Added a check to catch mixed-language UI strings before shipping.
• Multi-currency everywhere. Display currency selection now applies across Dashboard, Budget, Savings, Movements, and receipt-related views.
• Dashboard refresh polish. Added refresh motion plus explicit fetching/stale indicators to make refresh behavior clearer.
• Bank sync UX simplification. Removed manual sync controls from bank account lists; sync is handled automatically.
• Onboarding V2 click reliability. Overlay trigger and click handling were hardened for desktop and mobile interactions.
• Guide + locale consistency. Guide content and shell routes moved to canonical `/guide` with localization and legacy `/guida` redirects.
• Broader i18n coverage (EN + IT). Localized chatbot, statements flows, verify-request views, locale switcher, and callback status/error messages.
• Compliance strip. Added EU co-funding strip and supporting image assets.
• Changelog UI. Added in-app changelog route and markdown parser-backed compact changelog design.

Backend

• Powens sync and export hardening. Expanded wealth/export API support and hardened sync lifecycle behavior.
• Salt Edge v6 onboarding expansion. Added AIS and Connect flows, plus demo-bank support and country filtering.
• Cross-provider transaction deduplication. Introduced similarity scoring and deduplication to reduce duplicated movements across providers.
• Sync task tracking improvements. Added bank sync task tracking and categorization-job scheduling in the sync service.
• Frankfurter provider integration. Added FX retrieval helpers and persistence path for historical rates.
• ExchangeRates provider integration. Added second FX source for broader symbol coverage and latest rates.
• FX observation model. Added `FxRateObservation` upsert pipeline and latest-local-date retrieval for robust incremental sync.
• Rate sync conflict handling. Updated symbol-sync logic to fetch complete symbol sets when needed and preserve Frankfurter rows on conflicts.
• Currency APIs. Added `/transactions/currencies/` and wired currency-aware transactions/receipts queries.
• Seed/bootstrap FX datasets. Added local snapshots for provider currency lists, full Frankfurter bootstrap history, and latest ExchangeRates payload.
• Enable Banking error/auth refactor. Improved server-side auth and error response consistency for Enable Banking endpoints.

Frontend

• Guide system v2. Implemented dynamic guide topic loading, markdown rendering, and a scroll-aware table of contents with quick links.
• Privacy policy surface. Added an in-app privacy policy page with draft content loading.
• Onboarding V2 rollout. Added feature-flagged onboarding V2 components, targets, copy improvements, and better trigger behavior.
• Tooltip rollout. Expanded tooltip coverage across budget, savings, and navigation surfaces.
• Chatbot interaction upgrades. Added thinking bubble, improved input focus behavior, and scroll handling.
• Theme preferences. Added user theme preference management.
• Pending transaction styling. Added distinct UI styling for pending bank transactions.
• Summary/readability polish. Improved summary card typography and layout.
• Route canonicalization prep. Migrated Italian route segments to English canonical paths while preserving localized labels.
• Test-user bootstrap. Added development-friendly test login bootstrap path.

Backend

• Context-aware chatbot requests. Chatbot requests now carry current URL/view context.
• Audience-aware knowledge base. Added audience resolution and filtering for chatbot knowledge content.
• Guide content support. Added backend support used by dynamic guide docs/topic delivery.

Frontend

• Enable Banking account status UX. Improved ordering, account detail display, and expired-session handling in account status dialogs.
• Tooltips baseline. Introduced shared tooltip component and applied it to budget and planning surfaces.
• Budget and savings clarity. Improved fixed-expense color scheme and loading states in Prospect/Savings flows.
• Onboarding visual assets. Added/updated onboarding screenshot assets and ordering.
• Role-based UI controls. Added `RoleGuard`-based rendering for privileged UI surfaces.
• Navigation polish. Improved bottom navbar transitions/flex behavior and sidebar readability.
• Movements continuity. Restored stored period via `defaultToLastPage` behavior in movements pages.
• Trend chart interaction. Improved fixed/flexible trend chart filtering, category totals, and control affordances.
• Header responsiveness. Updated header behavior for desktop visibility.

Backend

• Category slug support. Added category slugs to improve cross-layer consistency.
• Admin environment endpoint hardening. Added auth/role checks for environment-variable endpoint access.
• Onboarding control endpoint. Added endpoint support for onboarding-enabled flags and related state messaging.
• Expired-session test coverage. Added tests and backend handling updates around expired Enable Banking sessions.

Frontend

• Expenses chart performance. Improved expenses chart data handling and rendering behavior.
• Centralized chart palette. Consolidated chart color mapping for consistency.
• Fixed/Flexible chart iteration. Added category selection, category totals, and copy/layout refinements.
• Auth/session cleanup work. Improved auth error handling and removed obsolete refresh-token session flow.

Backend

• Balance aggregation optimization. Improved bank account balance aggregation with prefetched data and institution refresh options.
• Startup reliability. Added port-readiness check to gunicorn startup commands in compose files.

Frontend

• Onboarding page baseline. Added initial onboarding page integration.
• Review action accessibility. Improved filters-bar review button layout and accessibility.
• Sign-in reliability. Improved sign-in redirection/session handling and trust-host support for preview environments.
• Guide seed page. Added early interactive `/guida` guide entry (later canonicalized to `/guide`).
• Contextual help expansion. Added contextual help text and tooltip surfaces across major pages.
• Movements count helpers. Added date-range movement counting helpers to improve pagination behavior.

Backend

Frontend

• Help Desk launch. Introduced in-app Help Desk with launcher integration, draft persistence, and Suspense-wrapped loading.
• Period header redesign. Refined period/date formatting and layout.
• Auth page suite. Added custom sign-in/sign-out/verify-request/auth-error pages with loading skeletons.
• Verification email redesign. Updated branded verification email template and expiration messaging.
• Google account linking rule update. Enabled account linking for matching Google email identities.
• Financial simulator polish. Improved simulator responsiveness, input styling, and summary card/card-grid layout.
• Expense analysis upgrade. Replaced progress-style display with pie-chart-based analysis and improved chart data flow.
• Bank sync resilience. Added auto-sync throttling and error backoff behavior.
• Branding and observability polish. Updated logo/flags and improved Sentry sourcemap handling/sample rate.

Backend

• Accounts snapshot endpoint. Added account snapshot endpoint support for improved data retrieval.

Frontend

• Transfer review improvements. Added transfer matches count, unmatch confirmation dialog, and improved mobile transfer-review layout.
• Summary cards refresh. Added balance visibility toggle and skeleton/loading improvements in summary/stat sections.
• Prospect and trend analysis enhancements. Added fixed/flexible trend visualization and improved projection/target presentation.
• Pending task readability. Improved task title/subtitle wrapping behavior.
• Investment summary cleanup. Simplified layout and removed unused return-rate logic.

Backend

• Enable Banking reconnect flows. Added reconnect/manual-sync flows for inactive accounts.
• Duplicate account prevention. Added IBAN/hash-based account deduplication and safer re-association during reconnect.
• Type-safety hardening. Added typed helpers for Celery/date/source handling in transaction processing paths.

Frontend

• Transfer review bug fixes. Fixed transfer review descriptions and pending match reset behavior.
• AI categorization preview. Added categorization preview support tied to AI-assisted flows.
• Account list responsiveness. Improved account list item responsiveness/layout.

Backend

• Transaction save validation. Added stronger type hints and source validation in transaction save flows.
• Enable Banking casting fixes. Improved explicit typing/casting in banking views and date handling.
• Celery type module. Introduced shared Celery typing support for task code.

Frontend

• Dashboard and UI polish. Grouped 5 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Banking connection and sync UX. Make ProviderOption and ProviderSelectionProps generic for better type flexibility
• Transactions and review flow updates. Remove deprecated transaction proxy and diagnostic route handlers

Backend

• Banking integration and sync reliability. Grouped 4 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Transaction processing and matching. Grouped 4 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.

Frontend

• Transactions and review flow updates. Grouped 5 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Other iterative improvements. Grouped 4 related changes this week across miscellaneous iterative improvements in this area.
• Frontend tooling and reliability. Grouped 2 related changes this week across build/observability/tooling adjustments that improved frontend reliability.
• Dashboard and UI polish. Grouped 16 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Guidance, onboarding, and localized UX. Grouped 4 related changes this week across onboarding, guide/help surfaces, chatbot UX, and localization.
• Authentication and membership UX. add stringToHue function for dynamic avatar coloring in SubscriptionsWidget
• Banking connection and sync UX. Add Enable Banking provider integration

Backend

• Transaction processing and matching. Grouped 10 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Banking integration and sync reliability. Grouped 14 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Other iterative improvements. implement chatbot functionality with backend integration and user interface
• Access control, auth, and membership rules. Grouped 2 related changes this week across auth/session controls, role enforcement, and membership access policies.
• API and data model evolution. refactor chatbot mode handling and remove unused functions
• Infrastructure, performance, and ops. enhance SlowQueryMiddleware to log detailed slow request metrics and queries
• Documentation and developer tooling. Grouped 2 related changes this week across documentation and developer workflow updates.

Frontend

• Dashboard and UI polish. Grouped 34 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. Grouped 11 related changes this week across miscellaneous iterative improvements in this area.
• Statements and upload experience. Grouped 2 related changes this week across statement upload/import flows and related UI affordances.
• Banking connection and sync UX. Grouped 4 related changes this week across provider selection, account linking, requisitions, and sync-state handling.
• Transactions and review flow updates. Grouped 6 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Frontend tooling and reliability. Grouped 2 related changes this week across build/observability/tooling adjustments that improved frontend reliability.
• Authentication and membership UX. Grouped 10 related changes this week across sign-in/session behavior plus membership and role-gated UX.

Backend

• Statement and receipt ingestion pipeline. Enhance statement processing to support multiple file formats (PDF, CSV, XLS, XLSX)
• Banking integration and sync reliability. Grouped 9 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Other iterative improvements. implement user management features with subscription code expiration handling
• Access control, auth, and membership rules. Grouped 4 related changes this week across auth/session controls, role enforcement, and membership access policies.
• Transaction processing and matching. Grouped 17 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• API and data model evolution. Grouped 6 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Infrastructure, performance, and ops. Grouped 2 related changes this week across worker/runtime performance, logging, docker/runtime setup, and operational reliability.

Frontend

• Other iterative improvements. Grouped 4 related changes this week across miscellaneous iterative improvements in this area.
• Frontend tooling and reliability. Grouped 2 related changes this week across build/observability/tooling adjustments that improved frontend reliability.
• Transactions and review flow updates. add performance indexes and optimize transaction retrieval with caching
• Dashboard and UI polish. Grouped 2 related changes this week across dashboard cards, charts, layout, and styling refinements.

Backend

• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Transaction processing and matching. Grouped 3 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.

Frontend

• Dashboard and UI polish. Grouped 24 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. Grouped 14 related changes this week across miscellaneous iterative improvements in this area.
• Transactions and review flow updates. implement categorization job management
• Banking connection and sync UX. enhance AccountListItem to conditionally display sync affordances based on account type
• Frontend tooling and reliability. Grouped 4 related changes this week across build/observability/tooling adjustments that improved frontend reliability.
• Authentication and membership UX. update SubscriptionsWidget linkHref to point to subscriptions tab

Backend

• API and data model evolution. Grouped 2 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Other iterative improvements. Grouped 8 related changes this week across miscellaneous iterative improvements in this area.
• Transaction processing and matching. Grouped 9 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Banking integration and sync reliability. Grouped 3 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Infrastructure, performance, and ops. integrate Sentry for error tracking and enhance logging capabilities

Frontend

• Dashboard and UI polish. Grouped 11 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Transactions and review flow updates. Grouped 3 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Other iterative improvements. Refactor API key handling and update permissions

Backend

• API and data model evolution. Grouped 2 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Transaction processing and matching. Grouped 4 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.

Frontend

• Dashboard and UI polish. Grouped 18 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. Grouped 8 related changes this week across miscellaneous iterative improvements in this area.
• Transactions and review flow updates. Grouped 5 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Statements and upload experience. implement formatCurrencyIt function for consistent Italian currency formatting and update StatementDetail to use it

Backend

• Transaction processing and matching. Grouped 8 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Documentation and developer tooling. remove outdated documentation
• Statement and receipt ingestion pipeline. Grouped 4 related changes this week across statement/receipt parsing, ingestion, and file-format handling.
• API and data model evolution. Grouped 2 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Banking integration and sync reliability. implement user activity auto-sync middleware and related user model fields
• Infrastructure, performance, and ops. Add service worker scripts for caching and routing

Frontend

• Statements and upload experience. Grouped 6 related changes this week across statement upload/import flows and related UI affordances.
• Transactions and review flow updates. enhance statement processing with transaction summary and retry functionality
• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Banking connection and sync UX. Filter bank accounts to show only manual accounts and update selection logic
• Dashboard and UI polish. Grouped 3 related changes this week across dashboard cards, charts, layout, and styling refinements.

Backend

• Transaction processing and matching. Grouped 3 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Statement and receipt ingestion pipeline. Grouped 3 related changes this week across statement/receipt parsing, ingestion, and file-format handling.
• Banking integration and sync reliability. Allow synchronous join in process_statement_task to prevent Celery errors

Frontend

Backend

• Transaction processing and matching. Add script to parse bank statement PDFs and export transactions to CSV
• Statement and receipt ingestion pipeline. Simplify error handling in parse_statement_text function for OpenAI response validation
• API and data model evolution. Remove deprecated AI models and add GPT-5 NANO pricing in cost calculation
• Other iterative improvements. Add to .gitignore

Frontend

• . Enhance bank statement processing and upload functionality

Backend

• . Enhance bank statement processing and upload functionality
• . Add output scripts directory to .gitignore to prevent tracking of generated files

Frontend

• Other iterative improvements. Grouped 3 related changes this week across miscellaneous iterative improvements in this area.
• Statements and upload experience. Add receipt upload functionality and approval process
• Dashboard and UI polish. Grouped 10 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Transactions and review flow updates. Add transaction type selection and update related categories in ReceiptUploadDialog

Backend

• . Add receipt upload functionality and approval process

Frontend

• Dashboard and UI polish. Grouped 3 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Frontend tooling and reliability. remove ESLint configuration file
• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.

Backend

• . add demo transaction seeding functionality and update related components
• . enhance savings calculations and add tests for prospect summary metrics

Frontend

• Dashboard and UI polish. Grouped 5 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. enhance savings calculations and API response with net saved field
• Banking connection and sync UX. Grouped 2 related changes this week across provider selection, account linking, requisitions, and sync-state handling.
• Guidance, onboarding, and localized UX. update currency formatting to use EUR and Italian locale
• Transactions and review flow updates. enhance category selection handling in MovementsTable and improve query invalidation logic in useSavingsGoal

Backend

• Other iterative improvements. disable three-month average view and update related components
• API and data model evolution. enhance savings calculations and API response with net saved field
• Banking integration and sync reliability. Grouped 2 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Transaction processing and matching. Grouped 2 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.

Frontend

• Dashboard and UI polish. Grouped 15 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. Grouped 4 related changes this week across miscellaneous iterative improvements in this area.
• Authentication and membership UX. Grouped 2 related changes this week across sign-in/session behavior plus membership and role-gated UX.
• Banking connection and sync UX. implement refresh all functionality with user feedback and sync limit handling

Backend

• API and data model evolution. implement access token invalidation and retry logic for API calls feat(GlobalNavbar): refactor navigation logic to use centralized path mapping feat(RouteTransition): add route transition animations for smoother navigation feat(navOrder): create utility functions for section-path mapping and order management chore(package): add framer-motion for animation support
• Transaction processing and matching. Grouped 4 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Infrastructure, performance, and ops. enhance Docker setup with static file handling and increase Celery concurrency
• Other iterative improvements. add EditBudgetDialog and SavingsMoveDialog components; enhance prospect summary with view mode support

Frontend

• Transactions and review flow updates. Grouped 6 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Dashboard and UI polish. Grouped 12 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. Grouped 6 related changes this week across miscellaneous iterative improvements in this area.
• Authentication and membership UX. Grouped 2 related changes this week across sign-in/session behavior plus membership and role-gated UX.

Backend

• Transaction processing and matching. Grouped 7 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Other iterative improvements. Grouped 6 related changes this week across miscellaneous iterative improvements in this area.
• Banking integration and sync reliability. Grouped 2 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• API and data model evolution. enhance user serializers and add endpoint to retrieve current user data

Frontend

• Transactions and review flow updates. add developer tools for categorizing and recategorizing transactions, including environment configuration
• Other iterative improvements. Grouped 4 related changes this week across miscellaneous iterative improvements in this area.

Backend

• . add developer tools for categorizing and recategorizing transactions, including environment configuration
• . enhance savings goal features with emergency fund suggestions and API response updates
• . enhance SavingsGoal features with additional fields and calculations for current contributions, goal status, and overdue status

Frontend

• . Refactor code structure for improved readability and maintainability
• . implement emergency fund suggestion feature and update savings goal handling
• . add CategoryAdmin to admin panel and update default categories management command refactor: enhance emergency fund calculations in SavingsGoalForm and RisparmiPage components

Backend

• . Refactor code structure for improved readability and maintainability
• . implement emergency fund suggestion feature and update savings goal handling
• . add CategoryAdmin to admin panel and update default categories management command refactor: enhance emergency fund calculations in SavingsGoalForm and RisparmiPage components

Frontend

• Transactions and review flow updates. Grouped 5 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Other iterative improvements. Grouped 3 related changes this week across miscellaneous iterative improvements in this area.
• Dashboard and UI polish. Grouped 4 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Banking connection and sync UX. Grouped 2 related changes this week across provider selection, account linking, requisitions, and sync-state handling.

Backend

• Transaction processing and matching. Grouped 5 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• API and data model evolution. Grouped 2 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Other iterative improvements. update navigation and routing for financial sections, replacing 'entrate' with 'prospect' and redirecting legacy routes
• Banking integration and sync reliability. Grouped 3 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.

Frontend

• Other iterative improvements. Grouped 8 related changes this week across miscellaneous iterative improvements in this area.
• Authentication and membership UX. disable debug logging for authentication checks
• Dashboard and UI polish. Grouped 3 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Transactions and review flow updates. add createMovement function and integrate with MovementsView for new transaction creation refactor(docker): update frontend Dockerfile and docker-compose command to use turbopack for improved performance

Backend

• Infrastructure, performance, and ops. Grouped 2 related changes this week across worker/runtime performance, logging, docker/runtime setup, and operational reliability.
• Banking integration and sync reliability. Grouped 3 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Transaction processing and matching. Grouped 2 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• API and data model evolution. update savings goals API and frontend integration

Frontend

• . enhance environment configuration and add new pages for financial tracking
• . implement landing page system with user preferences and navigation
• . correct gender in welcome message to "Benvenuta in Fibi"

Backend

• Other iterative improvements. Grouped 4 related changes this week across miscellaneous iterative improvements in this area.
• Transaction processing and matching. Grouped 5 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• API and data model evolution. Grouped 3 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.

Frontend

• . update category_trigger rules for improved accuracy

Backend

• . update category_trigger rules for improved accuracy
• . update populate_categories script to create global categories and improve output summary

Frontend

• Dashboard and UI polish. Grouped 4 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Authentication and membership UX. Grouped 3 related changes this week across sign-in/session behavior plus membership and role-gated UX.
• Other iterative improvements. Grouped 6 related changes this week across miscellaneous iterative improvements in this area.
• Banking connection and sync UX. improve provider system with factory pattern and better debugging
• Transactions and review flow updates. Grouped 3 related changes this week across movements lists, transaction details, transfer review, and categorization UX.
• Frontend tooling and reliability. add development utilities and ESLint configuration

Backend

• Transaction processing and matching. Grouped 6 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Infrastructure, performance, and ops. Grouped 8 related changes this week across worker/runtime performance, logging, docker/runtime setup, and operational reliability.
• Other iterative improvements. Grouped 6 related changes this week across miscellaneous iterative improvements in this area.
• Access control, auth, and membership rules. Grouped 7 related changes this week across auth/session controls, role enforcement, and membership access policies.
• API and data model evolution. Grouped 2 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Banking integration and sync reliability. improve sync performance and prevent worker timeouts

Frontend

• . add portfolio value range visualization with dynamic bounds based on stock allocation
• . document invisible gradient rendering follow-up in InvestmentChart
• . remove current_amount field and calculate savings from account balances

Backend

• Banking integration and sync reliability. remove current_amount field and calculate savings from account balances
• Infrastructure, performance, and ops. update Docker setup with Celery Beat, Flower monitoring, and Gunicorn server
• Transaction processing and matching. Grouped 2 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Access control, auth, and membership rules. Replace custom API key auth with djangorestframework-api-key
• Other iterative improvements. Implement general-purpose audit log system

Frontend

• Transactions and review flow updates. implement async transaction sync with Celery for bank accounts and sync status api endpoint
• Banking connection and sync UX. Grouped 2 related changes this week across provider selection, account linking, requisitions, and sync-state handling.
• Dashboard and UI polish. Grouped 4 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Other iterative improvements. Grouped 4 related changes this week across miscellaneous iterative improvements in this area.
• Guidance, onboarding, and localized UX. update investment simulator with adjusted rates, ranges and Italian translations

Backend

• Banking integration and sync reliability. implement async transaction sync with Celery for bank accounts and sync status api endpoint
• Other iterative improvements. Grouped 3 related changes this week across miscellaneous iterative improvements in this area.

Frontend

• . improve logging and message clarity in completeConnection function
• . enhance Y-axis formatting in IncomeChart for better readability

Backend

• . centralize transaction categories and migrate to Italian labels
• . Remove outdated integration plans for "Progresso Risparmi" and React Query implementation from documentation

Frontend

• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Banking connection and sync UX. Grouped 2 related changes this week across provider selection, account linking, requisitions, and sync-state handling.
• Transactions and review flow updates. add business categories and separate transaction categories by credit/debit type

Backend

• Other iterative improvements. improve savings data handling and visualization with monthly trends
• Transaction processing and matching. Grouped 3 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Banking integration and sync reliability. Grouped 2 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.

Frontend

• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Transactions and review flow updates. Grouped 3 related changes this week across movements lists, transaction details, transfer review, and categorization UX.

Backend

• Other iterative improvements. Grouped 3 related changes this week across miscellaneous iterative improvements in this area.
• Banking integration and sync reliability. add exclude_from_stats flag to transactions and optimize GoCardless balance caching
• Transaction processing and matching. add similar transactions detection and batch category updates

Frontend

• . implement provider pattern for banking integrations and API client restructuring
• . convert sync functions to async and implement provider factory pattern
• . implement user-scoped endpoints with automatic user ID injection

Backend

• Transaction processing and matching. Grouped 2 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Banking integration and sync reliability. Grouped 3 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• API and data model evolution. implement user-scoped endpoints with automatic user ID injection
• Access control, auth, and membership rules. Grouped 2 related changes this week across auth/session controls, role enforcement, and membership access policies.

Frontend

• Other iterative improvements. Grouped 3 related changes this week across miscellaneous iterative improvements in this area.
• Transactions and review flow updates. add transaction sync debugging and user mismatch detection

Backend

• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Banking integration and sync reliability. Grouped 2 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Documentation and developer tooling. remove outdated documentation files from frontend and backend

Frontend

• . implement bank data export flow with multi-step UI and public GoCardless integration

Backend

• . enhance bank search by including BIC code matches in similarity scoring

Frontend

• Dashboard and UI polish. Grouped 5 related changes this week across dashboard cards, charts, layout, and styling refinements.
• Statements and upload experience. Add receipt upload functionality to frontend
• Other iterative improvements. Grouped 2 related changes this week across miscellaneous iterative improvements in this area.
• Banking connection and sync UX. Redesign bank accounts page with new UI and improved account management dialog

Backend

• API and data model evolution. Grouped 17 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Banking integration and sync reliability. Grouped 13 related changes this week across GoCardless/Enable Banking integration, requisitions, account linking, and sync resilience.
• Statement and receipt ingestion pipeline. Grouped 6 related changes this week across statement/receipt parsing, ingestion, and file-format handling.
• Other iterative improvements. Grouped 11 related changes this week across miscellaneous iterative improvements in this area.
• Access control, auth, and membership rules. Add namespace to REST framework auth URLs to fix duplicate warning
• Transaction processing and matching. Grouped 5 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Documentation and developer tooling. Remove documentation files from repository
• Infrastructure, performance, and ops. Add libglib2.0-0 package to Docker image for OpenCV dependency

Frontend

Backend

• . clean up statement processing and remove test files
• . Update AI prompts and API spec for structured JSON receipt data output

Frontend

• Dashboard and UI polish. Grouped 4 related changes this week across dashboard cards, charts, layout, and styling refinements.

Backend

• Statement and receipt ingestion pipeline. Grouped 8 related changes this week across statement/receipt parsing, ingestion, and file-format handling.
• Access control, auth, and membership rules. Update auth schema and database migrations
• API and data model evolution. Grouped 8 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Other iterative improvements. Grouped 3 related changes this week across miscellaneous iterative improvements in this area.
• Transaction processing and matching. Grouped 2 related changes this week across transaction normalization, deduplication, transfer matching, and stats/caching behavior.
• Banking integration and sync reliability. Update bank account and transaction management features

Frontend

Backend

• Documentation and developer tooling. Grouped 4 related changes this week across documentation and developer workflow updates.
• API and data model evolution. Grouped 2 related changes this week across API shape, serializers/models, endpoint contracts, and schema/migration updates.
• Statement and receipt ingestion pipeline. Grouped 4 related changes this week across statement/receipt parsing, ingestion, and file-format handling.