V4.4

Dollar Dollar Bill Y'all - Release Notes v4.4

What's New in v4.4

Demo Service

Try out the latest features of Dollar Dollar Bill Y'all at our live demo: https://ddby.finforward.xyz/

• No sign-up required
• Explore all new features in a sandbox environment
• Test drive the latest UI improvements

New Features

• Group Default Splits: Groups now have default split settings, automatically applying preferred split ratios when transactions are added

• Streamlined Transactions: Revamped add and edit transaction interfaces for a faster, more intuitive experience

Improvements

• Transaction Processing: Refactored transaction module for better reliability and performance
• UI Optimization: Minimalist transaction forms reduce cognitive load and speed up data entry
• Processing Speed: Enhanced transaction handling for faster operations

Bug Fixes

• Fixed issues with multi-split calculations in certain edge cases
• Improved validation for group transaction splits
• Enhanced error handling for transaction processing

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.

If the standard migration commands don't work, follow these steps:

1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

2. Remove existing migration folder:

rm -rf /app/migrations

3. Initialize migrations:

flask db init

4. Create the first migration:

flask db migrate -m "Initial migration"

5. Apply the migration:

flask db upgrade

Installation

1. Pull the latest code from the repository
2. Run database migrations as noted above
3. Restart the application server

Known Issues

• Multi-split feature temporarily unavailable for edit transaction operations

Feedback

We welcome your feedback and suggestions! Please report any issues on our issue tracker.

V4.3

Dollar Dollar Bill Y'all - Release Notes v4.3

What's New in v4.3

Demo Service

Try out the latest features of Dollar Dollar Bill Y'all at our live demo: https://ddby.finforward.xyz/

• No sign-up required
• Explore all new features in a sandbox environment
• Test drive the latest UI improvements

New Features

• Investment Tracking: Monitor your investment portfolio with detailed performance metrics
• Portfolio Analysis: View interactive charts and historical investment data

Improvements

• Transaction Processing: Refactored transaction module for better reliability
• Database Optimization: Faster queries for improved performance
• Enhanced Logging: Better debugging for transaction-related issues

Bug Fixes

• Fixed incorrect account balance calculations when processing transactions
• Resolved synchronization issues between transaction history and current balance
• Improved error handling for failed transactions
• Enhanced transaction validation to prevent invalid data states

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.

If the standard migration commands don't work, follow these steps:

1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

2. Remove existing migration folder:

rm -rf /app/migrations

3. Initialize migrations:

flask db init

4. Create the first migration:

flask db migrate -m "Initial migration"

5. Apply the migration:

flask db upgrade

Installation

1. Pull the latest code from the repository
2. Run database migrations as noted above
3. Restart the application server

Known Issues

• This breaks the multi split for add and edit transaction.

Feedback

We welcome your feedback and suggestions! Please report any issues on our issue tracker.

v4.2

Dollar Dollar Bill Y'all - Release Notes v4.2

What's New in v4.2

##Demo Service
Try out the latest features of Dollar Dollar Bill Y'all at our live demo: https://ddby.finforward.xyz/

• No sign-up required
• Explore all new features in a sandbox environment
• Test drive the latest UI improvements

New Features

• Category Splits: Split transactions into multiple categories for more detailed expense tracking
• Improved Transaction Forms: Dashboard and transactions now use the same slide-in form for adding new transactions
• Enhanced Recurring Transactions: Support for income and transfer types in recurring transactions
• Admin Controls: Admins now have the ability to promote and demote users

Improvements

• UI Refinement: Recurring transaction form now uses the slide-in interface for a consistent experience
• Code Architecture: Started modularizing templates for better maintainability

Bug Fixes

• Fixed split amount calculation mismatch when adding transactions via custom amounts

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.
  If the standard migration commands don't work, follow these steps:

1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

2. Remove existing migration folder:

rm -rf /app/migrations

3. Initialize migrations:

flask db init

4. Create the first migration:

flask db migrate -m "Initial migration"

5. Apply the migration:

flask db upgrade

Installation

1. Pull the latest code from the repository
2. No database migrations are required for this update
3. Restart the application server

Known Issues

• None reported at this time

Feedback

We welcome your feedback and suggestions! Please report any issues on our issue tracker.

V4.1.3

Dollar Dollar Bill Y'all - Release Notes v4.1.3

What's New in v4.1.3

New Features

• Enhanced Search: Global search functionality in transactions
• Customization: Editable hex colors for categories

Bug Fixes

• Fixed scrolling issues with category edits
• Resolved Unraid template compatibility
• Corrected account balance conversion for transactions in different currencies
• Implemented alphabetical ordering of account names

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.
  If the standard migration commands don't work, follow these steps:

1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

2. Remove existing migration folder:

rm -rf /app/migrations

3. Initialize migrations:

flask db init

4. Create the first migration:

flask db migrate -m "Initial migration"

5. Apply the migration:

flask db upgrade

Installation

1. Pull the latest code from the repository
2. Run the database migrations as noted above
3. Restart the application server

Known Issues

• None reported at this time

Feedback

We welcome your feedback and suggestions! Please report any issues on our issue tracker.

v4.1.2

Dollar Dollar Bill Y'all - Release Notes v4.1.2

What's New in v4.1.2

New Features

• Recurring Updates: Enhanced auto-detection for recurring transactions
• Delete Groups: Added ability to delete expense groups

Bug Fixes

• Fixed currency conversion issues for non-default currencies
• Resolved category deletion errors
• Fixed user deletion functionality
• Eliminated duplicate categories in dashboard views
• Corrected CSV import issues

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.

If the standard migration commands don't work, follow these steps:

1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

2. Remove existing migration folder:

rm -rf /app/migrations

3. Initialize migrations:

flask db init

4. Create the first migration:

flask db migrate -m "Initial migration"

5. Apply the migration:

flask db upgrade

Installation

1. Pull the latest code from the repository
2. Run the database migrations as noted above
3. Restart the application server

Known Issues

• None reported at this time

Feedback

We welcome your feedback and suggestions! Please report any issues on our issue tracker.

Bug fixez and Recurring detection - v4.1

Dollar Dollar Bill Y'all - Release v4.1

Migration Notes

• IMPORTANT: This update requires running flask db migrate and flask db upgrade commands before restarting the application. Failure to run these migrations will break the application.
  If this dont work , do the following

`

1. Remove the existing Alembic version information:

postgresql://postgres:postgres@db:5432/dollardollar -c "DROP TABLE IF EXISTS alembic_version;"

2. Remove existing migration folder:

rm -rf /app/migrations

3. Initialize migrations:

flask db init

4. Create the first migration:

flask db migrate -m "Initial migration"

5. Apply the migration:

flask db upgrade`

💎 New Features

SimpleFin Integration Improvements

• Added option to edit account details before importing from SimpleFin
• Customizable account names and types during import process
• Enhanced error handling for SimpleFin connection issues
• Improved synchronization scheduling with background processing
• Better handling of transfer detection between imported accounts

Recurring Transaction Detection

• Added intelligent recurring transaction detection system that automatically identifies patterns in your spending
• New UI for reviewing potential recurring expenses and converting them to scheduled payments
• Ability to ignore false positives in detection to improve future suggestions
• Background detection runs on login and can be triggered manually

Category Management Improvements

• Improved category deletion workflow with automatic reassignment to "Other" category
• Recursive subcategory deletion when removing parent categories
• Fixed issue where deleting categories could orphan transactions
• Better error handling for system categories (now protected from deletion)

🔧 Transaction Updates & Fixes

Transaction Form Improvements

• Enhanced transaction form with more intuitive split management
• Added support for different currencies in transactions
• Improved personal/shared expense toggle workflow
• Better validation for split values to ensure they match total expense amount

UI Enhancements

• New dashboard card showing asset vs debt trends
• Added transaction type indicators (expense, income, transfer)
• Fixed visual glitches in dark mode forms
• Improved mobile responsiveness for transaction history

Bugfixes

• Fixed issue where category reassignment failed during category deletion
• Corrected calculation of split transactions when using percentages
• Fixed bug where transaction date was incorrectly formatted in some browsers
• Resolved issues with recurring expense generation on month boundaries

🧰 Other Improvements

• Performance optimizations for large transaction histories
• Enhanced security for sensitive user financial data
• Updated dependencies to latest versions
• Code refactoring for better maintainability
• Improved account management interface with better visibility of sync status
• Added advanced options for manual account syncing

📋 Technical Details

This release includes significant changes to the transaction handling system and introduces a new recurring detection algorithm. Database migrations will run automatically on first launch after update.

V4.0 : Major update and upgrades !!

✨ Dollar Dollar Bill Y'all - Spring Refresh Release 🚀

We're excited to announce a major update to our finance tracking application with numerous improvements and new features to help you better manage your money!

Note:
This will break your system if you are updating from previous versions. So please do a backup of your db before doing:

flask db migrate
flask db upgrade

🎯 New Features & Improvements

📊 Enhanced Dashboard

• Refreshed dashboard layout with improved visualizations
• Better expense summaries and financial insights at a glance
• New cards for quick access to your most important financial data

🤖 Auto-Categorization

• New intelligent auto-categorize feature that learns from your spending patterns
• Automatically assigns categories to imported transactions
• Create and manage category mapping rules to customize the system

🏦 Account Management & SimpleFin Integration

• Add and manage all your financial accounts in one place
• SimpleFin integration for secure, automatic account syncing
• View consolidated balances across all your accounts

🕒 User Timezone Preferences

• Set your preferred timezone in your profile
• All dates and times are now displayed in your local time
• Ensures accurate reporting across different time zones

💰 Budget Management

• Create and track budgets based on expense categories
• Weekly, monthly, and yearly budget periods
• Visual indicators for budget progress and alerts for overspending
• Detailed budget vs. actual spending reports

📩 Monthly Financial Reports

• Opt-in to receive automated monthly financial reports
• Comprehensive overview of your spending habits
• Track your progress against your budgets
• Enable/disable this feature in your profile settings

📈 Enhanced Statistics Page

• Completely redesigned stats page with more insights
• Interactive charts and visualizations
• Drill-down capabilities for deeper analysis
• Comprehensive spending breakdowns by category and tag

🎨 UI/UX Improvements

• Slide-in forms replacing modal dialogs for a smoother experience
• Toast-based notifications for cleaner user feedback
• More intuitive navigation throughout the application
• Overall visual refinements and consistency improvements

💱 Automatic Transfer Detection

• Smart detection of internal transfers between accounts
• Prevents double-counting in financial reports
• Works seamlessly with imported transactions

🛠️ Technical Improvements

• Improved performance and responsiveness
• Better error handling and form validation
• Enhanced security features
• Numerous bug fixes and stability improvements

🔮 What's Next?

We're continuing to fine-tune the UI in the coming months along with several exciting features planned for our summer update. Stay tuned!

---

If you like this project and would like to support my work, you can buy me a coffee!! Your support helps me continue creating resources like this one. No pressure at all, and thank you for being here!

v3.3

DollarDollar Bill Y'all v3.3 Release

We're excited to announce the release of DollarDollar Bill Y'all v3.3! This update brings improved budget management and advanced categorization features to help you gain even more control over your finances.

What's New

Budget Management

Set monthly or annual budget targets to keep your spending on track
Create category-specific budgets for better financial planning
Track spending against budget limits in real-time
Receive notifications when approaching budget thresholds
Visualize your budget progress with interactive charts

Advanced Categorization

Create unlimited custom categories for better transaction organization
Configure category hierarchies with main categories and sub-categories
Auto-categorize transactions based on recurring patterns
Generate category-based reports for easier tax preparation
Compare spending across categories over time with detailed analytics

Bug Fixes and Improvements

Improved performance for large transaction histories
Enhanced mobile responsiveness for better experience on all devices
Fixed currency conversion edge cases
Streamlined group expense management workflow
Updated dependencies for improved security

Installation

Existing users can update to v3.3 by pulling the latest Docker image and running:
bashCopyflask db migrate
flask db upgrade
New users can follow the standard installation instructions in the README.

Support

If you like this project and would like to support my work, you can buy me a coffee! Your support helps me continue creating resources like this one. No pressure at all, and thank you for being here!
Thank you to all contributors and users for making this project possible!

v3.2.2

DollarDollar Bill Y'all - v3.2.2 Release

We're excited to announce the release of version 3.2.2 of DollarDollar Bill Y'all, bringing enhanced authentication options and improved deployment support.

🔑 What's New

Solves the edit and delete on the /Transactions bug

OpenID Connect (OIDC) Support

• Full integration with OpenID Connect for enterprise-ready authentication
• Support for major OIDC providers including Auth0, Okta, Keycloak, and others
• Configurable options to enable/disable local logins
• Seamless single sign-on (SSO) capabilities for organizations

Unraid Integration

• Official Unraid template now available via the community templates
• One-click installation for Unraid users
• Pre-configured Docker settings optimized for Unraid environments

Documentation Updates

• Comprehensive OIDC configuration guide
• Unraid installation instructions
• Improved maintenance and troubleshooting sections

Other Improvements

• Enhanced Docker build process with optimized .dockerignore
• Fixed several typos in documentation
• General codebase maintenance and dependency updates

🔧 Installation & Upgrade

New Installations

1. Clone the repository

   git clone https://github.com/yourusername/dollardollar.git
   cd dollardollar

2. Configure environment

   cp .env.template .env
   # Edit .env with your configuration

3. Launch the application

   docker-compose up -d

Upgrading from Previous Versions

Pull the latest changes and update your database:

git pull
docker-compose down
docker-compose up -d
flask db migrate
flask db upgrade

Unraid Users

1. In the Unraid web UI, go to the Docker tab
2. Click "Add Container"
3. In the Template URL field, paste:

   https://github.com/jordan-dalby/unraidtemplates/blob/main/my-dollardollar.xml
   

4. Click "Apply Template"
5. Configure your settings and click "Apply"

🛠️ OIDC Configuration

To enable OIDC authentication, add these parameters to your .env file:

OIDC_ENABLED=True
OIDC_CLIENT_ID=your_client_id
OIDC_CLIENT_SECRET=your_client_secret
OIDC_PROVIDER_NAME=Your Provider Name
OIDC_DISCOVERY_URL=https://your-provider/.well-known/openid-configuration

Optional settings:

# Disable password-based logins
LOCAL_LOGIN_DISABLE=True

# Disable new user registration
DISABLE_SIGNUPS=True

.

v3.2.1

Made changes to how currency symbols are displayed in the service. Now the users default symbol will be populated instead of default '$'.