v0.1.0

[0.1.0] - 2026-04-23

Bug Fixes

• flows: Donut breakdown larger + no longer clipped at top
• flows: Outflow ranking mirrors Sankey + humanized Type column
• dashboard: Drill into "Other" slice to show rolled-up categories
• dashboard: Show category labels in Budget vs Actual tile
• frontend: Pin Docker base to node:24-alpine (LTS)

Dependencies

• rust: Bump openssl from 0.10.77 to 0.10.78 (#37)

Documentation

• ADR-018, ADR-008 Amendment 2, DDD-003/005 updates, ADR index
• ruvector: Phase 0 spike findings (0, 0b, 0c, 0d) (#22)
• Add user interface overview

Features

• core: TransactionDirection + AccountRole + migration 023
• core: SignNormalizer service for institution-aware sign resolution
• core: SignAutodetector for institution-free convention inference
• api: YAML sign_conventions + sankey config sections
• ingest+api: Normalize TransactionDirection at import time
• api: Finima-normalize-directions CLI for direction backfill
• flows: Emit spender-role virtual nodes for primary direct spending
• accounts: Per-account sign-convention override (UI + API)
• flows: Category-row View links to filtered Transactions page
• recurring: Configurable variable threshold + median classifier + UI filter
• Plaid-aligned recurring detection, canonical amounts, account purge, outcome-prefix categorization
• Tier 2 semantic categorization + SONA-enhanced flow detection (#30)
• dashboard: Redesign + recurring history, balance-history API (#36)
• sample + portfolios: Demo fixture + per-portfolio scoping across stack
• portfolios: Cascade delete + shared confirm-delete dialog
• release: Tag-driven releases with auto-changelog and version pill (#38)

Refactors

• flows: Query direction=outflow instead of sign heuristic
• flows: Simplify InteractiveSankey + dashed spender-role nodes