0.9.0

V0.9.0 - Beta - 2026-01-08

Features

• Added snapshotCategories field to models
  • Configures which categories use "last value" logic (snapshot/balance data)
  • Categories not listed sum all entries (transaction data like dividends, income)
  • Enables mixed models with both snapshot and transaction categories
• Updated output functions:
  • getLastValuePerTypeForCurrentMonth: supports snapshotCategories
  • reportBySubcategory: supports snapshotCategories
  • generateDailyDataSet: supports snapshotCategories for daily charts
• Updated default models:
  • portfolioReport, portfolioReportTable: Portfolio, Debt, Loan as snapshots
  • portfolioBySubcategoryTable: Portfolio as snapshot
  • debtReport, debtBySubcategoryTable: Debt and Loan as snapshots
  • expensesReport, incomeReport, dividendReport: sum all entries
  • expensesBySubcategoryTable, incomeBySubcategoryTable, dividendBySubcategoryTable: sum all
  • Daily chart models: expenses, income, portfolio, mortgage, mortgageRate, debt, loan, all

Bug Fixes

• Fixed portfolio report showing incorrect values for transaction categories
• Fixed dividend totals only showing last value instead of sum
• Fixed subcategory tables showing sum instead of last value for snapshot data
• Fixed daily charts showing only last value for transaction categories (income, expenses)

NOTE: Might contains Breaking Changes, Always backup your configurations and data before upgrading.