Release Notes

Added

• Budgets with polymorphic owner (user today, workspace/couple tomorrow) and polymorphic targets across categories, groups, and wallets; weekly / monthly / yearly / custom period types; opt-in rollover with a budget_period_states history and a manual close-period endpoint; threshold and forecast alerts surfaced through the existing Reminder pipeline
• Explicit refund tracking via a Refund model and Refundable trait — marked refunds reduce net spend on matching budgets
• Syncable refunds and budget period states with paginated sync endpoints so mobile clients can mirror the tables offline
• Schema conformance service with schema:verify / schema:conform commands (auto-applied on migrate) and a middleware that returns 503 on drift
• AI chat sessions with messages and async processing, a Prism-based classifier that routes questions to SmartQL with a language-model fallback, and AI-generated chat titles after the first reply
• Advanced document importer with pluggable processors and configurable auto-creation of entities during import
• Transaction index now supports filtering and returns totals alongside the list
• Transfers gained show, destroy, update and soft-delete endpoints; transactions are embedded in Transfer responses and responses include the transfer client-generated id
• Insights and inactivity emails are now sent by default

Changed

• Polymorphic Remindable trait replaces the one-off budget_id column on reminders, so future subjects can opt in without another migration
• Stats extracted from the controller into a dedicated StatsService; transfer transactions are excluded from aggregation
• Transfer relations are eager-loaded with cascade deletes, and transfer-transaction serialization is optimized
• Dev Docker setup migrated to the laravel-docker-dev image; obsolete dev Docker build CI job removed
• SmartQL is wired for Gemini and now requires an LLM key; LLM defaults harmonized across AI services; chat plumbing simplified
• OpenAPI docs regenerated

Fixed

• Chat authorization hardened and data extraction made null-safe; classifier and fallback prompts made more data-aware; assistant replies are now reliably paired with the correct user question
• Exchange rates greater than zero are accepted during transfers
• Transfer and transaction responses return a fresh syncState on write

Deployment

Download the attached archive and extract to your web server:

# Extract archive
unzip trakli-webservice-v1.1.0.zip -d /var/www/your-app
cd /var/www/your-app

# Configure environment
cp .env.example .env
# Edit .env with your database credentials, app key, etc.

# Generate application key
php artisan key:generate

# Set permissions
chown -R www-data:www-data storage bootstrap/cache
chmod -R 775 storage bootstrap/cache

# Run database migrations
php artisan migrate --force

# Clear and cache config/routes (optional, for production)
php artisan config:cache
php artisan route:cache
php artisan view:cache

Documentation

See the README for usage instructions.

Full Changelog

View the complete version history in CHANGELOG.md.

Release Notes

Added

• Account deletion, admin endpoints, and CLI commands
• Locale-based translation for default categories and groups
• File access endpoint with link attribute on transactions
• Index and update endpoints for transfers
• Duplicate transaction prevention during transfer sync
• Code coverage checks and test database configuration
• Static analysis tooling (phpmd, phpstan, phpcs)

Fixed

• Transactions and transfers now ordered by datetime desc, created_at desc
• Flaky test failures in StatsControllerTest by freezing time
• Integer ID handling via PDO options and wallet ID casting
• Multipart/form-data encoding for transaction file uploads
• Duplicate transfers prevented during mobile sync

Changed

• Updated OpenAPI documentation
• Customized phpcs rules for less aggressive linting

Deployment

Download the attached archive and extract to your web server:

# Extract archive
unzip trakli-webservice-v1.0.2.zip -d /var/www/your-app
cd /var/www/your-app

# Configure environment
cp .env.example .env
# Edit .env with your database credentials, app key, etc.

# Generate application key
php artisan key:generate

# Set permissions
chown -R www-data:www-data storage bootstrap/cache
chmod -R 775 storage bootstrap/cache

# Run database migrations
php artisan migrate --force

# Clear and cache config/routes (optional, for production)
php artisan config:cache
php artisan route:cache
php artisan view:cache

Documentation

See the README for usage instructions.

Full Changelog

View the complete version history in CHANGELOG.md.

Release Notes

Added

• REST API for transactions, wallets, categories, groups, and parties
• User authentication via Laravel Sanctum
• OAuth support for social login
• File attachments for transactions
• Transfer support between wallets
• Statistics and reporting endpoints
• CSV/JSON import functionality
• AI chat integration
• OpenAPI documentation
• Syncable trait for offline-first mobile support

Deployment

Download the attached archive and extract to your web server:

# Extract archive
unzip trakli-webservice-v1.0.0.zip -d /var/www/your-app
cd /var/www/your-app

# Configure environment
cp .env.example .env
# Edit .env with your database credentials, app key, etc.

# Generate application key
php artisan key:generate

# Set permissions
chown -R www-data:www-data storage bootstrap/cache
chmod -R 775 storage bootstrap/cache

# Run database migrations
php artisan migrate --force

# Clear and cache config/routes (optional, for production)
php artisan config:cache
php artisan route:cache
php artisan view:cache

Documentation

See the README for usage instructions.

Full Changelog

View the complete version history in CHANGELOG.md.