Roadmap

Net Worth Enhancements

• Assets now split into Active and Long-term (pensions, ISAs, property, GIAs), sorted highest-first within each — toggle any asset's status from its detail page
• Liabilities card has a highest/lowest sort toggle, saved to your profile and reflected on the dashboard
• Savings Goal switched from per-account targets to a single total across your chosen accounts
• Fixed net worth chart silently dropping data points on accounts with long histories
• Account detail chart now formats dates on the axis and renders more smoothly

Blank Transaction Name Fix

• Fixed an issue where bank transactions with no name (e.g. Monzo loans) couldn't be categorised or added as fixed expenses — now falls back to the transaction description
• Small visual and bug fixes

Non-Monthly Fixed Expenses

• Track fixed expenses that aren't paid monthly — yearly subscriptions, quarterly bills, bi-annual insurance, and anything in between
• New frequency selector when adding a fixed expense: Monthly, Quarterly, Every 6 Months, or Yearly
• Expected payment month auto-detected from your latest transaction — override it if needed
• Dedicated collapsible section on the Expenses page with Annual Cost, Monthly Equivalent, and Next Due date
• New 'True Monthly Cost' figure combining your monthly fixed expenses with amortised non-monthly costs
• Dashboard fixed expenses card now shows your amortised non-monthly amount when configured
• Frequency badges on existing mappings in the configure modal so you can see what's set at a glance

Self-Hosted Docker Fixes

• Fixed browser Supabase client using build-time placeholder URL instead of the actual runtime URL — auth and all client-side requests now work correctly
• Fixed Google OAuth flow — redirect URI now correctly routes through GoTrue instead of hitting the Next.js app directly
• Fixed reverse proxy setup — Supabase API traffic now routes through the same domain, eliminating mixed-content and DNS issues
• Fixed database role passwords not being set on fresh installs, which prevented GoTrue and PostgREST from connecting
• Fixed migration ordering where Trading 212 column was added before the table existed
• Fixed container health checks for PostgREST, Kong, and the app startup probe

Fix Fresh Install Migration

• Fixed a bug where fresh self-hosted installs would fail on first boot — core database tables were missing from the migration files
• Added initial schema migration that creates the transactions, accounts, account values, transaction mappings, and sync log tables
• Safe for existing users — all statements use IF NOT EXISTS so nothing is modified on databases that already have these tables

Self-Hosted Navigation Fixes

• Stripped marketing pages, SEO files, and contact form from the Docker build for a leaner self-hosted image
• Fixed all navigation links in self-hosted builds — login, error, and 404 pages no longer link to removed marketing routes
• Self-hosting purchase and legal links now point to coraldash.com instead of dead local routes
• Cleaned up middleware and app shell route lists for self-hosted mode

Leaner Docker Build

• Extracted the entire email system into a separate service — templates, admin panel, and automated sends no longer ship in the Docker image
• Removed react-email, Three.js, React Three Fiber, React Spring, Shader Gradient, and other unused dependencies — significantly lighter Docker image
• Fixed Docker build issue where copying node_modules would fail if dependencies already existed — now merges without overwriting
• Email sending now handled by a dedicated service, keeping the self-hosted build focused on what matters

Bug Fixes & Stability

• Fixed an issue where updating net worth assets and debts would fail for large values or extreme percentage changes
• Improved licence key security for self-hosted users
• Various landing page copy and SEO improvements

Self-Hosted Docker Edition

• Run Coral Dash on your own server with Docker Compose — your data never leaves your hardware
• 7-day free trial with no card required, then £30 one-time for a permanent licence
• Full Supabase stack bundled: PostgreSQL, GoTrue auth, PostgREST, and Kong gateway
• Multi-arch Docker images (amd64 + arm64) — runs on x86 servers, Apple Silicon, Raspberry Pi, and AWS Graviton
• Single activation call on first boot, then fully offline — no telemetry, no phone-home
• Every cloud feature included: Google Sheets sync, Trading 212, budgets, net worth, mortgage tracker
• Free updates forever — same releases as cloud, just docker compose pull to update

Financial Calendar

• New calendar view on the dashboard showing fixed expenses and income on their expected days
• Full month grid with inline event pills — green for income, red for expenses, dashed borders for pending
• Mobile-optimised with coloured dot indicators and tap-to-expand bottom sheet with full event details
• Calendar syncs with the dashboard month selector — no separate navigation needed
• Off by default — toggle on via dashboard settings, preference saved to your profile