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🔖 (24.7.0) custom reports, splits in rules, tags and more (#379)
- web: https://github.com/actualbudget/actual/pull/2955 - server: https://github.com/actualbudget/actual-server/pull/383 - docs: https://github.com/actualbudget/docs/pull/379
This commit is contained in:
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GitHub
parent
98ea289509
commit
17148c7c70
8
.github/actions/spelling/allow/keywords.txt
vendored
8
.github/actions/spelling/allow/keywords.txt
vendored
@@ -1,3 +1,4 @@
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ABANCA
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actualbudget
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addtransactions
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AMZN
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@@ -6,10 +7,13 @@ AQL
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Authelia
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autocompletes
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Blix
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bnp
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CAGLESMM
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caniuse
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Cardless
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categorygroup
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Certbot
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clickable
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clsx
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codemirror
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commandlet
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@@ -25,6 +29,7 @@ expando
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Firefox
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flyctl
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Formik
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gebabebb
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GEBABEBB
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HSA
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htpasswd
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@@ -49,9 +54,11 @@ lte
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minimalistic
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monkeypatch
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Morrisons
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NAIAGB
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Netflix
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netlify
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nordigen
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NRNBGB
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nynab
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offbudget
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ofx
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@@ -77,6 +84,7 @@ subtransaction
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subtransactions
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tini
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traefik
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Trafico
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Upstash
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useb
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usernames
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108
blog/2024-07-02-release-24.7.0.md
Normal file
108
blog/2024-07-02-release-24.7.0.md
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@@ -0,0 +1,108 @@
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---
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title: Release 24.7.0
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description: New release of Actual.
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date: 2024-07-02T10:00
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slug: release-24.7.0
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tags: [announcement, release]
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hide_table_of_contents: false
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authors: MatissJanis
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---
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The release has the following notable improvements:
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- Custom reports are officially released
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- Splits in rules are officially released
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- Tags support for transactions (use `#tags` in notes)
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- Transactions: allow merging/un-merging multiple transactions
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- Show account notes in sidebar (on hover)
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<!--truncate-->
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**Docker tag: 24.7.0**
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## Actual
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#### Features
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- [#2554](https://github.com/actualbudget/actual/pull/2554) Removing custom reports from feature flag "experimental" state. — thanks @carkom
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- [#2670](https://github.com/actualbudget/actual/pull/2670) Format notes that starts with # as clickable tags. — thanks @joel-jeremy
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- [#2789](https://github.com/actualbudget/actual/pull/2789) Release 'Splits in rules' feature — thanks @jfdoming
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- [#2805](https://github.com/actualbudget/actual/pull/2805) Make multiple transactions as a split transaction or separate a split transaction into multiple individual ones. — thanks @joel-jeremy
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- [#2806](https://github.com/actualbudget/actual/pull/2806) Add Year Spending Comparison Feature — thanks @Crazypkr1099
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#### Enhancements
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- [#2566](https://github.com/actualbudget/actual/pull/2566) Use `AmountInput` on rules page to get formatting/sign toggle button — thanks @jfdoming
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- [#2642](https://github.com/actualbudget/actual/pull/2642) Mobile budget page revamp. — thanks @joel-jeremy
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- [#2684](https://github.com/actualbudget/actual/pull/2684) Option to add/remove current interval to "live" ranges — thanks @carkom
|
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- [#2796](https://github.com/actualbudget/actual/pull/2796) Show account notes in tooltip on sidebar. — thanks @psybers
|
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- [#2821](https://github.com/actualbudget/actual/pull/2821) Auto create two child transactions on mobile instead of one when splitting a transactions. — thanks @joel-jeremy
|
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- [#2831](https://github.com/actualbudget/actual/pull/2831) Add loading indicator on mobile transactions list. — thanks @joel-jeremy
|
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- [#2837](https://github.com/actualbudget/actual/pull/2837) Use AmountInput on mobile balance transfer and hold buffer modals to allow auto insertion of decimals in their amounts. — thanks @joel-jeremy
|
||||
- [#2842](https://github.com/actualbudget/actual/pull/2842) Enhanced autocomplete for languages with accents like Portuguese. Matches search queries regardless of accents. — thanks @lelemm
|
||||
- [#2847](https://github.com/actualbudget/actual/pull/2847) Add underline to budgeting category — thanks @Crazypkr
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||||
- [#2850](https://github.com/actualbudget/actual/pull/2850) Cover over-budgeted action + make balance movement menus only appear on relevant conditions e.g. transfer to another category menu only when there is a leftover balance. — thanks @joel-jeremy
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- [#2861](https://github.com/actualbudget/actual/pull/2861) Add autocomplete to include categories underneath the prioritized subcategory — thanks @Crazypkr
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- [#2870](https://github.com/actualbudget/actual/pull/2870) Allow resetting SimpleFIN secrets and unify how bank sync secrets are reset. — thanks @psybers
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- [#2871](https://github.com/actualbudget/actual/pull/2871) Custom reports - rework "net" numbers to work more intuitively and allow for greater customization — thanks @carkom
|
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- [#2891](https://github.com/actualbudget/actual/pull/2891) Timeout SimpleFIN sync calls after 60 seconds. — thanks @psybers
|
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- [#2896](https://github.com/actualbudget/actual/pull/2896) Respect the user-defined account sort order in all autocomplete lists. — thanks @dymanoid
|
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- [#2899](https://github.com/actualbudget/actual/pull/2899) Bank Sync: update bank-sync button label to "Bank Sync" to improve discoverability for new users — thanks @MatissJanis
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#### Bugfix
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||||
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- [#2785](https://github.com/actualbudget/actual/pull/2785) Hardens "showActivity" elements of custom reports, switched to "inflow/outflow" filters. Fixes issue with weekly show activity clicks not filtering dates correctly. — thanks @carkom
|
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- [#2790](https://github.com/actualbudget/actual/pull/2790) Fix CSV import not matching category is (nothing) rules — thanks @matt-fidd
|
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- [#2799](https://github.com/actualbudget/actual/pull/2799) Fix amount parsing with 6-9 decimal places — thanks @sreetamdas
|
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- [#2812](https://github.com/actualbudget/actual/pull/2812) Fix amounts over 1 million cutting off. — thanks @psybers
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- [#2817](https://github.com/actualbudget/actual/pull/2817) Fixes nynab import issue where you couldn't import a category group called 'Income' — thanks @Marethyu1
|
||||
- [#2825](https://github.com/actualbudget/actual/pull/2825) Enable compress to avoid minified scripts from throwing SyntaxError in safari16 — thanks @chinalichen
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- [#2836](https://github.com/actualbudget/actual/pull/2836) Fix null bank_id for SimpleFIN caused when no org domain is sent. — thanks @duplaja
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- [#2838](https://github.com/actualbudget/actual/pull/2838) Don't show account tooltips during VRT. — thanks @psybers
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- [#2840](https://github.com/actualbudget/actual/pull/2840) Filters off budget items out of the spending report. — thanks @carkom
|
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- [#2848](https://github.com/actualbudget/actual/pull/2848) Remove recursion from topological sort to prevent stack overflow — thanks @lelemm
|
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- [#2862](https://github.com/actualbudget/actual/pull/2862) For Report Budget, income categories were incorrectly showing as negative when using 'Set budgets to 3 month average'. — thanks @lelemm
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- [#2863](https://github.com/actualbudget/actual/pull/2863) Remove negative margins from `<ScheduleLink>` so it does not exceed container — thanks @aaimio
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- [#2864](https://github.com/actualbudget/actual/pull/2864) Fix an issue where selected scheduled transactions did not have a correct background colour — thanks @aaimio
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- [#2866](https://github.com/actualbudget/actual/pull/2866) Fix: Account names in side nav squashed — thanks @lelemm
|
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- [#2867](https://github.com/actualbudget/actual/pull/2867) Fix: column titles incorrect when resizing window — thanks @lelemm
|
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- [#2875](https://github.com/actualbudget/actual/pull/2875) Fix mobile budgeted and spent column auto sizing on smaller screens. — thanks @joel-jeremy
|
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- [#2878](https://github.com/actualbudget/actual/pull/2878) Fixes a regression that broke the menus for the individual custom report cards. — thanks @carkom
|
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- [#2881](https://github.com/actualbudget/actual/pull/2881) Fix console error due to ; in style paddingBottom. — thanks @Crazypkr1099
|
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- [#2887](https://github.com/actualbudget/actual/pull/2887) Fix budget tooltip showing on hover if the panel is not collapsed (the tooltip should show only if panel is collapsed). — thanks @MatissJanis
|
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- [#2890](https://github.com/actualbudget/actual/pull/2890) Revert scheduled transaction date filter causing weekly scheduled transactions stuck as Paid. — thanks @joel-jeremy
|
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- [#2925](https://github.com/actualbudget/actual/pull/2925) Fixes "Export data" not saving the file in Electron app on Linux — thanks @MikesGlitch
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- [#2927](https://github.com/actualbudget/actual/pull/2927) Fix wording of split rule. — thanks @psybers
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- [#2929](https://github.com/actualbudget/actual/pull/2929) Fixes regex filtering on the desktop app — thanks @MikesGlitch
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- [#2940](https://github.com/actualbudget/actual/pull/2940) Fix mobile budget coloring to show template colors — thanks @youngcw
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- [#2941](https://github.com/actualbudget/actual/pull/2941) Fix: Transaction table constantly resizing — thanks @lelemm
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#### Maintenance
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- [#2771](https://github.com/actualbudget/actual/pull/2771) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.6) — thanks @MatissJanis
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- [#2822](https://github.com/actualbudget/actual/pull/2822) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.8) — thanks @MatissJanis
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- [#2826](https://github.com/actualbudget/actual/pull/2826) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.9) — thanks @MatissJanis
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- [#2853](https://github.com/actualbudget/actual/pull/2853) api: release 6.8.1 — thanks @MatissJanis
|
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- [#2895](https://github.com/actualbudget/actual/pull/2895) Switch to using a Trafico GitHub action to restore review management. — thanks @twk3
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## Actual Server
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#### Enhancements
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- [#359](https://github.com/actualbudget/actual-server/pull/359) Get creditorName and debtorName from remittanceInformationStructured for ABANCA_CAGLESMM — thanks @daca11
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- [#360](https://github.com/actualbudget/actual-server/pull/360) Add bank handler for VIRGIN_NRNBGB22 (Virgin Money) for more accurate payees — thanks @matt-fidd
|
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- [#372](https://github.com/actualbudget/actual-server/pull/372) Add bank handler for NATIONWIDE_NAIAGB21 (Nationwide) for more accurate dates and to fix duplicate transaction issues — thanks @matt-fidd
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- [#375](https://github.com/actualbudget/actual-server/pull/375) Properly handle errors for SimpleFIN. — thanks @psybers
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#### Bugfix
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||||
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- [#370](https://github.com/actualbudget/actual-server/pull/370) Fix failing GoCardless syncs with a bnp-be-gebabebb account. — thanks @vojeroen
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#### Maintenance
|
||||
|
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- [#362](https://github.com/actualbudget/actual-server/pull/362) Refactor GoCardless bank code to avoid duplication. — thanks @psybers
|
||||
- [#366](https://github.com/actualbudget/actual-server/pull/366) Ignore coverage folder in the coverage report. — thanks @psybers
|
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- [#367](https://github.com/actualbudget/actual-server/pull/367) Add GoCardless banks to the bank factory test suite. — thanks @psybers
|
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- [#376](https://github.com/actualbudget/actual-server/pull/376) Add Github action for stale PRs. — thanks @MatissJanis
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- [#378](https://github.com/actualbudget/actual-server/pull/378) Security: upgrade dependency tree to solve CVE-2023-42282. — thanks @MatissJanis
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- [#380](https://github.com/actualbudget/actual-server/pull/380) Switch to using a Trafico GitHub action to restore review management. — thanks @twk3
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@@ -1,5 +1,102 @@
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# Release Notes
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## 24.7.0
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The release has the following notable improvements:
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|
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- Custom reports are officially released
|
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- Splits in rules are officially released
|
||||
- Tags support for transactions (use `#tags` in notes)
|
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- Transactions: allow merging/un-merging multiple transactions
|
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- Show account notes in sidebar (on hover)
|
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|
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### Actual
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|
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#### Features
|
||||
|
||||
- [#2554](https://github.com/actualbudget/actual/pull/2554) Removing custom reports from feature flag "experimental" state. — thanks @carkom
|
||||
- [#2670](https://github.com/actualbudget/actual/pull/2670) Format notes that starts with # as clickable tags. — thanks @joel-jeremy
|
||||
- [#2789](https://github.com/actualbudget/actual/pull/2789) Release 'Splits in rules' feature — thanks @jfdoming
|
||||
- [#2805](https://github.com/actualbudget/actual/pull/2805) Make multiple transactions as a split transaction or separate a split transaction into multiple individual ones. — thanks @joel-jeremy
|
||||
- [#2806](https://github.com/actualbudget/actual/pull/2806) Add Year Spending Comparison Feature — thanks @Crazypkr1099
|
||||
|
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#### Enhancements
|
||||
|
||||
- [#2566](https://github.com/actualbudget/actual/pull/2566) Use `AmountInput` on rules page to get formatting/sign toggle button — thanks @jfdoming
|
||||
- [#2642](https://github.com/actualbudget/actual/pull/2642) Mobile budget page revamp. — thanks @joel-jeremy
|
||||
- [#2684](https://github.com/actualbudget/actual/pull/2684) Option to add/remove current interval to "live" ranges — thanks @carkom
|
||||
- [#2796](https://github.com/actualbudget/actual/pull/2796) Show account notes in tooltip on sidebar. — thanks @psybers
|
||||
- [#2821](https://github.com/actualbudget/actual/pull/2821) Auto create two child transactions on mobile instead of one when splitting a transactions. — thanks @joel-jeremy
|
||||
- [#2831](https://github.com/actualbudget/actual/pull/2831) Add loading indicator on mobile transactions list. — thanks @joel-jeremy
|
||||
- [#2837](https://github.com/actualbudget/actual/pull/2837) Use AmountInput on mobile balance transfer and hold buffer modals to allow auto insertion of decimals in their amounts. — thanks @joel-jeremy
|
||||
- [#2842](https://github.com/actualbudget/actual/pull/2842) Enhanced autocomplete for languages with accents like Portuguese. Matches search queries regardless of accents. — thanks @lelemm
|
||||
- [#2847](https://github.com/actualbudget/actual/pull/2847) Add underline to budgeting category — thanks @Crazypkr
|
||||
- [#2850](https://github.com/actualbudget/actual/pull/2850) Cover over-budgeted action + make balance movement menus only appear on relevant conditions e.g. transfer to another category menu only when there is a leftover balance. — thanks @joel-jeremy
|
||||
- [#2861](https://github.com/actualbudget/actual/pull/2861) Add autocomplete to include categories underneath the prioritized subcategory — thanks @Crazypkr
|
||||
- [#2870](https://github.com/actualbudget/actual/pull/2870) Allow resetting SimpleFIN secrets and unify how bank sync secrets are reset. — thanks @psybers
|
||||
- [#2871](https://github.com/actualbudget/actual/pull/2871) Custom reports - rework "net" numbers to work more intuitively and allow for greater customization — thanks @carkom
|
||||
- [#2891](https://github.com/actualbudget/actual/pull/2891) Timeout SimpleFIN sync calls after 60 seconds. — thanks @psybers
|
||||
- [#2896](https://github.com/actualbudget/actual/pull/2896) Respect the user-defined account sort order in all autocomplete lists. — thanks @dymanoid
|
||||
- [#2899](https://github.com/actualbudget/actual/pull/2899) Bank Sync: update bank-sync button label to "Bank Sync" to improve discoverability for new users — thanks @MatissJanis
|
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#### Bugfix
|
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|
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- [#2785](https://github.com/actualbudget/actual/pull/2785) Hardens "showActivity" elements of custom reports, switched to "inflow/outflow" filters. Fixes issue with weekly show activity clicks not filtering dates correctly. — thanks @carkom
|
||||
- [#2790](https://github.com/actualbudget/actual/pull/2790) Fix CSV import not matching category is (nothing) rules — thanks @matt-fidd
|
||||
- [#2799](https://github.com/actualbudget/actual/pull/2799) Fix amount parsing with 6-9 decimal places — thanks @sreetamdas
|
||||
- [#2812](https://github.com/actualbudget/actual/pull/2812) Fix amounts over 1 million cutting off. — thanks @psybers
|
||||
- [#2817](https://github.com/actualbudget/actual/pull/2817) Fixes nynab import issue where you couldn't import a category group called 'Income' — thanks @Marethyu1
|
||||
- [#2825](https://github.com/actualbudget/actual/pull/2825) Enable compress to avoid minified scripts from throwing SyntaxError in safari16 — thanks @chinalichen
|
||||
- [#2836](https://github.com/actualbudget/actual/pull/2836) Fix null bank_id for SimpleFIN caused when no org domain is sent. — thanks @duplaja
|
||||
- [#2838](https://github.com/actualbudget/actual/pull/2838) Don't show account tooltips during VRT. — thanks @psybers
|
||||
- [#2840](https://github.com/actualbudget/actual/pull/2840) Filters off budget items out of the spending report. — thanks @carkom
|
||||
- [#2848](https://github.com/actualbudget/actual/pull/2848) Remove recursion from topological sort to prevent stack overflow — thanks @lelemm
|
||||
- [#2862](https://github.com/actualbudget/actual/pull/2862) For Report Budget, income categories were incorrectly showing as negative when using 'Set budgets to 3 month average'. — thanks @lelemm
|
||||
- [#2863](https://github.com/actualbudget/actual/pull/2863) Remove negative margins from `<ScheduleLink>` so it does not exceed container — thanks @aaimio
|
||||
- [#2864](https://github.com/actualbudget/actual/pull/2864) Fix an issue where selected scheduled transactions did not have a correct background colour — thanks @aaimio
|
||||
- [#2866](https://github.com/actualbudget/actual/pull/2866) Fix: Account names in side nav squashed — thanks @lelemm
|
||||
- [#2867](https://github.com/actualbudget/actual/pull/2867) Fix: column titles incorrect when resizing window — thanks @lelemm
|
||||
- [#2875](https://github.com/actualbudget/actual/pull/2875) Fix mobile budgeted and spent column auto sizing on smaller screens. — thanks @joel-jeremy
|
||||
- [#2878](https://github.com/actualbudget/actual/pull/2878) Fixes a regression that broke the menus for the individual custom report cards. — thanks @carkom
|
||||
- [#2881](https://github.com/actualbudget/actual/pull/2881) Fix console error due to ; in style paddingBottom. — thanks @Crazypkr1099
|
||||
- [#2887](https://github.com/actualbudget/actual/pull/2887) Fix budget tooltip showing on hover if the panel is not collapsed (the tooltip should show only if panel is collapsed). — thanks @MatissJanis
|
||||
- [#2890](https://github.com/actualbudget/actual/pull/2890) Revert scheduled transaction date filter causing weekly scheduled transactions stuck as Paid. — thanks @joel-jeremy
|
||||
- [#2925](https://github.com/actualbudget/actual/pull/2925) Fixes "Export data" not saving the file in Electron app on Linux — thanks @MikesGlitch
|
||||
- [#2927](https://github.com/actualbudget/actual/pull/2927) Fix wording of split rule. — thanks @psybers
|
||||
- [#2929](https://github.com/actualbudget/actual/pull/2929) Fixes regex filtering on the desktop app — thanks @MikesGlitch
|
||||
- [#2940](https://github.com/actualbudget/actual/pull/2940) Fix mobile budget coloring to show template colors — thanks @youngcw
|
||||
- [#2941](https://github.com/actualbudget/actual/pull/2941) Fix: Transaction table constantly resizing — thanks @lelemm
|
||||
|
||||
#### Maintenance
|
||||
|
||||
- [#2771](https://github.com/actualbudget/actual/pull/2771) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.6) — thanks @MatissJanis
|
||||
- [#2822](https://github.com/actualbudget/actual/pull/2822) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.8) — thanks @MatissJanis
|
||||
- [#2826](https://github.com/actualbudget/actual/pull/2826) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.9) — thanks @MatissJanis
|
||||
- [#2853](https://github.com/actualbudget/actual/pull/2853) api: release 6.8.1 — thanks @MatissJanis
|
||||
- [#2895](https://github.com/actualbudget/actual/pull/2895) Switch to using a Trafico GitHub action to restore review management. — thanks @twk3
|
||||
|
||||
### Actual Server
|
||||
|
||||
#### Enhancements
|
||||
|
||||
- [#359](https://github.com/actualbudget/actual-server/pull/359) Get creditorName and debtorName from remittanceInformationStructured for ABANCA_CAGLESMM — thanks @daca11
|
||||
- [#360](https://github.com/actualbudget/actual-server/pull/360) Add bank handler for VIRGIN_NRNBGB22 (Virgin Money) for more accurate payees — thanks @matt-fidd
|
||||
- [#372](https://github.com/actualbudget/actual-server/pull/372) Add bank handler for NATIONWIDE_NAIAGB21 (Nationwide) for more accurate dates and to fix duplicate transaction issues — thanks @matt-fidd
|
||||
- [#375](https://github.com/actualbudget/actual-server/pull/375) Properly handle errors for SimpleFIN. — thanks @psybers
|
||||
|
||||
#### Bugfix
|
||||
|
||||
- [#370](https://github.com/actualbudget/actual-server/pull/370) Fix failing GoCardless syncs with a bnp-be-gebabebb account. — thanks @vojeroen
|
||||
|
||||
#### Maintenance
|
||||
|
||||
- [#362](https://github.com/actualbudget/actual-server/pull/362) Refactor GoCardless bank code to avoid duplication. — thanks @psybers
|
||||
- [#366](https://github.com/actualbudget/actual-server/pull/366) Ignore coverage folder in the coverage report. — thanks @psybers
|
||||
- [#367](https://github.com/actualbudget/actual-server/pull/367) Add GoCardless banks to the bank factory test suite. — thanks @psybers
|
||||
- [#376](https://github.com/actualbudget/actual-server/pull/376) Add Github action for stale PRs. — thanks @MatissJanis
|
||||
- [#378](https://github.com/actualbudget/actual-server/pull/378) Security: upgrade dependency tree to solve CVE-2023-42282. — thanks @MatissJanis
|
||||
- [#380](https://github.com/actualbudget/actual-server/pull/380) Switch to using a Trafico GitHub action to restore review management. — thanks @twk3
|
||||
|
||||
## 24.6.0
|
||||
|
||||
The release has the following notable improvements:
|
||||
|
||||
Reference in New Issue
Block a user