diff --git a/.github/actions/spelling/allow/keywords.txt b/.github/actions/spelling/allow/keywords.txt index f972767e07..788c0ea72b 100644 --- a/.github/actions/spelling/allow/keywords.txt +++ b/.github/actions/spelling/allow/keywords.txt @@ -1,3 +1,4 @@ +ABANCA actualbudget addtransactions AMZN @@ -6,10 +7,13 @@ AQL Authelia autocompletes Blix +bnp +CAGLESMM caniuse Cardless categorygroup Certbot +clickable clsx codemirror commandlet @@ -25,6 +29,7 @@ expando Firefox flyctl Formik +gebabebb GEBABEBB HSA htpasswd @@ -49,9 +54,11 @@ lte minimalistic monkeypatch Morrisons +NAIAGB Netflix netlify nordigen +NRNBGB nynab offbudget ofx @@ -77,6 +84,7 @@ subtransaction subtransactions tini traefik +Trafico Upstash useb usernames diff --git a/blog/2024-07-02-release-24.7.0.md b/blog/2024-07-02-release-24.7.0.md new file mode 100644 index 0000000000..69ef9cf8cd --- /dev/null +++ b/blog/2024-07-02-release-24.7.0.md @@ -0,0 +1,108 @@ +--- +title: Release 24.7.0 +description: New release of Actual. +date: 2024-07-02T10:00 +slug: release-24.7.0 +tags: [announcement, release] +hide_table_of_contents: false +authors: MatissJanis +--- + +The release has the following notable improvements: + +- Custom reports are officially released +- Splits in rules are officially released +- Tags support for transactions (use `#tags` in notes) +- Transactions: allow merging/un-merging multiple transactions +- Show account notes in sidebar (on hover) + + + +**Docker tag: 24.7.0** + +## Actual + +#### 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 + +#### 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 + +#### Bugfix + +- [#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 `` 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 diff --git a/docs/releases.md b/docs/releases.md index 56e7d0d3ac..7c141390c2 100644 --- a/docs/releases.md +++ b/docs/releases.md @@ -1,5 +1,102 @@ # Release Notes +## 24.7.0 + +The release has the following notable improvements: + +- Custom reports are officially released +- Splits in rules are officially released +- Tags support for transactions (use `#tags` in notes) +- Transactions: allow merging/un-merging multiple transactions +- Show account notes in sidebar (on hover) + +### Actual + +#### 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 + +#### 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 + +#### Bugfix + +- [#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 `` 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: