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Release 23.4.0

· 6 min read
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Actual has now been moved to a stand-alone Docker organization. If you were previously using jlongster/actual-server docker image - please update it to actualbudget/actual-server.

The release has the following notable features:

  • Rules can now optionally be applied when any of their conditions match (in addition to the existing option to apply when all of their conditions match)
  • Rules: quick-create option from the transaction table (in the “X selected” menu that shows up after selecting a transaction, choose “Create rule”)
  • Ability to hide decimal places for currencies with large numbers (in Settings → Formatting)
  • New autocomplete component (please report any bugs here)
  • Lots of smaller improvements and bugfixes

Docker tag: 23.4.0

Actual

Version: 23.4.0

Features

  • #725 A “hide decimal places” option has been added to improve readability for currencies that typically have large values. — thanks j-f1
  • #792 Improved UX when setting up account links for bank-sync via Nordigen — thanks MatissJanis
  • #802 Add quick rule creation from transactions table in accounts page — thanks albertogasparin
  • #811 Allow rules to apply to "all" or "any" of the provided conditions — thanks albertogasparin

Enhancements

  • #736 Save payee name in “imported payee” field during YNAB4/YNAB5 import — thanks ostat
  • #756 Make goal template keywords case insensitive — thanks j-f1
  • #762 Change when the welcome screen is shown, add a button to start by importing a file — thanks j-f1
  • #768 Update wording across the UI to clarify that we don’t own any servers — thanks j-f1
  • #774 Clarify in the UI that Account Type cannot be changed after creation — thanks pmamberti
  • #785 Allow importing .blob files from actual-server — thanks Jackenmen
  • #791 Replace straight quotes with curly quotes in user-visible text — thanks j-f1
  • #793 Slightly improve the layout of the new autocomplete. — thanks j-f1
  • #799 Improve visual consistency on the settings page — thanks j-f1
  • #801 Add explicit bank-sync warning disclaimer — thanks MatissJanis
  • #808 Import transactions with negative amounts represented as (amount) — thanks aharbis
  • #834 Autocomplete: set min-width of the menu — thanks MatissJanis
  • #835 Force the sidebar to always float when the window is narrow — thanks j-f1
  • #848 Remove Safari pinned tab icon — thanks j-f1
  • #850 Autocomplete: turn on new autocomplete by default — thanks MatissJanis

Bugfix

  • #751 Fix #template 0 causing an error — thanks j-f1
  • #754 (Nordigen) Use bookingDate as fallback during sync — thanks waseem-h
  • #777 Fix missing onHover prop in TransactionsTable — thanks MatissJanis
  • #787 New autocomplete: making consistent height between multi/single value inputs — thanks MatissJanis
  • #797 Re-enable goal templates by passing flag values to the budget summary component — thanks modrzew
  • #819 Fix error when running importTransactions from the API — thanks j-f1
  • #836 PayeeAutocomplete: fix long delay when clicking on "make transfer" — thanks MatissJanis
  • #837 PayeeAutocomplete: fix flipping of the menu when it's opened near the bottom of the page — thanks MatissJanis
  • #839 Autocomplete: remove portalization from usage in transaction table in order to improve the UX — thanks MatissJanis
  • #851 Fix "no server" link no longer working — thanks MatissJanis
  • #853 Hide the file list/import screens when loading a budget — thanks j-f1
  • #854 Dismiss the update notification only after clicking the close button — thanks MatissJanis
  • #855 Normalize value when single/multi select is changed — thanks MatissJanis
  • #856 Autocomplete: allow editing previously selected payees — thanks MatissJanis
  • #862 Autocomplete: styling fixes — thanks MatissJanis

Maintenance

  • #670 node-libofx: add transaction_acct_name function — thanks j-f1
  • #696 Upgrade React to v18 — thanks MatissJanis
  • #741 Refactored PaymentAutocomplete component to use react-select — thanks MatissJanis
  • #746 Add support for automatically generating release notes — thanks j-f1
  • #750 Reduce JavaScript bundle size by 1MB — thanks j-f1
  • #755 Removing unused Debugger component and its dependencies: perf-deets, codemirror — thanks MatissJanis
  • #758 Fix end-to-end testing workflow — thanks j-f1
  • #763 Disable ESLint when building in CI — thanks j-f1
  • #765 Make desktop-client integration tests independent — thanks MatissJanis
  • #769 Refactor TransactionsTable to react-hook component — thanks MatissJanis
  • #771 Reducing unit test flakiness by removing randomization — thanks MatissJanis
  • #772 Upgrade fast-check dependency to improve unit test speed — thanks MatissJanis
  • #775 Revert small change to useTableNavigator — thanks MatissJanis
  • #776 Finish React v18 upgrade: react-dom change — thanks MatissJanis
  • #778 Further autocomplete component refactors: AccountAutocomplete & GenericInput — thanks MatissJanis
  • #780 Add waitFor to a flaky unit test to make it more stable — thanks MatissJanis
  • #781 Remove unused tableNavigatorOpts code-path — thanks MatissJanis
  • #783 Remove a few unused class components, convert a few components to functions — thanks j-f1
  • #784 Refactor Nordigen and category Autocomplete to the new react-select component — thanks MatissJanis
  • #786 Refactored all feature flags to use the new useFeatureFlag hook — thanks MatissJanis
  • #789 Enable new autocomplete in dev/preview builds — thanks MatissJanis
  • #790 Expose demo bank for easy bank-sync testing in dev and preview builds — thanks MatissJanis
  • #795 Disable flaky unit test steps — thanks MatissJanis
  • #800 Eliminate the loot-design package and move all of its code into desktop-client — thanks j-f1
  • #803 Docs: remove Rich from core contributors — thanks MatissJanis
  • #806 Retry loading backend script in web-workers (for local dev server) — thanks MatissJanis
  • #813 Added onboarding and budget e2e tests — thanks MatissJanis
  • #816 Initial setup to allow Typescript migration — thanks albertogasparin
  • #831 Moved NewAutocomplete component to TypeScript — thanks MatissJanis
  • #832 Allow data: URLs for images in Netlify deploys — thanks j-f1
  • #841 Initial migration of loot-core to Typescript — thanks albertogasparin
  • #845 Improve stability of budget e2e test file — thanks MatissJanis
  • #849 Update to latest stable date-fns version — thanks j-f1
  • #861 Enable linting for all packages — thanks j-f1

Actual Server

Version: 23.4.0

Features

  • #178 Add some optional logging to help troubleshoot configuration issues — thanks j-f1

Enhancements

  • #141 Make the official Docker images available for armv7 — thanks jamesmortensen
  • #166 Expose sha256 hashes of account IBANs in Nordigen get-accounts and transactions endpoints — thanks Jackenmen
  • #172 Changed budget file download endpoint to use less memory by using streams — thanks Jackenmen

Bugfix

  • #167 Fix config.json in a default location getting silently ignored when it contains syntax errors. — thanks Jackenmen

Maintenance

  • #150 Update docker-compose.yml to clarify proper usage in production — thanks j-f1
  • #165 Add support for automatically generating release notes — thanks j-f1
  • #168 Expose demo bank that can be used to test Nordigen bank-sync — thanks MatissJanis
  • #171 Fix app-sync.test.js not being ran due to faulty jest configuration — thanks Jackenmen
  • #175 Push Docker images to new actualbudget Docker Hub organization. — thanks trevdor