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Release 23.7.0

· 8 min read
danger

Please do not install this release. It has multiple severe bugs. The fixes are available in v23.7.1.

The release has the following notable improvements:

  • Official Nordigen bank-sync release as a stable feature
  • Ability to save a set of filters when viewing transactions
  • Ability to expand/collapse all budget categories
  • Various stability improvements

Docker tag: 23.7.0

Actual​

Version: 23.7.0

Features​

Enhancements​

  • #948 Remove support for storing account types on the account (they didn’t do anything in the budget) — thanks j-f1
  • #1075 Add a new sync method to the API, also sync before shutting down. — thanks j-f1
  • #1101 Goals: Add remainder option to budget all extra funds automatically. — thanks youngcw
  • #1104 Disable “Reset sync” button when sync is disabled — thanks j-f1
  • #1108 Add action in month drop down to check template lines for proper formatting — thanks youncw
  • #1121 Improve error reporting when using the API — thanks j-f1
  • #1122 Added ability to save/update/delete filters within accounts page. — thanks carkom
  • #1137 Nordigen: Update design of the “create account” flow — thanks j-f1
  • #1141 Make the behavior of the “Server” button in the top-right corner more consistent — thanks j-f1
  • #1143 Expand / collapse all categories — thanks joel-jeremy
  • #1161 Log more details when migrations are out of sync — thanks j-f1
  • #1176 Automatically set category when adding a transaction to the budget category transaction list — thanks joel-jeremy
  • #1193 Goals: Schedule keyword supports daily or weekly recurring schedules — thanks shall0pass
  • #1228 Show schedule page when clicking on the calendar icon/recurring icon and the account page when clicking on the arrow icon in transaction list's Payee column — thanks joel-jeremy
  • #1254 Goals: Add 'available funds' option to the percentage goal — thanks youngcw
  • #1268 OFX Import support using 'memo' entries as payee if 'name' is unavailable — thanks Shazib

Bugfix​

  • #984 Stop frontend from attempting to connect to an invalid server when no server is configured — thanks j-f1
  • #1095 Fixes an error when 'sink' and 'source' are in the same category. — thanks shall0pass
  • #1099 Fix reloading issues, external url handling, and tidy up menus in the electron app. — thanks Shazib
  • #1105 Fix error in console when hideFraction pref is missing — thanks j-f1
  • #1107 Corrected an issue where toggling the "Show unused payees"/"Show all payees" button would raise a compilation error. — thanks SudoCerb
  • #1109 Fix ID for newly added migration — thanks j-f1
  • #1127 Nordigen: do not perform status check if server is offline — thanks MatissJanis
  • #1128 Nordigen: fix first-time setup flow when started in the accounts page — thanks MatissJanis
  • #1133 Nordigen: fix bank-sync expiry functionality — thanks MatissJanis
  • #1136 Fix "find schedules" page crashing if interaction is made before loading data finishes — thanks MatissJanis
  • #1139 Remove redundant usage of 'export' keyword — thanks Shazib
  • #1140 Automatically remove a trailing slash from server URLs before saving them — thanks j-f1
  • #1144 Revert “Make number parsing agnostic to decimal and thousands separators” because it produced undesirable behavior — thanks j-f1
  • #1170 Fix “delete file” modal layout — thanks j-f1
  • #1171 Fix transaction list page being blank on mobile — thanks j-f1
  • #1178 A couple patches for the React Router 6 upgrade. — thanks trevdor
  • #1182 Fix navigating to the per-category per-month page — thanks j-f1
  • #1204 Fix drag and drop on touch devices — thanks joel-jeremy
  • #1219 Auto-close the local/nordigen picker modal after creating an account — thanks j-f1
  • #1224 Imports from YNAB4/nYNAB will now link transfer transactions correctly — thanks j-f1
  • #1234 Stop page from refreshing when undoing — thanks j-f1
  • #1242 Fixed exporting data from Desktop (Electron) app. — thanks Shazib
  • #1247 Mobile: reduce the height of account cards — thanks MatissJanis
  • #1250 Fix link schedule option in transaction table — thanks MatissJanis
  • #1252 Fix toggling of balances in all-accounts view — thanks MatissJanis
  • #1260 Fix transaction list scrolling behavior — thanks j-f1
  • #1262 Fix tables appearing to have a blank area in tall-but-narrow windows — thanks j-f1
  • #1267 Fix the “Change server” button being invisible on Netlify deploy previews — thanks j-f1

Maintenance​

  • #1066 Upgrade to react-router v6 and adopt v6 routing conventions. — thanks trevdor & j-f1
  • #1073 Add a clear error to the API when no budget is open, but you attempted to perform an action that requires a budget to be open. — thanks j-f1
  • #1076 Add types to crdt directory — thanks TomAFrench
  • #1077 Enforce proper types in server sync code — thanks TomAFrench
  • #1082 Goals: Use shared 'months' functions throughout goals — thanks shall0pass
  • #1106 Align cross-env versions in all packages; add it to desktop-electron — thanks MatissJanis
  • #1111 Remove new OFX parser in favor of the old. — thanks Sinistersnare
  • #1114 Stop mixing platform-specific code — thanks j-f1
  • #1115 Update loot-core to be built with webpack 5, matching the other packages. — thanks j-f1
  • #1117 Recommend that the frontend be developed on using Node 18, correct Electron target version — thanks j-f1
  • #1118 Partition GitHub Actions cache based on Node version — thanks j-f1
  • #1129 Update all links in the codebase to point to the new documentation site — thanks j-f1
  • #1145 Remove unused functions from source — thanks Shazib
  • #1146 Remove all legacy 'Tutorial' code — thanks Shazib
  • #1147 Remove redundant usage of 'export' keyword — thanks Shazib
  • #1150 Extracting CRDT functionality out to @actual-app/crdt package — thanks MatissJanis
  • #1155 Remove misleading 'we have been notified' error messages — thanks MatissJanis
  • #1156 Remove unused code for notifying about major new features when updating — thanks j-f1
  • #1157 Remove 'needs triage' github label — thanks MatissJanis
  • #1158 Remove unused/legacy code from codebase — thanks Shazib
  • #1173 Add additional linter rules for checking imports — thanks Shazib
  • #1174 Remove legacy tutorial code from loot-core. — thanks Shazib
  • #1180 Improve TypeScript types in loot-core — thanks j-f1
  • #1183 Fix automatic comment on completed feature requests — thanks j-f1
  • #1184 Consistently use <ExternalLink /> — thanks j-f1
  • #1187 Clean up the public/ folder — thanks j-f1
  • #1189 Remove unused scripts and IS_BETA env var — thanks MatissJanis
  • #1190 Upgrade @reach/listbox dependency from v0.11.2 to v0.18.0 and remove monkeypatch — thanks MatissJanis
  • #1192 Upgrade react-dnd dependency from v10.0.2 to v16.0.1 and remove monkeypatch — thanks MatissJanis
  • #1195 Upgrade hotkeys-js and remove monkeypatch — thanks MatissJanis
  • #1199 Add public/data to .eslintignore in desktop-client — thanks j-f1
  • #1200 Remove unused dependencies from desktop-client — thanks j-f1
  • #1202 Run ESLint at the top level once, instead of once per sub-package. — thanks j-f1
  • #1203 Remove pikaday monkeypatch — thanks MatissJanis
  • #1205 Display bundle size changes in comments on opened PRs — thanks j-f1
  • #1210 Move the report pages to a separate Webpack chunk to reduce the size of the main bundle by 25%. — thanks j-f1
  • #1212 Remove usage of Formik — thanks j-f1
  • #1213 Bundle only the variable font version of the UI font — thanks j-f1
  • #1214 Fix the bundle size comparison workflow on fork PRs — thanks j-f1
  • #1216 Remove redundant UUID wrapper module, update uuid package to 9.x — thanks j-f1
  • #1217 Move the rest of the syncing protobuf code to the CRDT package — thanks j-f1
  • #1221 Clean up legacy build scripts — thanks Shazib
  • #1222 Tidy up github action scripts — thanks Shazib
  • #1223 Updated linter settings to resolve issues with import/no-unused-modules — thanks Shazib
  • #1227 Remove unused build scripts and simplify how we build version number — thanks MatissJanis
  • #1229 Added a Netlify banner for easy jumping back to the PR — thanks MatissJanis
  • #1230 Enable dev-server asset caching — thanks MatissJanis
  • #1239 Add Desktop (electron) option to bug reports. — thanks Shazib
  • #1243 Fix workflow that posts auto comments on implemented feature requests — thanks j-f1
  • #1246 Updated git settings to ensure unix line endings on .tsx files — thanks Shazib
  • #1248 Moving some components from common.tsx to separate files inside the common folder — thanks MatissJanis
  • #1251 Cancel previous CI jobs if a new push is made — thanks MatissJanis
  • #1256 Remove lingering references to locationPtr after react-router upgrade — thanks j-f1
  • #1257 Moving more components from common.tsx to separate files inside the common folder — thanks MatissJanis
  • #1258 Reorganized accounts directory. Pulled our Header functions to make the accounts.js smaller and more manageable. — thanks carkom
  • #1259 Refactoring some usages of legacy Select component to autocompletes or CustomSelect — thanks MatissJanis
  • #1265 Back change on cleared/uncleared boxes for accounts page. — thanks carkom

Actual Server​

Version: 23.7.0

Features​

  • #214 Add a health check script (useful if running inside of a Docker container) — thanks j-f1

Maintenance​

  • #218 Port from @actual-app/api usage to @actual-app/crdt — thanks MatissJanis