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Release 24.11.0

· 7 min read
Julian Dominguez-Schatz

The release has the following notable improvements:

  • Optimizations to some SimpleFIN API calls
  • Experimental support for setting the upcoming schedule duration
  • Many improvements to the experimental dashboards feature
  • Experimental templating support in rules

Docker tag: 24.11.0

Actual​

Enhancements​

  • #3305 Add rule action templating for set actions using handlebars syntax. — thanks UnderKoen
  • #3310 Add option to set how far out the upcoming scheduled transactions are shown in the account view. — thanks SamBobBarnes
  • #3543 Save in/out mode settings between CSV imports — thanks matt-fidd
  • #3549 [Mobile] Allow updating existing transaction's account — thanks joel-jeremy
  • #3554 Update Sidebar to only scroll accounts. All buttons stay fixed in position. — thanks tlesicka
  • #3584 Moving file settings to the management page and enabling budget file relocation — thanks MikesGlitch
  • #3587 Dashboards: ability to quick-edit widget names from inner report pages. — thanks MatissJanis
  • #3588 Dashboards: make "add widgets" button always visible. — thanks MatissJanis
  • #3600 Add a guidance modal for when migrations are out of sync — thanks MikesGlitch
  • #3615 Show the "import transactions" button even if accounts have bank-sync enabled. — thanks MatissJanis
  • #3617 Add goal template to copy budget from X months prior — thanks youngcw
  • #3619 Add action rule templating for payee_name — thanks UnderKoen
  • #3622 Use a toggle on mobile transaction's Cleared flag. — thanks joel-jeremy
  • #3623 Support translations in packages/desktop-client/src/components/payees/ManagePayees.tsx. — thanks glorenzen
  • #3636 Reports: responsibility UI polishing. — thanks MatissJanis
  • #3639 Add info text to Upcoming Length control. — thanks SamBobBarnes
  • #3648 Move help-related items under a single menu — thanks jfdoming
  • #3659 Support translations in desktop-client/components/common/search — thanks Dreptschar
  • #3684 Add Reconcile button on account page — thanks attyluccio
  • #3691 Add goal template reference guide to help menu — thanks deathblade666
  • #3697 Supporting the use of an ngrok tunnel when used to tunnel into actual-sync server — thanks MikesGlitch
  • #3699 Update Electron help menu to reflect new in-app menu — thanks jfdoming
  • #3722 Translation support for desktop-client/src/components/reports/reports/CustomReport.tsx — thanks AhmedElbohoty

Bugfix​

  • #3343 Fix slow scrolling in mobile modals — thanks tim-smart
  • #3511 Fix yearly schedule templates not behaving correctly when budgeting ahead of the transaction date — thanks JukeboxRhino
  • #3527 Updates UI to disallow non-unique account names. — thanks qedi-r
  • #3572 Fix "category is nothing" rules not matching — thanks davidmartos96
  • #3598 Fixes First day of the week option not being used correctly in the calendar when entering a new transaction — thanks attyluccio
  • #3602 Ensure budgeted amounts are positive for mobile budget view — thanks tim-smart
  • #3603 Fixes inaccurate running balance when hiding reconciled transactions — thanks wysinder
  • #3605 Fixes CSV import when CSV contains only 3 columns — thanks UnderKoen
  • #3607 Fixes Rule Conditions Removal — thanks attyluccio
  • #3609 Don't consider payees used in rules as orphaned — thanks matt-fidd
  • #3613 Make import button reflect accurate number of transactions to be added — thanks matt-fidd
  • #3624 Fix rules for scheduled transactions incorrectly showing a split error when the all splits are "fixed-amount". — thanks Sjones512
  • #3625 Run rules on "Reconciliation balance adjustment" transactions — thanks UnderKoen
  • #3626 Fix importing of non custom reports widgets on the (experimental) reports page. — thanks UnderKoen
  • #3632 Fix escaping in action rules templating — thanks UnderKoen
  • #3633 Fix 'show uncategorized' and 'show off budget' for custom reports — thanks UnderKoen
  • #3641 Fix visual glitches with scheduled split transactions — thanks jfdoming
  • #3674 Fixes 1Password credit card autocomplete showing on the transactions table — thanks greggroth
  • #3676 Allow 4 decimal places in file import. — thanks youngcw
  • #3679 Fix incorrect cumulative totals for Days 28+ on the Spending Report — thanks joel-rich
  • #3695 Fix broken budget copy in tracking budget — thanks youngcw
  • #3704 Fix not being able to change Payee by rules — thanks UnderKoen
  • #3705 Fix category being set on off-budget accounts — thanks UnderKoen
  • #3717 Fix race condition during downloading budget. — thanks MikesGlitch
  • #3720 Revert initial bank-sync operation status indicator change. — thanks MatissJanis
  • #3721 Fix template notifications not showing — thanks youngcw
  • #3723 Fix issue with Monthly Spending report not properly averaging previous three months — thanks joel-rich
  • #3725 fix Tag filtering crashing app when tag has regex special character — thanks joel-rich
  • #3728 Fix Distribute button calculates splits one at a time. — thanks lelemm
  • #3735 Fix parse date in DateRange element which is causing the cards to display the wrong dates. — thanks carkom
  • #3736 Add extra error handling for when an incorrect server URL has been setup — thanks MikesGlitch
  • #3739 Fix "Name" field being in wrong colour in Schedules page — thanks aappaapp
  • #3749 Fix usage of date functions in action rule templating. — thanks UnderKoen
  • #3768 Fix bugs on payee management page — thanks jfdoming

Maintenance​

Actual Server​

Enhancements​

  • #470 Sort bank transactions by more fields. So when there is a bookingDateTime it also sorts by the time. — thanks UnderKoen
  • #473 Add "N26" to list of banks with limited history — thanks alcroito
  • #480 Allow data directory to be overridden by env variable — thanks MikesGlitch
  • #481 Add "Fineco" bank (IT, UK) to list of banks with limited history — thanks ftruzzi
  • #482 Don't pull transactions from SimpleFIN when asking for the list of accounts. — thanks psybers
  • #483 SimpleFIN: when syncing a single account, only pull transactions for that account. — thanks psybers
  • #486 Change access_valid_for_days from "180" to "179" for institution "EASYBANK_BAWAATWW" — thanks clutwo

Bugfix​

  • #474 Fixes Sabadell Bank regression, by including the date field during normalization — thanks davidmartos96
  • #487 Fix migrations not running properly on inital setup — thanks MikesGlitch

Maintenance​

  • #432 Integrate FileService for app-sync.js — thanks tcrasset
  • #478 Set correct log level for bank integration messages — thanks rare-magma