Release 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)

Docker tag: 24.7.0

Actual

Features

• #2554 Removing custom reports from feature flag "experimental" state. — thanks carkom
• #2670 Format notes that starts with # as clickable tags. — thanks joel-jeremy
• #2789 Release 'Splits in rules' feature — thanks jfdoming
• #2805 Make multiple transactions as a split transaction or separate a split transaction into multiple individual ones. — thanks joel-jeremy
• #2806 Add Year Spending Comparison Feature — thanks Crazypkr1099

Enhancements

• #2566 Use AmountInput on rules page to get formatting/sign toggle button — thanks jfdoming
• #2642 Mobile budget page revamp. — thanks joel-jeremy
• #2684 Option to add/remove current interval to "live" ranges — thanks carkom
• #2796 Show account notes in tooltip on sidebar. — thanks psybers
• #2821 Auto create two child transactions on mobile instead of one when splitting a transactions. — thanks joel-jeremy
• #2831 Add loading indicator on mobile transactions list. — thanks joel-jeremy
• #2837 Use AmountInput on mobile balance transfer and hold buffer modals to allow auto insertion of decimals in their amounts. — thanks joel-jeremy
• #2842 Enhanced autocomplete for languages with accents like Portuguese. Matches search queries regardless of accents. — thanks lelemm
• #2847 Add underline to budgeting category — thanks Crazypkr
• #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 Add autocomplete to include categories underneath the prioritized subcategory — thanks Crazypkr
• #2870 Allow resetting SimpleFIN secrets and unify how bank sync secrets are reset. — thanks psybers
• #2871 Custom reports - rework "net" numbers to work more intuitively and allow for greater customization — thanks carkom
• #2891 Timeout SimpleFIN sync calls after 60 seconds. — thanks psybers
• #2896 Respect the user-defined account sort order in all autocomplete lists. — thanks dymanoid
• #2899 Bank Sync: update bank-sync button label to "Bank Sync" to improve discoverability for new users — thanks MatissJanis

Bugfix

• #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 Fix CSV import not matching category is (nothing) rules — thanks matt-fidd
• #2799 Fix amount parsing with 6-9 decimal places — thanks sreetamdas
• #2812 Fix amounts over 1 million cutting off. — thanks psybers
• #2817 Fixes nynab import issue where you couldn't import a category group called 'Income' — thanks Marethyu1
• #2825 Enable compress to avoid minified scripts from throwing SyntaxError in safari16 — thanks chinalichen
• #2836 Fix null bank_id for SimpleFIN caused when no org domain is sent. — thanks duplaja
• #2838 Don't show account tooltips during VRT. — thanks psybers
• #2840 Filters off budget items out of the spending report. — thanks carkom
• #2848 Remove recursion from topological sort to prevent stack overflow — thanks lelemm
• #2862 For Report Budget, income categories were incorrectly showing as negative when using 'Set budgets to 3 month average'. — thanks lelemm
• #2863 Remove negative margins from <ScheduleLink> so it does not exceed container — thanks aaimio
• #2864 Fix an issue where selected scheduled transactions did not have a correct background colour — thanks aaimio
• #2866 Fix: Account names in side nav squashed — thanks lelemm
• #2867 Fix: column titles incorrect when resizing window — thanks lelemm
• #2875 Fix mobile budgeted and spent column auto sizing on smaller screens. — thanks joel-jeremy
• #2878 Fixes a regression that broke the menus for the individual custom report cards. — thanks carkom
• #2881 Fix console error due to ; in style paddingBottom. — thanks Crazypkr1099
• #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 Revert scheduled transaction date filter causing weekly scheduled transactions stuck as Paid. — thanks joel-jeremy
• #2925 Fixes "Export data" not saving the file in Electron app on Linux — thanks MikesGlitch
• #2927 Fix wording of split rule. — thanks psybers
• #2929 Fixes regex filtering on the desktop app — thanks MikesGlitch
• #2940 Fix mobile budget coloring to show template colors — thanks youngcw
• #2941 Fix: Transaction table constantly resizing — thanks lelemm

Maintenance

• #2771 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.6) — thanks MatissJanis
• #2822 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.8) — thanks MatissJanis
• #2826 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.9) — thanks MatissJanis
• #2853 api: release 6.8.1 — thanks MatissJanis
• #2895 Switch to using a Trafico GitHub action to restore review management. — thanks twk3

Actual Server

Enhancements

• #359 Get creditorName and debtorName from remittanceInformationStructured for ABANCA_CAGLESMM — thanks daca11
• #360 Add bank handler for VIRGIN_NRNBGB22 (Virgin Money) for more accurate payees — thanks matt-fidd
• #372 Add bank handler for NATIONWIDE_NAIAGB21 (Nationwide) for more accurate dates and to fix duplicate transaction issues — thanks matt-fidd
• #375 Properly handle errors for SimpleFIN. — thanks psybers

Bugfix

• #370 Fix failing GoCardless syncs with a bnp-be-gebabebb account. — thanks vojeroen

Maintenance

• #362 Refactor GoCardless bank code to avoid duplication. — thanks psybers
• #366 Ignore coverage folder in the coverage report. — thanks psybers
• #367 Add GoCardless banks to the bank factory test suite. — thanks psybers
• #376 Add Github action for stale PRs. — thanks MatissJanis
• #378 Security: upgrade dependency tree to solve CVE-2023-42282. — thanks MatissJanis
• #380 Switch to using a Trafico GitHub action to restore review management. — thanks twk3