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Release 24.9.0

· 8 min read
Matiss Janis Aboltins

The release has the following notable improvements:

  • mobile: long-press transactions to reveal more actions
  • transactions table: show imported payee on hover of payee column
  • filtering: ability to filter by "has tags" conditions
  • budgets: highlight current month
  • imports: ability to skip heading lines
  • experimental: custom report homepage (dashboards)

Docker tag: 24.9.0

Actual​

Features​

  • #2892 Long press transactions in mobile account view to reveal action bar with more actions. — thanks joel-jeremy
  • #3231 Customizable dashboard for reports page - drag-able and resizable widgets. — thanks MatissJanis
  • #3234 Added an optional configuration value to skip one or more heading lines (added by some banks, like ING) during the CSV transactions import. — thanks Horizon0156
  • #3271 Update README to add Weblate project, a crowdsourced translation tool. — thanks julianwachholz

Enhancements​

  • #2923 Show split transactions in schedule previews. — thanks jfdoming
  • #3018 Add imported payee tooltip to transaction tables — thanks matt-fidd
  • #3036 Introduce i18n framework to prepare for translations. — thanks julianwachholz
  • #3111 Highlight current month in budgets. — thanks psybers
  • #3122 Shorten hidden category names imported from YNAB4. — thanks alcroito
  • #3140 Add reset-hold and hold-for-next-month methods to the API — thanks rodriguestiago0
  • #3181 Update option name of experimental Monthly Spending Report — thanks TimQuelch
  • #3188 Filter by account when linking schedules and add shortcut "S" to link schedule. — thanks psybers
  • #3203 Identify Payee and Notes fields by name if they exist in CSV import — thanks spalmurray
  • #3215 Add rule actions to prepend/append to transaction notes. — thanks psybers
  • #3246 Allow escaping tags with double ##. — thanks psybers
  • #3270 Support translations in desktop-client/components/filters. — thanks psybers
  • #3275 Support translations in desktop-client/components/autocomplete. — thanks psybers
  • #3280 Support translations in desktop-client/components/budget/report. — thanks psybers
  • #3283 Added feedback links besides the experimental feature flags. — thanks MatissJanis
  • #3284 Dashboards: ability to rename all the widgets. — thanks Matissjanis
  • #3290 Add new 'has tag(s)' filter to filter note tags. — thanks lelemm
  • #3299 Support translations in desktop-client/components/reports/graphs. — thanks psybers
  • #3302 Support translations in desktop-client/components/sidebar. — thanks psybers

Bugfix​

  • #2970 Fix false positives for duplicate filters error when saving a new filter. — thanks scivarolo
  • #2974 Fix: Automatically focus inputs, or the primary button, in modals. — thanks psybers
  • #2991 Prevent transaction deduplication for imported transactions — thanks ttlgeek, strazto, & pmoon00
  • #3044 Fix decimal comma parsing for ofx files — thanks youngcw & wdpk
  • #3115 Hide the target category from the cover overspending category list — thanks matt-fidd
  • #3205 Fix typo in error message — thanks matt-fidd
  • #3206 Fix mobile account status indicators cutting off. — thanks psybers
  • #3209 Adjusting UI so that spending report works on mobile. — thanks carkom
  • #3212 Fix gocardless "Linking back account" integration in Desktop app. — thanks MikesGlitch
  • #3220 Fix electron builds throwing "We had an unknown problem opening file" — thanks MikesGlitch
  • #3232 Fix import transaction issue introduced by strict id checking feature — thanks pmoon00
  • #3237 Fix crash when visiting later months — thanks jfdoming
  • #3239 Fix transfer category in temporary transactions — thanks jfdoming
  • #3241 Fixed category appearing in last slot when you drag it to the second-to-last slot — thanks JL102
  • #3242 Fixed translation keys being shown verbatim without interpolation — thanks julianwachholz
  • #3250 Fix Export on Mac desktop app — thanks MikesGlitch
  • #3251 Fix issue with importing transactions failing on new accounts (issue #3211). — thanks eireksten
  • #3257 Fix regression in button color for spending graph. — thanks carkom
  • #3258 Show category for on-to-off-budget transfers — thanks jfdoming
  • #3278 Filter fix when alternating all <-> any — thanks lelemm
  • #3287 Apply regular expression conditions to imported transactions. — thanks psybers & jameshurst
  • #3295 Fix incorrect month on spending card — thanks Crazypkr1099
  • #3318 Fix display of deleted payees in suggested payee list — thanks qedi-r
  • #3323 Dashboards: add back spending report if dashboards are not enabled — thanks MatissJanis
  • #3324 Fix "s" hotkey breaking in transaction table. — thanks MatissJanis
  • #3333 Fix toggleSpentColumn being called on every render on mobile — thanks tim-smart
  • #3337 Fix schedules modal closing when selecting transactions to link. — thanks MatissJanis
  • #3338 Fix reconciliation closing on enter click. — thanks MatissJanis
  • #3340 Fix long payee names overflowing in transaction table. — thanks MatissJanis
  • #3342 Prevent tooltips showing on budget notes when using touch devices — thanks MikesGlitch

Maintenance​

  • #2984 Use new react-aria-components based Button on sidebar, notifications, transactions, recurring schedule picker, etc. — thanks joel-jeremy
  • #3093 Support type-checking on spreadsheet fields (part 1) — thanks jfdoming
  • #3095 Support type-checking on spreadsheet fields (part 2) — thanks jfdoming
  • #3097 Support type-checking on spreadsheet fields (part 3) — thanks jfdoming
  • #3114 Disable typography linter in tests — thanks jfdoming
  • #3156 Use new react-aria-components based Button on desktop and mobile budget pages. — thanks joel-jeremy
  • #3159 Use new react-aria-components based Button on reports page. — thanks joel-jeremy
  • #3166 Tweaking the UI of spending report to make it more consistent with other reports. — thanks carkom
  • #3178 Custom reports: unify selectedCategories and conditions data source. — thanks MatissJanis
  • #3180 TypeScript: make category and rule entities stricter. — thanks MatissJanis
  • #3183 Add unit tests for the existing goal template types. — thanks ACWalker
  • #3185 Package Electron app as Appx for use in the Windows Store. — thanks MikesGlitch
  • #3186 Improve VRT test stability. — thanks MatissJanis
  • #3198 Reports: improve useReports data fetching hook to return the loading state. — thanks MatissJanis
  • #3200 Reports: add showTooltip prop for controlling tooltip visibility. — thanks MatissJanis
  • #3219 Making Server logs visible in devtools on Electron — thanks MikesGlitch
  • #3221 Extract, refactor and test note handling logic from goaltemplates.ts file. — thanks ACWalker
  • #3236 Separate LocalPrefs interface out into LocalPrefs (eventually using local storage), SyncedPrefs (eventually using the cross-device database) and MetadataPrefs (eventually using the metadata.json file). — thanks Matissjanis
  • #3238 Remove some any types from the API — thanks jfdoming
  • #3262 Cleanup iterableTopologicalSort feature flag. — thanks Matissjanis
  • #3279 Optimise GoCardless sync to reduce API usage by removing balance information when unneeded — thanks matt-fidd
  • #3285 TypeScript: migrate report cards to TS. — thanks Matissjanis
  • #3289 Upgrade TypeScript, eslint and prettier. — thanks MatissJanis
  • #3296 Better debug logs for bank sync errors. — thanks psybers
  • #3300 Sign the Mac desktop app to resolve damaged file errors — thanks MikesGlitch
  • #3308 Support servers with self signed certificates in the Desktop app — thanks MikesGlitch

Actual Server​

Enhancements​

  • #358 Add gocardless support for Berliner Sparkasse (Germany) — thanks Peccadilloz
  • #418 Add SANTANDER_BSCHESMM to banks with limited history — thanks sarfios20 & DanielHaggstrom
  • #441 Added Nordea Personal DK (NORDEA_NDEADKKK) to BANKS_WITH_LIMITED_HISTORY — thanks hsk-dk

Bugfix​

  • #409 Fix crash when SimpleFIN JSON data is bad. — thanks psybers & iffy
  • #410 Stop server crashing when SimpleFIN is down. — thanks psybers
  • #412 Show better error if SimpleFIN account cant be found. — thanks psybers
  • #413 Return early from SimpleFIN /transactions if the account needs attention — thanks jpetso
  • #427 Fix payee name selection based on the transaction amount — thanks matt-fidd
  • #428 Fallback creditorName to remittanceInformationUnstructured in BANKINTER_BKBKESMM — thanks hostyn
  • #429 Prevent account fallback if name is defined in formatPayeeName — thanks hostyn
  • #439 Fix GoCardless error handling — thanks matt-fidd
  • #442 Fix wrong payeeName used for KBC_KREDBEBB — thanks ArnaudWeyts

Maintenance​

  • #421 Improve testing utils and add delete-user-file test — thanks tcrasset
  • #422 Refactor user validation into middleware — thanks tcrasset
  • #423 Add integration tests for the /sync endpoint — thanks tcrasset
  • #425 Add integration tests for remaining app-sync.js endpoints — thanks tcrasset
  • #430 CI workflow for pinging PRs that have been in the "WIP" state for a week without an update. — thanks MatissJanis & matt-fidd
  • #434 Add logging middleware — thanks tcrasset
  • #435 Optimise GoCardless sync to reduce API usage by removing accountMetadata call — thanks matt-fidd
  • #436 Optimise GoCardless sync to reduce API usage by removing balance information — thanks matt-fidd