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
- #1135 Nordigen: release as a stable feature — thanks MatissJanis
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 todesktop-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
indesktop-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 thecommon
folder — thanks MatissJanis - #1251 Cancel previous CI jobs if a new push is made — thanks MatissJanis
- #1256 Remove lingering references to
locationPtr
afterreact-router
upgrade — thanks j-f1 - #1257 Moving more components from
common.tsx
to separate files inside thecommon
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 orCustomSelect
— thanks MatissJanis - #1265 Back change on cleared/uncleared boxes for accounts page. — thanks carkom
Actual Server
Version: 23.7.0
Features
Maintenance
- #218 Port from
@actual-app/api
usage to@actual-app/crdt
— thanks MatissJanis