This release includes the ability to run the sync server from within the desktop app. This should make it much simpler to get access to features such as bank sync.
Other notable improvements:
- Upcoming/missed/due schedules in a category template are now shown on the desktop budget table
- Numerous fixes for bugs and visual glitches
Docker tag: 25.6.0
Features
- #4810 Add modal for creating budget automations — thanks jfdoming
- #4870 Desktop app Sync Server server configuration screen — thanks MikesGlitch
Enhancements
- #4815 Add upcoming/missed/due schedules indicator on budget table (based on category schedule templates) — thanks joel-jeremy
- #4869 Flip transaction amounts for most of SEB Kort AB affiliated cards (Strawberry/Nordic choice, Eurocard, Globecard, Opel, SAAB, SAS, SJ Prio, Circle K, Wallet, Ingo and Scandic) — thanks vincegio
- #4872 Changed 'Close file' wording to 'Switch file' to prevent confusion about possibly it shutting down the account — thanks JaredTweed
- #4887 Converted sync-server to run with typescript — thanks rgoldfinger
- #4933 Use the latest release tag instead of the latest tag for version checks — thanks jfdoming
- #4958 Add BoursoBank GoCardless Integration — thanks Aerion
- #4970 Add Abanca to banks with limited history — thanks sergiomola
- #4986 Add types to budget template files and some cleanup — thanks joel-jeremy
- #4987 Add option to calculate running balances in useTransactions hook — thanks joel-jeremy
- #4994 Add runningBalances to usePreviewTransactions and an option to set the starting balance to start running balance calculation from — thanks joel-jeremy
- #5031 Enable GoCardless account selection if supported by the target institution — thanks lorenzenv
- #5038 Added information that sync error are caused by a rate limit if that's the case. — thanks SteinTokvam
- #5052 Add
GLS Gemeinschaftsbank
to banks with limited history — thanks NormenKD
Bugfix
- #4766 Add functional tests for the payee page — thanks alvaro-crespo
- #4889 Add a functionality to split transactions repair tool to remove categories from parent transactions and prevent adding/update parent transactions with categories — thanks joel-jeremy
- #4908 Fixed undefined reference in utils titleFirst function — thanks alecbakholdin
- #4910 Fixed issue with setting date and notes while creating transaction on mobile — thanks alecbakholdin
- #4911 Fixed bug with OFX with leading/trailing whitespace — thanks alecbakholdin
- #4912 Fix autofocus of
Button
elements when enclosed in theInitialFocus
component — thanks sambobbarnes - #4914 Fixed issue with account and notes not clearing when launching action from PWA — thanks alecbakholdin
- #4917 Fixed graphical error in display on month in top right corner of monthly spending — thanks alecbakholdin
- #4921 Made default string for transaction editing respect localization of commas and periods — thanks alecbakholdin
- #4922 Improved visibility for reconciliation popover — thanks alecbakholdin
- #4923 Made dark scrollbar wider for the account sidebar. — thanks alecbakholdin
- #4935 Fix viewing pie/donut charts on mobile — thanks ohNoBigO
- #4940 [Mobile] Show transactions upon clicking income categories — thanks joel-jeremy
- #4949 Fix Dashboard Widgets Not Ordered on Mobile — thanks Johnn27
- #4953 Fix server migrations directory reference — thanks MikesGlitch
- #4954 Ensure sync server uses absolute directories so users can configure relative paths for user-files — thanks MikesGlitch
- #4957 Fix cli tool version after server typescript update — thanks MikesGlitch
- #4968 Ensuring new sync-server build process copies over sql files — thanks MikesGlitch
- #4980 Increase OpenID request timeout — thanks matt-fidd
- #4998 [Mobile] Fix category transactions screen not showing child transactions — thanks joel-jeremy
- #5002 Fixed QIF import skipping transactions when empty lines present — thanks alecbakholdin
- #5036 Fix category schedule indicators not showing up in budget page — thanks joel-jeremy
- #5045 Fix "delete x users" translation string — thanks matt-fidd
- #5050 Restrict Electron-embedded sync server to bind only to configured hostname. — thanks ShreyasKallingal
- #5051 🐛 Fix goals tooltip obstructing cover spending context menu — thanks johnn27
- #5069 Fixes a bug where the category expansion state was not saved when its value was 0 — thanks misu-dev
- #5073 Add
ING_PL_INGBPLPW
to banks with limited history — thanks marcin-honang - #5080 Show loading indicator in mobile transaction list if schedules are not yet loaded — thanks MatissJanis
Maintenance
- #4787 Rename AQL module's runQuery function to aqlQuery to disambiguate with DB module runQuery function — thanks joel-jeremy
- #4789 Use hooks path alias for cleaner imports — thanks joel-jeremy
- #4817 Move loot-core/client/app code over to desktop-client package — thanks joel-jeremy
- #4818 Move loot-core/client/budgets code over to desktop-client package — thanks joel-jeremy
- #4819 Move loot-core/client/modals code over to desktop-client package — thanks joel-jeremy
- #4820 Move loot-core/client/notifications code over to desktop-client package — thanks joel-jeremy
- #4821 Move loot-core/client/prefs code over to desktop-client package. — thanks joel-jeremy
- #4822 Move loot-core/client/queries code over to desktop-client package — thanks joel-jeremy
- #4823 Move loot-core/client/users code over to desktop-client package — thanks joel-jeremy
- #4827 Move loot-core/client/store and loot-core/client/redux to desktop-client package — thanks joel-jeremy
- #4828 Move loot-core/client/data-hooks over to desktop-client package — thanks joel-jeremy
- #4830 [Final PR] Move remaining loot-core/client files to desktop-client feature folders — thanks joel-jeremy
- #4864 Stabilize electron build directory paths — thanks jfdoming
- #4879 Update budgetType preference from rollover/report to be envelope/tracking — thanks joel-jeremy
- #4882 Add tests to goal template processor functions — thanks youngcw
- #4897 Replace Actuator dependency with our own implementation to ensure the Server version displays properly in all scenarios — thanks MikesGlitch
- #4903 Promoting OpenId as default feature — thanks lelemm
- #4930 Beginning of transition of Transactions table to TS — thanks alecbakholdin
- #4932 Automatically generate GitHub release text — thanks jfdoming
- #4942 Fix lint error accidentally pushed to master — thanks joel-jeremy
- #4943 Deduplicate vite versions — thanks jfdoming
- #4955 Update actual-app/components/input to be based on react-aria-components Input component. — thanks joel-jeremy
- #4956 Use cx in Button className merging — thanks joel-jeremy
- #4960 Use desktop-client alias in all of desktop-client package — thanks joel-jeremy
- #4978 Change minimum version of Node.js to version 20 — thanks matt-fidd
- #4992 Update react-spring to version 10.0.0 — thanks eldemarkki
- #4995 Fix prefsSlice import — thanks joel-jeremy
- #5008 Make InitialFocus component generic — thanks joel-jeremy
- #5011 Add a package.json engine version for Yarn — thanks rgoldfinger
- #5014 Bump
yarn
version fromv4.7.0
tov4.9.1
. — thanks matt-fidd - #5015 Bump dependency patch versions — thanks matt-fidd
- #5017 Remove ip dependency — thanks matt-fidd
- #5018 bump jq dependency — thanks matt-fidd
- #5019 Bump adm-zip to 0.5.16 — thanks matt-fidd
- #5024 Fix loot-core peer dependency warnings — thanks matt-fidd
- #5025 Upgrade low risk dependencies to their newest minor version — thanks matt-fidd
- #5027 Upgrade react dependencies to their newest minor version — thanks matt-fidd
- #5028 Upgrade babel/webpack dependencies to their newest minor version — thanks matt-fidd
- #5029 Upgrade electron dependencies to their newest minor version — thanks matt-fidd
- #5034 Automatically upload to MS store on release — thanks jfdoming
- #5041 Upgrade date-fns from v2.30.0 -> v4.1.0 — thanks matt-fidd
- #5042 Upgrade express from 4.21.2 -> 5.1.0 — thanks matt-fidd
- #5070 Added 'needs triage' label to all new bug issues — thanks MatissJanis
- #5075 Bump formidable from 2.1.2 to 2.1.5 — thanks matt-fidd