Release 23.7.0 - Actual

:::warning

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 to desktop-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 in desktop-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 the common folder — thanks @MatissJanis
#1251 Cancel previous CI jobs if a new push is made — thanks @MatissJanis
#1256 Remove lingering references to locationPtr after react-router upgrade — thanks @j-f1
#1257 Moving more components from common.tsx to separate files inside the common 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 or CustomSelect — thanks @MatissJanis
#1265 Back change on cleared/uncleared boxes for accounts page. — thanks @carkom

Actual Server

Version: 23.7.0

Features

#214 Add a health check script (useful if running inside of a Docker container) — thanks @j-f1

Maintenance

#218 Port from @actual-app/api usage to @actual-app/crdt — thanks @MatissJanis