Release 24.8.0 - Actual

The release has the following notable improvements:

ability to favorite payees
most used and favorite payees appear at the top of the payee autocomplete results
resizable side navigation
experimental goal templates: long term goal template support
experimental spending report: adding last month as an option for the primary graph

Docker tag: 24.8.0

Actual

Features

#2930 Add getAccountBalance() API. — thanks @psybers
#2993 Adds ability to resize sidebar. — thanks @YusefOuda
#3033 Add help modal for keyboard shortcuts. — thanks @psybers

Enhancements

#2717 Explicitly ask when reconciling transactions on manual import — thanks @Wizmaster
#2814 Shows favourite and up to the top 5 most frequently used payees in the payee dropdown menu in a section at the top. — thanks @qedi-r
#2834 Reapply rules to split transactions when the parent changes — thanks @jfdoming
#2928 API: add getBudgets() method to list all local/remote budgets. — thanks @psybers
#2980 Add PWA shortcut actions — thanks @julianwachholz
#2982 Add apostrophe-dot (Swiss) number format — thanks @julianwachholz
#3012 Add long term goal type template — thanks @youngcw
#3017 Moved budget type toggle to the settings page — thanks @MatissJanis
#3022 Expose bank sync account data ('account_id' and 'official_name') in AQL. — thanks @psybers
#3028 Add mergePayees method to the API — thanks @matt-fidd
#3029 Perform bank sync in same order as accounts shown in sidebar. — thanks @psybers
#3032 Dim hidden income category rows. — thanks @psybers
#3045 Enhanced Autocomplete sorting, Payees tab filter, and Schedules tab filter for languages with accents / diacritics. — thanks @nullscope
#3049 Include more information in payee of split parent — thanks @jfdoming
#3056 Add payee auto capitalization when creating on mobile — thanks @JukeboxRhino
#3061 Add additional keyboard hotkeys. — thanks @psybers
#3100 Added Keyboard Shortcuts Reference to the Electron Help menu — thanks @MikesGlitch
#3112 Add a save button to Spending report so you can keep filter settings between sessions — thanks @carkom
#3117 Adding a "+1" to custom reports to indicate that the current month toggle is on. — thanks @carkom
#3123 Add a goal information tooltip to the balance on the budget table — thanks @matt-fidd
#3132 In spending report - adding last month as an option for the primary graph — thanks @carkom

Bugfix

#2818 Fix Net Worth amounts being clipped when over 5 characters — thanks @sreetamdas
#2832 Fix number format preference not being used for graphs — thanks @sreetamdas
#2898 Bank sync: fix account with new transactions highlight disappearing if multiple consecutive accounts are synced. — thanks @MatissJanis
#2903 Use Unicode-aware database queries for filtering and searching. — thanks @dymanoid
#2924 Disable interactivity on preview status icons — thanks @jfdoming
#2943 Fix the carryover arrow display for mobile and desktop views. — thanks @dymanoid
#2956 Fix: Warning modal was not showing a second time. — thanks @psybers
#2960 Fix time display of backup on Electrons "Load Backup" modal — thanks @MikesGlitch
#2968 Fix: editing transactions on mobile not going back. — thanks @psybers
#2973 Fix exporting split transactions to CSV by including top-line transactions and noting the split. — thanks @wdpk
#2981 Fix number parsing with and remove unsupported "space-dot" format — thanks @julianwachholz
#2983 Removed broken update functionality and "About" screen for Electron app — thanks @MikesGlitch
#2990 Assign schedule to both transactions if schedule is a transfer — thanks @joel-jeremy
#3001 Moves "Rename" to first item in Category + Category Group menus. Adds debounce to sidebar animation. — thanks @YusefOuda
#3007 Fix alignment of reports — thanks @JukeboxRhino
#3008 Fix cover modal title. — thanks @joel-jeremy
#3009 Fix datepicker closing when trying to edit a date filter — thanks @MatissJanis
#3011 Fix apply template resetting the goals on already set categories — thanks @youngcw
#3019 Fix payee creation for long names on narrow screens — thanks @JukeboxRhino
#3037 Fix the position of the separator in the operator menu when editing a rule — thanks @ctozlowski
#3046 Fixes the alignment of notifications in mobile view — thanks @YusefOuda
#3062 Increase the font-weight of the mobile category label to match the value totals — thanks @JukeboxRhino
#3073 Fix rules in mobile transaction entry — thanks @joel-jeremy
#3080 Update running balances width to display large numbers. — thanks @psybers
#3082 Fix running balances thick header. — thanks @psybers
#3084 Fix "?" crashing on budget selection page. — thanks @psybers
#3086 Fix crash on CAMT.053 imports with missing ValDt — thanks @simonschmidt
#3092 Correctly dismiss pop-over when using the copy last month's budget feature — thanks @sleepyfran
#3113 Updated Fly.io link in README to point to correct section of documentation. — thanks @reecerunnells
#3127 Fix issue with schema in updateReports function that was using insert instead of update — thanks @carkom
#3131 Fix menus auto closed when clicked element on top of the menu — thanks @joel-jeremy
#3133 Fix the Data Dir Location picker not showing on the Settings page when running in Electron. — thanks @MikesGlitch
#3135 Fixes spending card that doesn't show the correct difference number. — thanks @carkom
#3142 Add missing :hover cursor to the new Button component. — thanks @MatissJanis
#3143 Add missing underline to links. — thanks @MatissJanis
#3146 Fix Button2 isDisabled prop. — thanks @joel-jeremy
#3147 Add backdrop for Modal2 component. — thanks @joel-jeremy
#3149 Fix missing error handling in rules modal. — thanks @MatissJanis
#3151 Fix plain-text SimpleFin link in error message. — thanks @MatissJanis
#3153 Fix the "Enter" shortcut not saving on "Cover Overspending" popup — thanks @MikesGlitch
#3158 Fix local playwright html reporter config. — thanks @joel-jeremy
#3160 Remove focus outline from modals. — thanks @MatissJanis
#3161 Allow modal content to be vertically scrollable. — thanks @MatissJanis & @MikesGlitch
#3168 Fix input fields overflowing while adding split transactions — thanks @wnklmnn
#3169 Fix budget type toggle not working the first time — thanks @YusefOuda

Maintenance

#2721 Move bank sync payee name normalization from actual to actual-server — thanks @matt-fidd
#2828 Migrating native Tooltip component to react-aria Tooltip/Popover (vol.10) — thanks @MatissJanis
#2880 Refactoring desktop-electron package to use typescript — thanks @MikesGlitch
#2904 Use react-aria-components's Button as base of the builtin Button component. — thanks @joel-jeremy
#2905 Refactor Select component to stop using @reach/listbox dependency. — thanks @MatissJanis
#2913 Use new react-aria-components based Button on settings and rules page. — thanks @joel-jeremy
#2914 Use new react-aria-components based Button on accounts and payees page. — thanks @joel-jeremy
#2916 Use new react-aria-components based Button on management components. — thanks @joel-jeremy
#2918 Use new react-aria-components based Button on modals. — thanks @joel-jeremy
#2942 Remove the broken Trafico pull request review triggers. — thanks @twk3
#2946 Port finance modals to react-aria-components Modal. — thanks @joel-jeremy
#2978 Update Electron menu to use typescript — thanks @MikesGlitch
#2995 Update Electron server file to use typescript — thanks @MikesGlitch
#3000 Cleanup desktop app filenames to prep for download page — thanks @youngcw
#3014 Remove unused files from Electron app — thanks @MikesGlitch
#3015 Improve Electron Mac build to target "Universal" for better performance on Apple Silicon — thanks @MikesGlitch
#3023 Remove Trafico workflow in favour of our new GitHub bot — thanks @twk3
#3026 Migrate BudgetList to Typescript — thanks @tcrasset
#3027 Updated Electron window-state file to use typescript — thanks @MikesGlitch
#3058 Add pre-commit hook for improved dev-x. — thanks @MatissJanis
#3066 Updated security.js and preload.js to Typescript and fixed Theme not setting correctly when set via dev console — thanks @MikesGlitch
#3101 Update README with starting fresh and migration guides. — thanks @joel-jeremy
#3104 Delete unused user preferences. — thanks @MatissJanis
#3105 Upgrade yarn to v4.3.1 — thanks @MatissJanis
#3106 Add repository activity image to README and update some information in the README — thanks @MatissJanis
#3107 CI workflow for pinging PRs that have been in the "WIP" state for a week without an update. — thanks @MatissJanis
#3144 Unit tests: improve the reliability of unique ids. — thanks @MatissJanis

Actual Server

Enhancements

#389 Add Fortuneo GoCardless Integration — thanks @tcrasset
#396 Add easybank GoCardless Integration — thanks @neuos
#401 Added GoCardless Integration for ING (Romania) — thanks @spideraxal

Bugfix

#385 Update URL to log into SimpleFIN. — thanks @psybers & @iffy
#388 Remove obsolete "version" from docker compose statement to prevent WARN message to end user. — thanks @wdpk
#391 Add SEB Card Accounts to bank adapter to flip payment and deposit when importing — thanks @craigmdennis
#397 Fix SimpleFIN blank payee introduced in #353 — thanks @duplaja
#405 Modified GoCardless Integration for ING (Romania) so that the notes field will be updated once a transaction gets booked. — thanks @spideraxal
#406 Fix date calculation in Nationwide bank handler — thanks @matt-fidd
#407 Fix mBank Retail (Poland) Integration issue. Changed accessValidForDays from 180 to 179. — thanks @vrozaksen

Maintenance

#353 Move bank sync payee name normalization from actual to actual-server — thanks @matt-fidd
#386 Prettify GoCardless Integration documentation — thanks @tcrasset
#390 Remove the Trafico GitHub workflow — thanks @twk3
#400 Fix verify script which runs yarn lint and yarn types — thanks @djm2k
#402 Obfuscate password when login the login header — thanks @rodriguestiago0
#403 Upgrade yarn to v4.3.1 — thanks @MatissJanis