Release 24.9.0 - Actual

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