Release 24.11.0 - Actual

The release has the following notable improvements:

Optimizations to some SimpleFIN API calls
Experimental support for setting the upcoming schedule duration
Many improvements to the experimental dashboards feature
Experimental templating support in rules

Docker tag: 24.11.0

Actual

Enhancements

#3305 Add rule action templating for set actions using handlebars syntax. — thanks @UnderKoen
#3310 Add option to set how far out the upcoming scheduled transactions are shown in the account view. — thanks @SamBobBarnes
#3543 Save in/out mode settings between CSV imports — thanks @matt-fidd
#3549 [Mobile] Allow updating existing transaction's account — thanks @joel-jeremy
#3554 Update Sidebar to only scroll accounts. All buttons stay fixed in position. — thanks @tlesicka
#3584 Moving file settings to the management page and enabling budget file relocation — thanks @MikesGlitch
#3587 Dashboards: ability to quick-edit widget names from inner report pages. — thanks @MatissJanis
#3588 Dashboards: make "add widgets" button always visible. — thanks @MatissJanis
#3600 Add a guidance modal for when migrations are out of sync — thanks @MikesGlitch
#3615 Show the "import transactions" button even if accounts have bank-sync enabled. — thanks @MatissJanis
#3617 Add goal template to copy budget from X months prior — thanks @youngcw
#3619 Add action rule templating for payee_name — thanks @UnderKoen
#3622 Use a toggle on mobile transaction's Cleared flag. — thanks @joel-jeremy
#3623 Support translations in packages/desktop-client/src/components/payees/ManagePayees.tsx. — thanks @glorenzen
#3636 Reports: responsibility UI polishing. — thanks @MatissJanis
#3639 Add info text to Upcoming Length control. — thanks @SamBobBarnes
#3648 Move help-related items under a single menu — thanks @jfdoming
#3659 Support translations in desktop-client/components/common/search — thanks @Dreptschar
#3684 Add Reconcile button on account page — thanks @attyluccio
#3691 Add goal template reference guide to help menu — thanks @deathblade666
#3697 Supporting the use of an ngrok tunnel when used to tunnel into actual-sync server — thanks @MikesGlitch
#3699 Update Electron help menu to reflect new in-app menu — thanks @jfdoming
#3722 Translation support for desktop-client/src/components/reports/reports/CustomReport.tsx — thanks @AhmedElbohoty

Bugfix

#3343 Fix slow scrolling in mobile modals — thanks @tim-smart
#3511 Fix yearly schedule templates not behaving correctly when budgeting ahead of the transaction date — thanks @JukeboxRhino
#3527 Updates UI to disallow non-unique account names. — thanks @qedi-r
#3572 Fix "category is nothing" rules not matching — thanks @davidmartos96
#3598 Fixes First day of the week option not being used correctly in the calendar when entering a new transaction — thanks @attyluccio
#3602 Ensure budgeted amounts are positive for mobile budget view — thanks @tim-smart
#3603 Fixes inaccurate running balance when hiding reconciled transactions — thanks @wysinder
#3605 Fixes CSV import when CSV contains only 3 columns — thanks @UnderKoen
#3607 Fixes Rule Conditions Removal — thanks @attyluccio
#3609 Don't consider payees used in rules as orphaned — thanks @matt-fidd
#3613 Make import button reflect accurate number of transactions to be added — thanks @matt-fidd
#3624 Fix rules for scheduled transactions incorrectly showing a split error when the all splits are "fixed-amount". — thanks @Sjones512
#3625 Run rules on "Reconciliation balance adjustment" transactions — thanks @UnderKoen
#3626 Fix importing of non custom reports widgets on the (experimental) reports page. — thanks @UnderKoen
#3632 Fix escaping in action rules templating — thanks @UnderKoen
#3633 Fix 'show uncategorized' and 'show off budget' for custom reports — thanks @UnderKoen
#3641 Fix visual glitches with scheduled split transactions — thanks @jfdoming
#3674 Fixes 1Password credit card autocomplete showing on the transactions table — thanks @greggroth
#3676 Allow 4 decimal places in file import. — thanks @youngcw
#3679 Fix incorrect cumulative totals for Days 28+ on the Spending Report — thanks @joel-rich
#3695 Fix broken budget copy in tracking budget — thanks @youngcw
#3704 Fix not being able to change Payee by rules — thanks @UnderKoen
#3705 Fix category being set on off-budget accounts — thanks @UnderKoen
#3717 Fix race condition during downloading budget. — thanks @MikesGlitch
#3720 Revert initial bank-sync operation status indicator change. — thanks @MatissJanis
#3721 Fix template notifications not showing — thanks @youngcw
#3723 Fix issue with Monthly Spending report not properly averaging previous three months — thanks @joel-rich
#3725 fix Tag filtering crashing app when tag has regex special character — thanks @joel-rich
#3728 Fix Distribute button calculates splits one at a time. — thanks @lelemm
#3735 Fix parse date in DateRange element which is causing the cards to display the wrong dates. — thanks @carkom
#3736 Add extra error handling for when an incorrect server URL has been setup — thanks @MikesGlitch
#3739 Fix "Name" field being in wrong colour in Schedules page — thanks @aappaapp
#3749 Fix usage of date functions in action rule templating. — thanks @UnderKoen
#3768 Fix bugs on payee management page — thanks @jfdoming

Maintenance

#3365 Add more strict types to account/rules.ts — thanks @UnderKoen
#3444 Support translations in various files. — thanks @a-gradina
#3471 Replace glamor CSS-in-JS library with @emotion/css. — thanks @joel-jeremy
#3499 E2E tests for CSV import dialog — thanks @UnderKoen
#3506 e2e: Add some mobile visual regression tests — thanks @joel-jeremy
#3507 TypeScript: migrated ManagePayees and LoadBackupModal. — thanks @MatissJanis
#3552 Split ImportTransactionsModal file in multiple smaller component files. — thanks @MatissJanis
#3553 Reducing Desktop app package size — thanks @MikesGlitch
#3570 TypeScript: migrate smaller ImportTransactionsModal components to TS. — thanks @MatissJanis
#3576 TypeScript: migrate NetWorth component to TS. — thanks @MatissJanis
#3577 Upgrade some github actions. — thanks @MatissJanis
#3580 Remove electron-is-dev dependency from the Desktop App — thanks @MikesGlitch
#3594 Fix regression in size comparison workflow — thanks @matt-fidd
#3599 Add reload functionality into the desktop app and remove old logging package — thanks @MikesGlitch
#3601 Remove package.tgz file from the repository — thanks @tim-smart
#3611 Removing feature flag from spending reports. — thanks @carkom
#3640 TypeScript: migrated account header to TS. — thanks @MatissJanis
#3645 Bump yargs to newer version — thanks @jfdoming
#3651 Add feature flag for upcoming length adjustment setting. — thanks @SamBobBarnes
#3718 SyncedPrefs: remove no longer necessary migration. — thanks @MatissJanis
#3756 Remove unneeded node test file — thanks @MikesGlitch

Actual Server

Enhancements

#470 Sort bank transactions by more fields. So when there is a bookingDateTime it also sorts by the time. — thanks @UnderKoen
#473 Add "N26" to list of banks with limited history — thanks @alcroito
#480 Allow data directory to be overridden by env variable — thanks @MikesGlitch
#481 Add "Fineco" bank (IT, UK) to list of banks with limited history — thanks @ftruzzi
#482 Don't pull transactions from SimpleFIN when asking for the list of accounts. — thanks @psybers
#483 SimpleFIN: when syncing a single account, only pull transactions for that account. — thanks @psybers
#486 Change access_valid_for_days from "180" to "179" for institution "EASYBANK_BAWAATWW" — thanks @clutwo

Bugfix

#474 Fixes Sabadell Bank regression, by including the date field during normalization — thanks @davidmartos96
#487 Fix migrations not running properly on inital setup — thanks @MikesGlitch

Maintenance

#432 Integrate FileService for app-sync.js — thanks @tcrasset
#478 Set correct log level for bank integration messages — thanks @rare-magma