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🔖 (24.7.0) custom reports, splits in rules, tags and more (#379)
- web: actualbudget/actual#2955 - server: actualbudget/actual-server#383 - docs: #379
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| Original file line number | Diff line number | Diff line change |
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| --- | ||
| title: Release 24.7.0 | ||
| description: New release of Actual. | ||
| date: 2024-07-02T10:00 | ||
| slug: release-24.7.0 | ||
| tags: [announcement, release] | ||
| hide_table_of_contents: false | ||
| authors: MatissJanis | ||
| --- | ||
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| The release has the following notable improvements: | ||
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| - Custom reports are officially released | ||
| - Splits in rules are officially released | ||
| - Tags support for transactions (use `#tags` in notes) | ||
| - Transactions: allow merging/un-merging multiple transactions | ||
| - Show account notes in sidebar (on hover) | ||
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| <!--truncate--> | ||
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| **Docker tag: 24.7.0** | ||
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| ## Actual | ||
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| #### Features | ||
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| - [#2554](https://github.com/actualbudget/actual/pull/2554) Removing custom reports from feature flag "experimental" state. — thanks @carkom | ||
| - [#2670](https://github.com/actualbudget/actual/pull/2670) Format notes that starts with # as clickable tags. — thanks @joel-jeremy | ||
| - [#2789](https://github.com/actualbudget/actual/pull/2789) Release 'Splits in rules' feature — thanks @jfdoming | ||
| - [#2805](https://github.com/actualbudget/actual/pull/2805) Make multiple transactions as a split transaction or separate a split transaction into multiple individual ones. — thanks @joel-jeremy | ||
| - [#2806](https://github.com/actualbudget/actual/pull/2806) Add Year Spending Comparison Feature — thanks @Crazypkr1099 | ||
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| #### Enhancements | ||
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| - [#2566](https://github.com/actualbudget/actual/pull/2566) Use `AmountInput` on rules page to get formatting/sign toggle button — thanks @jfdoming | ||
| - [#2642](https://github.com/actualbudget/actual/pull/2642) Mobile budget page revamp. — thanks @joel-jeremy | ||
| - [#2684](https://github.com/actualbudget/actual/pull/2684) Option to add/remove current interval to "live" ranges — thanks @carkom | ||
| - [#2796](https://github.com/actualbudget/actual/pull/2796) Show account notes in tooltip on sidebar. — thanks @psybers | ||
| - [#2821](https://github.com/actualbudget/actual/pull/2821) Auto create two child transactions on mobile instead of one when splitting a transactions. — thanks @joel-jeremy | ||
| - [#2831](https://github.com/actualbudget/actual/pull/2831) Add loading indicator on mobile transactions list. — thanks @joel-jeremy | ||
| - [#2837](https://github.com/actualbudget/actual/pull/2837) Use AmountInput on mobile balance transfer and hold buffer modals to allow auto insertion of decimals in their amounts. — thanks @joel-jeremy | ||
| - [#2842](https://github.com/actualbudget/actual/pull/2842) Enhanced autocomplete for languages with accents like Portuguese. Matches search queries regardless of accents. — thanks @lelemm | ||
| - [#2847](https://github.com/actualbudget/actual/pull/2847) Add underline to budgeting category — thanks @Crazypkr | ||
| - [#2850](https://github.com/actualbudget/actual/pull/2850) Cover over-budgeted action + make balance movement menus only appear on relevant conditions e.g. transfer to another category menu only when there is a leftover balance. — thanks @joel-jeremy | ||
| - [#2861](https://github.com/actualbudget/actual/pull/2861) Add autocomplete to include categories underneath the prioritized subcategory — thanks @Crazypkr | ||
| - [#2870](https://github.com/actualbudget/actual/pull/2870) Allow resetting SimpleFIN secrets and unify how bank sync secrets are reset. — thanks @psybers | ||
| - [#2871](https://github.com/actualbudget/actual/pull/2871) Custom reports - rework "net" numbers to work more intuitively and allow for greater customization — thanks @carkom | ||
| - [#2891](https://github.com/actualbudget/actual/pull/2891) Timeout SimpleFIN sync calls after 60 seconds. — thanks @psybers | ||
| - [#2896](https://github.com/actualbudget/actual/pull/2896) Respect the user-defined account sort order in all autocomplete lists. — thanks @dymanoid | ||
| - [#2899](https://github.com/actualbudget/actual/pull/2899) Bank Sync: update bank-sync button label to "Bank Sync" to improve discoverability for new users — thanks @MatissJanis | ||
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| #### Bugfix | ||
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| - [#2785](https://github.com/actualbudget/actual/pull/2785) Hardens "showActivity" elements of custom reports, switched to "inflow/outflow" filters. Fixes issue with weekly show activity clicks not filtering dates correctly. — thanks @carkom | ||
| - [#2790](https://github.com/actualbudget/actual/pull/2790) Fix CSV import not matching category is (nothing) rules — thanks @matt-fidd | ||
| - [#2799](https://github.com/actualbudget/actual/pull/2799) Fix amount parsing with 6-9 decimal places — thanks @sreetamdas | ||
| - [#2812](https://github.com/actualbudget/actual/pull/2812) Fix amounts over 1 million cutting off. — thanks @psybers | ||
| - [#2817](https://github.com/actualbudget/actual/pull/2817) Fixes nynab import issue where you couldn't import a category group called 'Income' — thanks @Marethyu1 | ||
| - [#2825](https://github.com/actualbudget/actual/pull/2825) Enable compress to avoid minified scripts from throwing SyntaxError in safari16 — thanks @chinalichen | ||
| - [#2836](https://github.com/actualbudget/actual/pull/2836) Fix null bank_id for SimpleFIN caused when no org domain is sent. — thanks @duplaja | ||
| - [#2838](https://github.com/actualbudget/actual/pull/2838) Don't show account tooltips during VRT. — thanks @psybers | ||
| - [#2840](https://github.com/actualbudget/actual/pull/2840) Filters off budget items out of the spending report. — thanks @carkom | ||
| - [#2848](https://github.com/actualbudget/actual/pull/2848) Remove recursion from topological sort to prevent stack overflow — thanks @lelemm | ||
| - [#2862](https://github.com/actualbudget/actual/pull/2862) For Report Budget, income categories were incorrectly showing as negative when using 'Set budgets to 3 month average'. — thanks @lelemm | ||
| - [#2863](https://github.com/actualbudget/actual/pull/2863) Remove negative margins from `<ScheduleLink>` so it does not exceed container — thanks @aaimio | ||
| - [#2864](https://github.com/actualbudget/actual/pull/2864) Fix an issue where selected scheduled transactions did not have a correct background colour — thanks @aaimio | ||
| - [#2866](https://github.com/actualbudget/actual/pull/2866) Fix: Account names in side nav squashed — thanks @lelemm | ||
| - [#2867](https://github.com/actualbudget/actual/pull/2867) Fix: column titles incorrect when resizing window — thanks @lelemm | ||
| - [#2875](https://github.com/actualbudget/actual/pull/2875) Fix mobile budgeted and spent column auto sizing on smaller screens. — thanks @joel-jeremy | ||
| - [#2878](https://github.com/actualbudget/actual/pull/2878) Fixes a regression that broke the menus for the individual custom report cards. — thanks @carkom | ||
| - [#2881](https://github.com/actualbudget/actual/pull/2881) Fix console error due to ; in style paddingBottom. — thanks @Crazypkr1099 | ||
| - [#2887](https://github.com/actualbudget/actual/pull/2887) Fix budget tooltip showing on hover if the panel is not collapsed (the tooltip should show only if panel is collapsed). — thanks @MatissJanis | ||
| - [#2890](https://github.com/actualbudget/actual/pull/2890) Revert scheduled transaction date filter causing weekly scheduled transactions stuck as Paid. — thanks @joel-jeremy | ||
| - [#2925](https://github.com/actualbudget/actual/pull/2925) Fixes "Export data" not saving the file in Electron app on Linux — thanks @MikesGlitch | ||
| - [#2927](https://github.com/actualbudget/actual/pull/2927) Fix wording of split rule. — thanks @psybers | ||
| - [#2929](https://github.com/actualbudget/actual/pull/2929) Fixes regex filtering on the desktop app — thanks @MikesGlitch | ||
| - [#2940](https://github.com/actualbudget/actual/pull/2940) Fix mobile budget coloring to show template colors — thanks @youngcw | ||
| - [#2941](https://github.com/actualbudget/actual/pull/2941) Fix: Transaction table constantly resizing — thanks @lelemm | ||
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| #### Maintenance | ||
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| - [#2771](https://github.com/actualbudget/actual/pull/2771) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.6) — thanks @MatissJanis | ||
| - [#2822](https://github.com/actualbudget/actual/pull/2822) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.8) — thanks @MatissJanis | ||
| - [#2826](https://github.com/actualbudget/actual/pull/2826) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.9) — thanks @MatissJanis | ||
| - [#2853](https://github.com/actualbudget/actual/pull/2853) api: release 6.8.1 — thanks @MatissJanis | ||
| - [#2895](https://github.com/actualbudget/actual/pull/2895) Switch to using a Trafico GitHub action to restore review management. — thanks @twk3 | ||
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| ## Actual Server | ||
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| #### Enhancements | ||
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| - [#359](https://github.com/actualbudget/actual-server/pull/359) Get creditorName and debtorName from remittanceInformationStructured for ABANCA_CAGLESMM — thanks @daca11 | ||
| - [#360](https://github.com/actualbudget/actual-server/pull/360) Add bank handler for VIRGIN_NRNBGB22 (Virgin Money) for more accurate payees — thanks @matt-fidd | ||
| - [#372](https://github.com/actualbudget/actual-server/pull/372) Add bank handler for NATIONWIDE_NAIAGB21 (Nationwide) for more accurate dates and to fix duplicate transaction issues — thanks @matt-fidd | ||
| - [#375](https://github.com/actualbudget/actual-server/pull/375) Properly handle errors for SimpleFIN. — thanks @psybers | ||
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| #### Bugfix | ||
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| - [#370](https://github.com/actualbudget/actual-server/pull/370) Fix failing GoCardless syncs with a bnp-be-gebabebb account. — thanks @vojeroen | ||
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| #### Maintenance | ||
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| - [#362](https://github.com/actualbudget/actual-server/pull/362) Refactor GoCardless bank code to avoid duplication. — thanks @psybers | ||
| - [#366](https://github.com/actualbudget/actual-server/pull/366) Ignore coverage folder in the coverage report. — thanks @psybers | ||
| - [#367](https://github.com/actualbudget/actual-server/pull/367) Add GoCardless banks to the bank factory test suite. — thanks @psybers | ||
| - [#376](https://github.com/actualbudget/actual-server/pull/376) Add Github action for stale PRs. — thanks @MatissJanis | ||
| - [#378](https://github.com/actualbudget/actual-server/pull/378) Security: upgrade dependency tree to solve CVE-2023-42282. — thanks @MatissJanis | ||
| - [#380](https://github.com/actualbudget/actual-server/pull/380) Switch to using a Trafico GitHub action to restore review management. — thanks @twk3 |
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