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🔖 (24.2.0) cleared transaction improvements; experimental simplefin b…
…ank-sync (#308) - client: actualbudget/actual#2311 - server: actualbudget/actual-server#306 - docs: #308
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| Original file line number | Diff line number | Diff line change |
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| --- | ||
| title: Release 24.2.0 | ||
| description: New release of Actual. | ||
| date: 2024-02-02T10:00 | ||
| slug: release-24.2.0 | ||
| 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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| - Cleared transaction improvements: | ||
| - ability to filter by the status | ||
| - ask for confirmation if editing date | ||
| - allow un-clearing by clicking on the lock icon | ||
| - Split transactions now have a "distribute" button that fills the remaining amount among the sub-transactions with no amount | ||
| - (Experimental) SimpleFIN bank-sync support for US banks - please report your feedback [here](https://github.com/actualbudget/actual/issues/2272) | ||
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| <!--truncate--> | ||
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| **Docker tag: 24.2.0** | ||
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| ## Actual | ||
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| Version: v24.2.0 | ||
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| #### Features | ||
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| - [#2151](https://github.com/actualbudget/actual/pull/2151) Add "Distribute" button to distribute remaining split amount across empty splits. — thanks @NikxDa | ||
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| #### Enhancements | ||
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| - [#2056](https://github.com/actualbudget/actual/pull/2056) Added cleared and uncleared Balances to Account Mobile View — thanks @HansiWursti | ||
| - [#2108](https://github.com/actualbudget/actual/pull/2108) Adding filter for reconciled transactions. — thanks @davidkus | ||
| - [#2124](https://github.com/actualbudget/actual/pull/2124) Enabling and formatting "viewLabels" button for custom reports page — thanks @carkom | ||
| - [#2134](https://github.com/actualbudget/actual/pull/2134) Ask for confirmation when editing date of a locked transaction — thanks @Jackenmen | ||
| - [#2138](https://github.com/actualbudget/actual/pull/2138) Add cleared column in csv export — thanks @kstockk | ||
| - [#2163](https://github.com/actualbudget/actual/pull/2163) Add ability to import categories from CSV — thanks @ScottFries, @blakegearin, & @carkom | ||
| - [#2174](https://github.com/actualbudget/actual/pull/2174) Hide "show ..." checkboxes within menu for custom reports page. Introduce toggle switches. — thanks @carkom | ||
| - [#2176](https://github.com/actualbudget/actual/pull/2176) Update sync.ts with additionalInformation as last resort fallback to prevent Payee being empty — thanks @rjwonder | ||
| - [#2188](https://github.com/actualbudget/actual/pull/2188) Add option to link an account with SimpleFIN for syncing transactions. — thanks @zachwhelchel, @duplaja, @lancepick, & @latetedemelon | ||
| - [#2202](https://github.com/actualbudget/actual/pull/2202) Fix site.webmanifest to make Actual install-able as a Chromium PWA — thanks @subnut | ||
| - [#2206](https://github.com/actualbudget/actual/pull/2206) Add crossorigin assignment to use credentials for PWA with authentication — thanks @shall0pass | ||
| - [#2245](https://github.com/actualbudget/actual/pull/2245) Adding compact identifier to all of the graphs and cleaning them up. Plus other staging bits for saving custom reports. — thanks @carkom | ||
| - [#2246](https://github.com/actualbudget/actual/pull/2246) Add schema and backend functionality for custom reports. This is to enable saving reports in a future PR. — thanks @carkom | ||
| - [#2252](https://github.com/actualbudget/actual/pull/2252) Allow un-reconcile (unlock) transactions by clicking on the lock icon — thanks @MatissJanis | ||
| - [#2282](https://github.com/actualbudget/actual/pull/2282) Cleanup utility: Update goal target after end of month cleanup tool is activated for 'source' categories — thanks @shall0pass | ||
| - [#2284](https://github.com/actualbudget/actual/pull/2284) Add Off Budget category label to mobile transactions page — thanks @joel-jeremy | ||
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| #### Bugfix | ||
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| - [#2132](https://github.com/actualbudget/actual/pull/2132) Fix net worth graph to show more detail in compact card view — thanks @jasonmichalski | ||
| - [#2144](https://github.com/actualbudget/actual/pull/2144) Fix when pressing Enter adds an extra split transaction when no split remains — thanks @jasonmichalski | ||
| - [#2191](https://github.com/actualbudget/actual/pull/2191) Allow case insensitive ynab5 import for special 'starting balance' payee — thanks @Marethyu1 | ||
| - [#2195](https://github.com/actualbudget/actual/pull/2195) Add missing borders in report budget table — thanks @youngcw | ||
| - [#2196](https://github.com/actualbudget/actual/pull/2196) Improve report budget pie chart colors — thanks @youngcw | ||
| - [#2199](https://github.com/actualbudget/actual/pull/2199) rules: add 'no rules' message and always show the rules table (even if no rules exist) — thanks @MatissJanis | ||
| - [#2204](https://github.com/actualbudget/actual/pull/2204) Re implemented the mobile Account Error Page introduced in #2114 and reverted in #2186 — thanks @HansiWursti | ||
| - [#2207](https://github.com/actualbudget/actual/pull/2207) Fix multi-autocomplete in rules page causing crashes — thanks @MatissJanis | ||
| - [#2214](https://github.com/actualbudget/actual/pull/2214) Mobile - Disable Save Button while editing Transaction Fields - Fixes #2203 — thanks @HansiWursti | ||
| - [#2217](https://github.com/actualbudget/actual/pull/2217) vite hosting regression fix. adds hosting on network back onto vite. — thanks @carkom | ||
| - [#2233](https://github.com/actualbudget/actual/pull/2233) Restore ability to use console.log in vite — thanks @twk3 | ||
| - [#2238](https://github.com/actualbudget/actual/pull/2238) GoCardless: fix sync not working if `additionalInformation` fallback field is null — thanks @MatissJanis | ||
| - [#2249](https://github.com/actualbudget/actual/pull/2249) Fixing a bug where custom reports table graph crashes due to a type mismatch error. — thanks @carkom | ||
| - [#2251](https://github.com/actualbudget/actual/pull/2251) Fix 'delete file' button always deleting the cloud file. — thanks @MatissJanis | ||
| - [#2261](https://github.com/actualbudget/actual/pull/2261) Fix color in schedule before/after weekend selection — thanks @youngcw | ||
| - [#2273](https://github.com/actualbudget/actual/pull/2273) Fix 'uncategorized transactions' flashing in the header on page load — thanks @MatissJanis | ||
| - [#2276](https://github.com/actualbudget/actual/pull/2276) Fix link for registering with GoCardless — thanks @edleeman17 | ||
| - [#2277](https://github.com/actualbudget/actual/pull/2277) Fix a missing ref param warning for forwardRef — thanks @twk3 | ||
| - [#2278](https://github.com/actualbudget/actual/pull/2278) Fix 'false' passed as title in import transactions modal — thanks @twk3 | ||
| - [#2279](https://github.com/actualbudget/actual/pull/2279) Fix same account sort_order when creating a demo budget — thanks @youngcw | ||
| - [#2281](https://github.com/actualbudget/actual/pull/2281) Fix database entry when applying goal templates — thanks @shall0pass | ||
| - [#2308](https://github.com/actualbudget/actual/pull/2308) Fix GoCardless bank sync breaking after a flaky SimpleFin db migration. — thanks @MatissJanis | ||
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| #### Maintenance | ||
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| - [#2053](https://github.com/actualbudget/actual/pull/2053) Bundle loot-core types into the API — thanks @twk3 | ||
| - [#2072](https://github.com/actualbudget/actual/pull/2072) Fixing TypeScript issues when enabling `strictFunctionTypes` (pt.5). — thanks @MatissJanis | ||
| - [#2081](https://github.com/actualbudget/actual/pull/2081) Refactored MobileBudget component to TypeScript — thanks @joel-jeremy | ||
| - [#2084](https://github.com/actualbudget/actual/pull/2084) Switch desktop-client to the Vite JS framework. — thanks @twk3 | ||
| - [#2102](https://github.com/actualbudget/actual/pull/2102) Goals: Refactor schedules file into functions and improve the readability of the code. — thanks @shall0pass | ||
| - [#2115](https://github.com/actualbudget/actual/pull/2115) eslint: no default exports — thanks @joel-jeremy | ||
| - [#2116](https://github.com/actualbudget/actual/pull/2116) eslint: no default exports - part 2 — thanks @joel-jeremy | ||
| - [#2117](https://github.com/actualbudget/actual/pull/2117) eslint: no default exports - part 3 — thanks @joel-jeremy | ||
| - [#2118](https://github.com/actualbudget/actual/pull/2118) eslint: no default exports - part 4 — thanks @joel-jeremy | ||
| - [#2119](https://github.com/actualbudget/actual/pull/2119) eslint: no default exports - part 5 — thanks @joel-jeremy | ||
| - [#2120](https://github.com/actualbudget/actual/pull/2120) eslint: no default exports - part 6 — thanks @joel-jeremy | ||
| - [#2136](https://github.com/actualbudget/actual/pull/2136) TypeScript: Add proper types to runHandler — thanks @twk3 | ||
| - [#2142](https://github.com/actualbudget/actual/pull/2142) Fixing TypeScript issues when enabling `strictFunctionTypes` (pt.4). — thanks @MatissJanis | ||
| - [#2153](https://github.com/actualbudget/actual/pull/2153) Reorganize tableGraph files for custom reports. — thanks @carkom | ||
| - [#2168](https://github.com/actualbudget/actual/pull/2168) Add api tests for payees and transactions — thanks @twk3 | ||
| - [#2169](https://github.com/actualbudget/actual/pull/2169) eslint: no default exports - part 7 — thanks @joel-jeremy | ||
| - [#2170](https://github.com/actualbudget/actual/pull/2170) eslint: no default exports - part 8 — thanks @joel-jeremy | ||
| - [#2171](https://github.com/actualbudget/actual/pull/2171) eslint: no default exports - part 9 — thanks @joel-jeremy | ||
| - [#2172](https://github.com/actualbudget/actual/pull/2172) eslint: no default exports - part 10 — thanks @joel-jeremy | ||
| - [#2173](https://github.com/actualbudget/actual/pull/2173) eslint: no default exports - part 11 — thanks @joel-jeremy | ||
| - [#2181](https://github.com/actualbudget/actual/pull/2181) migration: rename `nordigen_*` secrets to `gocardless_*` — thanks @MatissJanis | ||
| - [#2182](https://github.com/actualbudget/actual/pull/2182) Electron-app app store (OSX) release — thanks @MatissJanis | ||
| - [#2184](https://github.com/actualbudget/actual/pull/2184) eslint: no default exports - part 12 — thanks @joel-jeremy | ||
| - [#2185](https://github.com/actualbudget/actual/pull/2185) eslint: no default exports - part 13 — thanks @joel-jeremy | ||
| - [#2186](https://github.com/actualbudget/actual/pull/2186) Revert to fix master: Add error Page for special accounts in Mobile — thanks @twk3 | ||
| - [#2190](https://github.com/actualbudget/actual/pull/2190) electron: move back from WebSockets to IPC for internal communications. This should improve the stability of the desktop app. — thanks @MatissJanis | ||
| - [#2192](https://github.com/actualbudget/actual/pull/2192) Fix table graph rendering issue for custom reports. — thanks @carkom | ||
| - [#2208](https://github.com/actualbudget/actual/pull/2208) ESLint to enforce Actual's useNavigate hook — thanks @joel-jeremy | ||
| - [#2209](https://github.com/actualbudget/actual/pull/2209) electron: split the build script in 2x parts to fix it failing when no code signing cert is provided (PRs from forks). — thanks @MatissJanis | ||
| - [#2212](https://github.com/actualbudget/actual/pull/2212) TypeScript: fix some `strictNullChecks: true` issues — thanks @MatissJanis | ||
| - [#2215](https://github.com/actualbudget/actual/pull/2215) removing old OFX parser code in favor of the new one — thanks @MatissJanis | ||
| - [#2224](https://github.com/actualbudget/actual/pull/2224) Change the vite chunk filename hash to closely match our webpack syntax — thanks @twk3 | ||
| - [#2228](https://github.com/actualbudget/actual/pull/2228) TypeScript: fix some `strictNullChecks: true` issues (pt.2) — thanks @MatissJanis | ||
| - [#2230](https://github.com/actualbudget/actual/pull/2230) typescript: enable strict mode in most files; disable it in files that still need to be fixed — thanks @MatissJanis | ||
| - [#2244](https://github.com/actualbudget/actual/pull/2244) Moving entities and updating existing for custom reports. Also creating a new entity for the custom report data. — thanks @carkom | ||
| - [#2247](https://github.com/actualbudget/actual/pull/2247) TypeScript: making some files comply with strict TS. — thanks @MatissJanis | ||
| - [#2250](https://github.com/actualbudget/actual/pull/2250) Updated Github issues template to direct bug reports to the support channel (Discord) — thanks @MatissJanis | ||
| - [#2253](https://github.com/actualbudget/actual/pull/2253) Upgrading prettier, fixing the issues and enabling it for jsx files too — thanks @MatissJanis | ||
| - [#2254](https://github.com/actualbudget/actual/pull/2254) Making custom reports code more compact and efficient. — thanks @carkom | ||
| - [#2255](https://github.com/actualbudget/actual/pull/2255) Code clean-up: removing unused variables — thanks @MatissJanis | ||
| - [#2256](https://github.com/actualbudget/actual/pull/2256) Code clean-up: removing unused variables (pt.2) — thanks @MatissJanis | ||
| - [#2258](https://github.com/actualbudget/actual/pull/2258) Adding compact elements to custom reports. — thanks @carkom | ||
| - [#2260](https://github.com/actualbudget/actual/pull/2260) Refactored cash flow report from `victory` to `recharts` — thanks @MatissJanis | ||
| - [#2263](https://github.com/actualbudget/actual/pull/2263) Use useSingleActiveEditForm hook in mobile budget table — thanks @joel-jeremy | ||
| - [#2268](https://github.com/actualbudget/actual/pull/2268) Update vite / swc / ts versions. — thanks @joel-jeremy | ||
| - [#2287](https://github.com/actualbudget/actual/pull/2287) Update VRT instructions — thanks @youngcw | ||
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| ## Actual Server | ||
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| Version: v24.2.0 | ||
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| #### Enhancements | ||
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| - [#294](https://github.com/actualbudget/actual-server/pull/294) Add GoCardless integration for ING (Germany). — thanks @t4cmyk | ||
| - [#296](https://github.com/actualbudget/actual-server/pull/296) Add option to link an account to SimpleFIN for syncing transactions. — thanks @zachwhelchel, @duplaja, @lancepick, & @latetedemelon | ||
| - [#297](https://github.com/actualbudget/actual-server/pull/297) Add GoCardless bank integration for Sparkasse Marburg-Biedenkopf (Germany). — thanks @visurel | ||
| - [#298](https://github.com/actualbudget/actual-server/pull/298) Add GoCardless integration for Lægernes Bank DK — thanks @Waseh | ||
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| #### Maintenance | ||
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| - [#284](https://github.com/actualbudget/actual-server/pull/284) Remove obsolete `fly.template.toml` — thanks @albertchae | ||
| - [#293](https://github.com/actualbudget/actual-server/pull/293) migration: rename `nordigen_*` secrets to `gocardless_*` — thanks @MatissJanis | ||
| - [#300](https://github.com/actualbudget/actual-server/pull/300) Optional non-root user for Docker — thanks @hkiang01 | ||
| - [#302](https://github.com/actualbudget/actual-server/pull/302) Reduce docker build failures on 32bit platforms — thanks @twk3 | ||
| - [#303](https://github.com/actualbudget/actual-server/pull/303) Fixed a broken link in the README! — thanks @BoKKeR |
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