🔖 (24.11.0)

.github/actions/spelling/expect.txt

@@ -3,6 +3,7 @@ AESUDEF
 ALZEY
 BANKA
 BANKINTER
+BAWAATWW
 Belfius
 Biedenkopf
 Bizum
@@ -16,10 +17,13 @@ crt
 Danske
 darkmode
 datadir
+Dominguez
+Fineco
 Fintro
 gernes
 gocardless
 INVSTMTMSGSRS
+jfdoming
 KORT
 lightmode
 modals
@@ -42,6 +46,7 @@ SVGR
 swc
 Synology
 tada
+templating
 ubuntu
 vrt
 VUB

blog/2024-11-03-release-24.11.0.md

@@ -0,0 +1,131 @@
+---
+title: Release 24.11.0
+description: New release of Actual.
+date: 2024-10-03T10:00
+slug: release-24.11.0
+tags: [announcement, release]
+hide_table_of_contents: false
+authors: jfdoming
+---
+
+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
+
+
+<!--truncate-->
+
+**Docker tag: 24.11.0**
+
+### Actual
+
+#### Enhancements
+
+- [#3305](https://github.com/actualbudget/actual/pull/3305) Add rule action templating for set actions using handlebars syntax. — thanks @UnderKoen
+- [#3310](https://github.com/actualbudget/actual/pull/3310) Add option to set how far out the upcoming scheduled transactions are shown in the account view. — thanks @SamBobBarnes
+- [#3543](https://github.com/actualbudget/actual/pull/3543) Save in/out mode settings between CSV imports — thanks @matt-fidd
+- [#3549](https://github.com/actualbudget/actual/pull/3549) [Mobile] Allow updating existing transaction's account — thanks @joel-jeremy
+- [#3554](https://github.com/actualbudget/actual/pull/3554) Update Sidebar to only scroll accounts. All buttons stay fixed in position. — thanks @tlesicka
+- [#3584](https://github.com/actualbudget/actual/pull/3584) Moving file settings to the management page and enabling budget file relocation — thanks @MikesGlitch
+- [#3587](https://github.com/actualbudget/actual/pull/3587) Dashboards: ability to quick-edit widget names from inner report pages. — thanks @MatissJanis
+- [#3588](https://github.com/actualbudget/actual/pull/3588) Dashboards: make "add widgets" button always visible. — thanks @MatissJanis
+- [#3600](https://github.com/actualbudget/actual/pull/3600) Add a guidance modal for when migrations are out of sync — thanks @MikesGlitch
+- [#3615](https://github.com/actualbudget/actual/pull/3615) Show the "import transactions" button even if accounts have bank-sync enabled. — thanks @MatissJanis
+- [#3617](https://github.com/actualbudget/actual/pull/3617) Add goal template to copy budget from X months prior — thanks @youngcw
+- [#3619](https://github.com/actualbudget/actual/pull/3619) Add action rule templating for `payee_name` — thanks @UnderKoen
+- [#3622](https://github.com/actualbudget/actual/pull/3622) Use a toggle on mobile transaction's Cleared flag. — thanks @joel-jeremy
+- [#3623](https://github.com/actualbudget/actual/pull/3623) Support translations in packages/desktop-client/src/components/payees/ManagePayees.tsx. — thanks @glorenzen
+- [#3636](https://github.com/actualbudget/actual/pull/3636) Reports: responsibility UI polishing. — thanks @MatissJanis
+- [#3639](https://github.com/actualbudget/actual/pull/3639) Add info text to Upcoming Length control. — thanks @SamBobBarnes
+- [#3648](https://github.com/actualbudget/actual/pull/3648) Move help-related items under a single menu — thanks @jfdoming
+- [#3659](https://github.com/actualbudget/actual/pull/3659) Support translations in desktop-client/components/common/search — thanks @Dreptschar
+- [#3684](https://github.com/actualbudget/actual/pull/3684) Add Reconcile button on account page — thanks @attyluccio
+- [#3691](https://github.com/actualbudget/actual/pull/3691) Add goal template reference guide to help menu — thanks @deathblade666
+- [#3697](https://github.com/actualbudget/actual/pull/3697) Supporting the use of an ngrok tunnel when used to tunnel into actual-sync server — thanks @MikesGlitch
+- [#3699](https://github.com/actualbudget/actual/pull/3699) Update Electron help menu to reflect new in-app menu — thanks @jfdoming
+- [#3722](https://github.com/actualbudget/actual/pull/3722) Translation support for desktop-client/src/components/reports/reports/CustomReport.tsx — thanks @AhmedElbohoty
+
+#### Bugfix
+
+- [#3343](https://github.com/actualbudget/actual/pull/3343) Fix slow scrolling in mobile modals — thanks @tim-smart
+- [#3511](https://github.com/actualbudget/actual/pull/3511) Fix yearly schedule templates not behaving correctly when budgeting ahead of the transaction date — thanks @JukeboxRhino
+- [#3527](https://github.com/actualbudget/actual/pull/3527) Updates UI to disallow non-unique account names. — thanks @qedi-r
+- [#3572](https://github.com/actualbudget/actual/pull/3572) Fix "category is nothing" rules not matching — thanks @davidmartos96
+- [#3598](https://github.com/actualbudget/actual/pull/3598) Fixes First day of the week option not being used correctly in the calendar when entering a new transaction — thanks @attyluccio
+- [#3602](https://github.com/actualbudget/actual/pull/3602) Ensure budgeted amounts are positive for mobile budget view — thanks @tim-smart
+- [#3603](https://github.com/actualbudget/actual/pull/3603) Fixes inaccurate running balance when hiding reconciled transactions — thanks @wysinder
+- [#3605](https://github.com/actualbudget/actual/pull/3605) Fixes CSV import when CSV contains only 3 columns — thanks @UnderKoen
+- [#3607](https://github.com/actualbudget/actual/pull/3607) Fixes Rule Conditions Removal — thanks @attyluccio
+- [#3609](https://github.com/actualbudget/actual/pull/3609) Don't consider payees used in rules as orphaned — thanks @matt-fidd
+- [#3613](https://github.com/actualbudget/actual/pull/3613) Make import button reflect accurate number of transactions to be added — thanks @matt-fidd
+- [#3624](https://github.com/actualbudget/actual/pull/3624) Fix rules for scheduled transactions incorrectly showing a split error when the all splits are "fixed-amount". — thanks @Sjones512
+- [#3625](https://github.com/actualbudget/actual/pull/3625) Run rules on "Reconciliation balance adjustment" transactions — thanks @UnderKoen
+- [#3626](https://github.com/actualbudget/actual/pull/3626) Fix importing of non custom reports widgets on the (experimental) reports page. — thanks @UnderKoen
+- [#3632](https://github.com/actualbudget/actual/pull/3632) Fix escaping in action rules templating — thanks @UnderKoen
+- [#3633](https://github.com/actualbudget/actual/pull/3633) Fix 'show uncategorized' and 'show off budget' for custom reports — thanks @UnderKoen
+- [#3641](https://github.com/actualbudget/actual/pull/3641) Fix visual glitches with scheduled split transactions — thanks @jfdoming
+- [#3674](https://github.com/actualbudget/actual/pull/3674) Fixes 1Password credit card autocomplete showing on the transactions table — thanks @greggroth
+- [#3676](https://github.com/actualbudget/actual/pull/3676) Allow 4 decimal places in file import. — thanks @youngcw
+- [#3679](https://github.com/actualbudget/actual/pull/3679) Fix incorrect cumulative totals for Days 28+ on the Spending Report — thanks @joel-rich
+- [#3695](https://github.com/actualbudget/actual/pull/3695) Fix broken budget copy in tracking budget — thanks @youngcw
+- [#3704](https://github.com/actualbudget/actual/pull/3704) Fix not being able to change Payee by rules — thanks @UnderKoen
+- [#3705](https://github.com/actualbudget/actual/pull/3705) Fix category being set on off-budget accounts — thanks @UnderKoen
+- [#3717](https://github.com/actualbudget/actual/pull/3717) Fix race condition during downloading budget. — thanks @MikesGlitch
+- [#3720](https://github.com/actualbudget/actual/pull/3720) Revert initial bank-sync operation status indicator change. — thanks @MatissJanis
+- [#3721](https://github.com/actualbudget/actual/pull/3721) Fix template notifications not showing — thanks @youngcw
+- [#3723](https://github.com/actualbudget/actual/pull/3723) Fix issue with Monthly Spending report not properly averaging previous three months — thanks @joel-rich
+- [#3725](https://github.com/actualbudget/actual/pull/3725) fix Tag filtering crashing app when tag has regex special character — thanks @joel-rich
+- [#3728](https://github.com/actualbudget/actual/pull/3728) Fix Distribute button calculates splits one at a time. — thanks @lelemm
+- [#3735](https://github.com/actualbudget/actual/pull/3735) Fix parse date in DateRange element which is causing the cards to display the wrong dates. — thanks @carkom
+- [#3736](https://github.com/actualbudget/actual/pull/3736) Add extra error handling for when an incorrect server URL has been setup — thanks @MikesGlitch
+- [#3739](https://github.com/actualbudget/actual/pull/3739) Fix "Name" field being in wrong colour in Schedules page — thanks @aappaapp
+- [#3749](https://github.com/actualbudget/actual/pull/3749) Fix usage of date functions in action rule templating. — thanks @UnderKoen
+- [#3768](https://github.com/actualbudget/actual/pull/3768) Fix bugs on payee management page — thanks @jfdoming
+
+#### Maintenance
+
+- [#3365](https://github.com/actualbudget/actual/pull/3365) Add more strict types to `account/rules.ts` — thanks @UnderKoen
+- [#3444](https://github.com/actualbudget/actual/pull/3444) Support translations in various files. — thanks @a-gradina
+- [#3471](https://github.com/actualbudget/actual/pull/3471) Replace glamor CSS-in-JS library with @emotion/css. — thanks @joel-jeremy
+- [#3499](https://github.com/actualbudget/actual/pull/3499) E2E tests for CSV import dialog — thanks @UnderKoen
+- [#3506](https://github.com/actualbudget/actual/pull/3506) e2e: Add some mobile visual regression tests — thanks @joel-jeremy
+- [#3507](https://github.com/actualbudget/actual/pull/3507) TypeScript: migrated `ManagePayees` and `LoadBackupModal`. — thanks @MatissJanis
+- [#3552](https://github.com/actualbudget/actual/pull/3552) Split `ImportTransactionsModal` file in multiple smaller component files. — thanks @MatissJanis
+- [#3553](https://github.com/actualbudget/actual/pull/3553) Reducing Desktop app package size — thanks @MikesGlitch
+- [#3570](https://github.com/actualbudget/actual/pull/3570) TypeScript: migrate smaller ImportTransactionsModal components to TS. — thanks @MatissJanis
+- [#3576](https://github.com/actualbudget/actual/pull/3576) TypeScript: migrate `NetWorth` component to TS. — thanks @MatissJanis
+- [#3577](https://github.com/actualbudget/actual/pull/3577) Upgrade some github actions. — thanks @MatissJanis
+- [#3580](https://github.com/actualbudget/actual/pull/3580) Remove electron-is-dev dependency from the Desktop App — thanks @MikesGlitch
+- [#3594](https://github.com/actualbudget/actual/pull/3594) Fix regression in size comparison workflow — thanks @matt-fidd
+- [#3599](https://github.com/actualbudget/actual/pull/3599) Add reload functionality into the desktop app and remove old logging package — thanks @MikesGlitch
+- [#3601](https://github.com/actualbudget/actual/pull/3601) Remove package.tgz file from the repository — thanks @tim-smart
+- [#3611](https://github.com/actualbudget/actual/pull/3611) Removing feature flag from spending reports. — thanks @carkom
+- [#3640](https://github.com/actualbudget/actual/pull/3640) TypeScript: migrated account header to TS. — thanks @MatissJanis
+- [#3645](https://github.com/actualbudget/actual/pull/3645) Bump `yargs` to newer version — thanks @jfdoming
+- [#3651](https://github.com/actualbudget/actual/pull/3651) Add feature flag for upcoming length adjustment setting. — thanks @SamBobBarnes
+- [#3718](https://github.com/actualbudget/actual/pull/3718) SyncedPrefs: remove no longer necessary migration. — thanks @MatissJanis
+- [#3756](https://github.com/actualbudget/actual/pull/3756) Remove unneeded node test file — thanks @MikesGlitch
+
+### Actual Server
+
+#### Enhancements
+
+- [#470](https://github.com/actualbudget/actual-server/pull/470) Sort bank transactions by more fields. So when there is a bookingDateTime it also sorts by the time. — thanks @UnderKoen
+- [#473](https://github.com/actualbudget/actual-server/pull/473) Add "N26" to list of banks with limited history — thanks @alcroito
+- [#480](https://github.com/actualbudget/actual-server/pull/480) Allow data directory to be overridden by env variable — thanks @MikesGlitch
+- [#481](https://github.com/actualbudget/actual-server/pull/481) Add "Fineco" bank (IT, UK) to list of banks with limited history — thanks @ftruzzi
+- [#482](https://github.com/actualbudget/actual-server/pull/482) Don't pull transactions from SimpleFIN when asking for the list of accounts. — thanks @psybers
+- [#483](https://github.com/actualbudget/actual-server/pull/483) SimpleFIN: when syncing a single account, only pull transactions for that account. — thanks @psybers
+- [#486](https://github.com/actualbudget/actual-server/pull/486) Change `access_valid_for_days` from "180" to "179" for institution "EASYBANK\_BAWAATWW" — thanks @clutwo
+
+#### Bugfix
+
+- [#474](https://github.com/actualbudget/actual-server/pull/474) Fixes Sabadell Bank regression, by including the date field during normalization — thanks @davidmartos96
+- [#487](https://github.com/actualbudget/actual-server/pull/487) Fix migrations not running properly on inital setup — thanks @MikesGlitch
+
+#### Maintenance
+
+- [#432](https://github.com/actualbudget/actual-server/pull/432) Integrate FileService for app-sync.js — thanks @tcrasset
+- [#478](https://github.com/actualbudget/actual-server/pull/478) Set correct log level for bank integration messages — thanks @rare-magma

blog/authors.yml

@@ -21,3 +21,9 @@ youngcw:
   title: Actual Budget Maintainer
   url: https://github.com/youngcw
   image_url: /img/authors/youngcw.png
+
+jfdoming:
+  name: Julian Dominguez-Schatz
+  title: Actual Budget Maintainer
+  url: https://github.com/jfdoming
+  image_url: /img/authors/jfdoming.jpeg