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🔖 (24.5.0) mobile improvements and much more #2693

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merged 2 commits into from
May 3, 2024
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@MatissJanis MatissJanis commented May 2, 2024


Notable changes:

  • Ability to show/hide reconciled transactions
  • Ability to prepend/append notes when bulk editing transactions
  • Show remaining balance in the category autocomplete
  • OFX, CSV import: ability to disable transaction deduplication logic
  • Mobile: account management functionality
  • Mobile: clicking on category allows to see transactions list for the clicked category
  • Desktop app release

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github-actions bot commented May 2, 2024

Here are the automatically generated release notes!

Version: v24.5.0

#### Features

- [#2468](https://github.com/actualbudget/actual/pull/2468) Add options to prepend or append text to a transaction note using the bulk edit dialog. — thanks @shall0pass
- [#2531](https://github.com/actualbudget/actual/pull/2531) Drill down category transactions by clicking on spent amount in mobile budget page. — thanks @joel-jeremy
- [#2542](https://github.com/actualbudget/actual/pull/2542) Adding menu item to show/hide reconciled transactions in the account view. — thanks @davidkus
- [#2551](https://github.com/actualbudget/actual/pull/2551) Display category balances in category autocomplete. — thanks @joel-jeremy & @MatissJanis
- [#2560](https://github.com/actualbudget/actual/pull/2560) Show sync indicator in account header. — thanks @psybers
- [#2564](https://github.com/actualbudget/actual/pull/2564) Add options to disable reconciliation when importing OFX files. — thanks @keriati
- [#2585](https://github.com/actualbudget/actual/pull/2585) Add checkbox to disable reconciliation when importing CSV files. — thanks @keriati
- [#2610](https://github.com/actualbudget/actual/pull/2610) Add month notes and budget/template action menus for mobile. — thanks @joel-jeremy
- [#2611](https://github.com/actualbudget/actual/pull/2611) Collapsible budget groups in mobile. — thanks @joel-jeremy

#### Enhancements

- [#2466](https://github.com/actualbudget/actual/pull/2466) Enable "yearly" interval to custom reports. Also sets-up groudwork for adding weekly/daily in the near future — thanks @carkom
- [#2472](https://github.com/actualbudget/actual/pull/2472) Add more modals in mobile for account, scheduled transactions, budget summary, and balance actions. — thanks @joel-jeremy
- [#2480](https://github.com/actualbudget/actual/pull/2480) Add category groups to end of month cleanup templates. — thanks @shall0pass
- [#2483](https://github.com/actualbudget/actual/pull/2483) Add daily and weekly to custom reports interval list. — thanks @carkom
- [#2491](https://github.com/actualbudget/actual/pull/2491) Add + button to add a group on mobile budget page and a budget related menu. — thanks @joel-jeremy
- [#2501](https://github.com/actualbudget/actual/pull/2501) Mobile budget menu modal to set budget amounts. — thanks @joel-jeremy
- [#2506](https://github.com/actualbudget/actual/pull/2506) Add line chart option for displaying budget amounts over time — thanks @qedi-r
- [#2518](https://github.com/actualbudget/actual/pull/2518) Bump GoCardless access validity from 30 to 90 days. — thanks @kyrias
- [#2521](https://github.com/actualbudget/actual/pull/2521) A simple delete confirmation for custom reports. — thanks @carkom
- [#2522](https://github.com/actualbudget/actual/pull/2522) Custom reports so transactions activity on accounts page for graphs when clicked. — thanks @carkom
- [#2523](https://github.com/actualbudget/actual/pull/2523) Using any math operator on an input will begin a calculation starting with the existing value. — thanks @JazzyJosh
- [#2536](https://github.com/actualbudget/actual/pull/2536) When adding a mobile view transaction, format the edit field according to the currency and add an automatic/fixed position decimal when applicable. — thanks @ilar
- [#2544](https://github.com/actualbudget/actual/pull/2544) Change default theme from light to the system's default theme — thanks @adam-rozen
- [#2569](https://github.com/actualbudget/actual/pull/2569) Support creating rules from split transactions on the accounts page — thanks @jfdoming
- [#2582](https://github.com/actualbudget/actual/pull/2582) Dim categories in the budget view if hidden by their category group. — thanks @psybers
- [#2583](https://github.com/actualbudget/actual/pull/2583) Enables the ability to show transactions when donut graph is clicked. — thanks @carkom
- [#2598](https://github.com/actualbudget/actual/pull/2598) Update balance menu modal title and add balance amount in the modal. — thanks @joel-jeremy
- [#2601](https://github.com/actualbudget/actual/pull/2601) Improved fatal-error handling in case backend failed loading: show error message. — thanks @MatissJanis
- [#2606](https://github.com/actualbudget/actual/pull/2606) Enables the ability to show transactions when StackedBarGraph is clicked. — thanks @carkom
- [#2607](https://github.com/actualbudget/actual/pull/2607) Use decimal input mode for transfer and hold buffer modal inputs. — thanks @joel-jeremy
- [#2608](https://github.com/actualbudget/actual/pull/2608) Allow posting/skipping scheduled transactions in mobile view. — thanks @joel-jeremy
- [#2612](https://github.com/actualbudget/actual/pull/2612) Fixing some of the sessionStorage issues plus adding filters to sessionStorage. — thanks @carkom
- [#2613](https://github.com/actualbudget/actual/pull/2613) Honor the budget.startMonth pref to open the last month the user was working on before closing the app. — thanks @joel-jeremy
- [#2617](https://github.com/actualbudget/actual/pull/2617) Include flatpak in the electron build list — thanks @youngcw
- [#2624](https://github.com/actualbudget/actual/pull/2624) Add mobile reports page. — thanks @carkom
- [#2627](https://github.com/actualbudget/actual/pull/2627) Mobile - make labels sentence case and update budget and balance modals with Budget and Balance labels respectively. — thanks @joel-jeremy
- [#2628](https://github.com/actualbudget/actual/pull/2628) Add negative/positive colors to mobile transaction amount input — thanks @joel-jeremy
- [#2632](https://github.com/actualbudget/actual/pull/2632) Add desktop apps to the release assets — thanks @youngcw
- [#2636](https://github.com/actualbudget/actual/pull/2636) Enables the ability to show transactions when LineGraph is clicked. Also adds missing formatting to lineGraph. — thanks @carkom
- [#2637](https://github.com/actualbudget/actual/pull/2637) Fixing typescript issues with firstDayOfWeek. Also fixes bug with TableGraph report card. — thanks @carkom
- [#2639](https://github.com/actualbudget/actual/pull/2639) Added app-loading stage description texts; also added exponential backoff in case a lazy-loaded module fails loading — thanks @MatissJanis
- [#2651](https://github.com/actualbudget/actual/pull/2651) Make the 'Apply to all' section (fka 'Before split') of rule splits more intuitive — thanks @jfdoming
- [#2653](https://github.com/actualbudget/actual/pull/2653) Ignore transactions with empty date & amount — thanks @kyangk
- [#2657](https://github.com/actualbudget/actual/pull/2657) Add custom error message if lazy-loading a module fails. — thanks @MatissJanis
- [#2665](https://github.com/actualbudget/actual/pull/2665) Add amount colors to mobile accounts and transaction list. — thanks @joel-jeremy
- [#2667](https://github.com/actualbudget/actual/pull/2667) Check schedule name when using the check templates function — thanks @youngcw
- [#2671](https://github.com/actualbudget/actual/pull/2671) Hide theme selector from the top of the page - it is now only available in the settings page. — thanks @MatissJanis
- [#2688](https://github.com/actualbudget/actual/pull/2688) Goals: Add template to budget X months average spending.  Matches the funcion of the existing budget page button. — thanks @youngcw
- [#2689](https://github.com/actualbudget/actual/pull/2689) Goals: Enable decimals for percentage templates. — thanks @shall0pass

#### Bugfix

- [#2502](https://github.com/actualbudget/actual/pull/2502) Fix reconciling split translations from nYNAB import creates orphan transfers — thanks @Wizmaster
- [#2535](https://github.com/actualbudget/actual/pull/2535) Goal templates: Allow budgeting to a full category balance when using 'up to' and a negative category rollover balance. — thanks @shall0pass
- [#2538](https://github.com/actualbudget/actual/pull/2538) Improve contrast in Payee autocomplete's "Create payee" and Category autocomplete's "Split transaction" buttons — thanks @Jenna59
- [#2543](https://github.com/actualbudget/actual/pull/2543) When importing reconciled split transaction, the resulting sub-transactions is also marked as reconciled. — thanks @davidkus
- [#2553](https://github.com/actualbudget/actual/pull/2553) This fixes a regression that broke toggle menu items. — thanks @carkom
- [#2556](https://github.com/actualbudget/actual/pull/2556) Custom Reports: Fix bug where month endDate is saving as a non-date variable. — thanks @carkom
- [#2557](https://github.com/actualbudget/actual/pull/2557) Fixes live dateRange not updating with new month (interval). — thanks @carkom
- [#2570](https://github.com/actualbudget/actual/pull/2570) Mobile: Remove menu item for income category group, which resulted in crash. — thanks @shall0pass
- [#2572](https://github.com/actualbudget/actual/pull/2572) Close modal after transferring / covering balance in mobile budget page — thanks @joel-jeremy
- [#2573](https://github.com/actualbudget/actual/pull/2573) Fix mobile report budget bug where you can't click on an income category's budgeted input. — thanks @joel-jeremy
- [#2577](https://github.com/actualbudget/actual/pull/2577) Use desktop colors for mobile autocomplete modals. — thanks @joel-jeremy
- [#2580](https://github.com/actualbudget/actual/pull/2580) Fix "Load backup" functionality in Electron - no longer throwing fatal error — thanks @mikesglitch
- [#2581](https://github.com/actualbudget/actual/pull/2581) Do not allow hiding the income category group. — thanks @psybers
- [#2588](https://github.com/actualbudget/actual/pull/2588) Allow 5 decimal places in csv files without matching on 3 or 4 — thanks @youngcw
- [#2589](https://github.com/actualbudget/actual/pull/2589) Force transaction cleared checkboxes to show on reconcile view — thanks @matt-fidd
- [#2594](https://github.com/actualbudget/actual/pull/2594) Hide Y axis values of net worth graph when privacy mode is enabled. — thanks @ttlgeek
- [#2597](https://github.com/actualbudget/actual/pull/2597) Stop cash flow card labels from getting cutting off if bar height is too low — thanks @ttlgeek
- [#2599](https://github.com/actualbudget/actual/pull/2599) Fix account notes not retrieving correctly in mobile. — thanks @joel-jeremy
- [#2614](https://github.com/actualbudget/actual/pull/2614) Fix notes tooltip content going out of bounds. — thanks @MatissJanis
- [#2633](https://github.com/actualbudget/actual/pull/2633) Fix encryption modals for mobile. — thanks @joel-jeremy
- [#2635](https://github.com/actualbudget/actual/pull/2635) Add To Be Budgeted category to cover and transfer modal — thanks @joel-jeremy
- [#2638](https://github.com/actualbudget/actual/pull/2638) Fix low contrast accent colours in dark and midnight themes — thanks @matt-fidd
- [#2641](https://github.com/actualbudget/actual/pull/2641) Make /login show descriptive error when an incorrect password is submitted — thanks @mattfidd
- [#2649](https://github.com/actualbudget/actual/pull/2649) Do not show "delete remote file" option for local budget files. — thanks @MatissJanis
- [#2650](https://github.com/actualbudget/actual/pull/2650) Fix scroll bars always showing on tooltips — thanks @youngcw
- [#2663](https://github.com/actualbudget/actual/pull/2663) Fix app loading screen not showing when opening a budget file. — thanks @joel-jeremy
- [#2690](https://github.com/actualbudget/actual/pull/2690) Fix mobile notes modal not retrieving correct notes — thanks @joel-jeremy
- [#2692](https://github.com/actualbudget/actual/pull/2692) Fix budget list / management app flashing on page init. — thanks @joel-jeremy

#### Maintenance

- [#2493](https://github.com/actualbudget/actual/pull/2493) Refactor `Tooltip` component for notes button - use react-aria component. — thanks @MatissJanis
- [#2509](https://github.com/actualbudget/actual/pull/2509) Uninstall react-merge-refs package and replace mergeRefs with useMergedRefs hook. — thanks @joel-jeremy
- [#2511](https://github.com/actualbudget/actual/pull/2511) Split menu components to separate files for reusability. — thanks @joel-jeremy
- [#2534](https://github.com/actualbudget/actual/pull/2534) Removing code duplication in bank-sync logic — thanks @MatissJanis
- [#2548](https://github.com/actualbudget/actual/pull/2548) Update the github issues template — thanks @MatissJanis
- [#2555](https://github.com/actualbudget/actual/pull/2555) Update TransactionEdit component onEdit function to use serialized transactions. — thanks @joel-jeremy
- [#2558](https://github.com/actualbudget/actual/pull/2558) Consolidates AnchorLink, ButtonLink and LinkButton to use existing props (Link and Button - with type). — thanks @carkom
- [#2567](https://github.com/actualbudget/actual/pull/2567) Improve API output types. — thanks @twk3
- [#2571](https://github.com/actualbudget/actual/pull/2571) Use consistent padding in modals — thanks @joel-jeremy
- [#2586](https://github.com/actualbudget/actual/pull/2586) Remove left behind editableTitle prop. — thanks @joel-jeremy
- [#2593](https://github.com/actualbudget/actual/pull/2593) Migrating native `Tooltip` component to react-aria Tooltip/Popover (vol.2) — thanks @MatissJanis
- [#2604](https://github.com/actualbudget/actual/pull/2604) Adds integration test for experimental split rules functionality — thanks @marethyu1
- [#2609](https://github.com/actualbudget/actual/pull/2609) Add key prop to all modals. — thanks @joel-jeremy
- [#2616](https://github.com/actualbudget/actual/pull/2616) Delete old Plaid integration that is no longer working. — thanks @MatissJanis
- [#2619](https://github.com/actualbudget/actual/pull/2619) Add midnight theme VRT screenshots. — thanks @joel-jeremy
- [#2620](https://github.com/actualbudget/actual/pull/2620) Rename electron master workflow to be different thant he electron pr workflow — thanks @youngcw
- [#2623](https://github.com/actualbudget/actual/pull/2623) Organize .gitignore and remove duplicated lines — thanks @adam-rozen
- [#2634](https://github.com/actualbudget/actual/pull/2634) Fix slow VRT test - reduced number of iterations to speed up test — thanks @joel-jeremy
- [#2658](https://github.com/actualbudget/actual/pull/2658) Fix electron builds on OSX — thanks @twk3
- [#2659](https://github.com/actualbudget/actual/pull/2659) Some slight adjustments to tidy up the code and make it work better. Some TS updates as well. — thanks @carkom

@MatissJanis MatissJanis merged commit b34aaab into master May 3, 2024
1 of 2 checks passed
@MatissJanis MatissJanis deleted the release/v24.5.0 branch May 3, 2024 16:32
MatissJanis added a commit to actualbudget/docs that referenced this pull request May 3, 2024
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