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🔖 (23.6.0) category hiding and filters for reports #179

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98 changes: 91 additions & 7 deletions docs/Release-Notes.md
Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,82 @@
title: Release Notes
---

## 23.6.0

**Docker tag: 23.6.0**

### Actual

Version: 23.6.0

#### Features

- [#994](https://github.com/actualbudget/actual/pull/994) Reports: ability to filter the data by payee/account/category/etc. — thanks [MatissJanis]
- [#1060](https://github.com/actualbudget/actual/pull/1060) Added the ability to hide category groups while keeping them in the same category group. — thanks [Miodec]
- [#1011](https://github.com/actualbudget/actual/pull/1011) Add ability to filter the Manage Payees screen to show orphaned payees only. — thanks [sudoCerb]

#### Enhancements

- [#964](https://github.com/actualbudget/actual/pull/964) Introduces a ResponsiveProvider as a foundation for future mobile development. Makes transaction entry available to many mobile users in landscape orientation. — thanks [trevdor]
- [#995](https://github.com/actualbudget/actual/pull/995) Number Format: Add a new option (space-dot) e.g. "1 234.56" — thanks [TheTrueCaligari]
- [#1004](https://github.com/actualbudget/actual/pull/1004) Add option to not remove funds when using an "up to" goal template. — thanks [youngcw]
- [#1016](https://github.com/actualbudget/actual/pull/1016) Add menu item and keywords for end-of-month budget reassignments — thanks [shall0pass]
- [#1023](https://github.com/actualbudget/actual/pull/1023) Created development docker container — thanks [jonezy35]
- [#1029](https://github.com/actualbudget/actual/pull/1029) Make number parsing agnostic to decimal and thousands separators — thanks [chylex]
- [#1034](https://github.com/actualbudget/actual/pull/1034) Updated account order inside the account autocomplete popup to: On Budget, Off Budget, Closed Accounts. Removed closed accounts from suggestions when creating a new transaction. — thanks [Miodec]
- [#1052](https://github.com/actualbudget/actual/pull/1052) Templates: Add option to only apply schedule template to the month of the schedule instead of spreading out the charge. — thanks [youngcw]

#### Bugfix

- [#999](https://github.com/actualbudget/actual/pull/999) Transactions table: when creating a split transaction - focus on the "debit" field next. — thanks [MatissJanis]
- [#1000](https://github.com/actualbudget/actual/pull/1000) Reports: 1y date range should be 12 months, not 13 months — thanks [MatissJanis]
- [#1008](https://github.com/actualbudget/actual/pull/1008) Reports: Add Upcoming/Due transactions in the "Selected balance" sum (Issue #319) — thanks [TheTrueCaligari]
- [#1017](https://github.com/actualbudget/actual/pull/1017) Bugfix: amounts for schedules incorrectly read in 'space-dot' format. — thanks [TheTrueCaligari]
- [#1019](https://github.com/actualbudget/actual/pull/1019) Fix infinite loop condition in repeat goal — thanks [youngcw]
- [#1028](https://github.com/actualbudget/actual/pull/1028) Bugfix: Goals template compounding - Large target differences resulted in not enough funding — thanks [shall0pass]
- [#1033](https://github.com/actualbudget/actual/pull/1033) Remove unnecessary message in the “Find schedules” modal — thanks [j-f1]
- [#1038](https://github.com/actualbudget/actual/pull/1038) Fixed a bug where it was possible to make a transfer to the same account as the one making the transfer. — thanks [Miodec]
- [#1048](https://github.com/actualbudget/actual/pull/1048) Fix a couple of bugs/inconsistencies in the Electron app — thanks [j-f1]
- [#1049](https://github.com/actualbudget/actual/pull/1049) Goals Schedule - Include spent in calculation — thanks [shall0pass]
- [#1054](https://github.com/actualbudget/actual/pull/1054) Re-export the API methods at the top level of the `@actual-budget/api` package like they were in the past. Note: If you were using the `api.methods.<method>` syntax to access API methods in recent versions, that is now deprecated and will stop working with the next major release of the API package. — thanks [j-f1]
- [#1056](https://github.com/actualbudget/actual/pull/1056) Change copy-migrations shebang to bash. yarn build failed on copy-migrations because /bin/sh is not bash on WSL and doesn't expect -e — thanks [fry]
- [#1058](https://github.com/actualbudget/actual/pull/1058) Fix date calculations in Goal Templates by adding a time zone correction — thanks [shall0pass]
- [#1059](https://github.com/actualbudget/actual/pull/1059) Goals: Undo change that broke some template parsing — thanks [youngcw]
- [#1067](https://github.com/actualbudget/actual/pull/1067) Fix link to spent transactions for a budget category — thanks [MatissJanis]
- [#1083](https://github.com/actualbudget/actual/pull/1083) Goals: Fix bug that made repeat values >9 fail parsing. — thanks [youngcw]
- [#1084](https://github.com/actualbudget/actual/pull/1084) Fix error if sink/source were defined in same category. — thanks [shall0pass]

#### Maintenance

- [#979](https://github.com/actualbudget/actual/pull/979) Convert top common components in `desktop-client` to Typescript — thanks [albertogasparin]
- [#1001](https://github.com/actualbudget/actual/pull/1001) Improve Actions setup, add more automation around issue management — thanks [j-f1]
- [#1002](https://github.com/actualbudget/actual/pull/1002) Add missing migrations to the API package — thanks [j-f1]
- [#1003](https://github.com/actualbudget/actual/pull/1003) Fixing Electron App — thanks [Shazib]
- [#1005](https://github.com/actualbudget/actual/pull/1005) Detect more errors in JS OFX importer. — thanks [Sinistersnare]
- [#1012](https://github.com/actualbudget/actual/pull/1012) Add link to current feature requests to README. — thanks [youngcw]
- [#1015](https://github.com/actualbudget/actual/pull/1015) Enable ESLint’s `curly` rule — thanks [j-f1]
- [#1022](https://github.com/actualbudget/actual/pull/1022) Improve behavior of shift-clicking checkboxes to select multiple transactions. — thanks [j-f1]
- [#1032](https://github.com/actualbudget/actual/pull/1032) Adds support for dev containers, allowing for easier contributions. — thanks [jlsjonas]
- [#1036](https://github.com/actualbudget/actual/pull/1036) Remove dependency on `@reactions/component` — thanks [j-f1]
- [#1037](https://github.com/actualbudget/actual/pull/1037) Convert few other components in `desktop-client` to Typescript — thanks [albertogasparin]
- [#1042](https://github.com/actualbudget/actual/pull/1042) Update Yarn — thanks [j-f1]
- [#1043](https://github.com/actualbudget/actual/pull/1043) Upgrade `react-spring`, remove `wobble` dependency — thanks [j-f1]
- [#1045](https://github.com/actualbudget/actual/pull/1045) Update to React Router v5.1 conventions to facilitate the v6 upgrade. — thanks [trevdor]
- [#1061](https://github.com/actualbudget/actual/pull/1061) Use the `useLiveQuery` hook in a couple more places — thanks [j-f1]
- [#1064](https://github.com/actualbudget/actual/pull/1064) Integrate `useMemo` into `useLiveQuery` — thanks [j-f1]
- [#1070](https://github.com/actualbudget/actual/pull/1070) Add a few more `eslint-plugin-import` rules to keep our imports tidy — thanks [j-f1]
- [#1078](https://github.com/actualbudget/actual/pull/1078) Migrate some files in `desktop-client` to use Typescript. — thanks [TomAFrench]
- [#1079](https://github.com/actualbudget/actual/pull/1079) Remove stale reference to `loot-design` package. — thanks [TomAFrench]

### Actual Server

Version: 23.6.0

#### Maintenance

- [#204](https://github.com/actualbudget/actual-server/pull/204) Fix build process for edge Docker images — thanks [j-f1]
- [#208](https://github.com/actualbudget/actual-server/pull/208) Migrate to the combined release notes action from the main repo — thanks [j-f1]

## 23.5.0

**Docker tag: 23.5.0**
Expand All @@ -17,7 +93,7 @@ Version: 23.5.0
#### Enhancements

- [#858](https://github.com/actualbudget/actual/pull/858) Goals: Added support for percentage driven targets — thanks [shall0pass]
- [#879](https://github.com/actualbudget/actual/pull/879) Goal templates: Changed how compounding 'by' matches are filled. Now uses an average across templates. — thanks [shall0pass]
- [#879](https://github.com/actualbudget/actual/pull/879) Goal templates: Changed how compounding 'by' matches are filled. Now uses an average across templates. — thanks [shall0pass]
- [#910](https://github.com/actualbudget/actual/pull/910) Add setting to change first day of the week — thanks [biohzrddd]
- [#919](https://github.com/actualbudget/actual/pull/919) Show pending transactions from Nordigen in transactions table — thanks [henrikmaa]
- [#933](https://github.com/actualbudget/actual/pull/933) Autocomplete: set min-width for the tooltip — thanks [MatissJanis]
Expand Down Expand Up @@ -60,7 +136,7 @@ Version: 23.5.0
- [#982](https://github.com/actualbudget/actual/pull/982) Run feature-request management github action only once and for the "feature" label only (not for other labels) — thanks [MatissJanis]
- [#985](https://github.com/actualbudget/actual/pull/985) Remove unused payee rules feature — thanks [j-f1]

### Actual Server
### Actual Server

Version: 23.5.0

Expand Down Expand Up @@ -813,6 +889,7 @@ Version: 22.10.25
- [#82](https://github.com/actualbudget/actual-server/pull/82) Build docker image on push to master or tag — thanks [trevdor]

[7brend7]: https://github.com/7brend7
[aaroneiche]: https://github.com/aaroneiche
[aharbis]: https://github.com/aharbis
[ajtrichards]: https://github.com/ajtrichards
[albertogasparin]: https://github.com/albertogasparin
Expand All @@ -821,27 +898,33 @@ Version: 22.10.25
[biohzrddd]: https://github.com/biohzrddd
[brtwrst]: https://github.com/brtwrst
[carkom]: https://github.com/carkom
[chylex]: https://github.com/chylex
[ciwchris]: https://github.com/ciwchris
[coliff]: https://github.com/coliff
[eberureon]: https://github.com/eberureon
[ejmurra]: https://github.com/ejmurra
[ezfe]: https://github.com/ezfe
[fry]: https://github.com/fry
[fstybel]: https://github.com/fstybel
[gsumpster]: https://github.com/gsumpster
[heilerich]: https://github.com/heilerich
[iurynogueira]: https://github.com/iurynogueira
[henrikmaa]: https://github.com/henrikmaa
[intiplink]: https://github.com/intiplink
[iurynogueira]: https://github.com/iurynogueira
[j-f1]: https://github.com/j-f1
[Jackenmen]: https://github.com/Jackenmen
[jamesmortensen]: https://github.com/jamesmortensen
[JazzaG]: https://github.com/JazzaG
[jlongster]: https://github.com/jlongster
[jlsjonas]: https://github.com/jlsjonas
[jonezy35]: https://github.com/jonezy35
[Kk-ships]: https://github.com/Kk-ships
[Kovah]: https://github.com/Kovah
[ldotlopez]: https://github.com/ldotlopez
[m3nu]: https://github.com/m3nu
[manuelcanepa]: https://github.com/manuelcanepa
[MatissJanis]: https://github.com/MatissJanis
[Miodec]: https://github.com/Miodec
[mnsrv]: https://github.com/mnsrv
[modrzew]: https://github.com/modrzew
[n1thun]: https://github.com/n1thun
Expand All @@ -854,8 +937,12 @@ Version: 22.10.25
[rickdoesdev]: https://github.com/rickdoesdev
[S3B4S]: https://github.com/S3B4S
[shall0pass]: https://github.com/shall0pass
[Shazib]: https://github.com/Shazib
[Silvenga]: https://github.com/Silvenga
[sinistersnare]: https://github.com/sinistersnare
[sudoCerb]: https://github.com/sudoCerb
[suryaatevellore]: https://github.com/suryaatevellore
[TheTrueCaligari]: https://github.com/TheTrueCaligari
[TomAFrench]: https://github.com/TomAFrench
[trevdor]: https://github.com/trevdor
[UnexomWid]: https://github.com/UnexomWid
Expand All @@ -864,7 +951,4 @@ Version: 22.10.25
[waseem-h]: https://github.com/waseem-h
[winklevos]: https://github.com/winklevos
[wmertens]: https://github.com/wmertens
[sinistersnare]: https://github.com/sinistersnare
[henrikmaa]: https://github.com/henrikmaa
[youngcw]: https://github.com/youngcw
[aaroneiche]: https://github.com/aaroneiche
[youngcw]: https://github.com/youngcw