Changelog

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v0.8.2

2024-05-15

Added

  • Filter by transfer reference for transactions in #1192
  • Pass base address from web server to desktop client in #1195
  • Support for Ubuntu 24.04 in #1212
  • Default units in #1213
  • Time axis splits for reports in #1214
  • Demo user with sample data in #1224

Deprecated

  • Removed PostgreSQL 11 support and integration tests in #1194

Removed

  • Transfer reference columns from transaction overview in #1192
  • Redundant details from local user accounts in #1204

Fixed

  • Disable external sign in button if not configured in #1193
  • Report time axis alignment for balance/category reports in #1214
  • Check updated row count in #1215
  • Use of Windows specific APIs crashing desktop app on linux in #1218
  • Not all transfers being returned for detailed transactions in #1220
  • Split transfers by transfer instead of transaction date in balance report in #1221

Security

  • Bump .NET SDK version in #1233
Full Changelog: v0.8.1...v0.8.2
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v0.8.1

2024-04-26

Added

  • Filter by loan for transactions in #1119
  • Filter by account and currency for balance report in #1124
  • List of payments for the selected loan in #1189

Changed

  • Display currencies as alphabetic codes instead of full names in #1124

Fixed

  • Display of transactions with mixed currencies in #1191

Security

  • Bump .NET SDK version in #1182
Full Changelog: v0.8.0...v0.8.1
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v0.8.0

2024-02-24

Added

  • Filters in account, counterparty, category and product overviews in #1100

Changed

  • Removed unused files from published application in wwwroot in #1097
  • Improved desktop app startup time at the cost of file size in #1098
  • Split current loans in named loans and loan payments in #1104
  • Include non-default port in stored credential name in #1113
  • Limit currencies to the ones available for the selected account when creating a transfer in #1114

Deprecated

  • v1 loan and detailed transaction endpoints in #1104

Removed

  • Loan balance in counterparty overview in #1104

Fixed

  • Docker image size regression in #1093
  • API annotations for POST endpoints in #1104

Security

  • Bump .NET SDK version in #1095
Full Changelog: v0.7.3...v0.8.0
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v0.7.3

2024-02-11

Fixed

  • Trimming related issues introduced in last version in #1085 and #1086
Full Changelog: v0.7.2...v0.7.3
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v0.7.2

2024-02-10

Changed

  • Preserve state from current run for each application view in #1081

Removed

  • Removed embedded swagger/openapi explorer in #1082

Fixed

  • Fixed registration using GitHub in #940
  • Fixed transaction import from file in #1075
  • Fixed desktop shortcut working directory in #1080
  • Fixed loan list not refreshing after saving in #1081

Security

Full Changelog: v0.7.1...v0.7.2
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v0.7.1

2023-07-16

Added

  • Added about and licensing information in desktop app in #878

Changed

  • Simplified account endpoints in #857

Removed

  • Remove Ubuntu 18.04 support for the Debian package in #892

Fixed

  • Check for references before marking entity as deleted in #859
  • Show notifications on errors in #864
  • Don't return detailed deleted transactions in #890
  • Restart systemd service on failure in #907

Security

  • By default require authentication for all pages/API endpoints in #854
  • Bump .NET SDK version in #905
Full Changelog: v0.7.0...v0.7.1
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v0.7.0

2023-06-16

Added

  • Administrator role and initial admin user, user management in #785
  • Save application window size/state before closing in #813
  • Account and transaction sharing between users in #793
  • Example docker-compose.yml file in #825

Changed

  • Moved identity tables to default schema in #791
  • Disable EF query logging by default in #810
  • Moved booked/valued at dates from transactions to transfers in #818, #821

Deprecated

  • Removed PostgreSQL 10 support and integration tests in #786

Removed

  • Remove disabled property from accounts in #787

Fixed

  • Fix crashes when interacting with data grids while they are still refreshing in #784
  • Handle additional transaction types in Nordigen import in #808
  • Re-enable deleted currencies for an account when importing transactions in #810
  • Populate existing authentication configuration in desktop app in #811
  • Fix OIDC/OAuth web sign in with certain configurations in #827
  • Include purchases in the selected category in category report in #836
  • Correctly open page for authorizing Nordigen to access bank data in #849

Security

  • Bumped versions of dependencies
Full Changelog: v0.6.3...v0.7.0
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v0.6.3

2023-04-18

Fixed

  • Fix forced reentry of desktop client configuration before each login in #773
Full Changelog: v0.6.2...v0.6.3
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v0.6.2

2023-04-16

Added

  • Add a linked product to categories in #745
  • Add debug logs for repositories in #750

Changed

  • Replace Elastic APM with Open Telemetry in #727
  • Refactor importing, move bank reference to external in #738
  • Store credentials per server in #753

Fixed

  • Duplicate transfers in #740
  • Fix importing in #742
  • Ignore deleted transfers when calculating account balance in #744
  • Handle inherited documentation when generating open api specification in #746
  • Add OpenTelemetryOptions to service collection in #749
  • Ignore deleted entities when searching by name in #767

Security

  • Bumped versions of dependencies
Full Changelog: v0.6.1...v0.6.2
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v0.6.1

2023-03-15

Added

  • Add dialog for editing accounts when editing a transfer in #693
  • Add support for GitHub as OAuth provider in #706
  • Add ability to link a refund to the original transaction in #721
  • Add transaction filtering based on category in #726

Changed

  • Split bootstrap and application logs in #719
  • Use HealthController instead of middleware in #724
  • Improve first time configuration for desktop client in #735

Removed

  • Remove configuration validation on opening application in #716

Fixed

  • Fix category report handling of currencies in simple cases in #694
  • Fix display of currencies for multiple transfers in #701
  • Remove default scheme, fix username/password login in #702
  • Remove CSS classes that have been removed from bootstrap in #705
  • Forward JWT token auth to scheme based on issuer (#428) in #717
  • Restore deleted products when importing purchases in #723
  • Don't return deleted transaction items in detailed transactions in #725

Security

  • Bumped versions of dependencies
Full Changelog: v0.6.0...v0.6.1
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v0.6.0

2023-02-19

Added

  • Display background task names in #583
  • Add all currently active currencies in #584
  • Add docker support in #587

Changed

  • Reduce number of database calls for getting detailed transactions in #599
  • Cleanup build scripts in #582
  • Use VMelnalksnis.Testcontainers.Keycloak in #586
  • Use gnomeshade-build base image in #591
  • Move OIDC to separate project to speed up tests in #592
  • Upgrade to .NET 7 in #667
  • Use source generation for INotifyPropertyChanging/Changed in #679

Fixed

  • Include XML docs in docker image in #594
  • Remove duplicate results from detailed transaction in #601
  • Fix and improve reports in #602
  • Build debian packages on ubuntu-20.04 for compression compatability in #657
  • Fix working directory within docker container in #676
  • Hide password, fix login UI in #677
  • Fix parsing of Rimi receipts in #680
  • Handle bad OCR cases when parsing documents in #683

Security

  • Bumped versions of dependencies
Full Changelog: v0.5.0...v0.6.0
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v0.5.0

2022-11-13

Added

  • Use custom scheme for oauth redirect in #498
  • Use system credential storage on Windows in #500
  • Add identity UI, various fixes in #507
  • Add configuration for content/web root (#514) in #516
  • Add transfer and purchase ordering (#150) in #529
  • Add Polly error policies for Nordigen client in #536
  • Add transaction merging (#544) in #546
  • Add endpoints for related transactions (#179) in #547
  • Add tests for the ansible role in #577

Changed

  • Improve transaction filtering in #517
  • Remove redundant static files, add useful links in #545

Fixed

  • Get javascript denendencies at build time in #509
  • Fix NuGet lock files for runtimes in #513
  • Fix user registration, identity UI defaults in #522
  • Use $GITHUB_OUTPUT instead of ::set-output in #541
  • Fix currency removal from accounts (#542) in #543

Security

  • Upgrade .NET SDK version, bump dependencies
Full Changelog: v0.4.0...v0.5.0
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v0.4.0

2022-09-28

Added

  • Add soft-delete in #409
  • Add selection of current period in #419
  • Add SSO integration tests in #427
  • Add support for SQLite in #445
  • Add demo app deployment in #450
  • Use convention based API versioning in #458
  • Add purchase parsing from paperless documents in #466
  • Add swedish krona in #488
  • Add balance report view in #489

Changed

  • Use static data instead of resources in #420
  • Convert GetAllDetailed transactions endpoint to IAsyncEnumerable in #425
  • Split PostgreSQL specific code into separate project in #426
  • Skip builds if only markdown files have changed in #442
  • Merge identity database into finance under identity schema in #459
  • Test all supported PostgreSQL versions in #461
  • Remove ConfigureAwait(false) from desktop in #485
  • Use source generation for JSON serialization metadata in #490

Removed

  • Remove redundant nested API routes in #423

Fixed

  • Hide product creation button if product is selected in #412
  • Fix build warnings in #424
  • Fix login issues in #433
  • Desktop bug fixes in #484
  • Fix username/password login in #487
  • Fix document parsing in #494

Security

  • Upgrade .NET SDK version, bump dependencies
Full Changelog: v0.3.1...v0.4.0
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v0.3.1

2022-08-10

Added

  • Enable central package management in #386
  • Add product overviews in #407

Changed

  • Restructure menu bar shortcuts in #363
  • Improve transaction overview responsiveness in #371
  • Improve purchase editing in #372
  • Feature/initialization refactoring in #376
  • Replace date/time pickers with text input in #378
  • Configure User-Agent string for API client in #389

Removed

  • Remove dependencies on Microsoft.AspNetCore from client in #362

Fixed

  • Fix apm, async UI in #388

Security

  • Upgrade .NET SDK version, bump dependencies
Full Changelog: v0.3.0...v0.3.1
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v0.3.0

2022-07-18

Added

  • Add nordigen import in #319
  • Refactor transaction desktop UI, add product filtering in #330
  • Refactor API client auth, add client app settings in #332

Changed

  • Improve API health checks in #347
  • Allow editing of reconciled transactions in #353
  • Link existing link if one exists in #357

Security

  • Upgrade .NET SDK version, bump dependencies
Full Changelog: v0.2.0...v0.3.0